A LEGACY OF GIVING

EIN: 470975472 501(c)(3)

AUSTIN, TX

Total Revenue
$111,580
Total Expenses
$223,126
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
TX
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

TO EMPOWER CHILDREN THROUGH PHILANTHROPY, EDUCATION AND YOUTH PHILANTHROPY PROGRAMS TO BECOME MORE ENGAGED IN IMPROVING THEIR COMMUNITIES AND WORLD. WE OPERATE FROM THE BELIEF THAT EVERYONE CAN BE A PHILANTHROPIST REGARDLESS OF AGE, RELIGION, OR ECONOMIC CIRCUMSTANCES.

Program Service Accomplishments

Program 1
Expenses: $114,388 Revenue: $79,800

THE LEGACY PROGRAM CONSISTS OF FOUR MAIN COMPONENTS: TRAINING, CURRICULULM, EVENTS, AND SUPPORT. THE PROGRAM KICKS OFF EACH ACADEMIC YEAR WITH AN IN-DEPTH, PROFESSIONAL TRAINING WORKSHOP FOR LEGACY...

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THE LEGACY PROGRAM CONSISTS OF FOUR MAIN COMPONENTS: TRAINING, CURRICULULM, EVENTS, AND SUPPORT. THE PROGRAM KICKS OFF EACH ACADEMIC YEAR WITH AN IN-DEPTH, PROFESSIONAL TRAINING WORKSHOP FOR LEGACY LEAD TEACHERS.ALL LEGACY CURRICULA HAVE BEEN DESIGNED TO USE BEST PRACTICES OF TEACHING PRINCIPLES WHILE PROVIDING CONTENT AND PEDAGOGY THAT IS BOTH STRUCTURED AND FLEXIBLE ENOUGH FOR EASE OF USE IN A TYPICAL CLASSROOM SETTING. WITHIN EACH SEMESTER, A DIFFERENT SOCIAL CONCERN IS ADDRESSED, AND THE FIVE-STEP PROCESS IS UTILIZED BY STUDENTS TO LEARN ABOUT THE ISSUES THROUGH AN ACADEMIC ASSEMBLY, INTERNALIZE WHAT THE ISSUES MEAN TO THEM AND TO SET INTRINSIC GOALS, LEARN ABOUT ADVOCACY AS AN AGENT FOR CHANGE AND TO DEVISE ADVOCACY PLANS TO INFORM AND ENGAGE THEIR COMMUNITIES, TO ACT AS PHILANTHROPISTS THROUGH SERVICE PROJECTS, AND TO REFLECT ON THEIR EXPERIENCES AND RESULTS.SPECIAL EVENTS LIKE THE DAY OF SERVICE, THE YOUTH SUMMIT, AND THE YOUTH FILM & FOOD FESTIVAL, ARE A CRUCIAL ASPECT OF LEGACY PROGRAMMING - CONNECTING ALL OF OUR LEGACY SCHOOLS AS ONE COMMUNITY. DIVERSE POPULATIONS FROM PUBLIC, PRIVATE, CHARTER, AND RELIGIOUS SCHOOLS ALL SERVE AND CELEBRATE ALONGSIDE EACH OTHER, AND THEY ARE ABLE TO SEE HOW THEIR COMBINED PHILANTHROPIC EFFORTS CAN AND DO MAKE A POSITIVE DIFFERENCE IN THEIR WORLD.SUSTAINED SUPPORT BY THE ACADEMIC PROGRAM COORDINATOR AND OTHER LEGACY STAFF IS CONTINUED THROUGHOUT THE YEAR, PROVIDING CURRICULUM EXPERTISE, ONGOING TRAINING AND DEVELOPMENT, SCHEDULING LOGISTICS AND DELIVERY OF ACADEMIC ASSEMBLIES BY A TEAM OF PRESENTERS, PODS DELIVERIES, EVENT PERMISSIONS AND DETAILS, AND STUDENT MENTORSHIP SESSIONS. E-NEWSLETTERS ARE REGULARLY SENT TO TEACHERS AND ADMINISTRATORS WITH UPDATES AND GUIDANCE ON ALL ASPECTS OF THE PROGRAM.

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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%)

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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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Governance

Voting Members
9
Independent Members
9
Employees
1
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
4
$103,201
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
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
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