THE COLTON UNDERWOOD LEGACY FOUNDA… - Form 990 Financial Data

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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

2016

Legal Domicile

Principal Officer

COLTON UNDERWOOD

Phone

3094446648

Tax Period

2023-01-01 to 2023-12-31

THE COLTON UNDERWOOD LEGACY FOUNDATION, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $138K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 30% operating margin.

Mission

SUPPORTING/ADVOCATING FOR MENTAL HEALTH CARE (PARTICULARLY FOR COLLEGIATE ATHLETES).

Program Service Accomplishments

Program 1

Expenses: $71,439

SUPPORTING/ADVOCATING FOR MENTAL HEALTH CARE (PARTICULARLY FOR COLLEGIATE ATHLETES).

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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 $138,112

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $138,112

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,439

Other Expenses $97,232

TOTAL EXPENSES $97,232

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,112	$248,870	-0.4%
Expenses	$97,232	$211,089	-0.5%
Net Income	$40,880	$37,781	+0.1%

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
NICOLE MONTEZ	DIRECTOR	1.00	Director	$0	$0	$0
VICKIE CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
SEAN BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA PEDEN	DIRECTOR	5.00	Director	$0	$0	$0
COLTON UNDERWOOD	PRESIDENT	15.00	Officer Director	$0	$0	$0
CONNOR UNDERWOOD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MORGAN CAMPBELL	EXECUTIVE DIRECTOR	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
2023	$138,112	$97,232	$104,626	$40,880
2022	$248,870	$211,089	$45,365	$37,781
2022	$248,870	$191,089	$65,365	$57,781
2021	$149,085	$173,291	$4,194	$-24,206
2020	$158,577	$156,927	$34,767	$1,650
2019	$255,206	$247,326	$31,999	$7,880
2018	$213,065	$201,884	$15,397	$11,181

THE COLTON UNDERWOOD LEGACY FOUNDATION