Civic Intelligence

62Nd & 65Th Regiments Legacy Foundation Inc.

990 • Fiscal year 2021 • EIN 23-7325582

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileWWW.62-65RLF.ORG
P O Box 1376Jefferson City, MO 65102

(573) 291-5384

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

28th percentile

0.08x

Higher debt load relative to revenue than 28% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

88th percentile

55%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

17th percentile

$65,487

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

84th percentile

33%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

135%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$12,018,571

Up $3,010,582 (+33%) from 2020

Net Assets

Up

$11,954,262

Up $3,228,188 (+37%) from 2020

Liabilities

Down

$64,309

Down $217,606 (-77%) from 2020

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin88th percentile

Revenue

Up

$762,539

Up $437,630 (+135%) from 2020

Expenses

Down

$346,625

Down $260,256 (-43%) from 2020

Net Income

Up

$415,914

Up $697,886 (+248%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$15M$10M$5.0M$0Assets 2012: $6,119,816Liabilities 2012: $10,380Net Assets 2012: $6,109,4362012Assets 2013: $6,950,202Liabilities 2013: $6,604Net Assets 2013: $6,943,5982013Assets 2014: $8,628,631Liabilities 2014: $52,435Net Assets 2014: $8,576,1962014Assets 2015: $8,540,549Liabilities 2015: $79,352Net Assets 2015: $8,461,1972015Assets 2016: $8,357,937Liabilities 2016: $324,621Net Assets 2016: $8,033,3162016Assets 2017: $9,794,359Liabilities 2017: $264,188Net Assets 2017: $9,530,1712017Assets 2018: $10,530,722Liabilities 2018: $262,705Net Assets 2018: $10,268,0172018Assets 2019: $10,048,497Liabilities 2019: $219,159Net Assets 2019: $9,829,3382019Assets 2020: $9,007,989Liabilities 2020: $281,915Net Assets 2020: $8,726,0742020Assets 2021: $12,018,571Liabilities 2021: $64,309Net Assets 2021: $11,954,2622021Assets 2022: $10,081,205Liabilities 2022: $71,243Net Assets 2022: $10,009,9622022Assets 2023: $10,963,535Liabilities 2023: $7,758Net Assets 2023: $10,955,7772023Assets 2024: $12,044,572Liabilities 2024: $15,907Net Assets 2024: $12,028,6652024Assets 2025: $13,156,228Liabilities 2025: $28,354Net Assets 2025: $13,127,8742025

Highlighted filing

2021

Assets$12,018,571
Liabilities$64,309
Net Assets$11,954,262
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $475,1032012Expenses 2013: $510,2962013Revenue 2014: $1,426,830Expenses 2014: $687,019Net Income 2014: $739,8112014Revenue 2015: $1,582,455Expenses 2015: $796,994Net Income 2015: $785,4612015Revenue 2016: $826,812Expenses 2016: $1,064,132Net Income 2016: -$237,3202016Revenue 2017: $1,159,180Expenses 2017: $589,433Net Income 2017: $569,7472017Revenue 2018: $895,133Expenses 2018: $756,652Net Income 2018: $138,4812018Revenue 2019: $865,359Expenses 2019: $746,121Net Income 2019: $119,2382019Revenue 2020: $324,909Expenses 2020: $606,881Net Income 2020: -$281,9722020Revenue 2021: $762,539Expenses 2021: $346,625Net Income 2021: $415,9142021Revenue 2022: $672,144Expenses 2022: $321,217Net Income 2022: $350,9272022Revenue 2023: $1,133,585Expenses 2023: $500,356Net Income 2023: $633,2292023Revenue 2024: $686,145Expenses 2024: $679,789Net Income 2024: $6,3562024Revenue 2025: $3,481,678Expenses 2025: $614,323Net Income 2025: $2,867,3552025

Highlighted filing

2021

Revenue$762,539
Expenses$346,625
Net Income$415,914
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$1,213,369
Mission and Program Overview

Mission

The primary mission of the foundation is to solicit and raise private funds in support of the university. Further, the foundation has a fiduciary responsibility to prudently manage any funds it raises on behalf of the university and its curators

The primary mission of the foundation is to develop, manage and award funds for scholarships in accordance with donor intent to qualified lincoln university students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,743,065$11,732,893▲ $2,989,828
Savings and Temporary Cash Investments$214,138$236,194▲ $22,056
Land, Buildings, and Equipment, Net$50,786$49,484▼ $1,302
Loans From Officers Directors$23,215--
Total Assets$9,007,989$12,018,571▲ $3,010,582
Liabilities
Mortgage Notes Payable Secured by Investment Property$194,848$49,163▼ $145,685
Accounts Payable and Accrued Expenses$63,852$15,146▼ $48,706
Total Liabilities$281,915$64,309▼ $217,606
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,741,077$11,788,882▲ $3,047,805
Net Assets Without Donor Restrictions$-15,003$165,380▲ $180,383
Total Net Assets Fund Balance$8,726,074$11,954,262▲ $3,228,188
Total Liabilities and Net Assets / Fund Balance$9,007,989$12,018,571▲ $3,010,582

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$49,484$1,302$50,786
Other Securities$11,732,893--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$8,398,335$71,037▲ $3,338,964-$11,382,145
2019$9,395,381$49,180▲ $402,506$1,008,495$8,398,335
2018$9,150,873$209,385▲ $506,546$-6,018$9,395,381
2017$8,560,982$207,594▲ $872,959$11,734$9,150,873
2016$7,326,961$402,339▲ $1,035,840$-130,712$8,560,982
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sylvia WilsonExecutive DirectorFT$65,487$65,487

Board Members and Trustees

NameTitle
Hardy K Dorsey SrPresident
Alfred Harris SrVice President
Ann E HarrisDirector
Archie BrownDirector
Colette M KellyDirector
Dr Bonita ButnerDirector
Dr Jerome Offord JrDirector
John L Bowman SrDirector
Julie H JohnsonDirector
Lashawnda C JonesDirector
Leonard WoodsonDirector
Matthias TolksdorfDirector
Rita Heard DaysDirector
Shelvy L ConvertDirector
Sterling M LaneDirector
Cortez BradleyEmeritus Director
James MahonEmeritus Director
John R Rencher JrSecretary
Dr Emily MahonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$97,942
Program Service Revenue
$0
Investment Income
$649,342
Other Revenue
$15,255
All Other Contributions
$97,942
Change in Net Assets
$415,914

Audited Revenue Reconciliation

Revenue per Audited Statements
$762,539
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,083,417
Total Revenue per Audited Statements
$3,845,956
Total Revenue per Form 990
$762,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$232,538
Grants and Similar Amounts Paid$81,650
Salaries, Compensation, and Employee Benefits$32,437
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$81,650--$81,650
Fees for Services Accounting-$77,730-$77,730
Office Expenses-$47,607-$47,607
Fees for Services Management-$40,551-$40,551
Current Officers, Directors, Trustees, and Key Employees-$29,132-$29,132
Fees for Services Legal-$10,701-$10,701
Occupancy-$8,481-$8,481
Payroll Taxes-$2,305-$2,305
Interest-$2,258-$2,258
Insurance-$1,412-$1,412
Depreciation Depletion-$1,302-$1,302
Other Expenses$1,100$1,008-$1,008
Other Salaries and Wages-$1,000-$1,000
All Other Expenses-$536-$536
Travel-$60-$60
Advertising-$44-$44
Total Functional Expenses$115,494$231,131$0$346,625

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$740,396
Expenses Not Reported on Form 990$393,771
Expenses per Audited Statements$346,625
Total Expenses per Form 990$346,625
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$23,215--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“James mahon emeritus director and emily mahon treasurer are husband and wife.”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the treasurer and the executive diretor. The copy is also made available to the general public with proper request.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer and member of a committee with board-delegated powers shall annually sign a statement regarding the conflict of interest policy. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with board delegated powers considering the proposed transaction agreement. The board/committee shall then decide if a conflict exists. These proceedings shall be documented in the minutes of the governing board.”

Form 990, Part VI, Section C, Line 19

“All governing documents are available to the general public and can be viewed at 920 chestnut street, jefferson city, mo by appointment and with prior approval of the board.”

Filing and Contact Details

Filer

Filer Name
62nd and 65th Regiments Legacy
EIN
23-7325582
Phone
5732915384
Address
P O BOX 1376, JEFFERSON CITY, MO 65102

Signing Officer

Name
Emily Mahon
Title
Treasurer
Phone
5732915384
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Mahon
Formed
1970
Legal Domicile
Mo
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Williams-keepers LLC
Address
3220 WEST EDGEWOOD SUITE E, JEFFERSON CITY, MO 65109
Preparer
Kathleen a Graessle
Phone
5736356196
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of loan payable to tiger athletic club 122,628.”

Form 990, Part XII, Line 2 - Change of Oversight or Selection Process

“There has been no change in the oversight process or selection process from the previous year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and applicable state law. The accounting standard on accounting for uncertainity in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the foundation and various positions related to the potential sources of ubti. The foundation was not subject to ubti for the years ended.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“IN-KIND DONATION”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Management fees - in-kind donation”

Part V, Line 4 - Intended Uses of Endowment Fund

“Endowment funds are intended to be used to provide scholarships, based on financial need, to lincoln university students.”

Part X - Fin 48 Footnote

“The foundation is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and applicable state law. The accounting standard on accounting for uncertainity in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the foundation and various positions related to the potential sources of ubti. The foundation was not subject to ubti for the years ended.”

Raw XML AppendixShowing 400 of 571 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMERITUS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMERITUS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE PRIMARY MISSION OF THE FOUNDATION IS TO DEVELOP, MANAGE AND AWARD FUNDS FOR SCHOLARSHIPS IN ACCORDANCE WITH DONOR INTENT TO QUALIFIED LINCOLN UNIVERSITY STUDENTS.
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31008
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IRS990/OtherExpensesGrp/TotalAmt31008
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0EMILY MAHON
IRS990/ProfessionalFundraisingInd00
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08398335

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,018,571
Liabilities
$64,309
Net assets
$11,954,262
Revenue
$762,539
Expenses
$346,625
Net income
$415,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.03$13.1$3.48$0.61$2.87
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.02$12.0$0.69$0.68$0.01
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.01$11.0$1.13$0.50$0.63
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.07$10.0$0.67$0.32$0.35
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.06$12.0$0.76$0.35$0.42
2020Detailed filing. Detailed filing data is available for this year.$9.01$0.28$8.73$0.32$0.61$0.28
2019Detailed filing. Detailed filing data is available for this year.$10.0$0.22$9.83$0.87$0.75$0.12
2018Detailed filing. Detailed filing data is available for this year.$10.5$0.26$10.3$0.90$0.76$0.14
2017Detailed filing. Detailed filing data is available for this year.$9.79$0.26$9.53$1.16$0.59$0.57
2016Detailed filing. Detailed filing data is available for this year.$8.36$0.32$8.03$0.83$1.06$0.24
2015Detailed filing. Detailed filing data is available for this year.$8.54$0.08$8.46$1.58$0.80$0.79
2014Detailed filing. Detailed filing data is available for this year.$8.63$0.05$8.58$1.43$0.69$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.95$0.01$6.94$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$0.01$6.11$0.48
Peer Organizations

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