Ozark Mountain Legacy (EIN 612005694) - 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

2021

Legal Domicile

Principal Officer

John Baltes

Phone

4174939028

Tax Period

2023-01-01 to 2023-12-31

Ozark Mountain Legacy, founded in 2021, is a micro nonprofit in the Religion sector that reported $23K in total revenue in fiscal year 2023. Expenses of $21K left a modest 7% surplus.

Mission

To promote and champion the core values of Family, Faith, Friends, Flag, and Future in Ozark Mountain Country through 10 minute videos, and prayer.

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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 (2023)

Revenue Breakdown

Contributions & Grants $21,540

Program Service Revenue $0

Investment Income $0

Other Revenue $1,450

TOTAL REVENUE $22,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,471

Program Expenses $15,870

Other Expenses $21,277

TOTAL EXPENSES $21,277

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,990	N/A	N/A
Expenses	$21,277	N/A	N/A
Net Income	$1,713	N/A	N/A

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
John Baltes	President	20.00	Director	$0	$0	$0
Jim Brawner	Vice-President	0.25	Director	$0	$0	$0
Cally Ross	Treasurer	2.00	Director	$0	$0	$0
Tess Bloyer	Secretary	0.50	Director	$0	$0	$0
Ted Martin	Board member	0.25	Director	$0	$0	$0
Jim Barber	Board member	0.25	Director	$0	$0	$0
Howard Boyd	Board member	0.00	Director	$0	$0	$0
Michele Dean	Board member	0.25	Director	$0	$0	$0
Scott Earls	Board member	1.16	Director	$0	$0	$0
Ellen Haygood	Board member	0.25	Director	$0	$0	$0
Sue Head	Board member	0.25	Director	$0	$0	$0
Jack Herschend	Board member	0.25	Director	$0	$0	$0
Gail Myer	Board member	0.25	Director	$0	$0	$0
Kortney Neal	Board member	1.16	Director	$0	$0	$0
Mike Pitman	Board member	0.25	Director	$0	$0	$0
Patrick Stewart	Board member	0.25	Director	$0	$0	$0
Shelly Vorhaben	Board member	0.25	Director	$0	$0	$0
Annie Sowell	Board member	0.25	Director	$0	$0	$0
Larry VanGilder	Board member	2.00	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	$22,990	$21,277	$93,581	$1,713

Ozark Mountain Legacy