ROBERTA'S LEGACY (EIN 823205605) - 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

Principal Officer

HARRY LOZINSKI

Phone

3036780504

Tax Period

2023-01-01 to 2023-12-31

ROBERTA'S LEGACY is a small nonprofit in the Diseases & Disorders sector that reported $370K in total revenue in fiscal year 2023. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $337K left a modest 9% surplus.

Mission

WALK BESIDE THOSE DIAGNOSED WITH BREAST CANCER AND THEIR FAMILIES IN LONGMONT, COLORADO, PROVIDING CARE, RESOURCES, AND SERVICES THROUGH A NETWORK OF LEGACY FRIENDS AND PARTNERS.

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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 $261,306

Program Service Revenue $0

Investment Income $0

Other Revenue $108,896

TOTAL REVENUE $370,202

Expense Breakdown

Grants Paid $194,172

Salaries & Benefits $88,151

Fundraising Expenses $24,662

Program Expenses $256,692

Other Expenses $54,607

TOTAL EXPENSES $336,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$370,202	$185,456	+1.0%
Expenses	$336,930	$181,903	+0.9%
Net Income	$33,272	$3,553	+8.4%

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

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
ANANDA BADET	DIRECTOR	N/A	Officer	$0	$0	$0
PAUL DESCHENES	DIRECTOR	N/A	Officer	$0	$0	$0
HARRY LOZINSKI	DIRECTOR	N/A	Officer	$0	$0	$0
AMY MURDOCH	DIRECTOR	N/A	Officer	$0	$0	$0
CINDY NOBLE	DIRECTOR	N/A	Officer	$0	$0	$0
DAWN PAVOT	DIRECTOR	N/A	Officer	$0	$0	$0
CHRISTINA QUINTANA	DIRECTOR	N/A	Officer	$0	$0	$0
JOSH ROBERSON	DIRECTOR	N/A	Officer	$0	$0	$0
DEBBI STAPP	DIRECTOR	N/A	Officer	$0	$0	$0
MAGGIE YORK	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$370,202	$336,930	$70,289	$33,272
2022	$185,456	$181,903	$35,896	$3,553

ROBERTA'S LEGACY