THE CUTTY LEGACY FOUNDATION

EIN: 861007325 501(c)(3) Human Services

TEMPE, AZ

Total Revenue
$30,133
Total Expenses
$52,048
Total Assets
$2,005,420
Net Assets
$1,878,064
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
AZ
Principal Officer
JEFF BERNICK
Phone
4808388111
Tax Period
2023-07-01 to 2024-06-30

THE CUTTY LEGACY FOUNDATION, founded in 2000, is a micro nonprofit in the Human Services sector that reported $30K in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $52K exceeded revenue, resulting in a 73% operating deficit.

Mission

TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION, (CONT'D ON SCH O) ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE AND SUPPORT FAMILIES CARING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $200
Program Service Revenue $0
Investment Income $28,123
Other Revenue $1,810
TOTAL REVENUE $30,133

Expense Breakdown

Grants Paid $27,594
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $34,713
Other Expenses $24,454
TOTAL EXPENSES $52,048

Year-over-Year Comparison

2023 2022 Change
Revenue $30,133 $267,627 -0.9%
Expenses $52,048 $48,137 +0.1%
Net Income $-21,915 $219,490 -1.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
100

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
4
$388,762
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDREW JOHNSON CHAIR 0.50
Officer Director
$0 $0 $0
CECILIA ASHE VICE CHAIR 0.50
Officer Director
$0 $0 $0
KATHRYN HASKEW SECRETARY 0.50
Director
$0 $0 $0
CINDY LEE TREASURER 0.50
Director
$0 $0 $0
MEAGHAN KRAMERTHRU 13124 DIRECTOR 0.50
Director
$0 $0 $0
SHERYL CARITY DIRECTOR 0.50
Director
$0 $0 $0
SURESH MURUGESAN DIRECTOR 0.50
Director
$0 $0 $0
MIKE JONES DIRECTOR 0.50
Director
$0 $0 $0
RYAN HOGAN DIRECTOR 0.50
Director
$0 $0 $0
TAYLOR GIBSON DIRECTOR 0.50
Director
$0 $0 $0
CHAD PRICE DIRECTOR 0.50
Director
$0 $0 $0
JEFF BERNICK PRESIDENT/CEO 2.00
Officer
$0 $28,500 $234,491
JAYASHREE GANESAN CHIEF FINANCIAL OFFICER 2.00
Officer
$0 $0 $154,271
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 $30,133 $52,048 $2,005,420 $-21,915
2023 $267,627 $48,137 $1,924,110 $219,490
2022 $59,945 $33,629 $1,774,494 $26,316
2021 $35,222 $26,555 $1,947,954 $8,667
2020 $29,089 $26,969 $1,806,899 $2,120
2019 $62,394 $34,261 $1,794,388 $28,133
2018 $60,484 $38,134 $1,758,630 $22,350
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