OTTUMWA REGIONAL LEGACY FOUNDATION ENDOWMENT TRUST

EIN: 426063289 501(c)(3) Health Care

PORTLAND, OR

Total Revenue
$536,798
Total Expenses
$84,979
Total Assets
$2,821,450
Net Assets
$2,821,450
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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
IA
Principal Officer
BRIANNA VAUGHN
Phone
8883148480
Tax Period
2021-01-01 to 2021-12-31

OTTUMWA REGIONAL LEGACY FOUNDATION ENDOWMENT TRUST is a small nonprofit in the Health Care sector that reported $537K in total revenue in fiscal year 2021. Revenue surged 457% from the prior year, signaling strong growth momentum. The organization ran a surplus of $452K, a strong 84% operating margin.

Mission

SUPPORT ORGANIZATION

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $536,798
Other Revenue $0
TOTAL REVENUE $536,798

Expense Breakdown

Grants Paid $52,555
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $52,555
Other Expenses $32,424
TOTAL EXPENSES $84,979

Year-over-Year Comparison

2021 2020 Change
Revenue $536,798 $96,381 +4.6%
Expenses $84,979 $83,256 +0.0%
Net Income $451,819 $13,125 +33.4%
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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIANNA VAUGHN FIDUCIARY N/A
$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
2021 $536,798 $84,979 $2,821,450 $451,819
2020 $96,381 $83,256 $2,369,631 $13,125
2019 $142,558 $82,537 $2,356,506 $60,021
2018 $167,568 $75,427 $2,296,485 $92,141
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