Civic Intelligence

Robertas Legacy Inc.

990EZ • Fiscal year 2021 • EIN 82-3205605

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileROBERTASLEGACY.ORG
2100 Longs Peak AvenueLongmont, CO 80501

(303) 678-0504

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

63rd percentile

18%

Higher net margin than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Revenue Growth

61st percentile

19%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$32,210

Up $11,632 (+57%) from 2018

Net Assets

Up

$30,737

Up $10,159 (+49%) from 2018

Liabilities

$1,473

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin63rd percentile

Revenue

Up

$115,543

Up $47,832 (+71%) from 2018

Expenses

Up

$94,415

Up $23,900 (+34%) from 2018

Net Income

Up

$21,128

Up $23,932 (+853%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$400K$300K$200K$100K$0Assets 2018: $20,578Net Assets 2018: $20,5782018Assets 2021: $32,210Liabilities 2021: $1,473Net Assets 2021: $30,7372021Assets 2022: $35,896Liabilities 2022: $1,606Net Assets 2022: $34,2902022Assets 2023: $70,289Liabilities 2023: $2,727Net Assets 2023: $67,5622023Assets 2024: $388,837Liabilities 2024: $3,227Net Assets 2024: $385,6102024

Highlighted filing

2021

Assets$32,210
Liabilities$1,473
Net Assets$30,737
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2018: $67,711Expenses 2018: $70,515Net Income 2018: -$2,8042018Revenue 2021: $115,543Expenses 2021: $94,415Net Income 2021: $21,1282021Revenue 2022: $185,456Expenses 2022: $181,903Net Income 2022: $3,5532022Revenue 2023: $370,202Expenses 2023: $336,930Net Income 2023: $33,2722023Revenue 2024: $734,782Expenses 2024: $416,734Net Income 2024: $318,0482024

Highlighted filing

2021

Revenue$115,543
Expenses$94,415
Net Income$21,128
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$115,543
Mission and Program Overview

Mission

Walk beside those diagnosed with breast cancer and their families in longmont, colorado, providing care, resources, and services through a network of legacy friends and partners.

Program Services

DescriptionGrantsExpenses
ORGANIZATION HAS PROVIDED MORE THAN 50 FAMILIES FINANCIAL ASSISTANCE IN ORDER TO ALLOW THEM TIME TO FOCUS ON THEIR LOVED ONE'S CARE.$65,028$76,440
N/A--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY LOZINSKIDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Brunch With Ben$12,069$12,069-$12,069
Total Events$12,069$12,069-$12,069
Filing and Contact Details

Filer

Filer Name
ROBERTA'S LEGACY
EIN
82-3205605
Phone
3036780504
Address
2100 LONGS PEAK AVENUE, LONGMONT, CO 80501

Signing Officer

Name
Harry Lozinski
Title
Director
Phone
3035063097
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Jbsk Cpas Llp
Address
1715 IRONHORSE DR SUITE 210, LONGMONT, CO 80501-9756
Preparer
Ramin Karimi CPA
Phone
3036513626
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 65,028”

Form 990-ez, Part I, Line 16

“Expenses miscellaeneous 303 bank charges 581 fundraising 5,348 sponsorships 331 total 6,563”

Form 990-ez, Part II, Line 26

“Payroll liabilities 1,167 1,473”

Form 990-ez, Part III

“Walk beside those diagnosed with breast cancer and their families in longmont, colorado, providing care, resources, and services through a network of legacy friends and partners.”

Form 990-ez, Part III, Line 31

“Organization has provided more than 50 families financial assistance in order to allow them time to focus on their loved one's care.”

Raw XML Appendix132 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/PersonNm0HARRY LOZINSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum03036780504
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02100 LONGS PEAK AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONGMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032210
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt099819
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021128
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032210
IRS990EZ/FundraisingGrossIncomeAmt015724
IRS990EZ/GrantsAndSimilarAmountsPaidAmt065028
IRS990EZ/GrossReceiptsAmt0115543
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09609
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09609
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HARRY LOZINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06563
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WALK BESIDE THOSE DIAGNOSED WITH BREAST CANCER AND THEIR FAMILIES IN LONGMONT, COLORADO, PROVIDING CARE, RESOURCES, AND SERVICES THROUGH A NETWORK OF LEGACY FRIENDS AND PARTNERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ORGANIZATION HAS PROVIDED MORE THAN 50 FAMILIES FINANCIAL ASSISTANCE IN ORDER TO ALLOW THEM TIME TO FOCUS ON THEIR LOVED ONE'S CARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065028
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076440
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022824
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt015724
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01167
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01473
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094415
IRS990EZ/TotalProgramServiceExpensesAmt076440
IRS990EZ/TotalRevenueAmt0115543
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROBERTASLEGACY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt099819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074289
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0275323
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt044557
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0275323
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt099819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt074289
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042821
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027574
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030820
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0275323
IRS990ScheduleA/TotalSupportAmt0275323
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BRUNCH WITH BEN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012069
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 65,028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MISCELLAENEOUS 303 BANK CHARGES 581 FUNDRAISING 5,348 SPONSORSHIPS 331 TOTAL 6,563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL LIABILITIES 1,167 1,473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WALK BESIDE THOSE DIAGNOSED WITH BREAST CANCER AND THEIR FAMILIES IN LONGMONT, COLORADO, PROVIDING CARE, RESOURCES, AND SERVICES THROUGH A NETWORK OF LEGACY FRIENDS AND PARTNERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION HAS PROVIDED MORE THAN 50 FAMILIES FINANCIAL ASSISTANCE IN ORDER TO ALLOW THEM TIME TO FOCUS ON THEIR LOVED ONE'S CARE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY LOZINSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03035063097
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTA'S LEGACY
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0823205605
ReturnHeader/Filer/PhoneNum03036780504
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 LONGS PEAK AVENUE
ReturnHeader/Filer/USAddress/CityNm0LONGMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841362772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JBSK CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01715 IRONHORSE DR SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONGMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0805019756
ReturnHeader/PreparerPersonGrp/PhoneNum03036513626
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAMIN KARIMI CPA
ReturnHeader/ReturnTs02022-11-15T16:03:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HAROLD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOZINSKI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,210
Liabilities
$1,473
Net assets
$30,737
Revenue
$115,543
Expenses
$94,415
Net income
$21,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.03$3.86$7.35$4.17$3.18
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.68$3.70$3.37$0.33
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.34$1.85$1.82$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.31$1.16$0.94$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.68$0.71$0.03