Civic Intelligence

The Legacy Foundation

990 • Fiscal year 2022 • EIN 36-4993121

Oct 01, 2021 to Sep 30, 2022 • Filed on Apr 24, 2023

Organization ProfileN/A
122 Commerce StreetMontgomery, AL 36104

(334) 269-1803

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

100th percentile

228%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$58,197,437

Down $1,801,751 (-3.0%) from 2021

Net Assets

Down

$58,197,437

Down $1,801,751 (-3.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$789,899

Down $60,790,056 (-101%) from 2021

Expenses

Up

$1,011,852

Up $1,010,883 (+104322%) from 2021

Net Income

Down

-$1,801,751

Down $61,800,939 (-103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$100M$50M$0Assets 2021: $59,999,188Liabilities 2021: $0Net Assets 2021: $59,999,1882021Assets 2022: $58,197,437Liabilities 2022: $0Net Assets 2022: $58,197,4372022Assets 2023: $74,636,847Liabilities 2023: $0Net Assets 2023: $74,636,8472023Assets 2024: $89,485,200Liabilities 2024: $0Net Assets 2024: $89,485,2002024

Highlighted filing

2022

Assets$58,197,437
Liabilities$0
Net Assets$58,197,437
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MRevenue 2021: $60,000,157Expenses 2021: $969Net Income 2021: $59,999,1882021Revenue 2022: -$789,899Expenses 2022: $1,011,852Net Income 2022: -$1,801,7512022Revenue 2023: $20,056,128Expenses 2023: $3,616,718Net Income 2023: $16,439,4102023Revenue 2024: $32,842,528Expenses 2024: $17,994,175Net Income 2024: $14,848,3532024

Highlighted filing

2022

Revenue-$789,899
Expenses$1,011,852
Net Income-$1,801,751
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Apr 24, 2023
Return Version
2021v4.2
Gross Receipts
$61,278,828
Mission and Program Overview

Mission

The legacy foundation is a charitable, cultural and educational nonprofit established to promote a deeper understanding of america's history by supporting cultural institutions, educational projects and initiatives, and project support dedicated to this purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$59,999,188$58,197,437▼ $1,801,751
Savings and Temporary Cash Investments$59,999,188$58,097,437▼ $1,901,751
Prepaid Expenses and Deferred Charges$0$100,000▲ $100,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$59,999,188$58,197,437▼ $1,801,751
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,999,188$58,197,437▼ $1,801,751
Total Liabilities and Net Assets / Fund Balance$59,999,188$58,197,437▼ $1,801,751
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Bryan StevensonPresident
Sia SannehDirector
Tera DuvernaySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-789,899
Other Revenue
$0
Change in Net Assets
$-1,801,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$887,852
Grants and Similar Amounts Paid$124,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$790,705--$790,705
Grants to Domestic Orgs$100,000--$100,000
Fees for Service Investment Mgmnt Fees-$87,796-$87,796
Grants to Domestic Individuals$24,000--$24,000
Insurance-$7,259-$7,259
Fees for Services Accounting-$1,545-$1,545
Office Expenses-$547-$547
Total Functional Expenses$914,705$97,147$0$1,011,852
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alabama Shakespeare FestivalMontgoemry, AL501(c)(3)Community Education$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is made available to the board for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed annually at board meeting and directors are required to sign conflict form annually.”

Form 990, Part VI, Section B, Line 15A

“The executive director is not compensated.”

Form 990, Part VI, Section C, Line 19

“The foundation complies with all state and federal requirements regarding public access to tax forms.”

Filing and Contact Details

Filer

Filer Name
The Legacy Foundation
EIN
36-4993121
Phone
3342691803
Address
122 COMMERCE STREET, MONTGOMERY, AL 36104

Signing Officer

Name
Bryan Stevenson
Title
President
Phone
3342691803
Signed
2023-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Stevenson
Formed
2021
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Carr Riggs & Ingram LLC
Address
7550 HALCYON SUMMIT DRIVE, MONTGOMERY, AL 36117
Preparer
M Chad Singletary CPA
Phone
3342716678
Raw XML Appendix306 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT BOARD MEETING AND DIRECTORS ARE REQUIRED TO SIGN CONFLICT FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR IS NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION COMPLIES WITH ALL STATE AND FEDERAL REQUIREMENTS REGARDING PUBLIC ACCESS TO TAX FORMS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0364993121
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036117
ReturnHeader/PreparerPersonGrp/PhoneNum03342716678
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M CHAD SINGLETARY CPA
ReturnHeader/ReturnTs02023-04-25T08:06:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEVENSON
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,197,437
Liabilities
$0
Net assets
$58,197,437
Revenue
-$789,899
Expenses
$1,011,852
Net income
-$1,801,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$89.5$0.00$89.5$32.8$18.0$14.8
2023Detailed filing. Detailed filing data is available for this year.$74.6$0.00$74.6$20.1$3.62$16.4
2022Detailed filing. Detailed filing data is available for this year.$58.2$0.00$58.2$0.79$1.01$1.80
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.0$0.00$60.0$60.0$0.00$60.0