Civic Intelligence

Legacy Reef Foundation

990EZ • Fiscal year 2020 • EIN 47-2386253

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 25, 2021

Organization Profilelegacyreeffoundation.org
73-4500 Hane StKailua Kona, HI 96740

(808) 278-0242

Siviq Scores

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

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

32%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-47%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$69,542

Down $61,072 (-47%) from 2019

Net Assets

Up

$66,071

Up $39,143 (+145%) from 2019

Liabilities

Down

$3,471

Down $100,215 (-97%) from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin79th percentile

Revenue

Down

$122,432

Down $106,931 (-47%) from 2019

Expenses

Down

$83,289

Down $224,976 (-73%) from 2019

Net Income

Up

$39,143

Up $118,045 (+150%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$150K$100K$50K$0Assets 2019: $130,614Liabilities 2019: $103,686Net Assets 2019: $26,9282019Assets 2020: $69,542Liabilities 2020: $3,471Net Assets 2020: $66,0712020Assets 2021: $62,424Liabilities 2021: $8,343Net Assets 2021: $54,0812021

Highlighted filing

2020

Assets$69,542
Liabilities$3,471
Net Assets$66,071
Open 2020 Filing

Operations Trend

Revenue Growth24th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $229,363Expenses 2019: $308,265Net Income 2019: -$78,9022019Revenue 2020: $122,432Expenses 2020: $83,289Net Income 2020: $39,1432020Revenue 2021: $41,715Expenses 2021: $53,705Net Income 2021: -$11,9902021

Highlighted filing

2020

Revenue$122,432
Expenses$83,289
Net Income$39,143
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 25, 2021
Return Version
2020v4.0
Gross Receipts
$122,432
Mission and Program Overview

Mission

Coral preservation and restoration

Through partnerships with seaside communities, Legacy Reef Foundation exists to create healthy reefs throughout the world.

Program Services

DescriptionGrantsExpenses
We have accomplished coral land propagation by the community, with scientific guidance. We have trained lay volunteers in coral land-based propagation and care, and successfully propagated coral in the lab setting.$0$83,289
Unable to perform due to pandemic$0$0
Suspended due to pandemic$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea EhlersLab ManagerPT$0--
Filing and Contact Details

Filer

Filer Name
Legacy Reef Foundation
EIN
47-2386253
In Care Of
% Susanne Otero
Address
73-4500 Hane St, Kailua Kona, HI 96740

Signing Officer

Name
Susanne I Otero
Title
Executive Director
Signed
2021-04-25
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| taxes and legal fees to state licensing, $550.00| job supplies, lab supplies, insurance, others, $6731.00| fees for late rent payment, $253.00|”

Part II, line 26

“| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, 0, $3471|”

Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Susanne I Otero
IRS990EZ/BooksInCareOfDetail/PhoneNum08082780242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt073-4500 Hane St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kailua Kona
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096740
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026928
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0122272
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039143
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024948
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026928
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069542
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0122432
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026928
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066071
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026928
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066071
IRS990EZ/OccupancyRentUtltsAndMaintAmt031764
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Ehlers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Lab manager
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07534
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Through partnerships with seaside communities, Legacy Reef Foundation exists to create healthy reefs throughout the world.
IRS990EZ/PrintingPublicationsPostageAmt01747
IRS990EZ/ProgramServiceRevenueAmt0160
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We have accomplished coral land propagation by the community, with scientific guidance. We have trained lay volunteers in coral land-based propagation and care, and successfully propagated coral in the lab setting.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Unable to perform due to pandemic
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Suspended due to pandemic
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083289
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017296
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0HI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03471
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083289
IRS990EZ/TotalProgramServiceExpensesAmt083289
IRS990EZ/TotalRevenueAmt0122432
IRS990EZ/TypeOfOrganizationOtherDesc0charitable organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Name of the Contributor:, Date of Grant:, Year:, Amount:, Description:| Donor, 01/01/0001, "2020", $0, | Donor, 01/01/0001, "2020", $0, | Donor, 01/01/0001, "2020", $0, | Donor, 06/26/2020, "2020", $103354, stock donation| Donor, 09/03/2020, "2020", $5000, Schwab check|
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II - Line 1, Unusual Grant Lists
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt067403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt067403
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt067403
IRS990ScheduleA/TotalSupportAmt067450
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/ExplanationTxt0| Other Expenses:, Amount:| taxes and legal fees to state licensing, $550.00| job supplies, lab supplies, insurance, others, $6731.00| fees for late rent payment, $253.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, 0, $3471|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Susanne I Otero
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legacy Reef Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0472386253
ReturnHeader/Filer/ForeignPhoneNum08082780242
ReturnHeader/Filer/InCareOfNm0% Susanne Otero
ReturnHeader/Filer/USAddress/AddressLine1Txt073-4500 Hane St
ReturnHeader/Filer/USAddress/CityNm0Kailua Kona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096740
ReturnHeader/ReturnTs02021-04-25T01:19:32-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$69,542
Liabilities
$3,471
Net assets
$66,071
Revenue
$122,432
Expenses
$83,289
Net income
$39,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.08$0.54$0.42$0.54$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.66$1.22$0.83$0.39
2019Detailed filing. Detailed filing data is available for this year.$1.31$1.04$0.27$2.29$3.08$0.79