The Legatum Institute Foundation (EIN 900909512) - 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

2012

Legal Domicile

Principal Officer

Rob Vickers

Phone

2155462140

Tax Period

2023-01-01 to 2023-12-31

The Legatum Institute Foundation, founded in 2012, is a small nonprofit in the Public & Societal Benefit sector that reported $508K in total revenue in fiscal year 2023. Revenue surged 8364% from the prior year, signaling strong growth momentum.

Mission

TO ENGAGE EXCLUSIVELY IN CHARITABLE, EDUCATIONAL, RELIGIOUS OR SCIENTIFIC ACTIVITIES AND FUND SMALL COMMUNITY-BASED ORGANIZATIONS ACROSS THE DEVELOPING WORLD.

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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 $507,831

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $507,831

Expense Breakdown

Grants Paid $507,831

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $507,831

Other Expenses $9,290

TOTAL EXPENSES $517,121

Year-over-Year Comparison

	2023	2022	Change
Revenue	$507,831	$6,000	+83.6%
Expenses	$517,121	$1,447	+356.4%
Net Income	$-9,290	$4,553	-3.0%

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

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

$66,481

Total Directors

$66,481

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIPPA STROUD	CEO (THRU. 03/31/2023)	1.0	Officer Director	$0	$0	$66,481
ALAN MCCORMICK	PRESIDENT	1.0	Officer Director	$0	$0	$0
TOBY BAXENDALE	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
ROB VICKERS	TREASURER	1.0	Officer Director	$0	$0	$0
ELLEN AGLER	SECRETARY	1.0	Officer 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
2023	$507,831	$517,121	$9,293	$-9,290
2021	$320,000	$575,716	$10,953	$-255,716
2020	$257,000	$78,243	$266,669	$178,757

The Legatum Institute Foundation