Loreleis Legacy

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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

CINDY MORGAN

Phone

8018105483

Tax Period

2019-01-01 to 2019-12-31

Loreleis Legacy, founded in 2016, is a micro nonprofit in the Animal-Related sector that reported $27K in total revenue in fiscal year 2019. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $11K, a strong 40% operating margin.

Mission

Provide medical assistance through veterinary care and rehabilitation for sick or injured animals from shelters in need. Assistance to rehome animals once healthy.

Program Service Accomplishments

Program 1

Expenses: $13,301 Revenue: $4,028

Provide medical assistance through veterinary care and rehabilitation for sick or injured animals from shelters in need. Assistance to rehome animals once healthy.

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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 (2019)

Revenue Breakdown

Contributions & Grants $23,265

Program Service Revenue $4,027

Investment Income $103

Other Revenue $0

TOTAL REVENUE $27,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $526

Program Expenses $13,301

Other Expenses $16,311

TOTAL EXPENSES $16,311

Year-over-Year Comparison

	2019	2018	Change
Revenue	$27,395	$33,580	-0.2%
Expenses	$16,311	$24,292	-0.3%
Net Income	$11,084	$9,288	+0.2%

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
Cindy Morgan	Director	8.0	Officer Director	$0	$0	$0
Stephanie Evans	Director	2.0	Officer Director	$0	$0	$0
Randal Evans	Director	2.0	Officer 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
2019	$27,395	$16,311	$20,372	$11,084
2018	$33,580	$24,292	$9,288	$9,288