Civic Intelligence

A Legacy Foundation

EIN 47-4011157 • Southlake, TX

Pub. 78 Eligible
2600 E Southlake Blvd 120-391Southlake, TX 76092
Siviq Scores

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

Liabilities / Assets

55th percentile

0.13x

Higher debt load relative to assets than 55% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.99x

Higher debt load relative to revenue than 83% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

Up

$11,845,549

Up $9,303,489 (+366%) from 2022

Liabilities

Up

$1,598,353

Up $1,598,353 from 2022

Net Assets

$10,247,196

No earlier filing loaded for comparison.

Revenue

Down

$1,608,420

Down $4,714,945 (-75%) from 2022

Expenses

Up

$78,142

Up $72,144 (+1203%) from 2022

Net Income

Down

$1,530,278

Down $4,787,089 (-76%) from 2022

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2015: $4,840,216Liabilities 2015: $463,9112015Assets 2019: $2,811,245Liabilities 2019: $02019Assets 2020: $6,833,216Liabilities 2020: $02020Assets 2021: $1,904,455Liabilities 2021: $02021Assets 2022: $2,542,060Liabilities 2022: $02022Assets 2024: $11,845,549Liabilities 2024: $1,598,353Net Assets 2024: $10,247,1962024

Highlighted filing

2024

Assets$11,845,549
Liabilities$1,598,353
Net Assets$10,247,196

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $4,539,480Expenses 2015: $163,175Net Income 2015: $4,376,3052015Revenue 2019: $6,322,761Expenses 2019: $278,101Net Income 2019: $6,044,6602019Revenue 2020: $963,915Expenses 2020: $1,328,768Net Income 2020: -$364,8532020Revenue 2021: $2,325,156Expenses 2021: $45,766Net Income 2021: $2,279,3902021Revenue 2022: $6,323,365Expenses 2022: $5,998Net Income 2022: $6,317,3672022Revenue 2024: $1,608,420Expenses 2024: $78,142Net Income 2024: $1,530,2782024

Highlighted filing

2024

Revenue$1,608,420
Expenses$78,142
Net Income$1,530,278

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALI H ALAVITrusteePT$0--
Filing and Contact Details

Filer

Filer Name
A Legacy Foundation
EIN
47-4011157
Phone
8176022626
Address
2600 E SOUTHLAKE BLVD 120-391, SOUTHLAKE, TX 76092

Signing Officer

Name
Ali H Alavi
Title
President
Phone
8176022626
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
7557 RAMBLER RD SUITE 600, DALLAS, TX 75231
Preparer
Josh Whitworth
Phone
5853811000
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IRS990PF/DistributableAmountGrp/TotalTaxAmt016479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt016717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt011150520
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt087561
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0489252
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0111523
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0111523
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt091153
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02109307
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02085603
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt02018154
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02018154
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt01598353
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt01598353
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01272722
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03772722
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03772722
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05639291
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05556665
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04861636
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09350476
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010159635
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01461961
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0386485
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0386485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010948829
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011845549
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011150520
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01598353
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01598353
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010948829
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011845549
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09350476
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010247196
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05119045
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01779036
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0534594
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt076786
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02805415
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0252113
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05042259
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05119045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALI H ALAVI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02600 E SOUTHLAKE BLVD STE 120 391
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOUTHLAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd076092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT ACTIVITIES FOR PURPOSE OF ENHANCING FOUNDATIONS ASSETS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02023
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02022
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALI H ALAVI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02600 E SOUTHLAKE BLVD STE 120-391
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTHLAKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076092
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08176022626
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00

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