LIZ'S LEGACY INC (EIN 812267058) - 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

JAMES A STOKES

Phone

3214361118

Tax Period

2024-01-01 to 2024-12-31

LIZ'S LEGACY INC, founded in 2016, is a small nonprofit in the Mental Health sector that reported $275K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $65K, a strong 24% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS FOR MENTAL HEALTH COUNSELING FOR CHILDREN AND TEENAGERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $253,641

Program Service Revenue $0

Investment Income $21,271

Other Revenue $0

TOTAL REVENUE $274,912

Expense Breakdown

Grants Paid $138,210

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,363

Other Expenses $72,014

TOTAL EXPENSES $210,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,912	$242,721	+0.1%
Expenses	$210,224	$191,615	+0.1%
Net Income	$64,688	$51,106	+0.3%

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

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
DAVID A STOKES	PRESIDENT	1.00	Director	$0	$0	$0
JAMES A STOKES	TREASURER/DI	8.00	Director	$0	$0	$0
MARGARET H STOKES	VICE PRES/SE	4.00	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
2024	$274,912	$210,224	$602,391	$64,688
2023	$242,721	$191,615	$537,703	$51,106
2021	$303,537	$122,221	$458,552	$181,316

LIZ'S LEGACY INC