Civic Intelligence

Legacy Foundation Inc

990EZ • Fiscal year 2014 • EIN 20-1458794

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 06, 2015

6719 Academy Rd NEAlbuquerque, NM 87109

(505) 857-2350

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-3515%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Down

$4,731

Down $3,515 (-43%) from 2013

Net Assets

Down

$4,731

Down $3,515 (-43%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$100

Up $100 from 2013

Expenses

Up

$3,615

Up $2,437 (+207%) from 2013

Net Income

Down

-$3,515

Down $2,337 (-198%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2010: $17,582Net Assets 2010: $17,5822010Assets 2011: $11,004Liabilities 2011: $02011Assets 2012: $9,424Net Assets 2012: $9,4242012Assets 2013: $8,246Net Assets 2013: $8,2462013Assets 2014: $4,731Liabilities 2014: $0Net Assets 2014: $4,7312014Assets 2015: $7,337Liabilities 2015: $0Net Assets 2015: $7,3372015Assets 2016: $3,407Liabilities 2016: $0Net Assets 2016: $3,4072016Assets 2017: $1,361Liabilities 2017: $0Net Assets 2017: $1,3612017Assets 2018: $193Liabilities 2018: $0Net Assets 2018: $1932018

Highlighted filing

2014

Assets$4,731
Liabilities$0
Net Assets$4,731

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2010: $0Expenses 2010: $1,311Net Income 2010: -$1,3112010Revenue 2011: $0Expenses 2011: $6,578Net Income 2011: -$6,5782011Revenue 2012: $0Expenses 2012: $1,580Net Income 2012: -$1,5802012Revenue 2013: $0Expenses 2013: $1,178Net Income 2013: -$1,1782013Revenue 2014: $100Expenses 2014: $3,615Net Income 2014: -$3,5152014Revenue 2015: $21,039Expenses 2015: $18,433Net Income 2015: $2,6062015Revenue 2016: $7,256Expenses 2016: $11,186Net Income 2016: -$3,9302016Revenue 2017: $100Expenses 2017: $2,146Net Income 2017: -$2,0462017Revenue 2018: $0Expenses 2018: $1,168Net Income 2018: -$1,1682018

Highlighted filing

2014

Revenue$100
Expenses$3,615
Net Income-$3,515
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 6, 2015
Return Version
2014v5.0
Gross Receipts
$100
Mission and Program Overview

Mission

Promote the community by engaging in fund raising activities and donating the raised funds to other 501 (c) organizations in the local community.

Promote the community by engaging in fund raising activities and donating the raised funds to other 501 (c) organizations in the local community

Program Services

DescriptionGrantsExpenses
PROMOTE THE COMMUNITY BY ENGAGING IN FUNDRAISING ACTIVITIES THEN DONATING THE RAISED FUNDS TO OTHER 501 (C)(3) ORGANIZATIONS.$2,600$2,955
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE E GILMOREVice President-$0--
MICHAEL W CARTERSecretary/Treasurer-$0--
PETER J PARNEGGPresident-$0--
Filing and Contact Details

Filer

Filer Name
Legacy Foundation Inc
EIN
20-1458794
Phone
5058572350
Address
6719 ACADEMY RD NE, ALBUQUERQUE, NM 87109

Signing Officer

Name
Joe E Gilmore
Title
Executive Director
Phone
5058572350
Signed
2015-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Ricci & Company LLC
Address
6200 UPTOWN BLVD NE STE 400, ALBUQUERQUE, NM 87110
Preparer
Maria Matonti
Phone
5053380800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: st martin's hospitality center. Grantee address: 1201 3rd st nw albuquerque, nm 87102. Grantee relationship: unrelated. Date of gift: 02/05/14. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: women's council of realtors. Grantee address: 8000 paseo del norte albuquerque, nm 87122. Grantee relationship: unrelated. Date of gift: 02/10/14. Amount given: 600.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: sagebrush community church. Grantee address: 6440 coors blvd nw albuquerque, nm 87120. Grantee relationship: unrelated. Date of gift: 05/08/14. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: greater abq assoc of realtors. Grantee address: 1635 university blvd ne albuquerque, nm 87102. Grantee relationship: unrelated. Date of gift: 06/17/14. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: la cueva bears. Grantee address: 7801 wilshire ne albuquerque, nm 87122. Grantee relationship: unrelated. Date of gift: 07/09/14. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: sandia golf club. Grantee address: 30 rainbow rd ne albuquerque, nm 87113. Grantee relationship: unrelated. Date of gift: 12/19/14. Amount given: 500. Total included on form 990-ez, line 10: 2,600.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 155. Description: annual report fee. Amount: 10. Description: office expense. Amount: 100. Total to form 990-ez, line 16: 265.

Raw XML Appendix135 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/BusinessName/BusinessNameLine1Txt0LEGACY FOUNDATION INC
IRS990EZ/BooksInCareOfDetail/PhoneNum05058281000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06719 ACADEMY RD NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALBUQUERQUE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087109
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-3515
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IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE E GILMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL W CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER J PARNEGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0265
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE COMMUNITY BY ENGAGING IN FUND RAISING ACTIVITIES AND DONATING THE RAISED FUNDS TO OTHER 501 (C) ORGANIZATIONS IN THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE THE COMMUNITY BY ENGAGING IN FUNDRAISING ACTIVITIES THEN DONATING THE RAISED FUNDS TO OTHER 501 (C)(3) ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02955
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03615
IRS990EZ/TotalProgramServiceExpensesAmt02955
IRS990EZ/TotalRevenueAmt0100
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0100
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0100
IRS990ScheduleA/TotalSupportAmt0100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: ST MARTIN'S HOSPITALITY CENTER. GRANTEE ADDRESS: 1201 3RD ST NW ALBUQUERQUE, NM 87102. GRANTEE RELATIONSHIP: UNRELATED. DATE OF GIFT: 02/05/14. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: WOMEN'S COUNCIL OF REALTORS. GRANTEE ADDRESS: 8000 PASEO DEL NORTE ALBUQUERQUE, NM 87122. GRANTEE RELATIONSHIP: UNRELATED. DATE OF GIFT: 02/10/14. AMOUNT GIVEN: 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: SAGEBRUSH COMMUNITY CHURCH. GRANTEE ADDRESS: 6440 COORS BLVD NW ALBUQUERQUE, NM 87120. GRANTEE RELATIONSHIP: UNRELATED. DATE OF GIFT: 05/08/14. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: GREATER ABQ ASSOC OF REALTORS. GRANTEE ADDRESS: 1635 UNIVERSITY BLVD NE ALBUQUERQUE, NM 87102. GRANTEE RELATIONSHIP: UNRELATED. DATE OF GIFT: 06/17/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: LA CUEVA BEARS. GRANTEE ADDRESS: 7801 WILSHIRE NE ALBUQUERQUE, NM 87122. GRANTEE RELATIONSHIP: UNRELATED. DATE OF GIFT: 07/09/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: SANDIA GOLF CLUB. GRANTEE ADDRESS: 30 RAINBOW RD NE ALBUQUERQUE, NM 87113. GRANTEE RELATIONSHIP: UNRELATED. DATE OF GIFT: 12/19/14. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: BANK FEES. AMOUNT: 155. DESCRIPTION: ANNUAL REPORT FEE. AMOUNT: 10. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 265.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE E GILMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05058572350
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0201458794
ReturnHeader/Filer/PhoneNum05058572350
ReturnHeader/Filer/USAddress/AddressLine1Txt06719 ACADEMY RD NE
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205949532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICCI & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06200 UPTOWN BLVD NE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05053380800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIA MATONTI
ReturnHeader/ReturnTs02015-08-14T10:23:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings