Civic Intelligence

Catalano Wealth Foundation Co Legacy Administration Services LLC

990PF • Fiscal year 2011 • EIN 35-2093769

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 08, 2012

Organization Profile
8500 Keystone Crossing46240
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$5,738

No earlier filing loaded for comparison.

Net Assets

$5,738

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$500

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2011

Assets$5,738
Liabilities$0
Net Assets$5,738
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$500
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

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

Filer

EIN
35-2093769
Raw XML Appendix191 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount0500
AccountingFeesSchedule/AccountingFees/Category0Legacy Administration
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0500
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-500
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0500
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip03072
IRS990PF/BalanceSheets/CapitalStockBOY06238
IRS990PF/BalanceSheets/CapitalStockEOY05738
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis03072
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY06238
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY05738
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV05738
IRS990PF/BalanceSheets/TotalAssetsBOY06238
IRS990PF/BalanceSheets/TotalAssetsEOY05738
IRS990PF/BalanceSheets/TotalAssetsEOYFMV05738
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY06238
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY05738
IRS990PF/BalanceSheets/TotalNetAssetsBOY06238
IRS990PF/BalanceSheets/TotalNetAssetsEOY05738
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-500
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal05738
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY06238
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY05738
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0302
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0302
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0302
IRS990PF/DistributableAmount/MinimumInvestmentReturn0302
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY05738
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets06134
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances06134
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable092
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0302
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets06042
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets06134
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0David Catalano
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Foundation Mana
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101035 Princeton Gate
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Carmel
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode046032
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0182
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0182
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.03010
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.07799
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.07249
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets06042
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear106411
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear206637
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear306898
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear407077
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear506495
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.15048
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0500
IRS990PF/QualifyingDistributions/ExpensesAndContributions0500
IRS990PF/QualifyingDistributions/QualifyingDistributions0500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Legacy Admin Services LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03177220269
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108500 Keystone Xing 555
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Indianapolis
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode046240
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IN
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0David Catalano
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0302
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0302
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1084
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0282
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0198
IRS990PF/UndistributedIncome/ExcessFromYear1084
IRS990PF/UndistributedIncome/QualifyingDistributions0500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0198
IRS990PF/UndistributedIncome/TotalCorpus0282
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover084
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation03072
LandEtcSchedule2/LandEtc/CategoryOrItem0Machinery and Equipment
LandEtcSchedule2/LandEtc/CostOrOtherBasis03072
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0352093769
ReturnHeader/Filer/Name/BusinessNameLine10Catalano Wealth Foundation
ReturnHeader/Filer/Name/BusinessNameLine20co Legacy Administration Services LLC
ReturnHeader/Filer/NameControl0CATA
ReturnHeader/Filer/Phone03177220269
ReturnHeader/Filer/USAddress/AddressLine108500 Keystone Crossing
ReturnHeader/Filer/USAddress/City0Indianapolis
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046240
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-08
ReturnHeader/Officer/Name0David Catalano
ReturnHeader/Officer/Title0Foundation Manager
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Legacy Administration Services LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108500 KEYSTONE CROSSING 555
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode046240
ReturnHeader/Preparer/Name0Brian A Eagle
ReturnHeader/Preparer/Phone03177261714
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-10T08:24:39-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,738
Liabilities
$0
Net assets
$5,738
Revenue
-
Expenses
$500
Net income
-
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • <$500k nonprofits