LEVI LEGACY (EIN 872425945) - 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

2021

Legal Domicile

Principal Officer

LAUREN HERMAN

Phone

8152107111

Tax Period

2025-01-01 to 2025-12-31

LEVI LEGACY, founded in 2021, is a small nonprofit in the Youth Development sector that reported $307K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $54K, a strong 18% operating margin.

Mission

AT LEVIS LEGACY, OUR MISSION IS CLEAR TO SERVE AND SUPPORT FAMILIES FACING THE DAUNTING REALITY OF CHDS, ALONG WITH THE DEDICATED MEDICAL PROFESSIONALS WHO STAND BY THEIR SIDE. OUR MISSION IS NOT JUST TO WEATHER THE STORM WITH THEM BUT TO GUIDE THEM TOWARDS THE SUNSHINE THAT AWAITS ON THE OTHER SIDE OF THEIR CHALLENGING JOURNEY. WHEN FAMILIES FIRST HEAR THE NEWS THAT THEIR BABY HAS A CONGENITAL HEART DEFECT, THEIR WORLD SHATTERS. WE ARE HERE TO HERD AROUND THESE FAMILIES, SUPPORTING THEM INDIVIDUALLY AND AS A COMMUNITY AS THEY BRAVE THE STORM THAT IS BREWING ON THE HORIZON. WE ARE HERE TO EASE THE BURDENS THAT COME WITH CONGENITAL HEART DEFECTS. THE FINANCIAL IMPACT, THE TRAUMA, THE DIFFICULT DECISIONS. WE ARE HERE TO SHOW THEM THE SUNSHINE THAT AWAITS THEM ON THE OTHER SIDE OF THE STORM.

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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 (2025)

Revenue Breakdown

Contributions & Grants $327,504

Program Service Revenue $0

Investment Income $8

Other Revenue $-20,036

TOTAL REVENUE $307,476

Expense Breakdown

Grants Paid $218,356

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $242,987

Other Expenses $34,707

TOTAL EXPENSES $253,063

Year-over-Year Comparison

	2025	2024	Change
Revenue	$307,476	$257,550	+0.2%
Expenses	$253,063	N/A	N/A
Net Income	$54,413	$257,550	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAUREN HERMAN	PRESIDENT	12.00	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
2025	$307,476	$253,063	$101,270	$54,413
2024	$257,550	No data	$46,857	No data

LEVI LEGACY