LEGACY TRADITIONAL SCHOOL - PHOENIX (EIN 821928006) - 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

2015

Legal Domicile

Phone

4802705438

Tax Period

2023-07-01 to 2024-06-30

LEGACY TRADITIONAL SCHOOL - PHOENIX, founded in 2015, is a mid-sized nonprofit in the Education sector that reported $15.8M in total revenue in fiscal year 2023. Expenses of $14.6M left a modest 8% surplus.

Mission

TO PROVIDE MOTIVATED STUDENTS WITH THE OPPORTUNITY TO ACHIEVE ACADEMIC EXCELLENCE IN AN ACCELERATED BACK-TO-BASICS, SAFE LEARNING ENVIRONMENT TAUGHT BY CARING, KNOWLEDGEABLE AND HIGHLY EFFECTIVE EDUCATORS IN COOPERATION WITH SUPPORTIVE, INVOLVED PARENTS.

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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 $13,785,725

Program Service Revenue $1,473,278

Investment Income $531,229

Other Revenue $12,411

TOTAL REVENUE $15,802,643

Expense Breakdown

Grants Paid $615,000

Salaries & Benefits $6,131,413

Fundraising Expenses $0

Program Expenses $12,006,522

Other Expenses $7,870,419

TOTAL EXPENSES $14,616,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,802,643	$16,182,554	0.0%
Expenses	$14,616,832	$14,819,023	0.0%
Net Income	$1,185,811	$1,363,531	-0.1%

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

166

Volunteers

1252

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
GARY LONDER	TREASURER - BEGINNING 10/11/2023	1.0	Officer Director	$0	$0	$0
HEATHER JONES	PRESIDENT - ENDED 10/11/2023	1.0	Officer Director	$0	$0	$0
JENNI FERRIN	SECRETARY	1.0	Officer Director	$0	$0	$0
KATHY SENSEMAN	PRESIDENT - BEGINNING 10/11/2023	1.0	Officer Director	$0	$0	$0
DIEGO GETTLER	DIRECTOR	1.0	Director	$0	$0	$0
JAMES BEAUDOIN	DIRECTOR	1.0	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	$15,802,643	$14,616,832	$41,688,060	$1,185,811
2023	$16,182,554	$14,819,023	$40,616,572	$1,363,531
2022	$13,559,540	$12,703,257	$39,457,308	$856,283
2021	$11,666,395	$11,761,080	$39,660,573	$-94,685
2020	$11,555,448	$11,870,018	$41,119,722	$-314,570
2019	$9,642,357	$9,033,431	$26,293,300	$608,926
2018	No data	$788,350	$27,624,432	No data

LEGACY TRADITIONAL SCHOOL - PHOENIX