Civic Intelligence

The Legacy Fund

990 • Fiscal year 2013 • EIN 46-0504300

Jul 01, 2012 to Jun 30, 2013 • Filed on May 15, 2014

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

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

Liabilities / Assets

77th percentile

0.62x

Higher debt load relative to assets than 77% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

98th percentile

15.45x

Higher debt load relative to revenue than 98% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

27th percentile

-1.6%

Faster asset growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-68%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$10,937,922

Down $176,999 (-1.6%) from 2012

Net Assets

Up

$4,175,194

Up $161,440 (+4.0%) from 2012

Liabilities

Down

$6,762,728

Down $338,439 (-4.8%) from 2012

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin86th percentile

Revenue

$437,754

No earlier filing loaded for comparison.

Expenses

Down

$276,314

Down $18,836 (-6.4%) from 2012

Net Income

$161,440

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2013

Assets$10,937,922
Liabilities$6,762,728
Net Assets$4,175,194
Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $295,1502012Revenue 2013: $437,754Expenses 2013: $276,314Net Income 2013: $161,4402013Revenue 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

2013

Revenue$437,754
Expenses$276,314
Net Income$161,440
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 15, 2014
Return Version
2012v2.3
Gross Receipts
$456,708
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
46-0504300
Raw XML Appendix397 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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IRS990ScheduleA/FactsAndCircumstancesTest0LEGACY'S COMPLIANCE WITH THE TEN PERCENT REQUIREMENT IS DEMONSTRABLY MET BY THE SCHEDULES PREPARED IN CONNECTION WITH THE 2012 TAX RETURN. THE PUBLIC SUPPORT REQUIREMENT IS INTENDED TO INVESTIGATE WHETHER LEGACY IS ORGANIZED AND OPERATED IN A MANNER TO ATTRACT NEW AND ADDITIONAL, IN THE CASE OF LEGACY, PUBLIC SUPPORT THROUGH THE CONDUCT OF A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. IN THAT REGARD, WE ARE ASKED TO CONSIDER A NUMBER OF FACTORS WHICH IF MET ARE INDICATIVE OF AN ORGANIZATION MEETING THE PUBLIC SUPPORT REQUIREMENT - ALTHOUGH NOT ALL FACTORS NEED TO EXIST IN ORDER TO MEET THE TEST. APPROXIMATELY 19% OF THE SUPPORT RECEIVED BY LEGACY IN 2012-2013 WAS PUBLIC AND IT IS EXPECT THAT THE PERCENTAGE WILL GROW AS LEGACY EMBARKS ON THE FUNDRAISING FOR THE NEW REHEARSAL FACILITY. LEGACY HAS RECEIVED SIGNIFICANT GIFTS FROM GEMINI INDUSTRIES, INC. AND AFFILIATES OF THE BLOOMFIELD, MUSCO AND SAMUELI FAMILIES. HOWEVER, NONE OF THE FOREGOING ARE RELATED AND NO REPRESENTATIVE OF ANY OF THE FOREGOING HAVE SERVED ON THE BOARD OF DIRECTORS OF LEGACY. THE PAST FUNDRAISING CAMPAIGNS HAVE BEEN BROAD BASED AND THE CURRENT CAMPAIGN BEING CONDUCTED TO SUPPORT THE NEW REHEARSAL HALL WILL BE MORE SO AND IS EXPECTED TO ATTRACT MORE AND DIFFERENT DONORS THAN IN THE PAST FOR A VARIETY OF REASONS INCLUDING THE FACT THAT THE ORANGE COUNTY SCHOOL OF THE ARTS HAS GROWN SIGNIFICANTLY IN RECENT YEARS AND NOW ENROLLS OVER 1300 STUDENTS. 2012-2013 WAS A QUIET YEAR FOR LEGACY AS IT PREPARED FOR THE NEW CAMPAIGN. IN SPITE OF THAT LEGACY RECEIVED DONATIONS FROM MORE THAN 75 DIFFERENT PEOPLE. THE MEMBERS OF THE BOARD OF DIRECTORS SERVE THE INTERESTS OF THE MISSION OF LEGACY AND THE ORANGE COUNTY SCHOOL OF THE ARTS AND NOT THOSE OF PRIVATE INTERESTS OR DONORS. THE GUIDELINES ARE SIMPLY THAT AND THE QUALIFICATION OF LEGACY AS A PUBLIC CHARITY WILL BE VIEWED NOT BY ITS ACTIVITIES DURING A SINGLE YEAR SUCH AS 2012-2013 BUT RATHER BY ITS ACTIVITIES OVER A PERIOD OF YEARS AND THOSE ACTIVITIES OVER THE PAST FOUR YEARS AND THE EXPECTED ACTIVITIES OVER THE COMING YEARS ARE INDICATIVE OF THOSE OF A PUBLIC AS OPPOSED TO PRIVATE CHARITY.
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE 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.
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IRS990ScheduleO/GeneralExplanation/Explanation0AN AGREEMENT WAS SIGNED ON SEPTEMBER 14, 2009 FOR A RELATED PARTY (OCHSA) TO PERFORM PROPERTY MANAGEMENT, ACCOUNTING AND FINANCIAL REPORTING FOR THE LEGACY FUND. A 2,000 FEE IS PAID MONTHLY FOR THIS SERVICE.
IRS990ScheduleO/GeneralExplanation/Explanation1OCHSA'S STAFF REVIEW FOR ACCURACY PRIOR TO FILING. STAFF TIES FINANCIAL REPORTS TO THE TRIAL BALANCE AND PERFORMS A FULL REVIEW OF NOTES AND SUPPLEMENTARY INFORMATION FOR ACCURACY.
IRS990ScheduleO/GeneralExplanation/Explanation2THE OFFICERS, DIRECTORS, AND TRUSTEES ALL SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/GeneralExplanation/Explanation3AVAILABLE THROUGH THE MINUTES OF THE BOARD OF DIRECTORS MEETINGS.
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IRS990ScheduleO/GeneralExplanation/Identifier3GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier4RECONCILIATION OF CHANGES - OTHER
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IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0false
IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0false
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0true
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine101010 N MAIN STREET
IRS990/TheBooksAreInCareOf/AddressUS/City0SANTA ANA
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode092701
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10STEVE WAGNER
IRS990/TheBooksAreInCareOf/TelephoneNumber07145600900
IRS990/TotalAssets/BOY011114921
IRS990/TotalAssetsBOY011114921
IRS990/TotalAssets/EOY010937922
IRS990/TotalAssetsEOY010937922
IRS990/TotalCompGT150K0false
IRS990/TotalContributions0208601
IRS990/TotalExpensesCurrentYear0276314
IRS990/TotalExpensesPriorYear0295150
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0114407
IRS990/TotalFunctionalExpenses/ProgramServices0161907
IRS990/TotalFunctionalExpenses/Total0276314
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY07101167
IRS990/TotalLiabilitiesBOY07101167
IRS990/TotalLiabilities/EOY06762728
IRS990/TotalLiabilitiesEOY06762728
IRS990/TotalLiabNetAssetsFundBalances/BOY011114921
IRS990/TotalLiabNetAssetsFundBalances/EOY010937922
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY04013754
IRS990/TotalNetAssetsFundBalances/EOY04175194
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0161907
IRS990/TotalRevenueCurrentYear0437754
IRS990/TotalRevenue/ExclusionAmount0229153
IRS990/TotalRevenuePriorYear01244137
IRS990/TotalRevenue/TotalRevenueColumn0437754
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY04013754
IRS990/UnrestrictedNetAssets/EOY04175194
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation02004
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0460504300
ReturnHeader/Filer/Name/BusinessNameLine10THE LEGACY FUND
ReturnHeader/Filer/NameControl0LEGA
ReturnHeader/Filer/Phone07145600900
ReturnHeader/Filer/USAddress/AddressLine101010 N MAIN STREET
ReturnHeader/Filer/USAddress/City0SANTA ANA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092701
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-05-15
ReturnHeader/Officer/Name0STEVE WAGNER
ReturnHeader/Officer/Phone07145600900
ReturnHeader/Officer/Title0CEO & VP OF OPERATIONS
ReturnHeader/Preparer/DatePrepared02014-05-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GLENDORA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0917404676
ReturnHeader/Preparer/Name0DERRICK DEBRUYNE CPA
ReturnHeader/Preparer/Phone06268577300
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-15T19:11:09-05:00

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,937,922
Liabilities
$6,762,728
Net assets
$4,175,194
Revenue
$437,754
Expenses
$276,314
Net income
$161,440
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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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$0.44$0.28$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$7.10$4.01$0.30