ADVOCACY TO LEGACY CORP

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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

2017

Legal Domicile

Principal Officer

VIOLETTE O HALDANE

Phone

8609302508

Tax Period

2024-01-01 to 2024-12-31

ADVOCACY TO LEGACY CORP, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $337K in total revenue in fiscal year 2024. Revenue surged 221% from the prior year, signaling strong growth momentum. The organization ran a surplus of $116K, a strong 34% operating margin.

Mission

Mission of Advocacy to Legacy is to educate individuals, families and communities how to advocate for themselves in order to change lives.

Program Service Accomplishments

Program 1

Expenses: $171,942 Revenue: $336,883

We work with residents, youth, and neighborhood partners to conduct walk audits that identify safety issues and opportunities for improvement. We then present clear recommendations to city and state departments, community organizations, and local businesses to help create safer, more accessible,and more walkable neighborhoos for all. We have launched an initiative to teach residents the full homeownership process and provide the resources they need to succeed. We teach students how to change laws and policy.

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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 $336,883

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $336,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,942

Other Expenses $221,068

TOTAL EXPENSES $221,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$336,883	$104,897	+2.2%
Expenses	$221,068	$103,833	+1.1%
Net Income	$115,815	$1,064	+107.8%

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
LISA HARRISON	PRESIDENT	5.00	Director	$0	$0	$0
CARL HARRISON	DIRECTOR	5.00	Director	$0	$0	$0
EVA HALDANE	DIRECTOR	5.00	Director	$0	$0	$0
VIOLETTE O HALDANE	EXECUTIVE DIRECTOR	35.00	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
2025	No data	No data	No data	No data
2024	$336,883	$221,068	$158,555	$115,815