LIONEL S LEGACY INC (EIN 461123304) - 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

Principal Officer

LAURA K OLIVER

Phone

6192125623

Tax Period

2023-01-01 to 2023-12-31

LIONEL S LEGACY INC, founded in 2012, is a small nonprofit in the Animal-Related sector that reported $204K in total revenue in fiscal year 2023. Expenses of $183K left a modest 10% surplus.

Mission

Saving one senior dog at a time and educating many young minds to create a legacy of compassion and advocacy.

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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 $203,592

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $203,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $177,351

Other Expenses $182,761

TOTAL EXPENSES $182,761

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,592	N/A	N/A
Expenses	$182,761	N/A	N/A
Net Income	$20,831	N/A	N/A

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

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
LAURA K OLIVER	President	25.00	Officer Director	$0	$0	$0
JEFFREY A OLIVER	Treasurer	5.00	Officer Director	$0	$0	$0
HEIDI INMAN	Secretary	0.00	Director	$0	$0	$0
SUNNY ELMORE	Director	0.00	Director	$0	$0	$0
KEVIN WALSHE	Director	5.00	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	No data	No data	No data	No data
2023	$203,592	$182,761	$236,077	$20,831
2021	$211,781	$143,278	$165,592	$68,503

LIONEL S LEGACY INC