Civic Intelligence

The Waltraud Legat Foundation

EIN 30-0204287 • Marco Island, FL

960 Cape Marco Drive No 1301Marco Island, FL 34145
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 2020

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

5th percentile

-536%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-22%

Faster revenue growth than 31% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $345,032 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $345,032 (-100%) from 2019

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Down

$64,446

Down $18,373 (-22%) from 2019

Expenses

Up

$409,704

Up $354,253 (+639%) from 2019

Net Income

Down

-$345,258

Down $372,626 (-1362%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$400K$300K$200K$100K$0Assets 2010: $2,930Liabilities 2010: $0Net Assets 2010: $2,9302010Assets 2011: $2,948Liabilities 2011: $0Net Assets 2011: $2,9482011Assets 2012: $2,975Liabilities 2012: $0Net Assets 2012: $2,9752012Assets 2014: $48,974Liabilities 2014: $0Net Assets 2014: $48,9742014Assets 2015: $112,822Liabilities 2015: $0Net Assets 2015: $112,8222015Assets 2016: $178,706Liabilities 2016: $0Net Assets 2016: $178,7062016Assets 2017: $241,253Liabilities 2017: $0Net Assets 2017: $241,2532017Assets 2018: $317,664Liabilities 2018: $0Net Assets 2018: $317,6642018Assets 2019: $345,032Liabilities 2019: $0Net Assets 2019: $345,0322019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth31st percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $02012Revenue 2014: $50,123Expenses 2014: $2,009Net Income 2014: $48,1142014Revenue 2015: $63,848Expenses 2015: $0Net Income 2015: $63,8482015Revenue 2016: $65,961Expenses 2016: $77Net Income 2016: $65,8842016Revenue 2017: $72,667Expenses 2017: $10,120Net Income 2017: $62,5472017Revenue 2018: $81,870Expenses 2018: $5,253Net Income 2018: $76,6172018Revenue 2019: $82,819Expenses 2019: $55,451Net Income 2019: $27,3682019Revenue 2020: $64,446Expenses 2020: $409,704Net Income 2020: -$345,2582020

Highlighted filing

2020

Revenue$64,446
Expenses$409,704
Net Income-$345,258
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$64,446
Expenses
$409,704
Net income
-$345,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.64$4.10$3.45
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.83$0.55$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.82$0.05$0.77
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.73$0.10$0.63
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.66$0.00$0.66
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.64$0.00$0.64
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.50$0.02$0.48
2012Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTRAUD LEGATTrustee, As Req'D-$0--
Filing and Contact Details

Filer

Filer Name
The Waltraud Legat Foundation
EIN
30-0204287
Phone
2396424813
Address
960 CAPE MARCO DRIVE NO 1301, MARCO ISLAND, FL 34145

Signing Officer

Name
Waltraud Legat
Title
Trustee
Phone
2396424813
Signed
2021-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1 N WACKER DRIVE SUITE 1700, CHICAGO, IL 60606
Preparer
David Elyashar
Phone
3123410100
Raw XML Appendix286 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
AppliedToPriorYearElection/ElectionDesc0THE WALTRAUD LEGAT FOUNDATION IS MAKING AN ELECTION UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO APPLY PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FROM 2005. THE DISTRIBUTION IS MADE OUT OF CORPUS.
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE GIVING AC #1199029 - WALTRAUD LEGAT FAMILY FUND
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0408722
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CASH, EQUITY SECURITIES AND FIXED INCOME SECURITIES.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0PO BOX 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0CINCINNATI
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd0OH
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd045277
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE FLORIDA ATTORNEY GENERAL DOES NOT ACCEPT FORM 990-PF FILINGS.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE, AS REQ'D
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034605
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0408722
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0392404
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0427009
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034605
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WALTRAUD LEGAT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0960 CAPE MARCO DRIVE 1301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MARCO ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034145
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0EFFECTIVE JULY 14, 2021 - AS AUTHORIZED BY WALTRAUD LEGAT, TRUSTEE OF THE WALTRAUD LEGAT FOUNDATION -- THE WALTRAUD LEGAT FOUNDATION HAS DISSOLVED AND IS BEING TERMINATED. THE EXECUTED TERMINATION AGREEMENT IS ELECTRONICALLY ATTACHED TO THIS FORM 990PF.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0754
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0226
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISCELLANEOUS EXPENSES
TaxesSchedule/TaxesDetail/Amt0228
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTRAUD LEGAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02396424813
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALTRAUD LEGAT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID ELYASHAR
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0300204287
ReturnHeader/Filer/PhoneNum02396424813
ReturnHeader/Filer/USAddress/AddressLine1Txt0960 CAPE MARCO DRIVE NO 1301
ReturnHeader/Filer/USAddress/CityNm0MARCO ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034145
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 N WACKER DRIVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123410100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID ELYASHAR
ReturnHeader/ReturnTs02021-08-26T17:00:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTRAUD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEGAT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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