Civic Intelligence

Lionel S Legacy Inc.

990EZ • Fiscal year 2018 • EIN 46-1123304

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 23, 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

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

4.6%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$57,466

Up $2,542 (+4.6%) from 2017

Net Assets

Up

$56,115

Up $1,191 (+2.2%) from 2017

Liabilities

$1,351

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin45th percentile

Revenue

Down

$109,033

Down $19,778 (-15%) from 2017

Expenses

Down

$107,842

Down $17,688 (-14%) from 2017

Net Income

Down

$1,191

Down $2,090 (-64%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2018

Assets$57,466
Liabilities$1,351
Net Assets$56,115
Open 2018 Filing

Operations Trend

Revenue Growth28th 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

2018

Revenue$109,033
Expenses$107,842
Net Income$1,191
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 23, 2019
Return Version
2018v3.1
Gross Receipts
$109,033
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.$107,172$109,033
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
2019-04-23
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 $1553”

Other Expenses.1007

“Conferences, Conventions, and Meetings $300”

Other Expenses.1012

“Insurance $997”

Other Expenses.1

“VET COST $88856”

Other Expenses.2

“Paypal animal supplies $9285”

Other Expenses.3

“PayPal Fees $1578”

Other Expenses.4

“FUEL $1178”

Other Expenses.5

“BOARDING FEES $958”

Other Expenses.6

“PET MEDS $865”

Other Expenses.7

“PET FOOD $585”

Other Expenses.8

“PULL FEES $385”

Other Expenses.9

“KENNEL MAINTENANCE $247”

Other Expenses.11

“Bank Fees $158”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $1351”

Raw XML Appendix172 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06192125623
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EL CAJON
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054924
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0106945
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0167
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0109033
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0102557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052988
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052988
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0489768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VET COST $88856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYPAL ANIMAL SUPPLIES $9285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PayPal Fees $1578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUEL $1178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOARDING FEES $958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PET MEDS $865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PET FOOD $585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PULL FEES $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11KENNEL MAINTENANCE $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Fees $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $1351
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1008
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA K OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-23
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/ReturnTs02019-04-23T09:38:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,466
Liabilities
$1,351
Net assets
$56,115
Revenue
$109,033
Expenses
$107,842
Net income
$1,191
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