Civic Intelligence

J J S Legacy

990 • Fiscal year 2020 • EIN 27-3546375

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

PO Box 12793Bakersfield, CA 93389

(661) 664-1113

Siviq Scores

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

Liabilities / Assets

65th percentile

0.16x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.44x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

56th percentile

9.4%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$74,769

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 28.7% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

36th percentile

0.7%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

3.8%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$732,535

Up $4,852 (+0.7%) from 2019

Net Assets

Up

$618,861

Up $24,414 (+4.1%) from 2019

Liabilities

Down

$113,674

Down $19,562 (-15%) from 2019

Revenue

Up

$260,422

Up $9,519 (+3.8%) from 2019

Expenses

Down

$236,008

Down $45,387 (-16%) from 2019

Net Income

Up

$24,414

Up $54,906 (+180%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $569,098Liabilities 2014: $0Net Assets 2014: $569,0982014Assets 2015: $724,355Liabilities 2015: $71,454Net Assets 2015: $652,9012015Assets 2016: $704,548Liabilities 2016: $43,731Net Assets 2016: $660,8172016Assets 2017: $744,861Liabilities 2017: $68,808Net Assets 2017: $676,0532017Assets 2018: $758,552Liabilities 2018: $133,613Net Assets 2018: $624,9392018Assets 2019: $727,683Liabilities 2019: $133,236Net Assets 2019: $594,4472019Assets 2020: $732,535Liabilities 2020: $113,674Net Assets 2020: $618,8612020Assets 2021: $763,720Liabilities 2021: $61,916Net Assets 2021: $701,8042021Assets 2022: $688,063Liabilities 2022: $12,538Net Assets 2022: $675,5252022Assets 2023: $675,594Liabilities 2023: $11,504Net Assets 2023: $664,0902023Assets 2024: $631,000Liabilities 2024: $16,448Net Assets 2024: $614,5522024

Highlighted filing

2020

Assets$732,535
Liabilities$113,674
Net Assets$618,861

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $492,964Expenses 2014: $366,207Net Income 2014: $126,7572014Revenue 2015: $500,038Expenses 2015: $416,235Net Income 2015: $83,8032015Revenue 2016: $515,950Expenses 2016: $508,034Net Income 2016: $7,9162016Revenue 2017: $216,697Expenses 2017: $215,598Net Income 2017: $1,0992017Revenue 2018: $242,471Expenses 2018: $284,912Net Income 2018: -$42,4412018Revenue 2019: $250,903Expenses 2019: $281,395Net Income 2019: -$30,4922019Revenue 2020: $260,422Expenses 2020: $236,008Net Income 2020: $24,4142020Revenue 2021: $359,813Expenses 2021: $276,870Net Income 2021: $82,9432021Revenue 2022: $329,384Expenses 2022: $355,663Net Income 2022: -$26,2792022Revenue 2023: $391,278Expenses 2023: $405,550Net Income 2023: -$14,2722023Revenue 2024: $371,178Expenses 2024: $441,900Net Income 2024: -$70,7222024

Highlighted filing

2020

Revenue$260,422
Expenses$236,008
Net Income$24,414
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Gross Receipts
$536,939
Mission and Program Overview

Mission

To provide education and awareness regarding the importance of Organ and Tissue donation and to support donor and recipient families of Kern County on their prospective journeys.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$682,104$678,335▼ $3,769
Accounts Receivable$34,000$47,700▲ $13,700
Prepaid Expenses and Deferred Charges$10,000$5,000▼ $5,000
Land, Buildings, and Equipment, Net$79$0▼ $79
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$727,683$732,535▲ $4,852
Other Assets Total$1,500$1,500→ $0
Liabilities
Deferred Revenue$126,900$86,000▼ $40,900
Unsecured Notes Loans Payable-$24,085-
Accounts Payable and Accrued Expenses$6,336$3,589▼ $2,747
Total Liabilities$133,236$113,674▼ $19,562
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$594,447$618,861▲ $24,414
Total Net Assets Fund Balance$594,447$618,861▲ $24,414
Total Liabilities and Net Assets / Fund Balance$727,683$732,535▲ $4,852

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$6,156$6,156
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lori MalkinExecutive DirectorFT$74,769$74,769

Board Members and Trustees

NameTitle
Justin SaltersChairman
Bob Malkinboard member
Brian Mullhoferboard member
Bruce Jayboard member
Cyrus MojibiBoard Member
Dr Nimisha AminBoard Member
Greg GallionBoard Member
Heather Van HousenBoard Member
Leigh PozasBoard Member
Melissa FrankBoard Member
Sister Judy MorasciBoard Member
Tim OsbornBoard Member
Tom Moneboard member
Jaime CampbellTreasurer
Paul AnspachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$346,921
Program Service Revenue
$0
Investment Income
$2,282
Other Revenue
$-88,781
All Other Contributions
$41,880
Change in Net Assets
$24,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$137,812
Total Fundraising Expense$87,428
Other Expenses$60,946
Grants and Similar Amounts Paid$37,250
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$24,923$24,923$24,923$74,769
Other Salaries and Wages$1,180$19,562$31,840$52,582
Grants to Domestic Individuals$25,250--$25,250
Fees for Services Other$145-$13,678$13,823
Grants to Domestic Orgs$12,000--$12,000
Occupancy$6,000$1,200$4,800$12,000
Payroll Taxes$125$7,690$2,646$10,461
Fees for Services Accounting-$6,739-$6,739
All Other Expenses$1,267$3,322$67$4,656
Advertising$860$3,300-$4,160
Insurance$259$1,728$258$2,245
Office Expenses-$1,335$20$1,355
Other Expenses$1,314$2,826$8,855$1,314
Fees for Services Legal-$480-$480
Travel$46-$341$387
Depreciation Depletion-$79-$79
Total Functional Expenses$74,707$73,873$87,428$236,008
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
onelegacy foundationLos Angeles, CA501(c)(3)Donate Life Rose Parade$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$276,517
Fundraising Gross Income$159,286
Gaming Gross Income$24,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$426,970$150,179$114,019$36,160
Grillin' & Brewing' Event$37,357$9,107$9,787$-680
Total Events$464,327$159,286$276,517$-117,231
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Board members Lori Malkin and Bob Malkin are spouses.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviewed and approved by the board prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
JJs Legacy
EIN
27-3546375
Address
PO Box 12793, Bakersfield, CA 93389

Signing Officer

Name
Lori Malkin
Title
Executive Director
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Malkin
Formed
2010
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
15
Employees
5
Volunteers
30

Preparer

Firm
Brown Armstrong Accountancy Corp
Address
4200 TRUXTUN AVE STE 300, BAKERSFIELD, CA 93309
Preparer
Clint W Baird
Phone
6613244971
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IRS990/MissionDesc0To provide education and awareness regarding the importance of Organ and Tissue donation and to support donor and recipient families of Kern County on their prospective journeys.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Got the dot program: The Got The Dot High School Leadership program provides education and leadership skills for the student about the need and importance of registering to be an Organ, Eye or Tissue donor. When applying for a drivers license or California ID it is mandatory to complete and answer the question, which asks them if they would like to be an organ, eye and tissue donor? They have the choice, YES to be a donor, NO not at this time.
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