Intentional Legacy (EIN 463796231) - 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

2013

Legal Domicile

Principal Officer

W Elizabeth Pease

Tax Period

2022-01-01 to 2022-12-31

Intentional Legacy, founded in 2013, is a small nonprofit in the Community Improvement sector that reported $219K in total revenue in fiscal year 2022.

Mission

Help people reach thier God given potential - supporting individuals and families through education, coaching, mental and physcial well being

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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 (2022)

Revenue Breakdown

Contributions & Grants $155,691

Program Service Revenue $62,094

Investment Income $0

Other Revenue $730

TOTAL REVENUE $218,515

Expense Breakdown

Grants Paid $169,121

Salaries & Benefits $28,349

Fundraising Expenses $0

Program Expenses $176,892

Other Expenses $24,698

TOTAL EXPENSES $222,168

Year-over-Year Comparison

	2022	2021	Change
Revenue	$218,515	N/A	N/A
Expenses	$222,168	N/A	N/A
Net Income	$-3,653	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

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
W Elizabeth Pease	Chairman	50.00	Officer	$0	$0	$0
Katie Joy Pease	Manager	40.00	Key Emp	$0	$0	$0
S Jordan Pease	Manager	40.00	Key Emp	$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
2022	$218,515	$222,168	$4,973	$-3,653

Intentional Legacy