OGDEN LEGACY (EIN 455379404) - 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

2012

Legal Domicile

Phone

5152752917

Tax Period

2023-01-01 to 2023-12-31

OGDEN LEGACY, founded in 2012, is a micro nonprofit in the Community Improvement sector that reported $61K in total revenue in fiscal year 2023. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 19% operating margin.

Mission

OGDEN LEGACY'S PURPOSE IS TO PROMOTE ECONOMIC, INDUSTRIAL, PROFESSIONAL, CULTURAL AND CIVIC WELFARE IN THE OGDEN, IA AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $75,894

Program Service Revenue $0

Investment Income $8,501

Other Revenue $-22,976

TOTAL REVENUE $61,419

Expense Breakdown

Grants Paid $23,901

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,875

Other Expenses $25,974

TOTAL EXPENSES $49,875

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,419	$22,358	+1.7%
Expenses	$49,875	$141,400	-0.6%
Net Income	$11,544	$-119,042	-1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG CHRISTENSEN	President	2.00	Officer Director	$0	$0	$0
MARY BERGSTROM	Director	2.00	Director	$0	$0	$0
RICK HAMILTON	Director	2.00	Director	$0	$0	$0
LESLIE HEINEMAN	Director	2.00	Director	$0	$0	$0
LORI ANDERSON	EX-OFFICIO	2.00	Director	$0	$0	$0
JEAN MALLICOAT	Treasurer	2.00	Officer Director	$0	$0	$0
RICK ELBERT	Director	2.00	Director	$0	$0	$0
NICK LENTZ	Director	2.00	Director	$0	$0	$0
JAKE STOTTS	Director	2.00	Director	$0	$0	$0
DENNY GOOD	EX-OFFICIO	2.00	Director	$0	$0	$0
ADAM GOOD	Director	2.00	Director	$0	$0	$0
MATT VANSICKLE	Director	2.00	Director	$0	$0	$0
EMILY CLAUSEN	EX-OFFICIO	2.00	Director	$0	$0	$0
DOUG LAU	EX-OFFICIO	2.00	Director	$0	$0	$0
ERICH KRETZINGER	EX-OFFICIO	2.00	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
2023	$61,419	$49,875	$821,950	$11,544
2022	$22,358	$141,400	$810,406	$-119,042
2021	$-10,231	$42,247	$929,448	$-52,478
2020	$1,779	$39,420	$981,926	$-37,641
2019	$-9,064	$44,329	$1,019,567	$-53,393
2018	$-3,819	$33,800	$1,072,960	$-37,619

OGDEN LEGACY