Civic Intelligence

Lionel S Legacy Inc.

990EZ • Fiscal year 2017 • EIN 46-1123304

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 15, 2019

Organization ProfileN/A
232 Murray DriveEl Cajon, CA 92020

(619) 212-5623

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.4%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,924

Up $3,281 (+6.4%) from 2016

Net Assets

Up

$54,924

Up $3,281 (+6.4%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Up

$128,811

Up $29,118 (+29%) from 2016

Expenses

Up

$125,530

Up $33,270 (+36%) from 2016

Net Income

Down

$3,281

Down $4,152 (-56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$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

2017

Assets$54,924
Liabilities-
Net Assets$54,924
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

2017

Revenue$128,811
Expenses$125,530
Net Income$3,281
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 15, 2019
Return Version
2017v2.2
Gross Receipts
$128,811
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.

Program Services

DescriptionGrantsExpenses
The organization rescues and houses senior dogs, as well as educating the community on the proper care and treatment of senior canines.$114,872-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA K OLIVERPresidentFT$0--
JEFFREY A OLIVERTreasurerPT$0--
ALLY GODINHOSecretary-$0--
KEVIN WALSHEDirectorPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Laura K Oliver
Title
President
Signed
2019-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Summit Financial Group Inc
Address
9340 Fuerte Dr Suite 207, La Mesa, CA 91941
Preparer
Nancy S Mendenhall EA
Phone
6196989760
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $5492”

Other Expenses.1012

“Insurance $802”

Other Expenses.1

“VET COST $96026”

Other Expenses.2

“Animal supplies and medication $9835”

Other Expenses.3

“PET FOOD $6009”

Other Expenses.4

“PayPal Fees $1989”

Other Expenses.6

“TRANSPORT COST $1139”

Other Expenses.7

“PET THERAPY $957”

Other Expenses.8

“BOARDING FEES $700”

Other Expenses.9

“Donations $206”

Other Expenses.10

“Bank Fees $119”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0LAURA K OLIVER
IRS990EZ/BooksInCareOfDetail/PhoneNum06192125623
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0232 MURRAY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EL CAJON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051643
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054924
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0125497
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03281
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0430
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051643
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054924
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0128811
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051643
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054924
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051643
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA K OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFFREY A OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLY GODINHO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN WALSHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0123274
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Saving one senior dog at a time and educating many young minds to create a legacy of compassion and advocacy.
IRS990EZ/PrintingPublicationsPostageAmt01826
IRS990EZ/ProgramServiceRevenueAmt03314
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization rescues and houses senior dogs, as well as educating the community on the proper care and treatment of senior canines.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0114872
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125530
IRS990EZ/TotalProgramServiceExpensesAmt0114872
IRS990EZ/TotalRevenueAmt0128811
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0125497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt099693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0102557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt052988
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0406667
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0406667
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0125497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0102557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052988
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025932
IRS990ScheduleA/Total509Grp/TotalAmt0406667
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0125497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt099693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0102557
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052988
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025932
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0406667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $5492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VET COST $96026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANIMAL SUPPLIES AND MEDICATION $9835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PET FOOD $6009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PayPal Fees $1989
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSPORT COST $1139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PET THERAPY $957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOARDING FEES $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Donations $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Fees $119
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA K OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIONELS 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/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/PreparerPersonNm0Nancy S Mendenhall EA
ReturnHeader/ReturnTs02019-04-15T08:15:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,924
Liabilities
-
Net assets
$54,924
Revenue
$128,811
Expenses
$125,530
Net income
$3,281
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits