LEGACY INTERNATIONAL (EIN 510249070) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

MS SHANTI THOMPSON

Phone

5402978713

Tax Period

2022-10-01 to 2023-09-30

Institute for Practical Idealism dba Legacy International, founded in 1979, is a community nonprofit in the International Affairs sector that reported $2.3M in total revenue in fiscal year 2017. Revenue decreased 12% compared to the prior year.

Mission

Legacy International equips emerging leaders to transform their values and vision into sustainable success. We serve entrepreneurs, rising youth leaders, business innovators, and civil society pioneers in communities facing stress with the tools, skills and resources to build inclusive, productive, just and stable futures.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $3,165,954

Program Service Revenue $0

Investment Income $0

Other Revenue $149,611

TOTAL REVENUE $3,315,565

Expense Breakdown

Grants Paid $30,350

Salaries & Benefits $969,624

Fundraising Expenses $0

Program Expenses $3,159,217

Other Expenses $2,334,111

TOTAL EXPENSES $3,334,085

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,315,565	$3,268,432	+0.0%
Expenses	$3,334,085	$3,071,995	+0.1%
Net Income	$-18,520	$196,437	-1.1%

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

Volunteers

165

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

$250,200

Total Directors

$135,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shanti R Thompson	Executive Vice President, Treasurer	50	Officer Director	$67,700	$67,700	$135,400
Mary Helmig	Vice President, Secretary	50	Officer	$57,400	$57,400	$114,800
J E Rash	President	0	Director	$0	$0	$0
Phil Louer	Chairman	0	Director	$0	$0	$0
Edward Stern	Director	0	Director	$0	$0	$0
Carol Armel	Director	0	Director	$0	$0	$0
Anne Elise Thomas	Director	0	Director	$0	$0	$0
Judith Larson	Director	0	Director	$0	$0	$0
Mehavir Robert Homsy	Director	0	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	$3,315,565	$3,334,085	$372,961	$-18,520
2022	$3,268,432	$3,071,995	$454,280	$196,437
2021	$1,193,041	$1,148,399	$377,022	$44,642
2020	$1,102,366	$1,112,387	$257,291	$-10,021
2019	$2,237,875	$2,234,646	$183,674	$3,229
2018	$2,253,292	$2,251,042	$204,605	$2,250

LEGACY INTERNATIONAL