Civic Intelligence

Legacytree Foundation

990T • Fiscal year 2023 • EIN 73-1556664

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization ProfileWWW.LEGACYTREEFOUNDATION.ORG

View Organization Page

3517 Kedron RoadSpring Hill, TN 37174

(615) 468-8048

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $17,959,656Liabilities 2011: $16,268,971Net Assets 2011: $1,690,6852011Assets 2012: $27,760,622Liabilities 2012: $24,806,140Net Assets 2012: $2,954,4822012Assets 2013: $31,900,816Liabilities 2013: $28,176,073Net Assets 2013: $3,724,7432013Assets 2014: $35,649,089Liabilities 2014: $31,507,389Net Assets 2014: $4,141,7002014Assets 2015: $44,228,437Liabilities 2015: $39,380,833Net Assets 2015: $4,847,6042015Assets 2016: $50,495,457Liabilities 2016: $45,024,646Net Assets 2016: $5,470,8112016Assets 2017: $55,892,532Liabilities 2017: $49,056,327Net Assets 2017: $6,836,2052017Assets 2018: $59,196,410Liabilities 2018: $52,454,840Net Assets 2018: $6,741,5702018Assets 2019: $60,935,157Liabilities 2019: $53,028,887Net Assets 2019: $7,906,2702019Assets 2020: $68,286,678Liabilities 2020: $58,319,207Net Assets 2020: $9,967,4712020Assets 2021: $69,146,571Liabilities 2021: $58,327,306Net Assets 2021: $10,819,2652021Assets 2022: $75,938,646Liabilities 2022: $62,711,865Net Assets 2022: $13,226,7812022Assets 2023: $75,564,262Liabilities 2023: $61,970,002Net Assets 2023: $13,594,2602023Assets 2024: $75,396,838Liabilities 2024: $60,653,207Net Assets 2024: $14,743,6312024

Latest loaded filing

2024

Assets$75,396,838
Liabilities$60,653,207
Net Assets$14,743,631
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0Revenue 2011: $2,454,552Expenses 2011: $1,791,697Net Income 2011: $662,8552011Revenue 2012: $4,276,227Expenses 2012: $3,041,810Net Income 2012: $1,234,4172012Revenue 2013: $3,373,917Expenses 2013: $2,598,952Net Income 2013: $774,9652013Revenue 2014: $2,851,024Expenses 2014: $2,433,618Net Income 2014: $417,4062014Revenue 2015: $4,137,407Expenses 2015: $2,134,737Net Income 2015: $2,002,6702015Revenue 2016: $3,747,454Expenses 2016: $2,093,044Net Income 2016: $1,654,4102016Revenue 2017: $5,881,448Expenses 2017: $3,611,850Net Income 2017: $2,269,5982017Revenue 2018: $5,120,324Expenses 2018: $3,558,399Net Income 2018: $1,561,9252018Revenue 2019: $5,095,576Expenses 2019: $3,168,464Net Income 2019: $1,927,1122019Revenue 2020: $7,487,383Expenses 2020: $4,958,814Net Income 2020: $2,528,5692020Revenue 2021: $6,155,741Expenses 2021: $3,802,624Net Income 2021: $2,353,1172021Revenue 2022: $8,304,562Expenses 2022: $4,710,825Net Income 2022: $3,593,7372022Revenue 2023: $4,244,160Expenses 2023: $2,863,648Net Income 2023: $1,380,5122023Revenue 2024: $4,496,829Expenses 2024: $2,121,069Net Income 2024: $2,375,7602024

Latest loaded filing

2024

Revenue$4,496,829
Expenses$2,121,069
Net Income$2,375,760
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v6.0
Mission and Program Overview

Mission

Provide spiritual, physical and humanitarian aid to those in need.

Filing and Contact Details

Filer

Filer Name
Legacytree Foundation
EIN
73-1556664
Phone
6154688048
Address
3517 KEDRON ROAD, SPRING HILL, TN 37174

Signing Officer

Name
James Wolter
Title
President
Phone
6154688048
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Kraftcpas Pllc
Address
555 GREAT CIRCLE ROAD, NASHVILLE, TN 37228
Preparer
Ken Youngstead
Phone
6152427351
Raw XML Appendix113 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.

Path#Value
IRS4626/ApplcblCorpDeterminationGrp/AFSICombinedPrecedingTYAmt02284
IRS4626/ApplcblCorpDeterminationGrp/FirstPrecYrAnnualAFSIGrp/AFSIAmt02284
IRS4626/ApplcblCorpDeterminationGrp/FirstPrecYrAnnualAFSIGrp/AFSNetIncmLossAllEntBfrAdjAmt02284
IRS4626/ApplcblCorpDeterminationGrp/FirstPrecYrAnnualAFSIGrp/CnsldtNetIncmLossPerAFSAmt02284
IRS4626/ApplcblCorpDeterminationGrp/FirstPrecYrAnnualAFSIGrp/TaxYearEndDt02022-12-31
IRS4626/ApplcblCorpDeterminationGrp/ThrYrAvgAnnlAFSIAmt02284
IRS4626/ApplcblCorpDeterminationGrp/ThrYrAvgAnnlAFSIGrtrBillionInd00
IRS4626/CAMTGrp/AFSIAmt00
IRS4626/CAMTGrp/AFSIBeforeFSNOLCarryoverAmt00
IRS4626/CAMTGrp/AFSNetIncmLossBfrAdjAmt00
IRS4626/CAMTGrp/CnsldtNetIncmLossPerAFSAmt00
IRS4626/CtrlGrpTreatedSingleEmplrInd00
IRS4626/FPMGMemberInd00
IRS990T/AddressChangeInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt06258
IRS990T/BooksInCareOfDetail/PersonNm0JAMES WOLTER
IRS990T/BooksInCareOfDetail/PhoneNum06154688048
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03517 KEDRON ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SPRING HILL
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd037174
IRS990T/BookValueAssetsEOYAmt020199
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt01958
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm0JAMES WOLTER
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm1NANETTE BEEBE
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct00.35000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct10.25000
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0PRESIDENT
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt1VICE PRESIDENT
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt065048
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt142175
IRS990TScheduleA/OtherDeductionsAmt04710
IRS990TScheduleA/OtherIncomeAmt0193926
IRS990TScheduleA/PrincipalBusinessActivityCd0524298
IRS990TScheduleA/SalariesAndWagesAmt066728
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt013307
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0191968
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt0107223
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0193926
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0193926
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0COMMISSIONS FROM THE SALE OF REINSURANCE POLICIES.
IRS990TScheduleA/UBIBeforeNOLDedAmt01958
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01958
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt01958
IRS990T/TotalUBTIComputedAmt01958
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WOLTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06154688048
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACYTREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0731556664
ReturnHeader/Filer/PhoneNum06154688048
ReturnHeader/Filer/USAddress/AddressLine1Txt03517 KEDRON ROAD
ReturnHeader/Filer/USAddress/CityNm0SPRING HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037174
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620713250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRAFTCPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 GREAT CIRCLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037228
ReturnHeader/PreparerPersonGrp/PhoneNum06152427351
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEN YOUNGSTEAD
ReturnHeader/ReturnTs02024-05-09T09:15:21-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.4$60.7$14.7$4.50$2.12$2.38
2023Summary only. Only limited summary data is available for this year.$75.6$62.0$13.6$4.24$2.86$1.38
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.9$62.7$13.2$8.30$4.71$3.59
2021Summary only. Only limited summary data is available for this year.$69.1$58.3$10.8$6.16$3.80$2.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.3$58.3$9.97$7.49$4.96$2.53
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.9$53.0$7.91$5.10$3.17$1.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.2$52.5$6.74$5.12$3.56$1.56
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.9$49.1$6.84$5.88$3.61$2.27
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.5$45.0$5.47$3.75$2.09$1.65
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.2$39.4$4.85$4.14$2.13$2.00
2014Detailed filing. Detailed filing data is available for this year.$35.6$31.5$4.14$2.85$2.43$0.42
2013Detailed filing. Detailed filing data is available for this year.$31.9$28.2$3.72$3.37$2.60$0.77
2012Summary only. Only limited summary data is available for this year.$27.8$24.8$2.95$4.28$3.04$1.23
2011Summary only. Only limited summary data is available for this year.$18.0$16.3$1.69$2.45$1.79$0.66