Legacy Traditional School - East T… - Form 990 Financial Data

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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

2020

Legal Domicile

Principal Officer

Heather Jones

Phone

4802705438

Tax Period

2022-07-01 to 2023-06-30

Legacy Traditional School - East Tucson, founded in 2020, is a community nonprofit in the Education sector that reported $5.2M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $5.0M left a modest 4% 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.

Program Service Accomplishments

Program 1

Expenses: $4,030,118 Revenue: $254,244

During the current year, the organization provided high quality educational services to approximately 369 students in kindergarten through 8th grade at its campus in East Tucson, Arizona. Those...

During the current year, the organization provided high quality educational services to approximately 369 students in kindergarten through 8th grade at its campus in East Tucson, Arizona. Those students experienced a well-rounded education that included reading, writing, mathematics, science, social studies, history, music, art, and physical education, as well as extracurricular activities including athletics, clubs, field trips, and daily tutoring.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,899,379

Program Service Revenue $246,744

Investment Income $59,255

Other Revenue $7,500

TOTAL REVENUE $5,212,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,316,976

Fundraising Expenses $0

Program Expenses $4,030,118

Other Expenses $2,688,653

TOTAL EXPENSES $5,005,629

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,212,878	$4,615,420	+0.1%
Expenses	$5,005,629	$4,496,250	+0.1%
Net Income	$207,249	$119,170	+0.7%

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

374

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
Jennifer Little	Principal	40.0	Highest	$114,945	$0	$114,945
Heather Jones	President	1.0	Officer Director	$0	$0	$0
Kathy Senseman	Treasurer	1.0	Officer Director	$0	$0	$0
Jenni Ferrin	Secretary	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	No data	No data	No data	No data
2023	$5,212,878	$5,005,629	$16,742,529	$207,249
2022	$4,615,420	$4,496,250	$16,906,377	$119,170
2021	$38,278	$438,431	$17,959,370	$-400,153

Legacy Traditional School - East Tucson