Civic Intelligence

Lpo Legacy Charitable Tr

990PF • Fiscal year 2021 • EIN 32-6369935

Apr 01, 2020 to Mar 31, 2021 • Filed on Jun 22, 2021

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

32nd percentile

-3.0%

Higher net margin than 32% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$5,379

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$140,867

Down $175,411 (-55%) from 2019

Net Assets

Down

$140,867

Down $175,411 (-55%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin32nd percentile

Revenue

Up

$102,414

Up $93,192 (+1011%) from 2019

Expenses

Up

$105,506

Up $89,451 (+557%) from 2019

Net Income

Up

-$3,092

Up $3,741 (+55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2021

Assets$140,867
Liabilities$0
Net Assets$140,867
Open 2021 Filing

Operations Trend

Revenue Growth23rd 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

2021

Revenue$102,414
Expenses$105,506
Net Income-$3,092
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jun 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NACorp Trustee-$5,379-$5,379
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
2021-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix325 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/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09286
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0191489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0287870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0570636
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt091277
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0191489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0287870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100563
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt091277
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0570636
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0479359
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt058
TaxesSchedule/TaxesDetail/Amt136
TaxesSchedule/TaxesDetail/Amt28
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt058
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06514668206
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-22
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/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/PreparationDt02021-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-02T14:00:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$140,867
Liabilities
$0
Net assets
$140,867
Revenue
$102,414
Expenses
$105,506
Net income
-$3,092
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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