Civic Intelligence

Legacy Charitable Foundation

EIN 01-0600848 • 501(c)3 • Murray, UT

Profile

To benefit and carry out purposes of the church of jesus christ of latter-day saints and such other charitable organizations that are approved by the church.

716 East 4500 South 260Murray, UT 84107

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-3376%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-52%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

4.6%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$15,144

Down $16,169 (-52%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$15,144

Down $16,169 (-52%) from 2023

Revenue

Up

$479

Up $21 (+4.6%) from 2023

Expenses

Up

$16,648

Up $15,913 (+2165%) from 2023

Net Income

Down

-$16,169

Down $15,892 (-5737%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $69,665Liabilities 2011: $02011Assets 2012: $69,099Liabilities 2012: $0Net Assets 2012: $69,0992012Assets 2013: $67,950Liabilities 2013: $0Net Assets 2013: $67,9502013Assets 2014: $67,967Liabilities 2014: $0Net Assets 2014: $67,9672014Assets 2015: $66,373Liabilities 2015: $0Net Assets 2015: $66,3732015Assets 2016: $65,828Liabilities 2016: $0Net Assets 2016: $65,8282016Assets 2017: $65,859Liabilities 2017: $0Net Assets 2017: $65,8592017Assets 2018: $64,766Liabilities 2018: $0Net Assets 2018: $64,7662018Assets 2019: $64,840Liabilities 2019: $0Net Assets 2019: $64,8402019Assets 2020: $63,554Liabilities 2020: $0Net Assets 2020: $63,5542020Assets 2021: $91,570Liabilities 2021: $0Net Assets 2021: $91,5702021Assets 2022: $31,590Liabilities 2022: $0Net Assets 2022: $31,5902022Assets 2023: $31,313Liabilities 2023: $0Net Assets 2023: $31,3132023Assets 2024: $15,144Liabilities 2024: $0Net Assets 2024: $15,1442024

Highlighted filing

2024

Assets$15,144
Liabilities$0
Net Assets$15,144

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $13Expenses 2011: $10Net Income 2011: $32011Revenue 2012: $39Expenses 2012: $605Net Income 2012: -$5662012Revenue 2013: $32Expenses 2013: $1,181Net Income 2013: -$1,1492013Revenue 2014: $27Expenses 2014: $10Net Income 2014: $172014Revenue 2015: $26Expenses 2015: $1,620Net Income 2015: -$1,5942015Revenue 2016: $32Expenses 2016: $577Net Income 2016: -$5452016Revenue 2017: $31Expenses 2017: $0Net Income 2017: $312017Revenue 2018: $57Expenses 2018: $1,150Net Income 2018: -$1,0932018Revenue 2019: $74Expenses 2019: $0Net Income 2019: $742019Revenue 2020: $14Expenses 2020: $1,300Net Income 2020: -$1,2862020Revenue 2021: $70,741Expenses 2021: $42,725Net Income 2021: $28,0162021Revenue 2022: $121Expenses 2022: $10,000Net Income 2022: -$9,8792022Revenue 2023: $458Expenses 2023: $735Net Income 2023: -$2772023Revenue 2024: $479Expenses 2024: $16,648Net Income 2024: -$16,1692024

Highlighted filing

2024

Revenue$479
Expenses$16,648
Net Income-$16,169

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$0.48$16.6$16.2
2023Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$0.46$0.74$0.28
2022Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$0.12$10.0$9.88
2021Detailed filing. Detailed filing data is available for this year.$91.6$0.00$91.6$70.7$42.7$28.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.6$0.00$63.6$0.01$1.30$1.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.8$0.00$64.8$0.07$0.00$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.8$0.00$64.8$0.06$1.15$1.09
2017Detailed filing. Detailed filing data is available for this year.$65.9$0.00$65.9$0.03$0.00$0.03
2016Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$0.03$0.58$0.55
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.4$0.00$66.4$0.03$1.62$1.59
2014Detailed filing. Detailed filing data is available for this year.$68.0$0.00$68.0$0.03$0.01$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$68.0$0.00$68.0$0.03$1.18$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.1$0.00$69.1$0.04$0.61$0.57
2011Summary only. Only limited summary data is available for this year.$69.7$0.00$0.01$0.01$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$458
Mission and Program Overview

Mission

To benefit and carry out purposes of the church of jesus christ of latter-day saints and such other charitable organizations that are approved by the church.

Program Services

DescriptionGrantsExpenses
CHARITABLE DONATION TO THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J BROMLEYPresident-$0--
CHRIS HOWELLSVice President & Secretary-$0--
DAVID L EVANSTreasurer-$0--
DOUGLAS H MARTINDirector-$0--
DAVID G MOOREDirector-$0--
MIKE THOMASDirector-$0--
CHARLES H HORMANDirector-$0--
M GORDON JOHNSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Legacy Charitable Foundation
EIN
01-0600848
Phone
8017131860
Address
716 EAST 4500 SOUTH 260, MURRAY, UT 84107

Signing Officer

Name
David J Bromley
Title
President
Phone
8012881999
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
19 EAST 200 SOUTH SUITE 1000, SALT LAKE CITY, UT 84111
Preparer
Lori Barton
Phone
8013649300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 458.

Raw XML Appendix172 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID J BROMLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08017131860
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0716 EAST 4500 SOUTH STE 260
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031590
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031313
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-277
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0735
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031590
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031313
IRS990EZ/GrossReceiptsAmt0458
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0458
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031590
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031313
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031590
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031313
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID J BROMLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS HOWELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID L EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUGLAS H MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID G MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHARLES H HORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7M GORDON JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT & SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO BENEFIT AND CARRY OUT PURPOSES OF THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS AND SUCH OTHER CHARITABLE ORGANIZATIONS THAT ARE APPROVED BY THE CHURCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE DONATION TO THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0UT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0735
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0458
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237300405
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LDS CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 458.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J BROMLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08012881999
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0010600848
ReturnHeader/Filer/PhoneNum08017131860
ReturnHeader/Filer/USAddress/AddressLine1Txt0716 EAST 4500 SOUTH 260
ReturnHeader/Filer/USAddress/CityNm0MURRAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341878512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 EAST 200 SOUTH SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084111
ReturnHeader/PreparerPersonGrp/PhoneNum08013649300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI BARTON
ReturnHeader/ReturnTs02024-11-14T13:43:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits