THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA (EIN 860186064) - 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

1963

Legal Domicile

Principal Officer

MARGARET HEPBURN

Phone

5203356015

Tax Period

2017-07-01 to 2018-06-30

THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA, founded in 1963, is a community nonprofit in the Health Care sector that reported $4.2M in total revenue in fiscal year 2017. Revenue surged 160% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 8% surplus.

Mission

PROMOTING POPULATION HEALTH AND COMMUNITY WELLNESS THROUGHOUT SOUTHEAST ARIZONA THROUGH GRANTS, CONVENING AND EDUCATION.

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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 (2017)

Revenue Breakdown

Contributions & Grants $13,949

Program Service Revenue $306,678

Investment Income $3,681,451

Other Revenue $160,871

TOTAL REVENUE $4,162,949

Expense Breakdown

Grants Paid $2,354,312

Salaries & Benefits $516,142

Fundraising Expenses $0

Program Expenses $2,955,232

Other Expenses $977,047

TOTAL EXPENSES $3,847,501

Year-over-Year Comparison

	2017	2016	Change
Revenue	$4,162,949	$1,603,436	+1.6%
Expenses	$3,847,501	$2,771,515	+0.4%
Net Income	$315,448	$-1,168,079	-1.3%

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

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

$299,689

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDRA BONEO	BOARD DIRECTOR	2.00	Director	$0	$0	$0
MARK CONRAD	BOARD DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH DELGADO	BOARD DIRECTOR	2.00	Director	$0	$0	$0
MAUREEN KAPPLER	BOARD DIRECTOR	2.00	Director	$0	$0	$0
ANDREA RUBLE	BOARD DIRECTOR	2.00	Director	$0	$0	$0
MARK SAVAGE	BOARD DIRECTOR	2.00	Director	$0	$0	$0
ROBERT WHITE JR	BOARD DIRECTOR	2.00	Director	$0	$0	$0
JOANNA MICHELICH	CHAIR	2.00	Officer Director	$0	$0	$0
BRIAN BARKDULL	VICE CHAIR	2.00	Director	$0	$0	$0
SUSAN WARNE	GOVERNANCE COMMITTEE CHAIR	2.00	Director	$0	$0	$0
FRANK GONZALES	FINANCE COMMITTEE CHAIR	2.00	Director	$0	$0	$0
MICHAEL GROVES	PHILANTHROPY COMMITTEE ACTING CHAIR	2.00	Director	$0	$0	$0
RUTH BRITTON	SECRETARY & PHILANTHROPY COMMITTEE CHAIR	2.00	Officer Director	$0	$0	$0
MARGARET HEPBURN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$279,300	$20,389	$299,689

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
2018	$4,162,949	$3,847,501	$61,261,066	$315,448

THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA