Legacy Center for Community Success (EIN 800109585) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Phone

9894961425

Tax Period

2024-07-01 to 2025-06-30

Legacy Center for Community Success, founded in 2004, is a small nonprofit in the Education sector that reported $858K in total revenue in fiscal year 2024. Expenses of $830K left a modest 3% surplus.

Mission

The Legacy Center (TLC) identifies outside-the-classroom barriers to learning and development. We collaborate with other organizations to provide interventions that allow all children, youth and families to flourish and thrive.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $738,025

Program Service Revenue $105,661

Investment Income $4,653

Other Revenue $9,921

TOTAL REVENUE $858,260

Expense Breakdown

Grants Paid $0

Salaries & Benefits $510,497

Fundraising Expenses $61,271

Program Expenses $666,200

Other Expenses $319,224

TOTAL EXPENSES $829,721

Year-over-Year Comparison

	2024	2023	Change
Revenue	$858,260	$857,671	+0.0%
Expenses	$829,721	$754,409	+0.1%
Net Income	$28,539	$103,262	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

152

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

$83,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathryn Tate	Executive Dir.	40.00	Officer	$83,750	$0	$83,750
Jen McCormack	Vice President	1.00	Officer Director	$0	$0	$0
Allison Bushre	Secretary	1.00	Officer Director	$0	$0	$0
Jon Lynch	Director	1.00	Director	$0	$0	$0
Mike Williams	Treasurer	1.00	Officer Director	$0	$0	$0
Kimberlee Baczewski	President	1.00	Officer Director	$0	$0	$0
Kim Funell	Director	1.00	Director	$0	$0	$0
Heather Litle	Director	1.00	Director	$0	$0	$0
Dc Jai Mahabir	Director	1.00	Director	$0	$0	$0
Jeff Rekeweg	Director	1.00	Director	$0	$0	$0
Sally Bowen	Director	1.00	Director	$0	$0	$0
Sara Eastman	Director	1.00	Director	$0	$0	$0
Steve Keinath	Director	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
2025	$858,260	$829,721	$835,255	$28,539
2024	$857,671	$754,409	$816,724	$103,262
2023	$766,071	$757,502	$750,362	$8,569
2022	$563,948	$603,408	$322,427	$-39,460
2021	$556,060	$481,122	$372,937	$74,938
2020	$524,390	$476,126	$305,860	$48,264

Legacy Center for Community Success