Addisville Legacy Foundation (EIN 821443254) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

Frank Weckenman

Phone

2676854215

Tax Period

2024-01-01 to 2024-12-31

Addisville Legacy Foundation, founded in 2017, is a small nonprofit in the Religion sector that reported $155K in total revenue in fiscal year 2024. Revenue surged 404% from the prior year, signaling strong growth momentum. The organization ran a surplus of $153K, a strong 98% operating margin.

Mission

The Support of Christianity

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $131,466

Program Service Revenue $0

Investment Income $23,834

Other Revenue $0

TOTAL REVENUE $155,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $2,763

TOTAL EXPENSES $2,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,300	$30,810	+4.0%
Expenses	$2,763	$7,157	-0.6%
Net Income	$152,537	$23,653	+5.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
Scott Wikler	Director	1.00	Officer	$0	$0	$0
John Marsella	Director	3.00	Officer	$0	$0	$0
David Weingard	Director	3.00	Officer	$0	$0	$0
Frank Weckenman	Treasurer	3.00	Officer	$0	$0	$0
Frank Bauman	President	3.00	Officer	$0	$0	$0
Frank Claus	Secretary	3.00	Officer	$0	$0	$0
Nancy Turner	Director	3.00	Officer	$0	$0	$0
Doug Hampson	Director	3.00	Officer	$0	$0	$0
Michael Hartline	Director	3.00	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
2024	$155,300	$2,763	$426,314	$152,537
2023	$30,810	$3,913	$295,259	$26,897
2022	$75,543	$7,157	$294,546	$68,386
2021	$153,650	$2,827	$218,022	$150,823

Addisville Legacy Foundation