LEGACY OF EXCELLENCE FOUNDATION INC (EIN 854274493) - 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

2022

Legal Domicile

Principal Officer

Cherice Daniel

Phone

4109784185

Tax Period

2025-01-01 to 2025-12-31

LEGACY OF EXCELLENCE FOUNDATION INC, founded in 2022, is a micro nonprofit in the Unknown sector that reported $6K in total revenue in fiscal year 2025. The organization ran a surplus of $4K, a strong 60% operating margin.

Mission

The principal activities and purpose of the Foundation are the awarding of scholarships to students for the pursuit of higher education; to conduct community educational programs which will aid in the educational and vocational improvement in individual and community living standards; and to engage in other educational activities which will aid in the educational development and quality of life of all women to engage in any appropriate research related to the purposes of this foundation.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,300

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,500

Other Expenses $2,500

TOTAL EXPENSES $2,500

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,300	N/A	N/A
Expenses	$2,500	N/A	N/A
Net Income	$3,800	$0	N/A

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

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
Patrice Netus	Financial Secretary	3	Officer	$0	$0	$0
Traci Dula	Vice President	3	Officer	$0	$0	$0
Kathy Barrett	Secretary	3	Officer	$0	$0	$0
Nicole Hargraves	Treasurer	3	Officer	$0	$0	$0
Roger Barnes	Director	3	Officer	$0	$0	$0
Nina Lamb-Hill	Director	3	Officer	$0	$0	$0
Cherice Daniel	President	3	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	$6,300	$2,500	$8,515	$3,800

LEGACY OF EXCELLENCE FOUNDATION INC