Civic Intelligence

Legacy Institute for Financial

EIN 47-1941953 • 501(c)3 • Lufkin, TX

View Organization Page

Profile

The legacy institute of financial education exists to teach financial literacy, create economic stability, and build generatational wealth.

504 W Frank AveLufkin, TX 75904

www.legacy-institute.org

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.99x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.71x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

25%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$828,455

Up $108,655 (+15%) from 2023

Liabilities

Up

$821,600

Up $92,954 (+13%) from 2023

Net Assets

Up

$6,855

Up $15,701 (+177%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin43rd percentile

Revenue

Up

$1,154,649

Up $227,527 (+25%) from 2023

Expenses

Up

$1,138,948

Up $120,602 (+12%) from 2023

Net Income

Up

$15,701

Up $106,925 (+117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$1.0M$500K$0-$500KAssets 2017: $7,104Liabilities 2017: $486Net Assets 2017: $6,6182017Assets 2018: $156,063Liabilities 2018: $127,417Net Assets 2018: $28,6462018Assets 2019: $176,708Liabilities 2019: $193,376Net Assets 2019: -$16,6682019Assets 2020: $419,205Liabilities 2020: $313,158Net Assets 2020: $106,0472020Assets 2021: $771,368Liabilities 2021: $730,000Net Assets 2021: $41,3682021Assets 2022: $749,684Liabilities 2022: $680,730Net Assets 2022: $68,9542022Assets 2023: $719,800Liabilities 2023: $728,646Net Assets 2023: -$8,8462023Assets 2024: $828,455Liabilities 2024: $821,600Net Assets 2024: $6,8552024

Highlighted filing

2024

Assets$828,455
Liabilities$821,600
Net Assets$6,855
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $13,497Expenses 2017: $15,898Net Income 2017: -$2,4012017Revenue 2018: $150,256Expenses 2018: $128,228Net Income 2018: $22,0282018Revenue 2019: $269,246Expenses 2019: $314,560Net Income 2019: -$45,3142019Revenue 2020: $525,634Expenses 2020: $403,832Net Income 2020: $121,8022020Revenue 2021: $542,886Expenses 2021: $607,565Net Income 2021: -$64,6792021Revenue 2022: $825,277Expenses 2022: $820,706Net Income 2022: $4,5712022Revenue 2023: $927,122Expenses 2023: $1,018,346Net Income 2023: -$91,2242023Revenue 2024: $1,154,649Expenses 2024: $1,138,948Net Income 2024: $15,7012024

Highlighted filing

2024

Revenue$1,154,649
Expenses$1,138,948
Net Income$15,701
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$828,455
Liabilities
$821,600
Net assets
$6,855
Revenue
$1,154,649
Expenses
$1,138,948
Net income
$15,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.82$0.01$1.15$1.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.73$0.01$0.93$1.02$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.68$0.07$0.83$0.82$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.73$0.04$0.54$0.61$0.06
2020Summary only. Only limited summary data is available for this year.$0.42$0.31$0.11$0.53$0.40$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.19$0.02$0.27$0.31$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.13$0.03$0.15$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.02$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,154,649
Mission and Program Overview

Mission

The legacy institute of financial education exists to teach financial literacy, create economic stability, and build generational wealth.

The legacy institute of financial education exists to economically mobilize our community by improving financial stability and providing workforce development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$370,127$562,998▲ $192,871
Cash and Non-Interest-Bearing Accounts$160,336$164,531▲ $4,195
Other Notes and Loans Receivable, Net$47,658$50,783▲ $3,125
Pledges and Grants Receivable$106,955$44,719▼ $62,236
Prepaid Expenses and Deferred Charges$1,800$4,813▲ $3,013
Investments Program Related$32,319$409▼ $31,910
Intangible Assets$605$202▼ $403
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$719,800$828,455▲ $108,655
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$716,665$757,301▲ $40,636
Accounts Payable and Accrued Expenses$11,981$64,299▲ $52,318
Total Liabilities$728,646$821,600▲ $92,954
Net Assets / Fund Balance
Net Assets With Donor Restrictions$358,621$383,152▲ $24,531
Net Assets Without Donor Restrictions$-367,467$-376,297▼ $8,830
Total Net Assets Fund Balance$-8,846$6,855▲ $15,701
Total Liabilities and Net Assets / Fund Balance$719,800$828,455▲ $108,655

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$264,255$57,147$321,402
Other Land Buildings$247,758$58,665$306,423
Land$50,985-$50,985
Investment Program Related Org$409--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Wendy WalkerPresident
Martha MaldonadoVice President
Brent McclainDirector
Fred KankeDirector
Krystal RileyDirector
Maxine Peters-gilesDirector
Monica Peters-clarkDirector
Sellestine HuntDirector
Tim WalkerSecretary
Claudia ValladaresTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,116,065
Program Service Revenue
$32,912
Investment Income
$4,098
Other Revenue
$1,574
All Other Contributions
$1,116,065
Change in Net Assets
$15,701

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table18$201,347Fair Market Value (FMV)
Total Noncash Contributions18$201,347-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,154,649
Total Revenue per Audited Statements
$1,154,649
Total Revenue per Form 990
$1,154,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$658,945
Other Expenses$479,803
Total Fundraising Expense$2,479
Grants and Similar Amounts Paid$200
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$534,887$53,009$1,907$589,803
Payroll Taxes$40,195$28,947-$69,142
All Other Expenses$27,815$28,860-$56,675
Fees for Services Accounting-$48,840-$48,840
Depreciation Depletion$32,817$4,878-$37,695
Fees for Services Legal$957$36,104$527$37,588
Insurance$931$30,043-$30,974
Interest$18,452$5,004-$23,456
Other Expenses$16,442$2,543-$18,985
Occupancy$17,951$803-$18,754
Office Expenses$14,796$3,497$45$18,338
Conferences and Meetings$12,620$5,526-$18,146
Advertising$2,725$3,966-$6,691
Grants to Domestic Individuals$200--$200
Information Technology$120$23-$143
Total Functional Expenses$884,426$252,043$2,479$1,138,948

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,138,948
Total Expenses per Audited Statements$1,138,948
Total Expenses per Form 990$1,138,948
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 will be reviewed by executive director before signing.”

Form 990, Part VI, Section B, Line 12C

“Annually board members shall sign a statement affirming they have: received a copy of the conflict of interest policy; have read, understood and agree to comply with the policy; and declare whether they are an independent director.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Legacy Institute for Financial
EIN
47-1941953
Phone
9362092085
Address
504 W FRANK AVE, LUFKIN, TX 75904

Signing Officer

Name
Joseph Ceasar
Title
Executive Director
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
7
Employees
10
Volunteers
18

Preparer

Firm
Todd Hamaker & Johnson LLP
Address
517 S 1st St, Lufkin, TX 75901
Preparer
Kim Johnson CPA
Phone
9366328181
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IRS990/ProgSrvcAccomActy2Grp/Desc0FINANCIAL OPPORTUNITIES CENTER (FOC) - LIFE PROVIDES PERSONAL FINANCE AND INVESTMENTS EDUCATION THROUGH WORKSHOPS AND INDIVIDUALIZED COACHING. THE CURRICULUM INCLUDES: UNDERSTANDING MONEY, BUDGETING, SAVING, IMPROVING CREDIT SCORES, HOMEOWNERSHIP, INVESTING, AND MORE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0LIFE WORKS- ENGAGING JUSTICE INVOLVED COMMUNITY MEMBERS IN ADULT EDUCATION PROGRAMS THROUGH ANGELINA COLLEGE TO PROVIDE UNIQUE SERVICES TO REENTER THE WORKPLACE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0LIFE TECH - A TECHNOLOGY ACCESS PROGRAM WHICH SERVES LOW TO MODERATE INCOME HOUSEHOLDS THROUGHOUT DEEP EAST TEXAS. THIS PROGRAM PARTNERS WITH THE DEEP EAST TEXAS REGIONAL HOUSING AUTHORITY (DETRHA) AND ANGELINA COLLEGE TO PROVIDE TRAINING AND LOW COST HARDWARE TO HOUSEHOLDS IN NEED WITH THE PURPOSE OF ENSURING EACH EAST TEXAS HOUSEHOLD HAS A COMPUTER AND ACCESS TO THE INTERNET. THIS PROGRAM ALSO PROVIDES INTERNSHIPS FOR COMMUNITY MEMBERS WHO ARE CONSIDERING A CAREER IN INFORMATION TECHNOLOGY (IT) AS THEY PURSUE THEIR COMPTIA A+ CERTIFICATION OR THEIR MICROSOFT TECHNOLOGY ASSOCIATE (MTA) CERTIFICATION.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1LIFE BUILD - A WORKFORCE DEVELOPMENT TRAINING PROGRAM DESIGNED TO PRODUCE FUTURE LEADERS IN CARPENTRY. THE PROGRAM PROVIDES COMMUNITY MEMBERS WITH AN OPPORTUNITY TO EARN INDUSTRY-RECOGNIZED CERTIFICATIONS SUCH AS THE NCCER CORE, GENERAL CARPENTRY, AND ADVANCED CARPENTRY. PARTICIPANTS MAY ALSO HAVE AN OPPORTUNITY TO EARN A STIPEND WHILE THEY'RE LEARNING. COUPLED WITH THE TRAINING ASPECT OF LIFE BUILD IS A SOCIAL ENTERPRISE THAT WILL BUILD AFFORDABLE SINGLE FAMILY HOMES AND PROVIDE AFFORDABLE RENOVATIONS TO LOW-TO-MODERATE HOMEOWNERS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2LEF - LIFE EMPOWERMENT FUND -- SMALL DOLLAR LOAN PROGRAM DESIGNATED TO PROVIDE ACCESS TO CAPITAL TO THOSE WHO HAVE HISTORICALLY BEEN UNDER-SERVED (e.g. BIPOC, WOMEN, AND RURAL COMMUNITIES).
IRS990/ProgSrvcAccomActyOtherGrp/Desc3CEI -CENTER FOR ENTREPRENEURSHIP AND INNOVABATION IS A BUSINESS DEVELOPMENT OFFICE (BDO). THE PROJECT HELPS ASPIRING AND EXISTING ENTREPRENEURS BRING THEIR IDEAS TO MARKET. THE GOAL IS TO HELP OUR CLIENTS THINK THROUGH THE PROCESS OF WHAT IT WOULD TAKE TO BEGIN THEIR BUSINESS, SELECT AN APPROPRIATE CORPORATE STRUCTURE WITH THE HELP OF AN ATTORNEY, GAIN ACCESS TO AFFORDABLE CAPITAL ECT. WE PARTNER WITH ATTORNEYS, CPAS, AND THE SMALL BUSINESS DEVELOPMENT CENTER (SBDC).
IRS990/ProgSrvcAccomActyOtherGrp/Desc4THE JUZI SPOT - A FRUIT JUICE AND SMOOTHIE BAR WHICH PROVIDES INTERNSHIP OPPORTUNITIES FOR THOSE WHO WISH TO PURSUE A CAREER IN FOOD SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc5GENERATION A - YOUTH MENTORSHIP PROGRAM FOCUSING ON 6TH - 12TH GRADE STUDENTS WHO HAVE BEEN CATEGORIZED BY THE SCHOOL DISTRICT AS LOW SOCIOECONOMIC (LSEC), ECONOMICALLY DISADVANTAGED, OR AT RISK. THIS PROGRAM PROVIDES SERVICES TO ITS STUDENTS FROM 6TH GRADE UNTIL GRADUATION. SERVICES INCLUDE TUTORING, FINANCIAL LITERACY, GOAL SETTING, FINANCING COLLEGE, ENTREPRENEURSHIP, AND MORE
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