Civic Intelligence

The Legacy Project

990EZ • Fiscal year 2018 • EIN 46-4793765

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

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

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

85th percentile

$23,536

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 55.1% of source-year revenue.

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

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Down

$10,831

Down $3,841 (-26%) from 2017

Net Assets

Down

$9,792

Down $4,387 (-31%) from 2017

Liabilities

Up

$1,039

Up $546 (+111%) from 2017

Revenue

Down

$42,721

Down $5,103 (-11%) from 2017

Expenses

Down

$47,108

Down $4,689 (-9.1%) from 2017

Net Income

Down

-$4,387

Down $414 (-10%) from 2017

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

2018

Assets$10,831
Liabilities$1,039
Net Assets$9,792

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

2018

Revenue$42,721
Expenses$47,108
Net Income-$4,387
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$42,721
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.

Program Services

DescriptionGrantsExpenses
MONTHLY LEGACY LUNCHES AND OTHER EVENTS WITH AN AVERAGE OF 20 ATTENDEES PER EVENT. ASSEMBLED SURVIVAL KITS FOR MEN. PRODUCED AND ELECTRONIC NEWSLETTER. WEEKEND RETREATS FOR MEN AND KIDS TO THE LEGACY LODGE IN DORA LAKE, MN. DURING 2018, HAD 3 SPEAKING ENGAGEMENTS AT CHURCHES ABOUT SERVING MEN.$0$31,022
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AL NORBYPresidentPT$23,536-$23,536
PAUL SPENCERTreasurer-$0--
SCOTT ANDERSONSecretary-$0--
TONY PEKAREKDirector-$0--
CHUCK MOBERGDirector-$0--
THOR SMITHDirector-$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
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Carpenter Evert & Associates Ltd
Address
7760 FRANCE AVE S SUITE 940, BLOOMINGTON, MN 55435
Preparer
Neal Evert
Phone
9528310085
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: invesment income. Amount: 1.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expense. Amount: 406. Description: interest. Amount: 58. Description: misscellaneous expense. Amount: 1,446. Description: food/supplies/exp for lodge. Amount: 3,317. Description: telephone and internet. Amount: 240. Description: advertising and promotion. Amount: 1,201. Description: program expense. Amount: 738. Description: bank fee. Amount: 234. Description: board expense. Amount: 193. Description: legacy lodge maintenance. Amount: 5,076. Total to form 990-ez, line 16: 12,909.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payables and accrued expenses. Beg. Of year amount: 493. End of year amount: 802. Description: current liabilities. Beg. Of year amount: 0. End of year amount: 237.

Raw XML Appendix168 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/BusinessName/BusinessNameLine1Txt0AL NORBY
IRS990EZ/BooksInCareOfDetail/PhoneNum06129302582
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNETONKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014179
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014179
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt023536
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AL NORBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TONY PEKAREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHUCK MOBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THOR SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012909
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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 INDVIDUALS AND LEAD FOR MEANINGFUL CHANGE IN THEIR HOME, IN THEIR WOKPLACE AND IN THIS WORLD.
IRS990EZ/PrintingPublicationsPostageAmt072
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEGACYPROJECTMN.COM
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061036
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt048085
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81920
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt048085
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0312503
IRS990ScheduleA/TotalSupportAmt0312507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESMENT INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE EXPENSE. AMOUNT: 406. DESCRIPTION: INTEREST. AMOUNT: 58. DESCRIPTION: MISSCELLANEOUS EXPENSE. AMOUNT: 1,446. DESCRIPTION: FOOD/SUPPLIES/EXP FOR LODGE. AMOUNT: 3,317. DESCRIPTION: TELEPHONE AND INTERNET. AMOUNT: 240. DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 1,201. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 738. DESCRIPTION: BANK FEE. AMOUNT: 234. DESCRIPTION: BOARD EXPENSE. AMOUNT: 193. DESCRIPTION: LEGACY LODGE MAINTENANCE. AMOUNT: 5,076. TOTAL TO FORM 990-EZ, LINE 16: 12,909.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLES AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 493. END OF YEAR AMOUNT: 802. DESCRIPTION: CURRENT LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 237.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AL NORBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.244.212.29
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:00:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411534805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARPENTER EVERT & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07760 FRANCE AVE S SUITE 940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528310085
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL EVERT
ReturnHeader/ReturnTs02019-05-14T14:00:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings