Civic Intelligence

Legacy Inc.

EIN 27-0800962 • 501(c)3 • Hampden, ME

Pub. 78 Eligible990-N Coverage

Profile

Funding scholarships for needy students

1088 Western AveHampden, ME 04444

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$100,351

Up $71,905 (+253%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$100,351

Up $71,905 (+253%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Down

$4,350

Down $9,992 (-70%) from 2019

Expenses

Down

$10,791

Down $427 (-3.8%) from 2019

Net Income

Down

-$6,441

Down $9,565 (-306%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$150K$100K$50K$0Assets 2017: $21,872Net Assets 2017: $21,8722017Assets 2018: $25,322Net Assets 2018: $25,3222018Assets 2019: $28,446Net Assets 2019: $28,4462019Assets 2023: $100,351Net Assets 2023: $100,3512023

Highlighted filing

2023

Assets$100,351
Liabilities-
Net Assets$100,351
Open 2023 Filing

Operations Trend

Revenue Growth35th percentile

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

$30K$20K$10K$0-$10KRevenue 2017: $20,193Expenses 2017: $18,583Net Income 2017: $1,6102017Revenue 2018: $22,860Expenses 2018: $19,410Net Income 2018: $3,4502018Revenue 2019: $14,342Expenses 2019: $11,218Net Income 2019: $3,1242019Revenue 2023: $4,350Expenses 2023: $10,791Net Income 2023: -$6,4412023

Highlighted filing

2023

Revenue$4,350
Expenses$10,791
Net Income-$6,441
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,351
Liabilities
-
Net assets
$100,351
Revenue
$4,350
Expenses
$10,791
Net income
-$6,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.04$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.14$0.11$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.23$0.19$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.20$0.19$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 30, 2023
Return Version
2022v5.0
Gross Receipts
$4,350
Mission and Program Overview

Mission

Funding scholarships for needy students

Program Services

DescriptionGrantsExpenses
LEGACY FUNDED SEVERAL SCHOLARSHIPS THIS YEAR WHICH ALLOWEDRECIPIENTS TO CONTINUE THEIR EDUCATION$9,359$9,359
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY JOYDirector-$0--
BERYLE JOHNSTONDirector-$0--
SCOTT CARTERDirector-$0--
LISA CARTERDirector & Treasurer-$0--
PATRICIA TRUNDYDirector-$0--
DR SHARON CLARKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Legacy1 Inc
EIN
27-0800962
Phone
2078622196
Address
1088 WESTERN AVE, HAMPDEN, ME 04444

Signing Officer

Name
Lisa Carter
Title
Treasurer
Phone
2078622196
Signed
2023-11-30
Discuss with paid preparer
Yes

Preparer

Firm
George Adams CPA Mba
Address
450 SOUTH MAIN ST, BREWER, ME 04412
Preparer
G Adams CPA Mba
Phone
2079519957
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Program expense - scholarships funded 9359.”

Form 990EZ, Part I, Line 16

“POSTAGE 198.”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LISA CARTER TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum02078622196
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAMPDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004444
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0106792
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100351
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04350
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6441
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01234
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0106792
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0100351
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt04350
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0106792
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100351
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0106792
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0100351
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HENRY JOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BERYLE JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICIA TRUNDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DR SHARON CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt09557
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDING SCHOLARSHIPS FOR NEEDY STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEGACY FUNDED SEVERAL SCHOLARSHIPS THIS YEAR WHICH ALLOWEDRECIPIENTS TO CONTINUE THEIR EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09359
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09359
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0ME
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010791
IRS990EZ/TotalProgramServiceExpensesAmt09359
IRS990EZ/TotalRevenueAmt04350
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0135505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0135505
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06757
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014342
IRS990ScheduleA/Total509Grp/TotalAmt0135505
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0135505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSE - SCHOLARSHIPS FUNDED 9359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POSTAGE 198.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02078622196
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY1 INC
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0270800962
ReturnHeader/Filer/PhoneNum02078622196
ReturnHeader/Filer/USAddress/AddressLine1Txt01088 WESTERN AVE
ReturnHeader/Filer/USAddress/CityNm0HAMPDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004444
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453209299
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE ADAMS CPA MBA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 SOUTH MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREWER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004412
ReturnHeader/PreparerPersonGrp/PhoneNum02079519957
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G ADAMS CPA MBA
ReturnHeader/ReturnTs02023-12-20T17:12:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARTER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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