Civic Intelligence

Lionel S Legacy Inc

EIN 46-1123304 • 501(c)3 • El Cajon, CA

Profile

Saving one senior dog at a time and educating many young minds to create a legacy of compassion and advocacy.

232 Murray DriveEl Cajon, CA 92020

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.09x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

50th percentile

1.6%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

7.9%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$229,600

Down $6,477 (-2.7%) from 2023

Liabilities

Up

$20,444

Up $3,639 (+22%) from 2023

Net Assets

Down

$209,156

Down $10,116 (-4.6%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin50th percentile

Revenue

Up

$241,385

Up $37,793 (+19%) from 2023

Expenses

Up

$237,501

Up $54,740 (+30%) from 2023

Net Income

Down

$3,884

Down $16,947 (-81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0Assets 2012: $828Liabilities 2012: $02012Assets 2013: $3,834Liabilities 2013: $02013Assets 2014: $9,255Liabilities 2014: $0Net Assets 2014: $9,2552014Assets 2015: $44,210Liabilities 2015: $0Net Assets 2015: $44,2102015Assets 2016: $51,643Liabilities 2016: $0Net Assets 2016: $51,6432016Assets 2017: $54,924Net Assets 2017: $54,9242017Assets 2018: $57,466Liabilities 2018: $1,351Net Assets 2018: $56,1152018Assets 2019: $56,388Liabilities 2019: $0Net Assets 2019: $56,3882019Assets 2020: $97,089Liabilities 2020: $0Net Assets 2020: $97,0892020Assets 2021: $165,592Liabilities 2021: $0Net Assets 2021: $165,5922021Assets 2022: $197,362Liabilities 2022: $0Net Assets 2022: $197,3622022Assets 2023: $236,077Liabilities 2023: $16,805Net Assets 2023: $219,2722023Assets 2024: $229,600Liabilities 2024: $20,444Net Assets 2024: $209,1562024

Highlighted filing

2024

Assets$229,600
Liabilities$20,444
Net Assets$209,156
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$300K$200K$100K$0Revenue 2012: $7,085Expenses 2012: $6,257Net Income 2012: $8282012Revenue 2013: $25,932Expenses 2013: $22,926Net Income 2013: $3,0062013Revenue 2014: $52,988Expenses 2014: $47,567Net Income 2014: $5,4212014Revenue 2015: $102,699Expenses 2015: $71,351Net Income 2015: $31,3482015Revenue 2016: $99,693Expenses 2016: $92,260Net Income 2016: $7,4332016Revenue 2017: $128,811Expenses 2017: $125,530Net Income 2017: $3,2812017Revenue 2018: $109,033Expenses 2018: $107,842Net Income 2018: $1,1912018Revenue 2019: $118,513Expenses 2019: $118,240Net Income 2019: $2732019Revenue 2020: $160,336Expenses 2020: $119,635Net Income 2020: $40,7012020Revenue 2021: $211,781Expenses 2021: $143,278Net Income 2021: $68,5032021Revenue 2022: $177,246Expenses 2022: $145,476Net Income 2022: $31,7702022Revenue 2023: $203,592Expenses 2023: $182,761Net Income 2023: $20,8312023Revenue 2024: $241,385Expenses 2024: $237,501Net Income 2024: $3,8842024

Highlighted filing

2024

Revenue$241,385
Expenses$237,501
Net Income$3,884
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,600
Liabilities
$20,444
Net assets
$209,156
Revenue
$241,385
Expenses
$237,501
Net income
$3,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.20$2.09$2.41$2.38$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.17$2.19$2.04$1.83$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$1.77$1.45$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$2.12$1.43$0.69
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.60$1.20$0.41
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.19$1.18$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$1.09$1.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.29$1.26$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.00$0.92$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.03$0.71$0.31
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.53$0.48$0.05
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.26$0.23$0.03
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.07$0.06$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Gross Receipts
$241,385
Mission and Program Overview

Mission

Saving one senior dog at a time and educating many young minds to create a legacy of compassion and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$236,077$221,972▼ $14,105
Rtn Earn Endowment Incm Other Fnds$219,272$209,156▼ $10,116
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$236,077$229,600▼ $6,477
Other Assets Total-$7,628-
Liabilities
Other Liabilities$16,805$20,444▲ $3,639
Total Liabilities$16,805$20,444▲ $3,639
Net Assets / Fund Balance
Total Net Assets Fund Balance$219,272$209,156▼ $10,116
Total Liabilities and Net Assets / Fund Balance$236,077$229,600▼ $6,477
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Laura K OliverPresident
Kevin WalsheDirector
Sunny ElmoreDirector
Heidi InmanSecretary
Jeffrey a OliverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$241,385
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$241,385
Change in Net Assets
$3,884
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$13,182$13,182-$26,364
Insurance-$7,800-$7,800
Other Expenses$5,626--$5,626
Office Expenses-$4,794-$4,794
Fees for Services Other$3,480$475-$3,955
Travel-$2,901-$2,901
All Other Expenses$2,015--$2,015
Fees for Services Accounting-$1,400-$1,400
Total Functional Expenses$206,949$30,552$0$237,501
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$20,444
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Lionel S Legacy Inc
EIN
46-1123304
Phone
6192125623
Address
232 MURRAY DRIVE, EL CAJON, CA 92020

Signing Officer

Name
Laura K Oliver
Title
President
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura K Oliver
Formed
2012
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Summit Financial Group Inc
Address
9340 Fuerte Dr Suite 207, La Mesa, CA 91941
Preparer
John Nadalet CPA
Phone
6196989760
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“deposits in transition = -$14000”

Raw XML Appendix364 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/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0994359
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0241385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0203592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0177245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0211781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0160356
IRS990ScheduleA/Total509Grp/TotalAmt0994359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0241385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0203592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0177245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0211781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0160356
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0994359
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020444
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card Payable
IRS990ScheduleD/TotalLiabilityAmt020444
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2deposits in transition = -$14000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0236077
IRS990/TotalAssetsEOYAmt0229600
IRS990/TotalAssetsGrp/BOYAmt0236077
IRS990/TotalAssetsGrp/EOYAmt0229600
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0241385
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030552
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0206949
IRS990/TotalFunctionalExpensesGrp/TotalAmt0237501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016805
IRS990/TotalLiabilitiesEOYAmt020444
IRS990/TotalLiabilitiesGrp/BOYAmt016805
IRS990/TotalLiabilitiesGrp/EOYAmt020444
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0219272
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0209156
IRS990/TotalProgramServiceExpensesAmt0206949
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0241385
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236077
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0229600
IRS990/TravelGrp/ManagementAndGeneralAmt02901
IRS990/TravelGrp/TotalAmt02901
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0232 MURRAY DRIVE
IRS990/USAddress/CityNm0EL CAJON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092020
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA K OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIONEL S LEGACY INC
ReturnHeader/Filer/BusinessNameControlTxt0LION
ReturnHeader/Filer/EIN0461123304
ReturnHeader/Filer/PhoneNum06192125623
ReturnHeader/Filer/USAddress/AddressLine1Txt0232 MURRAY DRIVE
ReturnHeader/Filer/USAddress/CityNm0EL CAJON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300886440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summit Financial Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09340 Fuerte Dr Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091941
ReturnHeader/PreparerPersonGrp/PhoneNum06196989760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Nadalet CPA
ReturnHeader/ReturnTs02025-04-28T10:07:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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