Civic Intelligence

Foundation for Legacy Planning Inc.

EIN 82-2359674 • 501(c)3 • Saint Augustine, FL

Pub. 78 Eligible990-N Coverage

Profile

Through education and counseling we assist donors and advisors in determining suitable vehicles for fulfilling their charitable intentions. We also help donors ensure their gifts to charity are funded using cost effective mechanisms such as donor advised funds or pooled income funds.

4475 US Highway 1 S Ste 206Saint Augustine, FL 32086

legacyplan.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

84th percentile

28%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

314%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,694,277

Up $372,803 (+28%) from 2024

Liabilities

Up

$18,231

Up $13,471 (+283%) from 2024

Net Assets

Up

$1,676,046

Up $359,332 (+27%) from 2024

Operations
Liabilities / Revenue41st percentileNet Margin95th percentile

Revenue

Up

$475,511

Up $360,667 (+314%) from 2024

Expenses

Up

$116,152

Up $13,064 (+13%) from 2024

Net Income

Up

$359,359

Up $347,603 (+2957%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2017: $1Liabilities 2017: $0Net Assets 2017: $02017Assets 2019: $204,479Liabilities 2019: $2,048Net Assets 2019: $202,4312019Assets 2020: $685,495Liabilities 2020: $4,354Net Assets 2020: $681,1412020Assets 2021: $694,618Liabilities 2021: $6,577Net Assets 2021: $688,0412021Assets 2022: $1,001,188Liabilities 2022: $9,220Net Assets 2022: $991,9682022Assets 2023: $1,320,829Liabilities 2023: $15,871Net Assets 2023: $1,304,9582023Assets 2024: $1,321,474Liabilities 2024: $4,760Net Assets 2024: $1,316,7142024Assets 2025: $1,694,277Liabilities 2025: $18,231Net Assets 2025: $1,676,0462025

Highlighted filing

2025

Assets$1,694,277
Liabilities$18,231
Net Assets$1,676,046
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2019: $205,269Expenses 2019: $3,838Net Income 2019: $201,4312019Revenue 2020: $507,832Expenses 2020: $29,122Net Income 2020: $478,7102020Revenue 2021: $57,319Expenses 2021: $50,419Net Income 2021: $6,9002021Revenue 2022: $373,964Expenses 2022: $70,037Net Income 2022: $303,9272022Revenue 2023: $414,584Expenses 2023: $101,594Net Income 2023: $312,9902023Revenue 2024: $114,844Expenses 2024: $103,088Net Income 2024: $11,7562024Revenue 2025: $475,511Expenses 2025: $116,152Net Income 2025: $359,3592025

Highlighted filing

2025

Revenue$475,511
Expenses$116,152
Net Income$359,359
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,694,277
Liabilities
$18,231
Net assets
$1,676,046
Revenue
$475,511
Expenses
$116,152
Net income
$359,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.68$0.48$0.12$0.36
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.30$0.41$0.10$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.37$0.07$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.69$0.06$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.68$0.51$0.03$0.48
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.21$0.00$0.20
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 1, 2026
Return Version
2025v4.0
Gross Receipts
$475,511
Mission and Program Overview

Mission

Through education and counseling we assist donors and advisors in determining suitable vehicles for fulfilling their charitable intentions. We also help donors ensure their gifts to charity are funded using cost effective mechanisms such as donor advised funds or pooled income funds.

Through education and counseling we assist donors in determining suitable vehicles for fulfilling their charitable intentions We also help donors ensure their gifts to charity are funded using cost effective mechanisms such as donor advised funds or pooled income funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,103,693$1,482,686▲ $378,993
Savings and Temporary Cash Investments$165,234$156,332▼ $8,902
Investments Other Securities$42,441$44,574▲ $2,133
Cash and Non-Interest-Bearing Accounts$7,842$10,175▲ $2,333
Accounts Receivable$2,237$510▼ $1,727
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Intangible Assets$0--
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0--
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,321,447$1,694,277▲ $372,830
Other Assets Total$0--
Liabilities
Accounts Payable and Accrued Expenses$4,760$18,231▲ $13,471
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$4,760$18,231▲ $13,471
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,062,560$1,442,630▲ $380,070
Net Assets Without Donor Restrictions$254,127$233,416▼ $20,711
Total Net Assets Fund Balance$1,316,687$1,676,046▲ $359,359
Total Liabilities and Net Assets / Fund Balance$1,321,447$1,694,277▲ $372,830
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Lindsay HarknessDirector
Allan HarknessCEO
Margaret HarknessCFO
Allison Harkness-HoltSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$380,070
Program Service Revenue
$0
Investment Income
$95,441
Other Revenue
$0
All Other Contributions
$380,070
Change in Net Assets
$359,359

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$377,669Valuation at Market close
Total Noncash Contributions2$377,669-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,152
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$63,896$0$0$63,896
Fees for Services Management$11,704$0$0$11,704
Occupancy$0$10,250$0$10,250
Grants to Domestic Orgs$10,000--$10,000
Fees for Service Investment Mgmnt Fees$9,337$0$0$9,337
Information Technology$0$3,870$0$3,870
Office Expenses$0$2,628$0$2,628
Fees for Services Other$0$2,202$0$2,202
Fees for Services Accounting$0$1,500$0$1,500
Fees for Services Legal$0$400$0$400
Other Expenses$0$365$0$365
Total Functional Expenses$94,937$21,215$0$116,152
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0--
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Allan Harkness CEO and Margaret Harkness CFO are husband and wife. Allison Harkness-Holt and Lindsay Harkness are the children of Allan Harkness CEO and Margaret Harkness CFO.”

Form 990, Part VI, Section A, Line 6

“Allan and Margaret are members of the Corporation.”

Form 990, Part VI, Section A, Line 7A

“Members appoint officers.”

Form 990, Part VI, Section A, Line 7B

“The members of the corporation have the right to appoint the officers and directors of the corporation. The board of directors governs the activities of the corporation.”

Form 990, Part VI, Section B, Line 11B

“Board members review the 990 at an annual meeting prior to submission.”

Form 990, Part VI, Section B, Line 12C

“Members discussed business relationship of directors and officers annually to determine ant conflicts and how to resolve.”

Form 990, Part VI, Section B, Line 15

“No compensations is currently paid to officers or directors no comparability study is required until such time as revenue permits compensation to be paid.”

Form 990, Part VI, Section C, Line 19

“Documents were made available when donations were made.”

Filing and Contact Details

Filer

Filer Name
Foundation for Legacy Planning Inc
EIN
82-2359674
Phone
9046794586
Address
4475 US Highway 1 S Ste 206, Saint Augustine, FL 32086

Signing Officer

Name
Margaret Harkness
Title
Chief Financial Officer
Phone
9046794586
Signed
2026-03-01

Organization Details

Principal Officer
Allan Harkness
Formed
2017
Legal Domicile
De
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
2
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 32

“Legacy Pooled Income Fund Q and Legacy Pooled Income Fund II merged at the end of December 2025.”

Form 990, Part IV, Line 34

“Legacy Pooled Income Fund Q and Legacy Pooled Income Fund II were merged at the end of December.”

Form 990, Part IX, Line 24E

“Pooled Income Fund Beneficiary Expense”

Raw XML AppendixShowing 400 of 549 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/BOYAmt00
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IRS990/PrincipalOfficerNm0Allan Harkness
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Valuation at Market close
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IRS990ScheduleM/ThirdPartiesUsedInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Legacy Pooled Income Fund Q and Legacy Pooled Income Fund II merged at the end of December 2025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Legacy Pooled Income Fund Q and Legacy Pooled Income Fund II were merged at the end of December.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Allan Harkness CEO and Margaret Harkness CFO are husband and wife. Allison Harkness-Holt and Lindsay Harkness are the children of Allan Harkness CEO and Margaret Harkness CFO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Allan and Margaret are members of the Corporation.

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