Civic Intelligence

Legacies Foundation Management Tr

990PF • Fiscal year 2018 • EIN 47-6734110

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
297 South Washington AveBergenfield, NJ 07621

(201) 385-1100

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Net Margin

87th percentile

80%

Higher net margin than 87% of similar nonprofits.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2018 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2018

Asset Growth

91st percentile

50%

Faster asset growth than 91% of similar nonprofits.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

460%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$661,531

Up $219,927 (+50%) from 2017

Net Assets

Up

$661,531

Up $219,927 (+50%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin87th percentile

Revenue

Up

$273,378

Up $224,560 (+460%) from 2017

Expenses

Up

$53,451

Up $14,715 (+38%) from 2017

Net Income

Up

$219,927

Up $209,845 (+2081%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$800K$600K$400K$200K$0Assets 2015: $441,081Liabilities 2015: $0Net Assets 2015: $441,0812015Assets 2016: $431,522Liabilities 2016: $0Net Assets 2016: $464,5722016Assets 2017: $441,604Liabilities 2017: $0Net Assets 2017: $441,6042017Assets 2018: $661,531Liabilities 2018: $0Net Assets 2018: $661,5312018Assets 2019: $675,606Liabilities 2019: $0Net Assets 2019: $675,6062019Assets 2020: $674,470Liabilities 2020: $0Net Assets 2020: $674,4702020Assets 2021: $671,952Liabilities 2021: $0Net Assets 2021: $671,9522021Assets 2022: $670,312Liabilities 2022: $0Net Assets 2022: $670,3122022Assets 2023: $669,969Liabilities 2023: $0Net Assets 2023: $669,9692023Assets 2024: $667,252Liabilities 2024: $0Net Assets 2024: $667,2522024

Highlighted filing

2018

Assets$661,531
Liabilities$0
Net Assets$661,531
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $447,524Expenses 2015: $6,443Net Income 2015: $441,0812015Revenue 2016: $25,523Expenses 2016: $2,032Net Income 2016: $23,4912016Revenue 2017: $48,818Expenses 2017: $38,736Net Income 2017: $10,0822017Revenue 2018: $273,378Expenses 2018: $53,451Net Income 2018: $219,9272018Revenue 2019: $34,870Expenses 2019: $20,795Net Income 2019: $14,0752019Revenue 2020: $30,210Expenses 2020: $31,346Net Income 2020: -$1,1362020Revenue 2021: $22,526Expenses 2021: $25,044Net Income 2021: -$2,5182021Revenue 2022: $24,081Expenses 2022: $25,721Net Income 2022: -$1,6402022Revenue 2023: $33,209Expenses 2023: $33,552Net Income 2023: -$3432023Revenue 2024: $33,192Expenses 2024: $35,909Net Income 2024: -$2,7172024

Highlighted filing

2018

Revenue$273,378
Expenses$53,451
Net Income$219,927
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT KOHLHAGENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Legacies Foundation Management
EIN
47-6734110
Phone
2013851100
Address
297 SOUTH WASHINGTON AVE, BERGENFIELD, NJ 07621

Signing Officer

Name
Robert Kohlhagen
Title
Trustee
Phone
2013851100
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kohlhagen Neiman & Company LLC
Address
297 SOUTH WASHINGTON AVE - SUITE 2, BERGENFIELD, NJ 07621-3789
Preparer
Robert D Kohlhagen CPA
Phone
2013851100
Raw XML Appendix296 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031687
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03071
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031992
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03071
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045008
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013321
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031992
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018671
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02925
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11085
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02925
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ANNUITY PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ANNUITY PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ANNUITY PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ANNUITY PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt024269
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-6177
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0195740
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt124269
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt230351
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-6177
TaxesSchedule/TaxesDetail/Amt0433
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL NET INVESTMENT INCOME TA
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0433
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT KOHLHAGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02013851100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACIES FOUNDATION MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0476734110
ReturnHeader/Filer/PhoneNum02013851100
ReturnHeader/Filer/USAddress/AddressLine1Txt0297 SOUTH WASHINGTON AVE
ReturnHeader/Filer/USAddress/CityNm0BERGENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007621
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0886F9DA62AEDDA8FB601987951A0B2BE525DB6CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C3EA3AF24F16A533CD04B0921C3502EDC2C971F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.172.18.154
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:29:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200538555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOHLHAGEN NEIMAN & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0297 SOUTH WASHINGTON AVE - SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERGENFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0076213789
ReturnHeader/PreparerPersonGrp/PhoneNum02013851100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D KOHLHAGEN CPA
ReturnHeader/ReturnTs02019-11-15T12:29:48-06:00
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
$661,531
Liabilities
$0
Net assets
$661,531
Revenue
$273,378
Expenses
$53,451
Net income
$219,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.33$0.36$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.33$0.34$0.00
2022Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.24$0.26$0.02
2021Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.23$0.25$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.30$0.31$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.35$0.21$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$2.73$0.53$2.20
2017Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.49$0.39$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.65$0.26$0.02$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$4.48$0.06$4.41