ROBERTA'S LEGACY

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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

2025-01-01 to 2025-12-31

ROBERTA'S LEGACY is a small nonprofit in the Diseases & Disorders sector that reported $515K in total revenue in fiscal year 2025. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $113K, a strong 22% operating margin.

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.

Program Service Accomplishments

Program 1

N/A

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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 (2025)

Revenue Breakdown

Contributions & Grants $282,108

Program Service Revenue $0

Investment Income $7,715

Other Revenue $224,773

TOTAL REVENUE $514,596

Expense Breakdown

Grants Paid $269,495

Salaries & Benefits $60,910

Fundraising Expenses $10,099

Program Expenses $354,458

Other Expenses $70,999

TOTAL EXPENSES $401,404

Year-over-Year Comparison

	2025	2024	Change
Revenue	$514,596	$734,782	-0.3%
Expenses	$401,404	$416,734	0.0%
Net Income	$113,192	$318,048	-0.6%

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
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
2025	$514,596	$401,404	$498,815	$113,192
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