Civic Intelligence

The Legacy Fund

990 • Fiscal year 2022 • EIN 46-0504300

Jul 01, 2021 to Jun 30, 2022 • Filed on May 07, 2023

Organization ProfileN/A
1010 N Main StreetSanta Ana, CA 92701

(714) 560-0900

Siviq Scores

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

Liabilities / Assets

78th percentile

0.59x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

4.97x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$367,596

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

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

Asset Growth

58th percentile

1.6%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$64,732,698

Up $1,003,769 (+1.6%) from 2021

Net Assets

Up

$26,218,174

Up $2,866,482 (+12%) from 2021

Liabilities

Down

$38,514,524

Down $1,862,713 (-4.6%) from 2021

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin84th percentile

Revenue

Down

$7,753,977

Down $4,581,360 (-37%) from 2021

Expenses

Up

$4,887,495

Up $771,679 (+19%) from 2021

Net Income

Down

$2,866,482

Down $5,353,039 (-65%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$80M$60M$40M$20M$0Assets 2012: $11,114,921Liabilities 2012: $7,101,167Net Assets 2012: $4,013,7542012Assets 2013: $10,937,922Liabilities 2013: $6,762,728Net Assets 2013: $4,175,1942013Assets 2014: $14,526,466Liabilities 2014: $4,107,023Net Assets 2014: $10,419,4432014Assets 2015: $23,060,698Liabilities 2015: $11,042,353Net Assets 2015: $12,018,3452015Assets 2016: $32,498,736Liabilities 2016: $18,730,042Net Assets 2016: $13,768,6942016Assets 2017: $33,074,239Liabilities 2017: $18,460,484Net Assets 2017: $14,613,7552017Assets 2018: $43,734,127Liabilities 2018: $27,725,950Net Assets 2018: $16,008,1772018Assets 2019: $42,662,835Liabilities 2019: $26,757,874Net Assets 2019: $15,904,9612019Assets 2020: $40,717,461Liabilities 2020: $25,585,290Net Assets 2020: $15,132,1712020Assets 2021: $63,728,929Liabilities 2021: $40,377,237Net Assets 2021: $23,351,6922021Assets 2022: $64,732,698Liabilities 2022: $38,514,524Net Assets 2022: $26,218,1742022Assets 2023: $69,180,477Liabilities 2023: $42,203,483Net Assets 2023: $26,976,9942023Assets 2024: $67,916,800Liabilities 2024: $40,058,720Net Assets 2024: $27,858,0802024

Highlighted filing

2022

Assets$64,732,698
Liabilities$38,514,524
Net Assets$26,218,174
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $295,1502012Expenses 2013: $276,3142013Revenue 2014: $6,640,561Expenses 2014: $396,312Net Income 2014: $6,244,2492014Revenue 2015: $3,740,690Expenses 2015: $2,141,788Net Income 2015: $1,598,9022015Revenue 2016: $3,215,116Expenses 2016: $1,464,767Net Income 2016: $1,750,3492016Revenue 2017: $2,543,752Expenses 2017: $1,698,691Net Income 2017: $845,0612017Revenue 2018: $2,277,103Expenses 2018: $2,033,871Net Income 2018: $243,2322018Revenue 2019: $2,339,268Expenses 2019: $2,442,484Net Income 2019: -$103,2162019Revenue 2020: $2,351,490Expenses 2020: $3,124,280Net Income 2020: -$772,7902020Revenue 2021: $12,335,337Expenses 2021: $4,115,816Net Income 2021: $8,219,5212021Revenue 2022: $7,753,977Expenses 2022: $4,887,495Net Income 2022: $2,866,4822022Revenue 2023: $5,951,209Expenses 2023: $5,192,389Net Income 2023: $758,8202023Revenue 2024: $5,731,954Expenses 2024: $4,850,868Net Income 2024: $881,0862024

Highlighted filing

2022

Revenue$7,753,977
Expenses$4,887,495
Net Income$2,866,482
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 7, 2023
Return Version
2021v4.2
Gross Receipts
$7,753,977
Mission and Program Overview

Mission

To benefit the orange county school of the arts (ocsa) and the orange county school of the arts foundation.

To benefit the orange county school of the arts (ocsa) and the ocsa foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$58,671,810$57,163,960▼ $1,507,850
Cash and Non-Interest-Bearing Accounts$2,100,293$4,532,782▲ $2,432,489
Other Notes and Loans Receivable, Net$2,515,000$2,515,000→ $0
Savings and Temporary Cash Investments$200,924$200,985▲ $61
Prepaid Expenses and Deferred Charges$68,817$71,234▲ $2,417
Total Assets$63,728,929$64,732,698▲ $1,003,769
Other Assets Total$172,085$248,737▲ $76,652
Liabilities
Mortgage Notes Payable Secured by Investment Property$40,205,725$38,102,830▼ $2,102,895
Deferred Revenue-$230,784-
Accounts Payable and Accrued Expenses$171,512$180,910▲ $9,398
Total Liabilities$40,377,237$38,514,524▼ $1,862,713
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,351,692$23,390,295▲ $38,603
Net Assets With Donor Restrictions-$2,827,879-
Total Net Assets Fund Balance$23,351,692$26,218,174▲ $2,866,482
Total Liabilities and Net Assets / Fund Balance$63,728,929$64,732,698▲ $1,003,769

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$43,772,443$13,937,056$57,709,499
Land$12,918,591-$12,918,591
Other Land Buildings$472,116-$472,116
Equipment$810-$810
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Michael FongPresident
Steve WagnerCEO & VP Operations
Joyce ChristensenCFO 2/19/21 - Present
Cambria ClineSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Charles R Mcnabb-mcnabb Family TrustLandlord188 S STARLIGHT DR, Anaheim, CA 92807$228,000
Songstad Randall Coffee & Humphrey LLPAttorney Services3200 PARK CENTER DR STE 950, Costa Mesa, CA 92626$114,516
Revenue and Support

Revenue Composition

Contributions and Grants
$2,839,225
Program Service Revenue
$4,836,000
Investment Income
$78,752
Other Revenue
$0
Change in Net Assets
$2,866,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,753,977
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,753,977
Total Revenue per Form 990
$7,753,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,986,995
Grants and Similar Amounts Paid$900,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,979,965--$1,979,965
Interest$1,298,906--$1,298,906
Grants to Domestic Orgs$900,500--$900,500
Occupancy$514,541--$514,541
Fees for Services Management-$115,404-$115,404
Other Expenses-$52,092-$52,092
Fees for Services Legal-$20,445-$20,445
Insurance-$5,393-$5,393
Office Expenses-$249-$249
Total Functional Expenses$4,693,912$193,583$0$4,887,495

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,887,495
Total Expenses per Audited Statements$4,887,495
Total Expenses per Form 990$4,887,495
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orange County School of the ArtsSanta Ana, CA501(c)3Education$900,500
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
Audit committee
Yes
Backup withholding compliance
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“An agreement was signed on september 14, 2009 for a related party (ocsa) to perform property management, accounting and financial reporting for the legacy fund. A $2,000 fee is paid monthly for this service.”

Form 990, Part VI, Section A, Line 8B

“No committees have authority to act on behalf of the governing body.”

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

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

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

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Legacy Fund
EIN
46-0504300
Phone
7145600900
Address
1010 N MAIN STREET, SANTA ANA, CA 92701

Signing Officer

Name
Steve Wagner
Title
CEO & VP Operations
Phone
7145600900
Signed
2023-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Wagner
Formed
2004
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 E ROUTE 66, GLENDORA, CA 91740
Preparer
Derrick Debruyne CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The fund qualifies as a tax exempt organization under the applicable sections of the internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. The fund has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the fund's continued qualification as a tax-exempt organization and whether there are unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The fund files informational returns in the u.s. Federal jurisdiction, and the state of california.”

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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04836000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200924
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200985
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02839225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08516922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0164121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011631480
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt078752
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt078915
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt055628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023918
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt098413
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0335626
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt014960726
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0129343
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0129343
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96160
IRS990ScheduleA/PublicSupportPY170Pct00.89230
IRS990ScheduleA/PublicSupportTotal170Amt011631480
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02839225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08516922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0164121
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011631480
IRS990ScheduleA/TotalSupportAmt012096449
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt043772443
IRS990ScheduleD/BuildingsGrp/DepreciationAmt013937056
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt057709499
IRS990ScheduleD/EquipmentGrp/BookValueAmt0810
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0810
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04887495
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt012918591
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012918591
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0472116
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0472116
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07753977
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER THE APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. THE FUND HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE FUND'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE FUND FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt057163960
IRS990ScheduleD/TotalExpensesPerForm990Amt04887495
IRS990ScheduleD/TotalRevenuePerForm990Amt07753977
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07753977
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04887495
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0900500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ORANGE COUNTY SCHOOL OF THE ARTS
IRS990ScheduleI/RecipientTable/RecipientEIN0330891574
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01010 N MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA ANA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092701
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0314329
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt053184
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt083
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVE WAGNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO & VP OPERATIONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0367596
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN AGREEMENT WAS SIGNED ON SEPTEMBER 14, 2009 FOR A RELATED PARTY (OCSA) TO PERFORM PROPERTY MANAGEMENT, ACCOUNTING AND FINANCIAL REPORTING FOR THE LEGACY FUND. A $2,000 FEE IS PAID MONTHLY FOR THIS SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ORANGE COUNTY SCHOOL OF THE ARTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OCSA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CALIFORNIA SCHOOL OF THE ARTS - SAN GABRIEL VALLEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330891574
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1330377341
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2813919990
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUNDRAISING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01010 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11010 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21401 HIGHLAND AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA ANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA ANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2DUARTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd291010
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$64,732,698
Liabilities
$38,514,524
Net assets
$26,218,174
Revenue
$7,753,977
Expenses
$4,887,495
Net income
$2,866,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.9$40.1$27.9$5.73$4.85$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$42.2$27.0$5.95$5.19$0.76
2022Detailed filing. Detailed filing data is available for this year.$64.7$38.5$26.2$7.75$4.89$2.87
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.7$40.4$23.4$12.3$4.12$8.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.7$25.6$15.1$2.35$3.12$0.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.7$26.8$15.9$2.34$2.44$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$27.7$16.0$2.28$2.03$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$18.5$14.6$2.54$1.70$0.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$18.7$13.8$3.22$1.46$1.75
2015Detailed filing. Detailed filing data is available for this year.$23.1$11.0$12.0$3.74$2.14$1.60
2014Detailed filing. Detailed filing data is available for this year.$14.5$4.11$10.4$6.64$0.40$6.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$6.76$4.18$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$7.10$4.01$0.30