TPhilanthropy, Voluntarism & GrantmakingEIN: 800002415· Ruling Year: 2002

The Legacy Foundation At Shell Point Inc

Fort Myers, Florida

B-Health Score
51B-

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 30 peers in Philanthropy, Voluntarism & Grantmaking with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.55×
Peer Median15.61×
💰
$4.7M
Total Revenue
📊
$5.7M
Total Expenses
🏦
$3.2M
Net Assets
📋
$1.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-20.2%
Year-over-year change (2022 → 2023)
Net Margin
-22.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.55
Net assets divided by total expenses
Liabilities-to-Assets
36.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$4,678,91520%$5,749,39823%$4,997,7969%
2022$5,863,57419%$7,507,3781%$5,518,20323%
2021$4,918,87474%$7,404,39867%$7,153,88625%
2020$18,882,614436%$22,737,8111181%$9,570,85728%
2019$3,520,54878%$1,774,39964%$13,274,39016%
2018$15,830,804648%$4,925,825124%$11,441,2423980%
2017$2,115,898101%$2,202,41669%$280,3983%
2016$1,053,3853%$1,306,933115%$272,67534%
2015$1,090,3127%$608,13554%$414,1693%
2014$1,168,39699%$1,327,673128%$425,00310%
2013$588,27143%$582,09617%$387,79611%
2012$1,039,75697%$702,96129%$348,18636%
2011$528,468$545,346$545,368

Frequently Asked Questions

What does The Legacy Foundation At Shell Point Inc do?

The Legacy Foundation At Shell Point Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T30 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Legacy Foundation At Shell Point Inc financially healthy?

Based on our 9-metric Financial Health Score model, The Legacy Foundation At Shell Point Inc has a score of 51/100 (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 The Legacy Foundation At Shell Point Inc generate?

The Legacy Foundation At Shell Point Inc reports $4.3M in annual revenue and holds $3.9M in total assets, based on IRS filings.

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