LEGACY INC (EIN 631078376) - 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

1992

Legal Domicile

Principal Officer

DR DAVID WEST

Phone

3342705921

Tax Period

2024-01-01 to 2024-12-31

LEGACY INC, founded in 1992, is a small nonprofit in the Environment sector that reported $413K in total revenue in fiscal year 2018. The organization ran a surplus of $134K, a strong 32% operating margin.

Mission

TO BE A LEADER IN PROVIDING SCIENCE-BASED ENVIRONMENTAL INFORMATION, EDUCATION, AND TRAINING WHILE CULTIVATING A LEGACY OF ENVIRONMENTAL STEWARDSHIP IN ALABMA FOR GENERATIONS TO COME.

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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 (2024)

Revenue Breakdown

Contributions & Grants $349,701

Program Service Revenue $8,340

Investment Income $35,897

Other Revenue $1,585

TOTAL REVENUE $395,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,801

Fundraising Expenses $7,352

Program Expenses $295,102

Other Expenses $212,299

TOTAL EXPENSES $396,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$395,523	$355,884	+0.1%
Expenses	$396,100	$357,062	+0.1%
Net Income	$-577	$-1,178	-0.5%

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

N/A

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
DR DAVID WEST	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR MICHAL ROBINSON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JAMES LOWERY	SECRETARY	1.00	Officer Director	$0	$0	$0
CINDY GOOCHER	TREASURER	1.00	Officer Director	$0	$0	$0
GAVIN ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID CLINE	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSELL STRINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
SIERRA STILES	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIRLEY FARRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ALMA HUSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES LAMOREAUX	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH ROLLIE ORR JR	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACEY CARTER	BOARD MEMBER	1.00	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	$395,523	$396,100	$993,767	$-577
2023	$355,884	$357,062	$1,010,579	$-1,178
2022	$338,924	$204,063	$1,023,316	$134,861
2021	$361,496	$265,639	$834,233	$95,857
2020	$355,327	$266,125	$740,298	$89,202
2019	$371,823	$297,675	$650,106	$74,148
2018	$413,205	$279,519	$578,038	$133,686

LEGACY INC