THE LEGACY FUND FOR OUTREACH COMMUNITY MINISTRIES (EIN 851801784) - 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

2020

Legal Domicile

Principal Officer

MARK TAYLOR

Phone

6306821910

Tax Period

2023-07-01 to 2024-06-30

THE LEGACY FUND FOR OUTREACH COMMUNITY MINISTRIES, founded in 2020, is a small nonprofit in the Religion sector that reported $123K in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $119K, a strong 97% operating margin.

Mission

OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE CHARITABLE PURPOSES OF OUTREACH COMMUNITY MINISTRIES.

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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 $74,924

Program Service Revenue $0

Investment Income $47,753

Other Revenue $0

TOTAL REVENUE $122,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,950

TOTAL EXPENSES $3,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$122,677	$327,237	-0.6%
Expenses	$3,950	$44,247	-0.9%
Net Income	$118,727	$282,990	-0.6%

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

$106,965

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK TAYLOR	PRESIDENT	0.30	Officer Director	$0	$0	$0
TIMOTHY FELTES	TREASURER	0.30	Officer Director	$0	$0	$0
TIMOTHY HULTGREN	SECRETARY	0.30	Officer Director	$0	$0	$0
SCOTT SHELTON	DIRECTOR	0.30	Director	$0	$0	$0
CHRISTOPHER ELLERMAN	EXECUTIVE DIRECTOR	6.00	Officer	$0	$12,192	$106,965

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	No data	No data	No data	No data
2024	$122,677	$3,950	$651,060	$118,727
2023	$327,237	$44,247	$528,495	$282,990
2022	$357,481	$87,262	$237,798	$270,219

THE LEGACY FUND FOR OUTREACH COMMUNITY MINISTRIES