LEGACY MIDDLE SCHOOL PTO

EIN: 844683801 501(c)(3) Education

Franklin, TN

Total Revenue
$86,216
Total Expenses
$83,306
Total Assets
$37,766
Net Assets
$37,766
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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

Legal Domicile
TN
Principal Officer
MICHELLE ROBINSON
Phone
6154725310
Tax Period
2024-07-01 to 2025-06-30

LEGACY MIDDLE SCHOOL PTO is a micro nonprofit in the Education sector that reported $86K in total revenue in fiscal year 2024. Expenses of $83K left a modest 3% surplus.

Mission

FINANCIAL AND ORGANIZATIONAL SUPPORT FOR LEGACY MIDDLE SCHOOL FRANKLIN TN

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $86,216
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $86,216

Expense Breakdown

Grants Paid $79,165
Salaries & Benefits $0
Fundraising Expenses $2,168
Program Expenses $64,598
Other Expenses $4,141
TOTAL EXPENSES $83,306

Year-over-Year Comparison

2024 2023 Change
Revenue $86,216 N/A N/A
Expenses $83,306 N/A N/A
Net Income $2,910 N/A N/A
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

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Governance

Voting Members
N/A
Independent Members
N/A
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHELLE ROBINSON PRESIDENT 5.00
Officer
$0 $0 $0
MEAGAN CONTELLA PRESIDENT 8.00
Officer
$0 $0 $0
RENEE PENIX VICE PRESIDENT 8.00
Officer
$0 $0 $0
CAMI WRIGHT SECRETARY 8.00
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 $86,216 $83,306 $37,766 $2,910
2024 $73,940 $70,442 $37,581 $3,498
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