Civic Intelligence

Wealth Legacy Inc

EIN 46-4204911 • 501(c)3 • Hopewell Junction, NY

Pub. 78 Eligible990-N CoverageNTEE A25

Profile

Promotion of performing arts

202 Creamery RoadHopewell Junction, NY 12533
Siviq Scores

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

Liabilities / Assets

95th percentile

2.43x

Higher debt load relative to assets than 95% of similar nonprofits.

NTEE A25 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.36x

Higher debt load relative to revenue than 89% of similar nonprofits.

NTEE A25 • <$500k nonprofits • Source year 2020

Net Margin

46th percentile

4.1%

Higher net margin than 46% of similar nonprofits.

NTEE A25 • <$500k nonprofits • Source year 2020

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

NTEE A25 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

$534

No earlier filing loaded for comparison.

Liabilities

$1,297

No earlier filing loaded for comparison.

Net Assets

-$763

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue89th percentileNet Margin46th percentile

Revenue

$3,574

No earlier filing loaded for comparison.

Expenses

$3,428

No earlier filing loaded for comparison.

Net Income

$146

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0K$1.0K$0-$1.0KAssets 2020: $534Liabilities 2020: $1,297Net Assets 2020: -$7632020

Highlighted filing

2020

Assets$534
Liabilities$1,297
Net Assets-$763
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0K$3.0K$2.0K$1.0K$0Revenue 2020: $3,574Expenses 2020: $3,428Net Income 2020: $1462020

Highlighted filing

2020

Revenue$3,574
Expenses$3,428
Net Income$146
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$534
Liabilities
$1,297
Net assets
-$763
Revenue
$3,574
Expenses
$3,428
Net income
$146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$534$1,297$763$3,574$3,428$146
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 13, 2021
Return Version
2020v4.0
Gross Receipts
$3,574
Mission and Program Overview

Mission

Promotion of performing arts

Program Services

DescriptionGrantsExpenses
NONE IN 2020--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY COATESPresident-$0--
CHRISTA COATESVP Secy-$0--
RICHARD AMODEOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wealth Legacy Inc
EIN
46-4204911
Address
202 CREAMERY ROAD, Hopewell Junction, NY 12533

Signing Officer

Name
Roy C Coates Ii
Title
President
Phone
8456616446
Signed
2021-03-13
Discuss with paid preparer
No

Preparer

Firm
Richard C Amodeo Ea
Address
14 LA DUE ROAD, Hopewell Junction, NY 12533
Preparer
Richard C Amodeo
Phone
9144743162
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK FEES 6OFFICE AND ISC 317WEBSITE 80NYS FILING FEE 25”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearSCHOLARSHIP FUND 300 300TRUSTEE ADVANCES 922 997”

Raw XML Appendix143 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD C AMODEO
IRS990EZ/BooksInCareOfDetail/PhoneNum09144743162
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014 LA DUE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hopewell Junction
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012533
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0313
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0534
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03574
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0146
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0313
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0534
IRS990EZ/GrossReceiptsAmt03574
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt0997
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-909
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-763
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-909
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-763
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROY COATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTA COATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD AMODEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP SECY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0428
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF PERFORMING ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE IN 2020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01222
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01297
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03428
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03574
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03574
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt03574
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03574
IRS990ScheduleA/Total509Grp/TotalAmt03574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03574
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0147
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1850
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PAYMENT OF EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1PAY EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0147
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1850
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0CHRISTA COATES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1ROY COATES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/TotalBalanceDueAmt0997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK FEES 6OFFICE AND ISC 317WEBSITE 80NYS FILING FEE 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearSCHOLARSHIP FUND 300 300TRUSTEE ADVANCES 922 997
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROY C COATES II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08456616446
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEALTH LEGACY INC
ReturnHeader/Filer/BusinessNameControlTxt0WEAL
ReturnHeader/Filer/EIN0464204911
ReturnHeader/Filer/USAddress/AddressLine1Txt0202 CREAMERY ROAD
ReturnHeader/Filer/USAddress/CityNm0Hopewell Junction
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012533
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475271307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD C AMODEO EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 LA DUE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hopewell Junction
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012533
ReturnHeader/PreparerPersonGrp/PhoneNum09144743162
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD C AMODEO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-20T14:29:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COATES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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