LEGACY TITLE HOLDING CORPORATION (EIN 465430970) - 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

2014

Legal Domicile

Principal Officer

RYAN JOHNSON

Phone

5809169022

Tax Period

2023-01-01 to 2023-12-31

LEGACY TITLE HOLDING CORPORATION, founded in 2014, is a community nonprofit in the Community Improvement sector that reported $3.5M in total revenue in fiscal year 2023. Revenue surged 174% from the prior year, signaling strong growth momentum. The organization ran a surplus of $981K, a strong 28% operating margin.

Mission

THE ORGANIZATION IS A 501(C)(2) ORGANIZATION AND WAS CREATED TO HOLD TITLE OF PROPERTY.

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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 $1,640,443

Program Service Revenue $187,403

Investment Income $1,535,882

Other Revenue $133,020

TOTAL REVENUE $3,496,748

Expense Breakdown

Grants Paid $2,001,422

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $513,856

TOTAL EXPENSES $2,515,278

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,496,748	$1,276,064	+1.7%
Expenses	$2,515,278	$1,735,157	+0.4%
Net Income	$981,470	$-459,093	-3.1%

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

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

$170,126

Total Directors

$170,126

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB SHERIFF	PAST PRES./T	1.00	Officer Director	$0	$82,002	$170,126
DENNY HALL	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
RYAN JOHNSON	PRESIDENT/TR	1.00	Officer Director	$0	$0	$0
GREG MASSEY	VICE PRES./T	1.00	Officer 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	$3,496,748	$2,515,278	$13,835,254	$981,470
2022	$1,276,064	$1,735,157	$13,198,790	$-459,093
2021	$674,718	$930,559	$14,347,516	$-255,841
2020	$908,556	$1,038,505	$15,515,859	$-129,949
2019	$520,245	$862,259	$15,874,862	$-342,014
2018	$734,360	$864,852	$15,431,892	$-130,492

LEGACY TITLE HOLDING CORPORATION