Legacy Traditional School - North Phoenix (EIN 611947479) - 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

2019

Legal Domicile

Principal Officer

Heather Jones

Phone

4802705438

Tax Period

2022-07-01 to 2023-06-30

Legacy Traditional School - North Phoenix, founded in 2019, is a community nonprofit in the Education sector that reported $6.4M in total revenue in fiscal year 2022. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 19% operating margin.

Mission

TO PROVIDE MOTIVATED STUDENTS WITH THE OPPORTUNITY TO ACHIEVE ACADEMIC EXCELLENCE IN AN ACCELERATED ...(CONTINUED IN SCHEDULE O)

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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 $6,157,671

Program Service Revenue $129,529

Investment Income $65,541

Other Revenue $9,585

TOTAL REVENUE $6,362,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,598,743

Fundraising Expenses $0

Program Expenses $3,996,371

Other Expenses $2,572,301

TOTAL EXPENSES $5,171,044

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,362,326	$5,359,022	+0.2%
Expenses	$5,171,044	$4,070,869	+0.3%
Net Income	$1,191,282	$1,288,153	-0.1%

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

545

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
Diego Gettler	Director	1.0	Director	$0	$0	$0
Heather Jones	President	1.0	Officer Director	$0	$0	$0
Jenni Ferrin	Secretary	1.0	Officer Director	$0	$0	$0
Kathy Senseman	Treasurer	1.0	Officer Director	$0	$0	$0
James Beaudoin	Director	1.0	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,362,326	$5,171,044	$3,472,823	$1,191,282
2022	$5,359,022	$4,070,869	$2,184,703	$1,288,153
2021	$4,681,944	$3,664,153	$907,735	$1,017,791

Legacy Traditional School - North Phoenix