ANNE SAXELBY LEGACY FUND INC (EIN 873755775) - 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

2022

Legal Domicile

Principal Officer

PATRICK MARTINS

Phone

9176998743

Tax Period

2023-01-01 to 2023-12-31

ANNE SAXELBY LEGACY FUND INC, founded in 2022, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $578K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $726K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROVIDE MONTHLONG PAID APPRENTICESHIPS FOR YOUNG ADULTS TO LIVE ON SUSTAINABLE FARMS - TO WORK, LEARN, AND BE INSPIRED TO CREATE CHANGE IN THEIR COMMUNITIES.

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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 $554,426

Program Service Revenue $0

Investment Income $2,098

Other Revenue $21,907

TOTAL REVENUE $578,431

Expense Breakdown

Grants Paid $48,000

Salaries & Benefits $221,423

Fundraising Expenses $60,790

Program Expenses $558,540

Other Expenses $456,987

TOTAL EXPENSES $726,410

Year-over-Year Comparison

	2023	2022	Change
Revenue	$578,431	$503,180	+0.1%
Expenses	$726,410	$372,403	+1.0%
Net Income	$-147,979	$130,777	-2.1%

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

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

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
RALPH BUMBACA	DIRECTOR	5.00	Director	$0	$0	$0
HERBERT EISENBERG	DIRECTOR	5.00	Director	$0	$0	$0
JOSEPH KAISER	DIRECTOR	5.00	Director	$0	$0	$0
JOIE- JAGER HYMAN	DIRECTOR	5.00	Director	$0	$0	$0
PATRICK MARTINS	PRESIDENT	15.00	Officer	$0	$0	$0
PAMELA SAXELBY	VICE PRESIDENT	5.00	Officer	$0	$0	$0
CATHERINE GREELEY	TREASURER	5.00	Officer	$0	$0	$0
EMILY PEARSON	SECRETARY	5.00	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
2024	No data	No data	No data	No data
2023	$578,431	$726,410	$68,803	$-147,979
2022	$503,180	$372,403	$140,849	$130,777

ANNE SAXELBY LEGACY FUND INC