LEGAL AID SOCIETY OF STORY COUNTY (EIN 421024720) - 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

Formation Year

1974

Legal Domicile

Phone

5153822471

Tax Period

2024-07-01 to 2025-06-30

LEGAL AID SOCIETY OF STORY COUNTY, founded in 1974, is a small nonprofit that reported $445K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

LEGAL ASSISTANCE TO LOW-INCOME PEOPLE

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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 (2024)

Revenue Breakdown

Contributions & Grants $436,701

Program Service Revenue $2,050

Investment Income $6,031

Other Revenue $0

TOTAL REVENUE $444,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $362,285

Fundraising Expenses $2,814

Program Expenses $374,765

Other Expenses $95,107

TOTAL EXPENSES $457,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$444,782	$411,025	+0.1%
Expenses	$457,392	$378,904	+0.2%
Net Income	$-12,610	$32,121	-1.4%

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

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

$84,702

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY MICHELOTTI	Executive Dir.	45.00	Officer	$84,702	$0	$84,702
KATHY JOHNSON	Vice President	3.00	Officer Director	$0	$0	$0
PAUL JOHNSON	Director	2.00	Director	$0	$0	$0
BRENDEN O'BRIEN	Director	2.00	Director	$0	$0	$0
CRAIG EVANS	Director	2.00	Director	$0	$0	$0
MICHAEL MOON	Director	2.00	Director	$0	$0	$0
SHANNON LEIGHTY	Director	2.00	Director	$0	$0	$0
MARY HOWELL SERNA	Director	2.00	Director	$0	$0	$0
RUTH APPLETON	Director	2.00	Director	$0	$0	$0
JANE STREET	SECRETARY/TREAS	3.00	Officer Director	$0	$0	$0
NICOLE FACIO	President	3.00	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	$444,782	$457,392	$306,724	$-12,610
2024	$411,025	$378,904	$314,454	$32,121
2023	$320,974	$317,944	$274,085	$3,030
2022	$281,144	$270,250	$270,482	$10,894
2021	$339,750	$305,541	$256,129	$34,209
2020	$299,185	$306,358	$279,890	$-7,173
2019	$296,968	$293,545	$231,383	$3,423

LEGAL AID SOCIETY OF STORY COUNTY