Civic Intelligence

Legacy Enhancement

990PF • Fiscal year 2018 • EIN 47-3843447

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 30, 2020

Organization Profile

View Organization Page

610 W Alabama StHouston, TX 77006

(713) 275-3700

Siviq Scores

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

Liabilities / Assets

88th percentile

0.78x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.30x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

99th percentile

387%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

357%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$439,978

Up $382,017 (+659%) from 2016

Net Assets

Up

$94,863

Up $174,685 (+219%) from 2016

Liabilities

Up

$345,115

Up $207,332 (+150%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin77th percentile

Revenue

Up

$1,162,235

Up $1,162,235 from 2016

Expenses

Up

$939,948

Up $868,888 (+1223%) from 2016

Net Income

Up

$222,287

Up $293,347 (+413%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth99th 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 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

2018

Assets$439,978
Liabilities$345,115
Net Assets$94,863
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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 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

2018

Revenue$1,162,235
Expenses$939,948
Net Income$222,287
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 30, 2020
Return Version
2018v3.1
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 Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTIAN BRUNSChairmanPT$0--
JEFF HURSTDirector-$0--
MATT MATZADirector-$0--
KURT ARNOLDDirector-$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
2020-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Aycock & Company Llp
Address
1885 ST JAMES PLACE SUITE 1050, HOUSTON, TX 77056
Preparer
T Matthew Aycock CPA
Phone
7132753700
Raw XML Appendix383 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISASTER RELIEF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0UNDER REGULATION 301.7508A-1 AND TX-2019-12 THE TAXPAYERS HAVE BEEN GRANTED AN EXTENSION OF TIME TO FILE THEIR EXTENDED 2018 FORM 990-PF. THE TAXPAYERS' RECORDS NECESSARY TO MEET THE DEADLINE ARE LOCATED IN HARRIS COUNTY, TEXAS WHICH WAS DECLARED A FEDERAL DISASTER AREA FOR THE INCIDENT PERIOD STARTING SEPTEMBER 17, 2019 DUE TO TROPICAL STORM IMELDA. THE DUE DATE FOR THE TAXPAYER'S 2018 FORM 990-PF WAS EXTENDED UNTIL JANUARY 31, 2020.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10ADVERTISING & PROMOTION
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt100
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0555057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13659
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45936
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54846
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt716323
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8793
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt917899
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1010000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111353
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1-22
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS BRUNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07137749966
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-30
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/PreparerFirmGrp/PreparerFirmEIN0204210510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AYCOCK & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01885 ST JAMES PLACE SUITE 1050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07132753700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T MATTHEW AYCOCK CPA
ReturnHeader/ReturnTs02020-02-14T16:50:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$439,978
Liabilities
$345,115
Net assets
$94,863
Revenue
$1,162,235
Expenses
$939,948
Net income
$222,287
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
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.35$0.09$1.16$0.94$0.22
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