Civic Intelligence

Loreleis Legacy

990EZ • Fiscal year 2022 • EIN 81-2596438

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 24, 2023

Organization ProfileWWW.LORELEISLEGACY.ORG
PO Box 58624Salt Lake City, UT 84158

(801) 556-1501

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

31%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$49,089

Up $8,884 (+22%) from 2021

Net Assets

Up

$49,089

Up $8,884 (+22%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

Up

$48,750

Up $11,565 (+31%) from 2021

Expenses

Up

$39,866

Up $11,786 (+42%) from 2021

Net Income

Down

$8,884

Down $221 (-2.4%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$100K$50K$0Assets 2018: $9,288Liabilities 2018: $0Net Assets 2018: $9,2882018Assets 2019: $20,372Liabilities 2019: $0Net Assets 2019: $20,3722019Assets 2020: $31,100Liabilities 2020: $0Net Assets 2020: $31,1002020Assets 2021: $40,205Liabilities 2021: $0Net Assets 2021: $40,2052021Assets 2022: $49,089Liabilities 2022: $0Net Assets 2022: $49,0892022Assets 2023: $52,150Liabilities 2023: $0Net Assets 2023: $52,1502023Assets 2024: $67,528Liabilities 2024: $0Net Assets 2024: $67,5282024Assets 2025: $80,828Liabilities 2025: $0Net Assets 2025: $80,8282025

Highlighted filing

2022

Assets$49,089
Liabilities$0
Net Assets$49,089
Open 2022 Filing

Operations Trend

Revenue Growth65th percentile

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

$60K$40K$20K$0Revenue 2018: $33,580Expenses 2018: $24,292Net Income 2018: $9,2882018Revenue 2019: $27,395Expenses 2019: $16,311Net Income 2019: $11,0842019Revenue 2020: $38,049Expenses 2020: $27,321Net Income 2020: $10,7282020Revenue 2021: $37,185Expenses 2021: $28,080Net Income 2021: $9,1052021Revenue 2022: $48,750Expenses 2022: $39,866Net Income 2022: $8,8842022Revenue 2023: $41,195Expenses 2023: $38,134Net Income 2023: $3,0612023Revenue 2024: $51,362Expenses 2024: $35,984Net Income 2024: $15,3782024Revenue 2025: $43,592Expenses 2025: $30,292Net Income 2025: $13,3002025

Highlighted filing

2022

Revenue$48,750
Expenses$39,866
Net Income$8,884
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 24, 2023
Return Version
2022v4.1
Gross Receipts
$51,805
Mission and Program Overview

Mission

Assistance to sick or injured animals

Program Services

DescriptionGrantsExpenses
PROVIDE MEDICAL ASSISTANCE THROUGH VETERINARY CARE AND REHABILITATION FOR SICK OR INJURED ANIMALS FROM SHELTERS IN NEED. PROVIDE ASSISTANCE TO REHOME ANIMALS ONCE HEALTHY.-$39,866
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY MORGANDirectorPT$0--
STEPHANIE EVANSDirector-$0--
RANDAL EVANSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Loreleis Legacy
EIN
81-2596438
Address
PO BOX 58624, Salt Lake City, UT 84158

Signing Officer

Name
Cynthia Morgan
Title
Director
Phone
8015561501
Signed
2023-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Osborne Robbins & Buhler Pllc
Address
4527 SOUTH 2300 EAST SUITE 201, Salt Lake City, UT 84117
Preparer
Ian Robbins CPA
Phone
8013080220
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountFUNDRAISING COSTS 660INSURANCE 1,750LICENSES AND FEES 85ADVERTISING 154OTHER BUSINESS EXPENSES 406SOFTWARE AND TECHNOLOGY 75FOOD AND SUPPLIES 2,634VETERINARY AND MEDICAL SERVICES 33,080MISCELLANEOUS PROGRAM SUPPLIES 560BANKING AND MERCHANT FEES 162”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CINDY MORGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08015561501
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02180 MABEY DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Salt Lake City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049089
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042960
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08884
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040205
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049089
IRS990EZ/FundraisingGrossIncomeAmt03055
IRS990EZ/GrossReceiptsAmt051805
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt073
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040205
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049089
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040205
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049089
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CINDY MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RANDAL EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039566
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTANCE TO SICK OR INJURED ANIMALS
IRS990EZ/ProgramServiceRevenueAmt05717
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MEDICAL ASSISTANCE THROUGH VETERINARY CARE AND REHABILITATION FOR SICK OR INJURED ANIMALS FROM SHELTERS IN NEED. PROVIDE ASSISTANCE TO REHOME ANIMALS ONCE HEALTHY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039866
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03055
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039866
IRS990EZ/TotalProgramServiceExpensesAmt039866
IRS990EZ/TotalRevenueAmt048750
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LORELEISLEGACY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt042960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0164491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0254
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt015043
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82600
IRS990ScheduleA/PublicSupportPY170Pct00.85440
IRS990ScheduleA/PublicSupportTotal170Amt0136081
IRS990ScheduleA/SubstantialContributorsTotAmt028410
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt042960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt031817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032403
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0164491
IRS990ScheduleA/TotalSupportAmt0164745
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFUNDRAISING COSTS 660INSURANCE 1,750LICENSES AND FEES 85ADVERTISING 154OTHER BUSINESS EXPENSES 406SOFTWARE AND TECHNOLOGY 75FOOD AND SUPPLIES 2,634VETERINARY AND MEDICAL SERVICES 33,080MISCELLANEOUS PROGRAM SUPPLIES 560BANKING AND MERCHANT FEES 162
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08015561501
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORELEIS LEGACY
ReturnHeader/Filer/BusinessNameControlTxt0LORE
ReturnHeader/Filer/EIN0812596438
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 58624
ReturnHeader/Filer/USAddress/CityNm0Salt Lake City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084158
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870502712
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OSBORNE ROBBINS & BUHLER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04527 SOUTH 2300 EAST SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084117
ReturnHeader/PreparerPersonGrp/PhoneNum08013080220
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IAN ROBBINS CPA
ReturnHeader/ReturnTs02023-03-06T16:37:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CYNTHIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORGAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,089
Liabilities
$0
Net assets
$49,089
Revenue
$48,750
Expenses
$39,866
Net income
$8,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$80.8$0.00$80.8$43.6$30.3$13.3
2024Detailed filing. Detailed filing data is available for this year.$67.5$0.00$67.5$51.4$36.0$15.4
2023Detailed filing. Detailed filing data is available for this year.$52.2$0.00$52.2$41.2$38.1$3.06
2022Detailed filing. Detailed filing data is available for this year.$49.1$0.00$49.1$48.8$39.9$8.88
2021Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$37.2$28.1$9.11
2020Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$38.0$27.3$10.7
2019Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$27.4$16.3$11.1
2018Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$33.6$24.3$9.29