LEGACY INSTITUTE (EIN 752812471) - 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

1999

Legal Domicile

Phone

6268184361

Tax Period

2025-01-01 to 2025-12-31

LEGACY INSTITUTE, founded in 1999, is a micro nonprofit in the Religion sector that reported $76K in total revenue in fiscal year 2025. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $125K exceeded revenue, resulting in a 64% operating deficit.

Mission

PROVIDE HUMANITARIAN ASSISTANCE TO NEEDY

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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 $76,125

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $76,125

Expense Breakdown

Grants Paid $110,000

Salaries & Benefits $11,634

Fundraising Expenses $0

Program Expenses $124,902

Other Expenses $3,268

TOTAL EXPENSES $124,902

Year-over-Year Comparison

	2025	2024	Change
Revenue	$76,125	$149,851	-0.5%
Expenses	$124,902	$102,674	+0.2%
Net Income	$-48,777	$47,177	-2.0%

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

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
HERB VIERRA	SECRETARY	40.00	Director	$0	$0	$0
AMY VIERRA	TREASURER	40.00	Director	$0	$0	$0
ANITA SHOWERS	VICE PRESIDENT	40.00	Officer	$0	$0	$0
THRUSTON L SEXTON	PRESIDENT	40.00	Officer	$0	$0	$0
GLORIA SEXTON	VICE PRESIDENT	40.00	Officer	$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	$76,125	$124,902	$5,033	$-48,777
2024	No data	No data	No data	No data
2023	$97,474	$97,698	$6,633	$-224
2022	$95,596	$97,119	$6,857	$-1,523
2021	$114,039	$114,919	$8,380	$-880
2020	$114,947	$113,559	$9,259	$1,388
2019	$105,607	$112,038	$7,871	$-6,431
2018	$128,801	$127,112	$14,302	$1,689

LEGACY INSTITUTE