LEGACY INTERNATIONAL

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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

1979

Legal Domicile

Principal Officer

SHANTI THOMPSON

Phone

5402978713

Tax Period

2024-10-01 to 2025-09-30

LEGACY INTERNATIONAL, founded in 1979, is a community nonprofit in the International Affairs sector that reported $3.2M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $3.0M left a modest 5% surplus.

Mission

Legacy International equips emerging leaders to transform their values and vision into sustainable success. Our programs equip entrepreneurs, business owners, educators, youth leaders, and civil society professionals with the tools, skills and resources needed to strengthen communities, inspire local development initiatives, and promote long-term stability. With a focus on regions and communities facing economic and social challenges, Legacy supports individuals who are committed to building stronger institutions, fostering civic responsibility, and advancing locally-driven solutions.

Program Service Accomplishments

Program 1

Expenses: $1,695,534 Revenue: $1,695,534

Tech Girls Global Program (2023)

Program 2

Expenses: $658,291 Revenue: $658,291

Professional Fellows Program (2023)

Program 3

Expenses: $320,352 Revenue: $320,352

Youth Leaders Program - On Demand

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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 $3,111,371

Program Service Revenue $0

Investment Income $0

Other Revenue $78,198

TOTAL REVENUE $3,189,569

Expense Breakdown

Grants Paid $4,080

Salaries & Benefits $974,758

Fundraising Expenses $0

Program Expenses $2,827,984

Other Expenses $2,064,037

TOTAL EXPENSES $3,042,875

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,189,569	$3,573,272	-0.1%
Expenses	$3,042,875	$3,543,508	-0.1%
Net Income	$146,694	$29,764	+3.9%

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

279

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

$351,762

Total Directors

$135,980

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shanti R Thompson	Executive Vice President, Treasurer	40	Officer Director	$67,990	$67,990	$135,980
Mary Helmig	Vice President, Secretary	40	Officer	$63,933	$63,933	$127,866
Leila Baz	Corporate Secretary	40	Officer	$43,958	$43,958	$87,916
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
J E Rash - on leave of absence	President	0	Officer	$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
2025	$3,189,569	$3,042,875	$627,306	$146,694
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