Civic Intelligence

The Legacy Project

990EZ • Fiscal year 2015 • EIN 46-4793765

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 25, 2016

16816 Scenic Lane NMinnetonka, MN 55345

(612) 930-2582

Siviq Scores

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

Liabilities / Assets

66th percentile

0.03x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$30,410

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 27.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

99th percentile

1320%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

131%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$38,611

Up $35,892 (+1320%) from 2014

Net Assets

Up

$37,544

Up $34,868 (+1303%) from 2014

Liabilities

Up

$1,067

Up $1,024 (+2381%) from 2014

Revenue

Up

$111,302

Up $63,129 (+131%) from 2014

Expenses

Up

$76,434

Up $30,937 (+68%) from 2014

Net Income

Up

$34,868

Up $32,192 (+1203%) from 2014

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2014: $2,719Liabilities 2014: $43Net Assets 2014: $2,6762014Assets 2015: $38,611Liabilities 2015: $1,067Net Assets 2015: $37,5442015Assets 2016: $19,285Liabilities 2016: $1,133Net Assets 2016: $18,1522016Assets 2017: $14,672Liabilities 2017: $493Net Assets 2017: $14,1792017Assets 2018: $10,831Liabilities 2018: $1,039Net Assets 2018: $9,7922018Assets 2019: $8,459Liabilities 2019: $0Net Assets 2019: $8,4592019Assets 2020: $11,908Liabilities 2020: $0Net Assets 2020: $11,9082020Assets 2021: $21,851Liabilities 2021: $257Net Assets 2021: $21,5942021Assets 2022: $13,616Liabilities 2022: $151Net Assets 2022: $13,4652022

Highlighted filing

2015

Assets$38,611
Liabilities$1,067
Net Assets$37,544

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $48,173Expenses 2014: $45,497Net Income 2014: $2,6762014Revenue 2015: $111,302Expenses 2015: $76,434Net Income 2015: $34,8682015Revenue 2016: $60,742Expenses 2016: $80,134Net Income 2016: -$19,3922016Revenue 2017: $47,824Expenses 2017: $51,797Net Income 2017: -$3,9732017Revenue 2018: $42,721Expenses 2018: $47,108Net Income 2018: -$4,3872018Revenue 2019: $27,797Expenses 2019: $29,130Net Income 2019: -$1,3332019Revenue 2020: $15,203Expenses 2020: $11,754Net Income 2020: $3,4492020Revenue 2021: $21,818Expenses 2021: $12,132Net Income 2021: $9,6862021Revenue 2022: $9,252Expenses 2022: $17,381Net Income 2022: -$8,1292022

Highlighted filing

2015

Revenue$111,302
Expenses$76,434
Net Income$34,868
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 25, 2016
Return Version
2015v2.0
Gross Receipts
$111,302
Mission and Program Overview

Mission

To serve and challenge men to write a life story they can be proud of. Through a brotherhood of peers we inspire and equip men to thrive as indviduals and lead for meaningful change in their home, in their wokplace and in this world.

To serve and challenge men to write a life story they can be proud of. Through a brotherhood of peers we inspire and equip men to thrive as individuals and lead for meaningful change in their home, in their workplace and in this world.

Program Services

DescriptionGrantsExpenses
MONTHLY LEGACY LUNCHES AND OTHER EVENTS WITH AN AVERAGE OF 12 ATTENDEES PER EVENT. ASSEMBLED SURVIVAL KITS FOR MEN. PRODUCED AN ELECTRONIC NEWSLETTER. WEEKEND RETREATS FOR MEN AND KIDS TO THE LEGACY LODGE IN DORA LAKE, MN.$52,684-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AL NORBYPresidentFT$30,410-$30,410
PAUL SPENCERTreasurer-$0--
SCOTT ANDERSONSecretary-$0--
TONY PEKAREKDirector-$0--
CHUCK MOBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Legacy Project
EIN
46-4793765
Address
16816 SCENIC LANE N, MINNETONKA, MN 55345

Signing Officer

Name
Al Norby
Title
President
Signed
2016-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Carpenter Evert & Associates
Address
7760 France Ave S 940, Bloomington, MN 55435
Preparer
Neal O Evert
Phone
9528310085
Supplemental Narrative

Additional Explanations

Other Revenue.1

Merchandise Revenue $220

Other Expenses.1001

Advertising and Promotion $1312

Other Expenses.1002

Office Expenses $1705

Other Expenses.1003

Information Technology $386

Other Expenses.1005

Travel $1794

Other Expenses.1008

Interest $35

Other Expenses.1012

Insurance $286

Other Expenses.1

Fundraising Events $4984

Other Expenses.2

Food/Supplies/Exps for Lodge $3252

Other Expenses.3

Legacy Lodge Maintenance $1961

Other Expenses.4

Miscellaneous Expense $1260

Other Expenses.5

Other Events $1032

Other Expenses.6

Merchant Processing Fees $690

Other Expenses.8

Legacy Cafe Events $217

Other Expenses.9

Planning/Volunteer Events $173

Other Expenses.10

BANK FEES $155

Other Expenses.11

Dues/Subscriptions/Memberships $139

Other Expenses.12

Filing Fees $30

Other Assets.1003

Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $10900

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $10000

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $43 Accounts Payable and Accrued Expenses - Ending $1067

Activities Not Previously Reported to the IRS

Weekend retreats for men and kids to the legacy lodge in dora lake, mn.

Raw XML Appendix188 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/ActivitiesNotPreviouslyRptInd0true
IRS990EZ/BooksInCareOfDetail/PersonNm0AL NORBY
IRS990EZ/BooksInCareOfDetail/PhoneNum06129302582
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016816 SCENIC LANE N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNETONKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055345
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017711
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0107002
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt034868
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03337
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02719
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038611
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0111302
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02676
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037544
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02676
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037544
IRS990EZ/OccupancyRentUtltsAndMaintAmt0750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt030410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AL NORBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TONY PEKAREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHUCK MOBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt020900
IRS990EZ/OtherExpensesTotalAmt019411
IRS990EZ/OtherRevenueTotalAmt0220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SERVE AND CHALLENGE MEN TO WRITE A LIFE STORY THEY CAN BE PROUD OF. THROUGH A BROTHERHOOD OF PEERS WE INSPIRE AND EQUIP MEN TO THRIVE AS INDIVIDUALS AND LEAD FOR MEANINGFUL CHANGE IN THEIR HOME, IN THEIR WORKPLACE AND IN THIS WORLD.
IRS990EZ/PrintingPublicationsPostageAmt0492
IRS990EZ/ProgramServiceRevenueAmt04079
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTHLY LEGACY LUNCHES AND OTHER EVENTS WITH AN AVERAGE OF 12 ATTENDEES PER EVENT. ASSEMBLED SURVIVAL KITS FOR MEN. PRODUCED AN ELECTRONIC NEWSLETTER. WEEKEND RETREATS FOR MEN AND KIDS TO THE LEGACY LODGE IN DORA LAKE, MN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052684
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt052444
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt043
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01067
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076434
IRS990EZ/TotalProgramServiceExpensesAmt052684
IRS990EZ/TotalRevenueAmt0111302
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEGACYPROJECT.CLUB
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0109392
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt048085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0157477
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt096842
IRS990ScheduleA/SubstantialContributorsTotAmt060635
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0109392
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt048085
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0157477
IRS990ScheduleA/TotalSupportAmt0157478
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Merchandise Revenue $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel $1794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Interest $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fundraising Events $4984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Food/Supplies/Exps for Lodge $3252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Legacy Lodge Maintenance $1961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous Expense $1260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other Events $1032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Merchant Processing Fees $690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Legacy Cafe Events $217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Planning/Volunteer Events $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15BANK FEES $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Dues/Subscriptions/Memberships $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Filing Fees $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $10900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Accounts Payable and Accrued Expenses - Beginning $43 Accounts Payable and Accrued Expenses - Ending $1067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21WEEKEND RETREATS FOR MEN AND KIDS TO THE LEGACY LODGE IN DORA LAKE, MN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Activities Not Previously Reported to the IRS
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AL NORBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEGACY PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0464793765
ReturnHeader/Filer/USAddress/AddressLine1Txt016816 SCENIC LANE N
ReturnHeader/Filer/USAddress/CityNm0MINNETONKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carpenter Evert & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07760 France Ave S 940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528310085
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Neal O Evert
ReturnHeader/ReturnTs02016-04-25T12:28:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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