LEGACY COLLABORATIVE (EIN 934154266) - 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

2023

Legal Domicile

Principal Officer

KATE BAGLEY

Phone

9165424780

Tax Period

2024-01-01 to 2024-12-31

LEGACY COLLABORATIVE, founded in 2023, is a small nonprofit in the Religion sector that reported $408K in total revenue in fiscal year 2024. The organization ran a surplus of $226K, a strong 55% operating margin.

Mission

To provide a faith-centered academy equipping young leaders with confidence, character, and competence to engage their callings and joyfully impact the 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 (2024)

Revenue Breakdown

Contributions & Grants $348,301

Program Service Revenue $63,557

Investment Income $-3,967

Other Revenue $0

TOTAL REVENUE $407,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,300

Fundraising Expenses $0

Program Expenses $101,463

Other Expenses $82,053

TOTAL EXPENSES $182,353

Year-over-Year Comparison

	2024	2023	Change
Revenue	$407,891	N/A	N/A
Expenses	$182,353	N/A	N/A
Net Income	$225,538	N/A	N/A

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

$33,841

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HAILEY BELLMER	N/A	32.00		$20,270	$0	$20,270
FRANCINE HARDY	N/A	37.00		$20,223	$0	$20,223
HEATHER LU	Secretary	40.00	Officer	$18,450	$0	$18,450
BRIGITTE ERWIN	N/A	38.00		$17,700	$0	$17,700
KATE BAGLEY	CEO	40.00	Officer	$15,391	$0	$15,391
JARED AUSTIN	Director	0.00	Director	$0	$0	$0
SHERI SILK	Director	0.00	Director	$0	$0	$0
SCOTT ERWIN	Treasurer	0.00	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	$407,891	$182,353	$229,492	$225,538

LEGACY COLLABORATIVE