A LEGACY OF GIVING (EIN 470975472) - 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

CAROLINE PAGE

Phone

5129174999

Tax Period

2017-07-01 to 2018-06-30

A LEGACY OF GIVING, founded in 2014, is a small nonprofit that reported $112K in total revenue in fiscal year 2017. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $223K exceeded revenue, resulting in a 100% operating deficit.

Mission

CREATING A CULTURE OF COMPASSION THROUGH EDUCATION AND LEADERSHIP DEVELOPMENT

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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 (2017)

Revenue Breakdown

Contributions & Grants $31,780

Program Service Revenue $79,800

Investment Income $0

Other Revenue $0

TOTAL REVENUE $111,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,097

Fundraising Expenses $64,157

Program Expenses $114,388

Other Expenses $51,029

TOTAL EXPENSES $223,126

Year-over-Year Comparison

	2017	2016	Change
Revenue	$111,580	$386,953	-0.7%
Expenses	$223,126	$330,726	-0.3%
Net Income	$-111,546	$56,227	-3.0%

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

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

$103,201

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN DE LEON	PRESIDENT	1.00	Director	$0	$0	$0
TIFFANY GALLIGAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NANCY MUTSCHER	TREASURER	2.50	Officer Director	$0	$0	$0
LISA GRAHAM	SECRETARY	5.00	Officer Director	$0	$0	$0
KATHY TERRY	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTIN ROSS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE WALLIS	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE WINGO	DIRECTOR	1.00	Director	$0	$0	$0
MIA WASHINGTON	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE PAGE	EXECUTIVE DIRECTOR	40.00	Officer	$103,201	$0	$103,201

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
2018	$111,580	$223,126	No data	$-111,546

A LEGACY OF GIVING