Sanford Schools Legacy Foundation Incorporated (EIN 812245784) - 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

2016

Legal Domicile

Principal Officer

Cheryl Fournier

Phone

2073242810

Tax Period

2023-07-01 to 2024-06-30

Sanford Schools Legacy Foundation Incorporated, founded in 2016, is a small nonprofit in the Education sector that reported $125K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 33% operating margin.

Mission

To enhanse the experience of Students in Sanfords Schools and Regional Tech Center by expanding opportunities beyond those provided through public funding.

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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 $111,877

Program Service Revenue $0

Investment Income $13,404

Other Revenue $0

TOTAL REVENUE $125,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $821

Program Expenses $75,359

Other Expenses $83,406

TOTAL EXPENSES $83,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,281	$61,005	+1.1%
Expenses	$83,406	$55,482	+0.5%
Net Income	$41,875	$5,523	+6.6%

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
Melissa Simpson	Secretary	005.00	Officer Director	$0	$0	$0
Kendra Williams	President	005.00	Officer Director	$0	$0	$0
Cheryl Fournier	Treasurer	010.00	Officer Director	$0	$0	$0
Diana Allen	Director	002.00	Director	$0	$0	$0
Matthew Nelson	Director	002.00	Director	$0	$0	$0
David Jagger	Vice President	002.00	Officer Director	$0	$0	$0
Pamela Lydon	Director	002.00	Director	$0	$0	$0
Susan Murphy	Director	002.00	Director	$0	$0	$0
Mark Patterson	Director	002.00	Director	$0	$0	$0
Sarah Ouellette	Director	002.00	Director	$0	$0	$0
Brett Williams	Director	002.00	Director	$0	$0	$0
Robert Ferguson	Director	002.00	Director	$0	$0	$0
Amy Sevigny	Director	002.00	Director	$0	$0	$0
Kathy Sargent	Director	002.00	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	No data	No data	No data	No data
2024	$125,281	$83,406	$681,997	$41,875
2023	$61,005	$55,482	$667,920	$5,523
2022	$56,171	$74,448	$662,397	$-18,277
2021	$60,658	$45,238	$680,674	$15,420
2020	$40,273	$229,956	$665,454	$-189,683

Sanford Schools Legacy Foundation Incorporated