LEGACYTREE FOUNDATION

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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

1999

Legal Domicile

Principal Officer

JAMES WOLTER

Phone

6154688048

Tax Period

2025-01-01 to 2025-12-31

LEGACYTREE FOUNDATION, founded in 1999, is a community nonprofit in the Religion sector that reported $8.4M in total revenue in fiscal year 2025. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 49% operating margin.

Mission

TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED.

Program Service Accomplishments

Program 1

Expenses: $2,436,561

IN 2025, LEGACYTREE FOUNDATION (LTF) PRESENTED 143 GRANTS TO WORTHY ORGANIZATIONS WHO PROVIDE THE HANDS-ON SERVICES OF FULFULLING LTF'S MISSION TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED. GRANTS ARE DISTRIBUTED TO LTF'S CHOSEN CHARITABLE IMPACT PARTNERS IN ADDITION TO ORGANIZATIONS RECOMMENDED BY LTF DONORS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $5,383,458

Program Service Revenue $0

Investment Income $2,618,469

Other Revenue $403,048

TOTAL REVENUE $8,404,975

Expense Breakdown

Grants Paid $1,483,735

Salaries & Benefits $1,263,875

Fundraising Expenses $663,559

Program Expenses $2,436,561

Other Expenses $1,535,618

TOTAL EXPENSES $4,283,228

Year-over-Year Comparison

	2025	2024	Change
Revenue	$8,404,975	$4,496,829	+0.9%
Expenses	$4,283,228	$2,121,069	+1.0%
Net Income	$4,121,747	$2,375,760	+0.7%

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

$493,640

Total Directors

$260,908

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES WOLTER	PRESIDENT	40.00	Officer Director	$218,178	$42,730	$260,908
EUGENE LINKOUS JR	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY WOLTER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY SWARTZENDRUBER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BUNKER	DIRECTOR	1.00	Director	$0	$0	$0
NANETTE BEEBE	SECRETARY/TREASURER	40.00	Officer	$189,477	$43,255	$232,732
KIMBERLY KELLEY	VP OF OPERATIONS	40.00	Highest	$139,500	$29,467	$168,967
KEVIN KIRKPATRICK	SR. CASE DESIGN SPECIALIST	40.00	Highest	$166,895	$26,384	$193,279
JOHN FRAZIER	SR. CASE DESIGN SPECIALIST	40.00	Highest	$103,810	$16,662	$120,472

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	$8,404,975	$4,283,228	$78,503,886	$4,121,747
2024	No data	No data	No data	No data
2023	$4,244,160	$2,863,648	$75,564,262	$1,380,512
2022	$8,304,562	$4,710,825	$75,938,646	$3,593,737
2021	$6,155,741	$3,802,624	$69,146,571	$2,353,117
2020	$7,487,383	$4,958,814	$68,286,678	$2,528,569
2019	$5,095,576	$3,168,464	$60,935,157	$1,927,112
2018	$5,120,324	$3,558,399	$59,196,410	$1,561,925