Civic Intelligence

Legacy Enhancement

990PF • Fiscal year 2017 • EIN 47-3843447

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 10, 2018

Organization Profile

View Organization Page

610 W Alabama StHouston, TX 77006

(281) 359-0050

Siviq Scores

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

Liabilities / Assets

97th percentile

2.41x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

0.86x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

56%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$90,284

Up $32,323 (+56%) from 2016

Net Assets

Down

-$127,402

Down $47,580 (-60%) from 2016

Liabilities

Up

$217,686

Up $79,903 (+58%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin16th percentile

Revenue

Up

$254,557

Up $254,557 from 2016

Expenses

Up

$302,137

Up $231,077 (+325%) from 2016

Net Income

Up

-$47,580

Up $23,480 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$600M$400M$200M$0-$200MAssets 2015: $1,338Liabilities 2015: $10,0002015Assets 2016: $57,961Liabilities 2016: $137,783Net Assets 2016: -$79,8222016Assets 2017: $90,284Liabilities 2017: $217,686Net Assets 2017: -$127,4022017Assets 2018: $439,978Liabilities 2018: $345,115Net Assets 2018: $94,8632018Assets 2019: $338,022Liabilities 2019: $143,739Net Assets 2019: $194,2832019Assets 2020: $359,393Liabilities 2020: $161,2982020Assets 2021: $469,866Liabilities 2021: $96,421Net Assets 2021: $373,4452021Assets 2022: $822,147Liabilities 2022: $139,690Net Assets 2022: $682,4572022Assets 2023: $2,025,595Liabilities 2023: $187,1042023Assets 2024: $519,209,800Liabilities 2024: $516,907,653Net Assets 2024: $2,302,1472024

Highlighted filing

2017

Assets$90,284
Liabilities$217,686
Net Assets-$127,402
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $0Expenses 2015: $8,662Net Income 2015: -$8,6622015Revenue 2016: $0Expenses 2016: $71,060Net Income 2016: -$71,0602016Revenue 2017: $254,557Expenses 2017: $302,137Net Income 2017: -$47,5802017Revenue 2018: $1,162,235Expenses 2018: $939,948Net Income 2018: $222,2872018Revenue 2019: $1,340,787Expenses 2019: $1,241,367Net Income 2019: $99,4202019Revenue 2020: $1,394,999Expenses 2020: $1,391,187Net Income 2020: $3,8122020Revenue 2021: $2,102,582Expenses 2021: $1,927,232Net Income 2021: $175,3502021Revenue 2022: $3,094,530Expenses 2022: $2,785,518Net Income 2022: $309,0122022Revenue 2023: $5,703,632Expenses 2023: $4,547,598Net Income 2023: $1,156,0342023Revenue 2024: $6,448,868Expenses 2024: $5,901,754Net Income 2024: $547,1142024

Highlighted filing

2017

Revenue$254,557
Expenses$302,137
Net Income-$47,580
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 10, 2018
Return Version
2017v2.2
Mission and Program Overview

Mission

The purpose of the organization is to offer a cost effective means of providing a special needs trust as well as offering government assistance education for the benefit of disabled and special needs individuals and their caregivers.

Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christian BrunsChairmanPT$0--
MATTHEW MATZADirector-$0--
KURT ARNOLDDirector-$0--
JEFF HURSTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Legacy Enhancement
EIN
47-3843447
Address
610 W ALABAMA ST, Houston, TX 77006

Signing Officer

Name
Chris Bruns
Title
Officer
Phone
7137749966
Signed
2018-09-10
Discuss with paid preparer
Yes

Preparer

Firm
Wilkinson & Bidinger Pc
Address
2330 Timber Shadows Drive Ste 108, Kingwood, TX 77339
Preparer
Kimberly Rehmeyer
Phone
2813590050
Raw XML Appendix292 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.

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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3282
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42389
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5-1213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7100715
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81342
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9540
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1015703
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1112698
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12159
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02070
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt198
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1MISC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02071
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1-22
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010367
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Bruns
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07137749966
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY ENHANCEMENT
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0473843447
ReturnHeader/Filer/USAddress/AddressLine1Txt0610 W ALABAMA ST
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077006
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06AB2CA274B94C624B0BBC8737BE6F26C63E3DCCB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06AB2CA274B94C624B0BBC8737BE6F26C63E3DCCB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07929792018277x0eqgfe
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.254.113.65
ReturnHeader/FilingSecurityInformation/IPDt02018-10-05
ReturnHeader/FilingSecurityInformation/IPTm013:08:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271722829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILKINSON & BIDINGER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02330 Timber Shadows Drive Ste 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kingwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077339
ReturnHeader/PreparerPersonGrp/PhoneNum02813590050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly Rehmeyer
ReturnHeader/ReturnTs02018-10-05T13:00:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,284
Liabilities
$217,686
Net assets
-$127,402
Revenue
$254,557
Expenses
$302,137
Net income
-$47,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$519$517$2.30$6.45$5.90$0.55
2023Summary only. Only limited summary data is available for this year.$2.03$0.19$5.70$4.55$1.16
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.14$0.68$3.09$2.79$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.10$0.37$2.10$1.93$0.18
2020Summary only. Only limited summary data is available for this year.$0.36$0.16$1.39$1.39$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.14$0.19$1.34$1.24$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.35$0.09$1.16$0.94$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.22$0.13$0.25$0.30$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.14$0.08$0.00$0.07$0.07
2015Summary only. Only limited summary data is available for this year.$0.00$0.01$0.00$0.01$0.01