Legacy Traditional School - Casa Grande (EIN 472185410) - 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

Phone

4802705438

Tax Period

2024-07-01 to 2025-06-30

Legacy Traditional School - Casa Grande, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $16.0M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

TO PROVIDE MOTIVATED STUDENTS WITH THE OPPORTUNITY TO ACHIEVE ACADEMIC EXCELLENCE IN AN ACCELERATED BACK-TO-BASICS, SAFE LEARNING ENVIRONMENT TAUGHT BY CARING, KNOWLEDGEABLE AND HIGHLY EFFECTIVE EDUCATORS IN COOPERATION WITH SUPPORTIVE, INVOLVED PARENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $14,917,571

Program Service Revenue $610,396

Investment Income $497,141

Other Revenue $13,034

TOTAL REVENUE $16,038,142

Expense Breakdown

Grants Paid $1,050,000

Salaries & Benefits $6,882,226

Fundraising Expenses $0

Program Expenses $13,004,973

Other Expenses $7,810,128

TOTAL EXPENSES $15,742,354

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,038,142	$17,572,817	-0.1%
Expenses	$15,742,354	$16,125,332	0.0%
Net Income	$295,788	$1,447,485	-0.8%

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

149

Volunteers

1499

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
Gary Londer	TREASURER	1.0	Officer Director	$0	$0	$0
JENNI FERRIN	SECRETARY	1.0	Officer Director	$0	$0	$0
KATHY SENSEMAN	PRESIDENT	1.0	Officer Director	$0	$0	$0
DIEGO GETTLER	DIRECTOR	1.0	Director	$0	$0	$0
JAMES BEAUDOIN	DIRECTOR	1.0	Director	$0	$0	$0
SHAINA BROCKWAY	DIRECTOR	1.0	Director	$0	$0	$0
KRISTY HEBERT	PRINCIPAL	40.0	Highest	$109,819	$16,281	$126,100

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
2025	$16,038,142	$15,742,354	$36,351,918	$295,788
2024	$17,572,817	$16,125,332	$35,870,110	$1,447,485
2023	$16,653,878	$15,057,302	$35,318,017	$1,596,576
2022	$12,468,981	$12,183,624	$34,033,795	$285,357
2021	$11,259,831	$10,093,605	$20,851,455	$1,166,226
2020	$10,472,315	$9,936,995	$19,946,095	$535,320
2019	$8,959,421	$8,265,875	$19,299,061	$693,546
2018	$8,305,992	$7,975,120	$18,758,604	$330,872

Legacy Traditional School - Casa Grande