Civic Intelligence

Legacy Philanthropy Works

990 • Fiscal year 2016 • EIN 47-2584632

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileLEGACYPHILANTHROPYWORKS.ORG
521 Santa Barbara StreetSanta Barbara, CA 93101

(805) 845-7113

Siviq Scores

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

Liabilities / Assets

56th percentile

0.07x

Higher debt load relative to assets than 56% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

88th percentile

$100,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$186,267

No earlier filing loaded for comparison.

Net Assets

$173,824

No earlier filing loaded for comparison.

Liabilities

$12,443

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin84th percentile

Revenue

$596,948

No earlier filing loaded for comparison.

Expenses

$426,770

No earlier filing loaded for comparison.

Net Income

$170,178

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2016: $186,267Liabilities 2016: $12,443Net Assets 2016: $173,8242016Assets 2017: $27,638Liabilities 2017: $27,998Net Assets 2017: -$3602017Assets 2018: $214,964Liabilities 2018: $118,744Net Assets 2018: $96,2202018Assets 2019: $199,212Liabilities 2019: $63,928Net Assets 2019: $135,2842019Assets 2020: $257,033Liabilities 2020: $28,808Net Assets 2020: $228,2252020Assets 2021: $624,200Liabilities 2021: $69,366Net Assets 2021: $554,8342021Assets 2022: $753,015Liabilities 2022: $54,995Net Assets 2022: $698,0202022Assets 2023: $1,629,783Liabilities 2023: $310,840Net Assets 2023: $1,318,9432023Assets 2024: $7,833,341Liabilities 2024: $1,869,672Net Assets 2024: $5,963,6692024

Highlighted filing

2016

Assets$186,267
Liabilities$12,443
Net Assets$173,824
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2016: $596,948Expenses 2016: $426,770Net Income 2016: $170,1782016Revenue 2017: $246,760Expenses 2017: $420,944Net Income 2017: -$174,1842017Revenue 2018: $687,583Expenses 2018: $591,003Net Income 2018: $96,5802018Revenue 2019: $576,360Expenses 2019: $537,296Net Income 2019: $39,0642019Revenue 2020: $667,082Expenses 2020: $574,141Net Income 2020: $92,9412020Revenue 2021: $1,293,937Expenses 2021: $967,328Net Income 2021: $326,6092021Revenue 2022: $1,730,473Expenses 2022: $1,587,287Net Income 2022: $143,1862022Revenue 2023: $3,156,159Expenses 2023: $2,535,236Net Income 2023: $620,9232023Revenue 2024: $9,174,277Expenses 2024: $4,529,551Net Income 2024: $4,644,7262024

Highlighted filing

2016

Revenue$596,948
Expenses$426,770
Net Income$170,178
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$596,948
Mission and Program Overview

Mission

Enable donors, investors, and local organizations to achieve their conservation and community goals for the places they love. Legacy philanthropy works facilitates collaborative efforts and mobilizes capital initiatives that reshape the future of communities landscapes.

Help communities envision their desired future and figure out how to get there.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$174,274-
Accounts Receivable-$10,994-
Cash and Non-Interest-Bearing Accounts$3,646$999▼ $2,647
Total Assets$3,646$186,267▲ $182,621
Liabilities
Accounts Payable and Accrued Expenses-$8,723-
Other Liabilities$0$3,720▲ $3,720
Total Liabilities$0$12,443▲ $12,443
Net Assets / Fund Balance
Unrestricted Net Assets$3,646$173,824▲ $170,178
Total Net Assets Fund Balance$3,646$173,824▲ $170,178
Total Liabilities and Net Assets / Fund Balance$3,646$186,267▲ $182,621
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carl PalmerPresident/executive DirectorPT$100,000$100,000

Board Members and Trustees

NameTitle
Jack SheaDirector
Laura HubbardDirector
Shelley RataySecretary
Doug WachobTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$531,344
Program Service Revenue
$65,162
Investment Income
$442
Other Revenue
$0
All Other Contributions
$531,344
Change in Net Assets
$170,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$264,926
Other Expenses$160,844
Total Fundraising Expense$43,407
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,909$13,988$13,989$139,886
Current Officers, Directors, Trustees, and Key Employees$70,000$15,000$15,000$100,000
Fees for Services Other$79,058-$4,160$83,218
Payroll Taxes$16,130$2,688$2,688$21,506
Occupancy$18,552--$18,552
Travel$16,592-$1,844$18,436
Fees for Services Accounting$6,571$3,286$1,095$10,952
Fees for Services Legal$4,312$4,311-$8,623
Advertising$4,854-$3,236$8,090
Office Expenses$4,967$621$621$6,209
Insurance$3,417$427$427$4,271
Other Employee Benefits$2,827$530$177$3,534
Information Technology$1,361$170$170$1,701
Grants to Domestic Orgs$1,000--$1,000
Conferences and Meetings$792--$792
Total Functional Expenses$342,342$41,021$43,407$426,770
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$3,720
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“The board makes a motion to assign that responsibility at its annual meeting and that role has been assigned to the board treasurer and the executive director for the 990 filing for year 2016.”

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

“Each year board members are required to complete and sign an annual conflict of interest disclosure form.”

Form 990, Part VI, Section B, Line 15

“Executive director compensation is determined pursuant to the organization's conflict of interest and compensation approval policies. A survey of comparable salaries is undertaken and a written employment contract is executed, both with board review and approval.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Legacy Philanthropy Works
EIN
47-2584632
Phone
8058457113
Address
521 SANTA BARBARA STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Carl Palmer
Title
President/executive Director
Phone
8058457113
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Palmer
Formed
2014
Legal Domicile
Wy
Voting Board Members
4
Independent Board Members
3
Employees
7
Volunteers
6

Preparer

Firm
Damitz Brooks Nightingale
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Team services: program service expenses 6,508. Management and general expenses 0. Fundraising expenses 342. Total expenses 6,850. Contract services: program service expenses 72,550. Management and general expenses 0. Fundraising expenses 3,818. Total expenses 76,368.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0COMMUNITY IMPACT ACCELERATOR - OUR CORE SERVICE ACCELERATES AND AMPLIFIES COMMUNITY EFFORTS TO HAVE TRANSFORMATIVE IMPACT AND CREATE THRIVING COMMUNITIES. WE DO THIS BY IDENTIFYING HIGH IMPACT OPPORTUNITIES THROUGH A COMMUNITY ENGAGEMENT PROCESS, LAUNCHING A CATALYTIC COLLABORATIVE PROJECT, INVESTING IN FOLLOW ON COLLABORATIONS THAT EMERGE, MOBILIZING THE FULL RANGE OF CAPITAL ACROSS THESE INITIATIVES, AND STEWARDING THIS PROCESS TOWARDS A VIRTUOUS CYCLE THAT LEADS TO GREATER AND GREATER COLLABORATION AND INVESTMENT IN SYSTEMS SCALE CHANGE.
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IRS990/MissionDesc0ENABLE DONORS, INVESTORS, AND LOCAL ORGANIZATIONS TO ACHIEVE THEIR CONSERVATION AND COMMUNITY GOALS FOR THE PLACES THEY LOVE. LEGACY PHILANTHROPY WORKS FACILITATES COLLABORATIVE EFFORTS AND MOBILIZES CAPITAL INITIATIVES THAT RESHAPE THE FUTURE OF COMMUNITIES LANDSCAPES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0STRATEGIC IMPACT PLANNING - WE IDENTIFY AND DEVELOP ACTIONABLE IMPLEMENTATION PLANS FOR IMPACTFUL PROJECTS AT A WIDE RANGE OF SCALES FROM SINGLE PROJECTS (INCLUDING CONSERVATION PLANNING, CONSERVATION TRANSACTIONS, NEW PROGRAMS, AND SOCIAL VENTURES) TO FOUNDATION AND NONPROFIT IMPACT STRATEGIES TO LARGE SCALE COLLABORATIVE INITIATIVES (INCLUDING MULTI-PARTY, CROSS-SECTOR COLLABORATIONS TO CREATE GREENBELTS, LAUNCH NEW ENVIRONMENTAL MARKETS, CREATE NEW ECONOMIC DEVELOPMENT MODELS, ETC.) FOR FUNDERS, NONPROFIT ORGANIZATIONS, COLLABORATIONS AND COMMUNITIES. OUR PLANS INCLUDE FUNDING STRATEGIES THAT TAP INTO A RANGE OF CAPITAL SOURCES FROM PHILANTHROPY TO DEBT TO IMPACT INVESTMENT CAPITAL.
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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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt03720
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MAKES A MOTION TO ASSIGN THAT RESPONSIBILITY AT ITS ANNUAL MEETING AND THAT ROLE HAS BEEN ASSIGNED TO THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR FOR THE 990 FILING FOR YEAR 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST AND COMPENSATION APPROVAL POLICIES. A SURVEY OF COMPARABLE SALARIES IS UNDERTAKEN AND A WRITTEN EMPLOYMENT CONTRACT IS EXECUTED, BOTH WITH BOARD REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEAM SERVICES: PROGRAM SERVICE EXPENSES 6,508. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 342. TOTAL EXPENSES 6,850. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 72,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,818. TOTAL EXPENSES 76,368.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1ID
IRS990/StatesWhereCopyOfReturnIsFldCd2WY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03646
IRS990/TotalAssetsEOYAmt0186267
IRS990/TotalAssetsGrp/BOYAmt03646
IRS990/TotalAssetsGrp/EOYAmt0186267
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0531344
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt043407
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041021
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0342342
IRS990/TotalFunctionalExpensesGrp/TotalAmt0426770
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt012443
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt012443
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03646
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0173824
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0342342
IRS990/TotalProgramServiceRevenueAmt065162
IRS990/TotalReportableCompFromOrgAmt0100000
IRS990/TotalRevenueGrp/ExclusionAmt0442
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt065162
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0596948
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03646
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0186267
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt01844
IRS990/TravelGrp/ProgramServicesAmt016592
IRS990/TravelGrp/TotalAmt018436
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03646
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0173824
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0521 SANTA BARBARA STREET
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093101
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0LEGACYPHILANTHROPYWORKS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08058457113
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY PHILANTHROPY WORKS
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0472584632
ReturnHeader/Filer/PhoneNum08058457113
ReturnHeader/Filer/USAddress/AddressLine1Txt0521 SANTA BARBARA STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08393B4396E9E7F9CB0432412C95BF3DE8A35EAD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0126C55C33015076242EA3A1EA892F641F0A51BAB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.64.156.34
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:39:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770076647
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAMITZ BROOKS NIGHTINGALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST CARRILLO STREET SUITE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059631837
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE MACAULAY
ReturnHeader/ReturnTs02017-11-15T13:27:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,267
Liabilities
$12,443
Net assets
$173,824
Revenue
$596,948
Expenses
$426,770
Net income
$170,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$1.87$5.96$9.17$4.53$4.64
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.31$1.32$3.16$2.54$0.62
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.05$0.70$1.73$1.59$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.07$0.55$1.29$0.97$0.33
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.03$0.23$0.67$0.57$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.06$0.14$0.58$0.54$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.12$0.10$0.69$0.59$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$0.25$0.42$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.17$0.60$0.43$0.17