Legacy Fund
Santa Ana, California
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Average
How This Organization Compares
Compared to 4 peers in Education with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $5,951,209↓23% | $5,192,389↑6% | $69,180,477↑7% | |
| 2022 | $7,753,977↓37% | $4,887,495↑19% | $64,732,698↑2% | — |
| 2021 | $12,335,337↑425% | $4,115,816↑32% | $63,728,929↑57% | — |
| 2020 | $2,351,490↑1% | $3,124,280↑28% | $40,717,461↓5% | — |
| 2019 | $2,339,268↑3% | $2,442,484↑20% | $42,662,835↓2% | — |
| 2018 | $2,277,103↓10% | $2,033,871↑20% | $43,734,127↑32% | — |
| 2017 | $2,543,752↓21% | $1,698,691↑16% | $33,074,239↑2% | — |
| 2016 | $3,215,116↓14% | $1,464,767↓32% | $32,498,736↑41% | — |
| 2015 | $3,740,690↓44% | $2,141,788↑440% | $23,060,698↑59% | — |
| 2014 | $6,640,561↑1417% | $396,312↑43% | $14,526,466↑33% | — |
| 2013 | $437,754↓65% | $276,314↓6% | $10,937,922↓2% | — |
| 2012 | $1,244,137↓71% | $295,150↓61% | $11,114,921↓4% | — |
| 2011 | $4,332,212 | $750,704 | $11,592,165 | — |
Frequently Asked Questions
What does Legacy Fund do?▼
Legacy Fund is a education nonprofit organization based in California. It is classified under NTEE code B112 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Legacy Fund financially healthy?▼
Based on our 9-metric Financial Health Score model, Legacy Fund has a score of 53/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Legacy Fund generate?▼
Legacy Fund reports $5.7M in annual revenue and holds $67.9M in total assets, based on IRS filings.
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