SUSTAINABLE CHARITABLE LEGACY INC (EIN 833902827) - 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

2019

Legal Domicile

Principal Officer

LYNNETTE IGLESIAS

Phone

9176677842

Tax Period

2023-07-01 to 2024-06-30

SUSTAINABLE CHARITABLE LEGACY INC, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $750K in total revenue in fiscal year 2023. The organization ran a surplus of $737K, a strong 98% operating margin.

Mission

Organizations mission is to support and carry out the purposes of its supported organization - HUMANITY PHILANTHROPIC FOUNDATION, INC. The organization also aims to serve the less fortunate, including women, children and orphans; and to help to provide an opportunity for those who have visions for a sustainable future.

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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 $69,500

Program Service Revenue $0

Investment Income $680,632

Other Revenue $0

TOTAL REVENUE $750,132

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $12,975

TOTAL EXPENSES $12,975

Year-over-Year Comparison

	2023	2022	Change
Revenue	$750,132	$-2,969,211	-1.3%
Expenses	$12,975	$12,996	0.0%
Net Income	$737,157	$-2,982,207	-1.2%

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

N/A

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	Reportable Comp	Other Comp	Total
LYNNETTE IGLESIAS	DIRECTOR	N/A	$0	$0	$0
ASIT PATEL	DIRECTOR	N/A	$0	$0	$0
DANIEL POMERANTZ	DIRECTOR	N/A	$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	$750,132	$12,975	$18,805,140	$737,157
2023	$-2,969,211	$12,996	$16,683,492	$-2,982,207
2022	$-1,526,985	$31,283	$16,237,195	$-1,558,268
2021	$19,610,506	$4,039	$19,304,940	$19,606,467

SUSTAINABLE CHARITABLE LEGACY INC