Civic Intelligence

Catalano Wealth Foundation Co Legacy Administration Services LLC

EIN 35-2093769 • Indianapolis, IN

8500 Keystone CrossingIndianapolis, IN 46240
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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,738 (-100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$0

Down $4,738 (-100%) from 2013

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2013

Expenses

Up

$4,739

Up $4,239 (+848%) from 2013

Net Income

Down

-$4,739

Down $4,239 (-848%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$6.0K$4.0K$2.0K$0Assets 2011: $5,738Liabilities 2011: $0Net Assets 2011: $5,7382011Assets 2012: $5,238Liabilities 2012: $0Net Assets 2012: $5,2382012Assets 2013: $4,738Liabilities 2013: $0Net Assets 2013: $4,7382013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0K$0-$5.0KExpenses 2011: $5002011Expenses 2012: $5002012Revenue 2013: $0Expenses 2013: $500Net Income 2013: -$5002013Revenue 2014: $0Expenses 2014: $4,739Net Income 2014: -$4,7392014

Highlighted filing

2014

Revenue$0
Expenses$4,739
Net Income-$4,739
Open 2014 Filing

Filings

Most recent year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$4,739
Net income
-$4,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0$0$0$0$4,739$4,739
2013Detailed filing. Detailed filing data is available for this year.$4,738$0$4,738$0$500$500
2012Detailed filing. Detailed filing data is available for this year.$5,238$0$5,238$500
2011Detailed filing. Detailed filing data is available for this year.$5,738$0$5,738$500
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 9, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CatalanoFoundation Mana-$0--
Filing and Contact Details

Filer

Filer Name
Catalano Wealth Foundation
EIN
35-2093769
Phone
3177220269
Address
8500 Keystone Crossing, Indianapolis, IN 46240

Signing Officer

Name
David Catalano
Title
Foundation Manager
Signed
2015-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Legacy Administration Services LLC
Address
8500 KEYSTONE CROSSING 555, INDIANAPOLIS, IN 46240
Preparer
Brian A Eagle
Phone
3177220269
Raw XML Appendix204 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01967
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Catalano
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Catalano Wealth Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Legacy Administration Services LLC
ReturnHeader/Filer/BusinessNameControlTxt0CATA
ReturnHeader/Filer/EIN0352093769
ReturnHeader/Filer/PhoneNum03177220269
ReturnHeader/Filer/USAddress/AddressLine1Txt08500 Keystone Crossing
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Legacy Administration Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08500 KEYSTONE CROSSING 555
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03177220269
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian A Eagle
ReturnHeader/ReturnTs02015-03-12T08:49:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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