LUKE'S LEGACY FOUNDATION (EIN 472206419) - 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

MELANIE SCHERER

Phone

9258958531

Tax Period

2022-01-01 to 2022-12-31

LUKE'S LEGACY FOUNDATION, founded in 2014, is a small nonprofit in the Animal-Related sector that reported $316K in total revenue in fiscal year 2022. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $281K left a modest 11% surplus.

Mission

TO FINANCIALLY GIVE AID TO A DIVERSE SELECTION OF NONPROFIT ANIMAL RESCUE OPERATIONS WHOSE ULTIMATE GOAL IS TO PLACE THE RESCUES IN VIABLE FOREVER HOMES. TO PROVIDE FINANCIAL SUPPORT FOR THE PREVENTION OF MORE UNWANTED ANIMALS THROUGH WORTHWHILE SPAYING AND NEUTERING PROGRAMS. TO GIVE FINANCIAL SUPPORT TO VETERNARIANS ASSOCIATED WITH NONPROFIT RESCUE CENTERS WHOSE PAWED PATIENTS ARE UNABLE TO RECEIVE CRUCIAL TREATMENT DUE TO THE FINANCIAL CONSTRAINTS OF THEIR OWNERS.

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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 $0

Program Service Revenue $315,655

Investment Income $0

Other Revenue $0

TOTAL REVENUE $315,655

Expense Breakdown

Grants Paid $22,500

Salaries & Benefits $0

Fundraising Expenses $2,327

Program Expenses $268,718

Other Expenses $258,260

TOTAL EXPENSES $280,760

Year-over-Year Comparison

	2022	2021	Change
Revenue	$315,655	$447,396	-0.3%
Expenses	$280,760	$340,230	-0.2%
Net Income	$34,895	$107,166	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELANIE SCHERER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARC SISLER	CFO	1.00	Officer Director	$0	$0	$0
MARK TRUITT	SECRETARY	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
2022	$315,655	$280,760	$355,081	$34,895
2021	$447,396	$340,230	$342,186	$107,166
2020	$398,127	$286,320	$268,020	$111,807
2019	$71,116	$28,422	$161,213	$42,694
2018	$122,378	$70,056	$58,519	$52,322

LUKE'S LEGACY FOUNDATION