Civic Intelligence

Lpo Legacy Charitable Tr

990PF • Fiscal year 2019 • EIN 32-6369935

Apr 01, 2018 to Mar 31, 2019 • Filed on Jul 24, 2019

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8206

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-74%

Higher net margin than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$5,556

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 60.2% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-2.1%

Faster asset growth than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$316,278

Down $6,832 (-2.1%) from 2018

Net Assets

Down

$316,278

Down $6,832 (-2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$9,222

Down $993,590 (-99%) from 2018

Expenses

Down

$16,055

Down $289,600 (-95%) from 2018

Net Income

Down

-$6,833

Down $703,990 (-101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2017: $120,514Liabilities 2017: $0Net Assets 2017: $120,5142017Assets 2018: $323,110Liabilities 2018: $0Net Assets 2018: $323,1102018Assets 2019: $316,278Liabilities 2019: $0Net Assets 2019: $316,2782019Assets 2021: $140,867Liabilities 2021: $0Net Assets 2021: $140,8672021Assets 2022: $129,828Liabilities 2022: $0Net Assets 2022: $129,8282022Assets 2023: $67,504Liabilities 2023: $0Net Assets 2023: $67,5042023Assets 2025: $56,525Liabilities 2025: $0Net Assets 2025: $56,5252025

Highlighted filing

2019

Assets$316,278
Liabilities$0
Net Assets$316,278
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $10,556Expenses 2017: $9,466Net Income 2017: $1,0902017Revenue 2018: $1,002,812Expenses 2018: $305,655Net Income 2018: $697,1572018Revenue 2019: $9,222Expenses 2019: $16,055Net Income 2019: -$6,8332019Revenue 2021: $102,414Expenses 2021: $105,506Net Income 2021: -$3,0922021Revenue 2022: $6,637Expenses 2022: $17,677Net Income 2022: -$11,0402022Revenue 2023: $12,284Expenses 2023: $74,605Net Income 2023: -$62,3212023Revenue 2025: $6,376Expenses 2025: $13,108Net Income 2025: -$6,7322025

Highlighted filing

2019

Revenue$9,222
Expenses$16,055
Net Income-$6,833
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jul 24, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NACorp Trustee-$5,556-$5,556
Filing and Contact Details

Filer

Filer Name
Lpo Legacy Foundation
EIN
32-6369935
Phone
6514668206
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668206
Signed
2019-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix336 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0812
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0293717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015321
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0287870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0287870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0812
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0287870
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0303191
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0231
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0231
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0243
TaxesSchedule/TaxesDetail/Amt14982
TaxesSchedule/TaxesDetail/Amt25004
TaxesSchedule/TaxesDetail/Amt314
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0243
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt314
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06514668206
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LPO LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LPOL
ReturnHeader/Filer/EIN0326369935
ReturnHeader/Filer/PhoneNum06514668206
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D133DEBD65941103ECD6F99DC0D927293EA37C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057623ED0AE1821D5CE0A508C54E4C9AF0C12734B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.125.77
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-07-29T11:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,278
Liabilities
$0
Net assets
$316,278
Revenue
$9,222
Expenses
$16,055
Net income
-$6,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.01$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.10$0.11$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.01$0.02$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$1.00$0.31$0.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.01$0.01$0.00