LMC LEGACY FOUNDATION (EIN 813742183) - 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

SARAH MATTERN

Phone

7172935246

Tax Period

2024-07-01 to 2025-06-30

LMC LEGACY FOUNDATION, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $667K in total revenue in fiscal year 2024. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $286K, a strong 43% operating margin.

Mission

TO PROMOTE HOPE, HEALING AND WHOLENESS THROUGH INNOVATIVE AND INTEGRATIVE BEHAVIORAL HEALTHCARE RESOURCES THAT NURTURE MENTAL HEALTH AND RESILIENCE.

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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 $500

Program Service Revenue $0

Investment Income $657,078

Other Revenue $9,830

TOTAL REVENUE $667,408

Expense Breakdown

Grants Paid $319,253

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $327,759

Other Expenses $62,011

TOTAL EXPENSES $381,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$667,408	$319,289	+1.1%
Expenses	$381,264	$293,963	+0.3%
Net Income	$286,144	$25,326	+10.3%

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
SARAH MATTERN	CHAIR	3.00	Officer Director	$0	$0	$0
DANWE N'DIKWE	VICE CHAIR	3.00	Officer Director	$0	$0	$0
TREVOR S BARE	TREASURER	3.00	Officer Director	$0	$0	$0
MARCIA MYLIN	SECRETARY	3.00	Officer Director	$0	$0	$0
JULIA SENSENIG	DIRECTOR	3.00	Director	$0	$0	$0
CHANTAL KABAMBA	DIRECTOR	3.00	Director	$0	$0	$0
CARMEN GARBER	DIRECTOR	3.00	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	$667,408	$381,264	$10,270,740	$286,144
2024	$319,289	$293,963	$9,554,719	$25,326
2023	$268,520	$362,595	$8,809,165	$-94,075
2022	$838,044	$236,584	$8,509,051	$601,460
2021	$543,670	$155,853	$9,948,634	$387,817
2020	$372,195	$347,845	$8,009,102	$24,350
2019	$337,242	$148,655	$8,025,547	$188,587

LMC LEGACY FOUNDATION