Leadership Legacy Life Foundation (EIN 541819267) - 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

1996

Legal Domicile

Principal Officer

Tamara Hale

Phone

5129004435

Tax Period

2024-01-01 to 2024-12-31

Leadership Legacy Life Foundation, founded in 1996, is a community nonprofit in the Social Science sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $2.3M exceeded revenue, resulting in a 86% operating deficit.

Mission

Fund charitable organizations in the areas of animal welfare, arts & culture, children & youth services, community service, counseling, disabilities services, education, family, healthcare...

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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 $810,449

Program Service Revenue $0

Investment Income $412,504

Other Revenue $23,385

TOTAL REVENUE $1,246,338

Expense Breakdown

Grants Paid $1,381,258

Salaries & Benefits $267,498

Fundraising Expenses $0

Program Expenses $1,956,768

Other Expenses $675,381

TOTAL EXPENSES $2,324,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,246,338	$1,598,709	-0.2%
Expenses	$2,324,137	$147,842	+14.7%
Net Income	$-1,077,799	$1,450,867	-1.7%

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

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
Tamara Hale	President (ex officio non-voting)	N/A	Highest	$177,741	$0	$177,741
Susan Benson	Director	N/A	Director	$0	$0	$0
Mary Carrington	Director	N/A	Director	$0	$0	$0
Jenifer Giambelluca	Director	N/A	Director	$0	$0	$0
Lance Giambelluca	Director	N/A	Director	$0	$0	$0
Missy Knebel	Director	N/A	Director	$0	$0	$0
Jenny Lambert	Co-Chair	N/A	Director	$0	$0	$0
Mike Lambert	Co-Chair	N/A	Director	$0	$0	$0
Susan Lubin	Director	N/A	Director	$0	$0	$0
Sue McMillin	Treasurer	N/A	Director	$0	$0	$0
Judy Moon	Director	N/A	Director	$0	$0	$0
Larry Moon	Director	N/A	Director	$0	$0	$0
Kathy Nagy	Director	N/A	Director	$0	$0	$0
Albert Nagy	Director	N/A	Director	$0	$0	$0
Bill Neyland	Directors	N/A	Director	$0	$0	$0
Patti Scribner	Director	N/A	Director	$0	$0	$0
John Scribner	Director	N/A	Director	$0	$0	$0
Karen Smith	Director	N/A	Director	$0	$0	$0
Sam Smith	Director	N/A	Director	$0	$0	$0
Karen Watford	Director	N/A	Director	$0	$0	$0
G Hardy Watford	Director	N/A	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	$1,246,338	$2,324,137	$2,883,183	$-1,077,799
2023	$1,598,709	$147,842	$3,865,025	$1,450,867
2022	$359,572	$279,381	$2,220,389	$80,191
2021	$1,214,955	$254,371	$2,449,556	$960,584
2020	$116,167	$271,742	$1,338,152	$-155,575

Leadership Legacy Life Foundation