LEGACY INCORPORATED (EIN 364727578) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile

Phone

5593039158

Tax Period

2025-01-01 to 2025-12-31

LEGACY INCORPORATED is a small nonprofit in the Education sector that reported $315K in total revenue in fiscal year 2025. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 31% operating margin.

Mission

LEGACY IS COMMITTED TO BUILDING INDIVIDUALS AND ORGANIZATIONS TO BECOME PURPOSEFUL, INTENTIONAL, EFFECTIVE AND EFFICIENT IN LIVING OUT GOD'S PURPOSE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $313,988

Program Service Revenue $0

Investment Income $0

Other Revenue $1,500

TOTAL REVENUE $315,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,000

Fundraising Expenses $0

Program Expenses $198,040

Other Expenses $168,963

TOTAL EXPENSES $216,963

Year-over-Year Comparison

	2025	2024	Change
Revenue	$315,488	$157,991	+1.0%
Expenses	$216,963	$189,138	+0.1%
Net Income	$98,525	$-31,147	-4.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT BRADEN	President	40.00	Officer Director	$0	$0	$0
GERARDO ARICA	Treasurer	20.00	Officer Director	$0	$0	$0
KURT ESPINOZA	Vice President	20.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$315,488	$216,963	$209,219	$98,525
2023	$231,456	$165,117	$141,841	$66,339
2022	$101,694	$101,114	$75,500	$580

LEGACY INCORPORATED