Civic Intelligence

Legacies Foundation Management Tr

990PF • Fiscal year 2023 • EIN 47-6734110

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

77th percentile

0.00x

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

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.00x

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

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Net Margin

53rd percentile

-1.0%

Higher net margin than 53% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Asset Growth

58th percentile

-0.1%

Faster asset growth than 58% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

38%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$669,969

Down $343 (-0.1%) from 2022

Net Assets

Down

$669,969

Down $343 (-0.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin53rd percentile

Revenue

Up

$33,209

Up $9,128 (+38%) from 2022

Expenses

Up

$33,552

Up $7,831 (+30%) from 2022

Net Income

Up

-$343

Up $1,297 (+79%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$669,969
Liabilities$0
Net Assets$669,969
Open 2023 Filing

Operations Trend

Revenue Growth69th 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

2023

Revenue$33,209
Expenses$33,552
Net Income-$343
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay86th 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 D Kohlhagen
Title
Trustee
Phone
2013851100
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kohlhagen Neiman & Company LLC
Address
297 SOUTH WASHINGTON AVENUE, BERGENFIELD, NJ 07621
Preparer
Robert D Kohlhagen CPA
Phone
2013851100
Raw XML Appendix279 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0669969
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031131
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031131
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031579
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0585
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018273
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015120
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033393
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012858
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0159
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL NET INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0159
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT D KOHLHAGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02013851100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200538555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOHLHAGEN NEIMAN & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0297 SOUTH WASHINGTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERGENFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007621
ReturnHeader/PreparerPersonGrp/PhoneNum02013851100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D KOHLHAGEN CPA
ReturnHeader/ReturnTs02024-11-15T12:32:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$669,969
Liabilities
$0
Net assets
$669,969
Revenue
$33,209
Expenses
$33,552
Net income
-$343
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