LEGACY25 INC (EIN 834059404) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

RONDA SHREWSBURY

Phone

3178155929

Tax Period

2023-01-01 to 2023-12-31

LEGACY25 INC, founded in 2018, is a community nonprofit in the Housing & Shelter sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 100% operating margin.

Mission

THE MISSION OF LEGACY25, INC. IS TO FOSTER, PROMOTE, DEVELOP AND PROVIDE HOUSING THAT IS SAFE, DECENT AND AFFORDABLE TO LOW-INCOME AND MODERATE-INCOME INDIVIDUALS, FAMILIES AND SENIORS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,973,090

Program Service Revenue $-16,866

Investment Income $131,668

Other Revenue $0

TOTAL REVENUE $2,087,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,441

TOTAL EXPENSES $5,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,087,892	$1,036,964	+1.0%
Expenses	$5,441	$1,247	+3.4%
Net Income	$2,082,451	$1,035,717	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
RONDA SHREWSBURY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIE MINNER	SECRETARY	1.00	Officer Director	$0	$0	$0
BRADLEY P HOOP	TREASURER	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$2,087,892	$5,441	$3,143,456	$2,082,451
2022	$1,036,964	$1,247	$1,061,004	$1,035,717
2021	$1,424	$3,705	$25,287	$-2,281
2020	$39,072	$4,175	$28,346	$34,897
2019	No data	$7,329	No data	No data

LEGACY25 INC