Civic Intelligence

Amys Legacy Foundation

990PF • Fiscal year 2019 • EIN 81-4184096

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile
4190 VINEWOOD LN N Suite 111-477Plymouth, MN 55442

(763) 334-3787

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$155,047

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

97th percentile

127%

Faster asset growth than 97% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1621%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,249,835

Up $2,381,622 (+127%) from 2018

Net Assets

Up

$4,249,835

Up $2,381,622 (+127%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin77th percentile

Revenue

Up

$2,231,978

Up $2,102,289 (+1621%) from 2018

Expenses

Up

$1,729,884

Up $529,817 (+44%) from 2018

Net Income

Up

$502,094

Up $1,572,472 (+147%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $1,868,213Liabilities 2018: $0Net Assets 2018: $1,868,2132018Assets 2019: $4,249,835Liabilities 2019: $1Net Assets 2019: $4,249,8352019Assets 2020: $2,123,962Liabilities 2020: $1Net Assets 2020: $2,123,9622020Assets 2021: $1,739,588Liabilities 2021: $1Net Assets 2021: $1,739,5882021Assets 2022: $974,484Liabilities 2022: $30Net Assets 2022: $974,4542022Assets 2023: $171,457Liabilities 2023: $934Net Assets 2023: $170,5232023Assets 2024: $226,092Liabilities 2024: $952Net Assets 2024: $225,1402024

Highlighted filing

2019

Assets$4,249,835
Liabilities$1
Net Assets$4,249,835
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2018: $129,689Expenses 2018: $1,200,067Net Income 2018: -$1,070,3782018Revenue 2019: $2,231,978Expenses 2019: $1,729,884Net Income 2019: $502,0942019Revenue 2020: -$4,615Expenses 2020: $2,259,540Net Income 2020: -$2,264,1552020Revenue 2021: $1,828,545Expenses 2021: $2,080,971Net Income 2021: -$252,4262021Revenue 2022: $1,688,970Expenses 2022: $1,917,709Net Income 2022: -$228,7392022Revenue 2023: $403,301Expenses 2023: $1,156,012Net Income 2023: -$752,7112023Revenue 2024: $3,668,035Expenses 2024: $3,318,893Net Income 2024: $349,1422024

Highlighted filing

2019

Revenue$2,231,978
Expenses$1,729,884
Net Income$502,094
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB REISExec Dir/Treasurer/SecretaryFT$136,865$18,182$155,047
STEVE GROSSERPresident-$0--
LIV GROSSERVice President-$0--
Filing and Contact Details

Filer

Filer Name
AMY'S LEGACY FOUNDATION
EIN
81-4184096
In Care Of
% BOB REIS
Phone
7633343787
Address
4190 VINEWOOD LN N Suite 111-477, PLYMOUTH, MN 55442

Signing Officer

Name
Bob Reis
Title
secretary/treasurer
Phone
7633343787
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
100 E WISCONSIN AVE, MILWAUKEE, WI 53202
Preparer
Michelle L Weber
Phone
4142898200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MARATHON PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VISA INC CI A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES CORE S&P SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES S&P MIDCAP 400 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES TRUST CORE MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES TRUST CORE 1-5 YEAR US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18VANGUARD INTERNATIONAL DIV.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19VANGUARD SHORT TERM BD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ISHARES CORE S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ISHARES GOLD TRUSTET ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES S&P 500 ETF GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ISHARES TR ETF INTERMEDIATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AB DISCOVERY VALUE FUND CL ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AB DISCOVERY GROWTH FUND ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AB SMALL CAP CORE PORTFOLIO AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AMERICAN ELECTRIC POWER CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BERKSHIRE HATHAWAY INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CDW CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CHECK POINT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CITRIX SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49COSTCO WHOLESALE CORP-NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CUBESMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DELTA AIR LINES INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DOLLAR GENERAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53EATON CORPORATION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57EVEREST RE GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59FIDELITY NATIONAL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60FIDELITY NATIONAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61F5 NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MAGNA INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MID AMERICA APARTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NOVO NORDISK A/S-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PNC FINANCIAL SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PROGRESSIVE CORP-OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85REGENCY CENTERS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86REGENERON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87REINSURANCE GROUP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ROCHE HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TEXAS INSTRUMENTS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TJX COMPANIES INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VERTEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WESTLAKE CHEMICAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106BERNSTEIN INTERNATIONAL PORTF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107AB INTERNANIONAL STRATEGIC EQI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108AB INTERNATIONAL SMALL CAP POR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109BERNSTEIN EMERGING MARKETS POR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110AB ALL MARKET REAL RETURN PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111OVERLAY A PORTFOLIO CLASS 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112OVERLAY B PORTFOLIO CLASS 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113ACCRUED DIVIDENDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt067699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt263249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt313580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt423723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt519007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt638341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt715881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt813728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt911171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1017970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1149178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1227955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt135035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1432024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1579424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1670665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1721981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18334607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1973669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2098164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2147211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2256894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2326858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2485848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2530827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2652644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN BALANCED CL F3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN FUNDAMENTAL INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AMERICAN NEW PERSPECTIVE CL F3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DODGE & COX STOCK FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4JOHN HANCOCK BOND CL R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5JOHN HANCOCK INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JPMORGAN SHORT DURATION BOND C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MFS NEW DISCOVERY CI R6

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,249,835
Liabilities
$1
Net assets
$4,249,835
Revenue
$2,231,978
Expenses
$1,729,884
Net income
$502,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$3.67$3.32$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.40$1.16$0.75
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.69$1.92$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.83$2.08$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.00$2.26$2.26
2019Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$2.23$1.73$0.50
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.13$1.20$1.07