Civic Intelligence

Legacy Inc.

990 • Fiscal year 2017 • EIN 63-1078376

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

PO Box 3813Montgomery, AL 36109

(334) 270-5921

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

99th percentile

$118,798

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 30.2% of source-year revenue.

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

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

40th percentile

-5.3%

Faster revenue growth than 40% of similar nonprofits.

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

Assets

Up

$469,691

Up $84,462 (+22%) from 2016

Net Assets

Up

$463,621

Up $105,551 (+29%) from 2016

Liabilities

Down

$6,070

Down $21,089 (-78%) from 2016

Revenue

Down

$393,800

Down $21,875 (-5.3%) from 2016

Expenses

Down

$285,480

Down $207,065 (-42%) from 2016

Net Income

Up

$108,320

Up $185,190 (+241%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $999,568Liabilities 2010: $50,015Net Assets 2010: $949,5532010Assets 2011: $849,559Liabilities 2011: $52,673Net Assets 2011: $796,8862011Assets 2012: $821,623Liabilities 2012: $85,928Net Assets 2012: $735,6952012Assets 2013: $699,742Liabilities 2013: $51,082Net Assets 2013: $648,6602013Assets 2014: $597,689Liabilities 2014: $44,738Net Assets 2014: $552,9512014Assets 2015: $462,371Liabilities 2015: $29,480Net Assets 2015: $432,8912015Assets 2016: $385,229Liabilities 2016: $27,159Net Assets 2016: $358,0702016Assets 2017: $469,691Liabilities 2017: $6,070Net Assets 2017: $463,6212017Assets 2018: $578,038Liabilities 2018: $13,904Net Assets 2018: $564,1342018Assets 2019: $650,106Liabilities 2019: $11,824Net Assets 2019: $638,2822019Assets 2020: $740,298Liabilities 2020: $12,814Net Assets 2020: $727,4842020Assets 2021: $834,233Liabilities 2021: $10,892Net Assets 2021: $823,3412021Assets 2022: $1,023,316Liabilities 2022: $65,113Net Assets 2022: $958,2032022Assets 2023: $1,010,579Liabilities 2023: $53,554Net Assets 2023: $957,0252023Assets 2024: $993,767Liabilities 2024: $37,319Net Assets 2024: $956,4482024

Highlighted filing

2017

Assets$469,691
Liabilities$6,070
Net Assets$463,621

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $678,1302010Expenses 2011: $681,1182011Expenses 2012: $610,1832012Revenue 2013: $527,682Expenses 2013: $614,717Net Income 2013: -$87,0352013Revenue 2014: $513,522Expenses 2014: $609,231Net Income 2014: -$95,7092014Revenue 2015: $460,043Expenses 2015: $556,366Net Income 2015: -$96,3232015Revenue 2016: $415,675Expenses 2016: $492,545Net Income 2016: -$76,8702016Revenue 2017: $393,800Expenses 2017: $285,480Net Income 2017: $108,3202017Revenue 2018: $413,205Expenses 2018: $279,519Net Income 2018: $133,6862018Revenue 2019: $371,823Expenses 2019: $297,675Net Income 2019: $74,1482019Revenue 2020: $355,327Expenses 2020: $266,125Net Income 2020: $89,2022020Revenue 2021: $361,496Expenses 2021: $265,639Net Income 2021: $95,8572021Revenue 2022: $338,924Expenses 2022: $204,063Net Income 2022: $134,8612022Revenue 2023: $355,884Expenses 2023: $357,062Net Income 2023: -$1,1782023Revenue 2024: $395,523Expenses 2024: $396,100Net Income 2024: -$5772024

Highlighted filing

2017

Revenue$393,800
Expenses$285,480
Net Income$108,320
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$393,800
Mission and Program Overview

Mission

Legacy's mission is "to create environmentally responsible citizens through balanced, fact-based education that considers diverse environmental views".

To promote and develop a statewide program of environmental education in alabama.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$208,576$305,932▲ $97,356
Savings and Temporary Cash Investments$104,918$104,918→ $0
Inventories for Sale or Use$39,215$39,215→ $0
Accounts Receivable$22,713$16,016▼ $6,697
Land, Buildings, and Equipment, Net$2,607$2,607→ $0
Prepaid Expenses and Deferred Charges$7,200$1,003▼ $6,197
Total Assets$385,229$469,691▲ $84,462
Liabilities
Accounts Payable and Accrued Expenses$27,159$6,070▼ $21,089
Total Liabilities$27,159$6,070▼ $21,089
Net Assets / Fund Balance
Unrestricted Net Assets$358,070$463,621▲ $105,551
Total Net Assets Fund Balance$358,070$463,621▲ $105,551
Total Liabilities and Net Assets / Fund Balance$385,229$469,691▲ $84,462

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,607$49,427$52,034
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Paige MorelandExecutive DiFT$99,144$19,654$118,798

Board Members and Trustees

NameTitle
Mark LesterPresident
Alma HustonBoard Member
Dr Betty HolleyBoard Member
Dr Michal RobinsonBoard Member
Dr Shirley FarrellBoard Member
Gavin AdamsBoard Member
Mark BerteBoard Member
Shirley WestBoard Member
Walter ErnestBoard Member
Dennis LathemPast Preside
James LowerySecretary
Phyllis MardisTreasurer
Dr David WestVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$387,159
Program Service Revenue
$4,365
Investment Income
$781
Other Revenue
$1,495
All Other Contributions
$387,159
Change in Net Assets
$108,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$160,269
Other Expenses$125,211
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$49,572$49,572-$99,144
Occupancy$31,956$7,988-$39,944
Other Salaries and Wages$25,623--$25,623
Other Employee Benefits$12,121$8,340-$20,461
Office Expenses$10,157$6,493-$16,650
Insurance$9,469$2,367-$11,836
Payroll Taxes$5,450$5,367-$10,817
Advertising$4,948$50-$4,998
Pension Plan Contributions$2,737$1,487-$4,224
Fees for Services Accounting-$3,353-$3,353
Travel$2,091$793-$2,884
Other Expenses$1,013--$1,013
Total Functional Expenses$199,670$85,810$0$285,480
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 is provided to the board either at a regular board meeting or by email. Any questions or issues are resolved and the board accepts the form 990 before it is filed.

Form 990, Page 6, Part VI, Line 12C

The board requires each board member to sign the conflict of interest statement every year. At each board meeting, the question is asked if any board member feels that he or she has a conflict. Any conflicts are then discussed by the board and resolved at that time.

Form 990, Page 6, Part VI, Line 19

Financial statements and form 990 are available for inspection at legacy, inc. Office during business hours or pdf copies can be emailed if requested.

Filing and Contact Details

Filer

Filer Name
Legacy Inc
EIN
63-1078376
Phone
3342705921
Address
PO BOX 3813, MONTGOMERY, AL 36109

Signing Officer

Name
H Paige Moreland
Title
Executive Director
Phone
3342705921
Signed
2018-11-15

Organization Details

Principal Officer
H Paige Moreland
Formed
1992
Legal Domicile
Al
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
100

Preparer

Firm
Lackey Inc
Address
501 QUINTARD AVE STE 7, ANNISTON, AL 36201-5700
Preparer
Theresa L Lackey
Phone
2562381077
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Prior year adjustments -2,769

Raw XML AppendixShowing 400 of 421 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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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07200
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01003
IRS990/PrincipalOfficerNm0H PAIGE MORELAND
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATION
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04365
IRS990/ProgSrvcAccomActy2Grp/Desc0MARKETING PUBLICATIONS DISTRIBUTED TO THE PUBLIC: DROPS AND WATTS - TIPS ON HOW TO CONSERVE WATER AND ENERGY HELPING YOURSELF TO A HEALTHY HOME - TIPS ON INDOOR ENVIRONMENTAL HEALTH SMART DRIVING GUIDE - TIPS ON MAKING VEHICLES MORE ENVIRONMENTALLY FRIENDLY EARTH SAVER WHEEL - TIPS ON PRESERVING THE EARTH AND ITS NATURAL RESOURCES ENERGY CONSERVATION WHEEL - TIPS ON CONSERVING ENERGY RESPONSIBLE GARDENING WHEEL - TIPS ON MAKING YOUR LAWN AND GARDEN MORE POSTERS - ENVIRONMENTAL EDUCATION POSTERS SERIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt051228
IRS990/ProgSrvcAccomActy3Grp/Desc0ENVIRONMENTAL EDUCATION GRANTS - GRANTS AWARDED TO SUPPORT ENVIRONMENTAL EDUCATION IN ALABAMA. COMPETITIVE GRANTS UP TO 10,000.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06060
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IRS990/PYContributionsGrantsAmt0408001
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt01574
IRS990/PYOtherExpensesAmt0190265
IRS990/PYProgramServiceRevenueAmt06100
IRS990/PYRevenuesLessExpensesAmt0-76870
IRS990/PYSalariesCompEmpBnftPaidAmt0299280
IRS990/PYTotalExpensesAmt0492545
IRS990/PYTotalRevenueAmt0415675
IRS990/ReconcilationRevenueExpnssAmt0108320
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04365
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0104918
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0104918
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 6,100
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0387159
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0408001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0438775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0255743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0501649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01991327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0781
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01574
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02355
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01495
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04365
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0255743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0501649
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01991327
IRS990ScheduleA/TotalSupportAmt02004147
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02607
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049427
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052034
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02607
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD EITHER AT A REGULAR BOARD MEETING OR BY EMAIL. ANY QUESTIONS OR ISSUES ARE RESOLVED AND THE BOARD ACCEPTS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REQUIRES EACH BOARD MEMBER TO SIGN THE CONFLICT OF INTEREST STATEMENT EVERY YEAR. AT EACH BOARD MEETING, THE QUESTION IS ASKED IF ANY BOARD MEMBER FEELS THAT HE OR SHE HAS A CONFLICT. ANY CONFLICTS ARE THEN DISCUSSED BY THE BOARD AND RESOLVED AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE FOR INSPECTION AT LEGACY, INC. OFFICE DURING BUSINESS HOURS OR PDF COPIES CAN BE EMAILED IF REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR ADJUSTMENTS -2,769
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0385229
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IRS990/TotalContributionsAmt0387159
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085810
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0199670
IRS990/TotalFunctionalExpensesGrp/TotalAmt0285480
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027159
IRS990/TotalLiabilitiesEOYAmt06070
IRS990/TotalLiabilitiesGrp/BOYAmt027159
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IRS990/TotalProgramServiceExpensesAmt0199670
IRS990/TotalProgramServiceRevenueAmt04365
IRS990/TotalReportableCompFromOrgAmt099144
IRS990/TotalRevenueGrp/ExclusionAmt05146
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01495
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0393800
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0385229
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0469691
IRS990/TravelGrp/ManagementAndGeneralAmt0793
IRS990/TravelGrp/ProgramServicesAmt02091
IRS990/TravelGrp/TotalAmt02884
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0358070
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0463621
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3813
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036109
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.LEGACYENVED.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0H PAIGE MORELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03342705921
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY INC
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0631078376
ReturnHeader/Filer/PhoneNum03342705921
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3813
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036109

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.04$0.96$0.40$0.40$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.05$0.96$0.36$0.36$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.07$0.96$0.34$0.20$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.01$0.82$0.36$0.27$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.73$0.36$0.27$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$0.37$0.30$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.01$0.56$0.41$0.28$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$0.39$0.29$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.03$0.36$0.42$0.49$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.03$0.43$0.46$0.56$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.04$0.55$0.51$0.61$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.05$0.65$0.53$0.61$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.09$0.74$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.05$0.80$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.05$0.95$0.68