UA LEGACY GRANTS LTD

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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

MARK MILLER

Phone

7659933729

Tax Period

2023-01-01 to 2023-12-31

UA LEGACY GRANTS LTD, founded in 2020, is a micro nonprofit in the Human Services sector that reported $2K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $2K left a modest 14% surplus.

Mission

TO PROVIDE GRANTS TO THOSE WHO DESIRE TO CHANGE THEIR FINANCIAL FUTURE THROUGH EDUCATION ON TOPICS SUCH AS DEBT, SAVING, AND OVERALL FINANCIAL HEALTH.

Program Service Accomplishments

Program 1

WE WORK WITH INDIVIDUALS WHO HAVE FINANCIAL NEEDS. SOME OF THE GRANTS ARE GIVEN FOR BASIC NEEDS. OTHERS ARE GIVEN FOR DEBT RELIEF. THEY LET US KNOW THEIR NEEDS AND WE GIVE THEM A GIFT TO HELP WITH...

WE WORK WITH INDIVIDUALS WHO HAVE FINANCIAL NEEDS. SOME OF THE GRANTS ARE GIVEN FOR BASIC NEEDS. OTHERS ARE GIVEN FOR DEBT RELIEF. THEY LET US KNOW THEIR NEEDS AND WE GIVE THEM A GIFT TO HELP WITH THE NEEDS THEY HAVE IDENTIFIED.

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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 $1,811

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,551

TOTAL EXPENSES $1,551

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,811	$2,850	-0.4%
Expenses	$1,551	$2,482	-0.4%
Net Income	$260	$368	-0.3%

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	Role	Reportable Comp	Other Comp	Total
MARK MILLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
VICKY MILLER	SECRETARY & TREASURER	1.00	Officer Director	$0	$0	$0
ROD CARPENTER	BOARD MEMBER	1.00	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
2023	$1,811	$1,551	$441	$260
2022	$2,850	$2,482	$12,602	$368
2021	$204,429	$226,519	$12,234	$-22,090