The Foundation of the Legacy Guild (EIN 460888441) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

Ian Nelson

Tax Period

2024-01-01 to 2024-12-31

The Foundation of the Legacy Guild, founded in 2012, is a small nonprofit in the Education sector that reported $318K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $271K left a modest 15% surplus.

Mission

The Legacy Guild honors the memory of parents who have died by providing their surviving children with career mentoring and college scholarships.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $215,867

Program Service Revenue $0

Investment Income $39,153

Other Revenue $62,524

TOTAL REVENUE $317,544

Expense Breakdown

Grants Paid $227,425

Salaries & Benefits $0

Fundraising Expenses $22,870

Program Expenses $231,660

Other Expenses $43,107

TOTAL EXPENSES $270,532

Year-over-Year Comparison

	2024	2023	Change
Revenue	$317,544	$365,133	-0.1%
Expenses	$270,532	$273,891	0.0%
Net Income	$47,012	$91,242	-0.5%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

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
Andrew James	President	004.00	Officer Director	$0	$0	$0
Tim O'Brien	Vice President	004.00	Officer Director	$0	$0	$0
Ian Nelson	Treasurer	004.00	Officer Director	$0	$0	$0
John Eagan	Secretary	004.00	Officer Director	$0	$0	$0
Liam Bresnahan	Board Member	004.00	Director	$0	$0	$0
Joanna Mattia	Board Member	004.00	Director	$0	$0	$0
Jennifer Conroyd	Board Member	004.00	Director	$0	$0	$0
Brian Dwyer	Board Member	004.00	Director	$0	$0	$0
Matt Fisher	Board Member	004.00	Director	$0	$0	$0
Mike Possley	Board Member	004.00	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
2024	$317,544	$270,532	$1,069,075	$47,012
2023	$365,133	$273,891	$956,504	$91,242
2022	$308,342	$252,786	$800,791	$55,556
2021	$366,419	$214,304	$837,990	$152,115
2020	$283,475	$267,337	$661,728	$16,138
2019	$293,285	$249,397	$622,635	$43,888
2018	$304,610	$219,661	$561,113	$84,949

The Foundation of the Legacy Guild