Civic Intelligence

Kathys Legacy Inc

990EZ • Fiscal year 2017 • EIN 46-3127920

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profilewww.kathyslegacy.org

View Organization Page

701 Palomar Airport RoadCarlsbad, CA 92011

(760) 931-4704

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

87th percentile

37%

Higher net margin than 87% 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

79th percentile

34%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$135,421

Up $34,462 (+34%) from 2016

Net Assets

Up

$135,421

Up $34,462 (+34%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$92,064

Down $35,159 (-28%) from 2016

Expenses

Down

$57,602

Down $7,995 (-12%) from 2016

Net Income

Down

$34,462

Down $27,164 (-44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$200K$150K$100K$50K$0Assets 2015: $39,333Net Assets 2015: $39,3332015Assets 2016: $100,959Net Assets 2016: $100,9592016Assets 2017: $135,421Net Assets 2017: $135,4212017Assets 2018: $116,342Net Assets 2018: $116,3422018Assets 2019: $63,593Net Assets 2019: $63,5932019Assets 2020: $137,892Liabilities 2020: $1,171Net Assets 2020: $136,7212020Assets 2021: $149,668Liabilities 2021: $2,968Net Assets 2021: $146,7002021Assets 2022: $163,510Liabilities 2022: $3,704Net Assets 2022: $159,8062022Assets 2023: $89,590Liabilities 2023: $1,584Net Assets 2023: $88,0062023Assets 2024: $53,639Liabilities 2024: $3,382Net Assets 2024: $50,2572024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2017

Assets$135,421
Liabilities-
Net Assets$135,421
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $79,808Expenses 2015: $34,533Net Income 2015: $45,2752015Revenue 2016: $127,223Expenses 2016: $65,597Net Income 2016: $61,6262016Revenue 2017: $92,064Expenses 2017: $57,602Net Income 2017: $34,4622017Revenue 2018: $48,104Expenses 2018: $67,183Net Income 2018: -$19,0792018Revenue 2019: $65,322Expenses 2019: $118,080Net Income 2019: -$52,7582019Revenue 2020: $220,698Expenses 2020: $145,082Net Income 2020: $75,6162020Revenue 2021: $137,338Expenses 2021: $127,359Net Income 2021: $9,9792021Revenue 2022: $215,671Expenses 2022: $202,565Net Income 2022: $13,1062022Revenue 2023: $194,671Expenses 2023: $266,471Net Income 2023: -$71,8002023Revenue 2024: $216,276Expenses 2024: $254,025Net Income 2024: -$37,7492024Revenue 2025: $142,287Expenses 2025: $192,544Net Income 2025: -$50,2572025

Highlighted filing

2017

Revenue$92,064
Expenses$57,602
Net Income$34,462
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$101,162
Mission and Program Overview

Mission

Kathy's Legacy Foundation serves children and pets impacted by domestic violence. We revive hope, restore normalcy, and inspire dreams in the lives of children orphaned by intimate partner violence.

Kathy's Legacy Foundation provides tangible protection for victims of domestic violence and support for surviving children.

Program Services

DescriptionGrantsExpenses
Silver Lining - The program provides support for guardianships or adoption; therapy; dental and medical needs; and opportunities for normalcy that otherwise would be unaffordable, such as tutoring, recreation, sporting fees, dance classes, and gym passes. Silver Lining sees to the basic yet critical needs of the silent, under-served victims of domestic violence homicide.Share the Dream - inspires children to dream again after being in survival mode from the trauma of domestic violence. Knowing that healing can take place through laughter, play and experiencing opportunities of normalcy professional nominators (teachers, counselors, therapists, domestic violence organizations, etc.) can share dream or need requests.$65,379-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael ScharbarthSecretary-$0--
Michael PetersonVice President-$0--
David SlaniaTreasurer-$0--
Jim WillisPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hooves, Hats & Hopes$74,346$15,000$9,098$5,902
Total Events$74,346$15,000$9,098$5,902
Filing and Contact Details

Filer

Filer Name
Kathys Legacy
EIN
46-3127920
Phone
7609314704
Address
701 Palomar Airport Road, Carlsbad, CA 92011

Signing Officer

Name
Dave Slania
Title
Treasurer
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Gavin I Haswell CPA JD LLC
Address
4025 AUTOMATION WAY D-1 FORT COLLIN, FORT COLLINS, CO 80525
Preparer
Gavin I Haswell CPA JD EA
Phone
9704829261
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $10680”

Other Expenses.1002

“Office Expenses $128”

Other Expenses.1012

“Insurance $558”

Other Expenses.1

“Silver Linings $12522”

Other Expenses.2

“Hooves Hats & Hope $8602”

Other Expenses.3

“Website $5722”

Other Expenses.4

“Kathy's Legacy 5k $4528”

Other Expenses.5

“Rady Children's $4000”

Other Expenses.6

“Share the Dream $800”

Other Expenses.7

“Logo $548”

Other Expenses.8

“Subscriptions $315”

Other Expenses.9

“Training/Seminars $240”

Other Assets.1003

“Machinery and Equipment - Beginning $733 Machinery and Equipment - Ending $733”

Raw XML Appendix175 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0733
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0733
IRS990EZ/OtherExpensesTotalAmt048643
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt042
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065379
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0368069
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074346
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $10680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Silver Linings $12522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hooves Hats & Hope $8602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website $5722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Kathy's Legacy 5k $4528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rady Children's $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Share the Dream $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Logo $548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Subscriptions $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Training/Seminars $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Machinery and Equipment - Beginning $733 Machinery and Equipment - Ending $733
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1003
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dave Slania
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kathys Legacy
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0463127920
ReturnHeader/Filer/PhoneNum07609314704
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 Palomar Airport Road
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092011
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822920447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gavin I Haswell CPA JD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04025 AUTOMATION WAY D-1 FORT COLLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080525
ReturnHeader/PreparerPersonGrp/PhoneNum09704829261
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gavin I Haswell CPA JD EA
ReturnHeader/ReturnTs02018-05-14T08:29:23-07:00
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
$135,421
Liabilities
-
Net assets
$135,421
Revenue
$92,064
Expenses
$57,602
Net income
$34,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.42$1.93$0.50
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.03$0.50$2.16$2.54$0.38
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.02$0.88$1.95$2.66$0.72
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.04$1.60$2.16$2.03$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.03$1.47$1.37$1.27$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$2.21$1.45$0.76
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.65$1.18$0.53
2018Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.48$0.67$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.92$0.58$0.34
2016Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.27$0.66$0.62
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.80$0.35$0.45