CROOKED OAKS LEGACY FOUNDATION INC (EIN 851256048) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

2020

Legal Domicile

Principal Officer

RICK DAVIDSON

Phone

3342571519

Tax Period

2021-01-01 to 2021-12-31

CROOKED OAKS LEGACY FOUNDATION INC, founded in 2020, is a small nonprofit that reported $424K in total revenue in fiscal year 2020. The organization ran a surplus of $261K, a strong 62% operating margin.

Mission

THE CROOKED OAKS LEGACY FOUNDATION HAS BEEN ESTABLISHED FOR THE PURPOSE OF CONTINUING THE MISSION OF CROOKED OAKS FARM TO INCLUDE PROVIDING FOR THE USE AND ENJOYMENT OF THE LAND, THE GARDENS, FOR THE RETIREMENT AND RESCUE OF QUALIFYING ANIMALS, FOR THE STUDY OF NATURE, FOR THE EDUCATION OF AUBURN UNIVERSITY STUDENTS AND ALL SUCH RELATED ACTIVITIES.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $245,129

Program Service Revenue $0

Investment Income $0

Other Revenue $27,426

TOTAL REVENUE $272,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,081

Other Expenses $104,081

TOTAL EXPENSES $104,081

Year-over-Year Comparison

	2021	2020	Change
Revenue	$272,555	$423,658	-0.4%
Expenses	$104,081	$163,011	-0.4%
Net Income	$168,474	$260,647	-0.4%

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
PATRICK C DAVIDSON	DIRECTOR	5.00	Director	$0	$0	$0
SCOTT RICKS	DIRECTOR	5.00	Director	$0	$0	$0
GREG WILLIAMS	DIRECTOR	5.00	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
2021	$272,555	$104,081	$429,121	$168,474
2020	$423,658	$163,011	$262,747	$260,647

CROOKED OAKS LEGACY FOUNDATION INC