Civic Intelligence

Floyd County Legacy Foundation

990 • Fiscal year 2023 • EIN 83-3564985

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileN/A
311 Hauss Square 113New Albany, IN 47150

(812) 987-9065

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

3rd percentile

-133%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

57th percentile

8.6%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$30,755,283

Up $2,432,897 (+8.6%) from 2022

Net Assets

Up

$30,755,283

Up $2,432,897 (+8.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin3rd percentile

Revenue

Up

$856,845

Up $1,123,640 (+421%) from 2022

Expenses

Up

$1,997,748

Up $1,457,089 (+270%) from 2022

Net Income

Down

-$1,140,903

Down $333,449 (-41%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$40M$30M$20M$10M$0Assets 2019: $9,140,532Liabilities 2019: $0Net Assets 2019: $9,140,5322019Assets 2020: $30,722,514Liabilities 2020: $0Net Assets 2020: $30,722,5142020Assets 2021: $34,092,386Liabilities 2021: $0Net Assets 2021: $34,092,3862021Assets 2022: $28,322,386Liabilities 2022: $0Net Assets 2022: $28,322,3862022Assets 2023: $30,755,283Liabilities 2023: $0Net Assets 2023: $30,755,2832023Assets 2024: $33,334,252Liabilities 2024: $0Net Assets 2024: $33,334,2522024

Highlighted filing

2023

Assets$30,755,283
Liabilities$0
Net Assets$30,755,283
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MRevenue 2019: $8,113,858Expenses 2019: $1,491Net Income 2019: $8,112,3672019Revenue 2020: $19,751,560Expenses 2020: $346,654Net Income 2020: $19,404,9062020Revenue 2021: $1,100,715Expenses 2021: $376,127Net Income 2021: $724,5882021Revenue 2022: -$266,795Expenses 2022: $540,659Net Income 2022: -$807,4542022Revenue 2023: $856,845Expenses 2023: $1,997,748Net Income 2023: -$1,140,9032023Revenue 2024: $1,497,948Expenses 2024: $1,501,175Net Income 2024: -$3,2272024

Highlighted filing

2023

Revenue$856,845
Expenses$1,997,748
Net Income-$1,140,903
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$6,709,233
Mission and Program Overview

Mission

To provide endowed funds as a resource to help meet community needs today and provide for those changing needs for the future generations by encouraging philanthropic leadership and flexible charitable opportunities.

Provide endowed funds as a resource to help meet community needs and provide for those changing needs for the future generations by encouraging philanthropic leadership and flexible charitable opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,147,248$29,519,331▲ $2,372,083
Savings and Temporary Cash Investments$1,175,138$1,235,952▲ $60,814
Total Assets$28,322,386$30,755,283▲ $2,432,897
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,322,386$30,755,283▲ $2,432,897
Total Net Assets Fund Balance$28,322,386$30,755,283▲ $2,432,897
Total Liabilities and Net Assets / Fund Balance$28,322,386$30,755,283▲ $2,432,897
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Steve BurksChairman
Al KnableTrustee
Bill WhiteTrustee
Dale BagshawTrustee
Ray ChinnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$856,845
Other Revenue
$0
Change in Net Assets
$-1,140,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,897,042
Other Expenses$100,706
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,897,042--$1,897,042
Fees for Service Investment Mgmnt Fees$58,043--$58,043
Fees for Services Other$31,500--$31,500
Fees for Services Accounting-$6,900-$6,900
Other Expenses$2,663--$2,663
Advertising$1,600--$1,600
Total Functional Expenses$1,990,848$6,900$0$1,997,748
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Floyd County CommissionersNew Albany, INGovSupport$1,363,962
BRANDON'S HOUSE COUNSELING CENTER INCNew Albany, IN501(c)(3)Support$100,000
Personal Counseling Services IncClarksville, IN501(c)(3)Support$100,000
Choices Life Resource Center IncNew Albany, IN501(c)(3)Support$94,000
Jacobs Well IncGreenville, IN501(c)(3)Support$57,959
St Elizabeth Catholic CharitiesNew Albany, IN501(c)(3)Support$57,000
Our Place Drug & Alcohol Education ServicesNew Albany, IN501(c)(3)Support$50,000
Parenting With Purpose IncGeorgetown, IN501(c)(3)Support$50,000
Hope Southern IndianaNew Albany, IN501(c)(3)Support$10,000
Family Ark IncJeffersonville, IN501(c)(3)Support$9,121
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Board members to review before filing.”

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

“Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms 1)copy of policy received 2)read and understands policy 3) agreed to comply with policy and 4)understands the organizations tax exempt status and required activities to maintain. The board of directors will perform periodic reviews to determine if any activities are considered a conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Floyd County Legacy Foundation Inc
EIN
83-3564985
Phone
8129879065
Address
311 HAUSS SQUARE 113, NEW ALBANY, IN 47150

Signing Officer

Name
Steve Burks
Title
Chairman
Phone
8129879065
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Burks
Formed
2019
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
301 E ELM STREET, NEW ALBANY, IN 47150
Preparer
Lisa M Newbanks
Phone
8129455236
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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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PERSONAL COUNSELING SERVICES INC
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PARENTING WITH PURPOSE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HOPE SOUTHERN INDIANA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CHOICES LIFE RESOURCE CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5JACOBS WELL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ST ELIZABETH CATHOLIC CHARITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7OUR PLACE DRUG & ALCOHOL EDUCATION SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8FAMILY ARK INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9FLOYD COUNTY COMMISSIONERS
IRS990ScheduleI/RecipientTable/RecipientEIN0310919635
IRS990ScheduleI/RecipientTable/RecipientEIN1351903018
IRS990ScheduleI/RecipientTable/RecipientEIN2853001654
IRS990ScheduleI/RecipientTable/RecipientEIN3351128300
IRS990ScheduleI/RecipientTable/RecipientEIN4680587516
IRS990ScheduleI/RecipientTable/RecipientEIN5205389152
IRS990ScheduleI/RecipientTable/RecipientEIN6351827682
IRS990ScheduleI/RecipientTable/RecipientEIN7311202976
IRS990ScheduleI/RecipientTable/RecipientEIN8351292608
IRS990ScheduleI/RecipientTable/RecipientEIN9356000144
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01205 APPLEGATE LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11618 BEELER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt27007 BRENLEE DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31200 BONO RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42656 CHARLESTOWN RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt58757 RUFING RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6702 E MARKET ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7400 E SPRING ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8101 NOAHS LN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt92524 CORYDON PIKE STE 204
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLARKSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW ALBANY
IRS990ScheduleI/RecipientTable/USAddress/CityNm2GEORGETOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm3NEW ALBANY
IRS990ScheduleI/RecipientTable/USAddress/CityNm4NEW ALBANY
IRS990ScheduleI/RecipientTable/USAddress/CityNm5GREENVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm6NEW ALBANY
IRS990ScheduleI/RecipientTable/USAddress/CityNm7NEW ALBANY
IRS990ScheduleI/RecipientTable/USAddress/CityNm8JEFFERSONVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm9NEW ALBANY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047129
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd147150
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd247122
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd347150
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd547124
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd647150
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd747150
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd847130
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd947150
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE COMMUNITY FOUNDATION OF SOUTHERN INDIANA (CFSI) MONITORS THE GRANTS THAT FLOYD CO LEGACY FOUNDATION AWARDS. THE GRANTEES REPORT TO CFSI HOW FUNDS WERE USED THEN CFSI REPORTS TO THE LEGACY FOUNDATION. IF A GRANTEE DOESN'T PROVIDE REPORTS TO CFSI, THE LEGACY FOUNDATION COULD REQUEST THE FUNDS TO BE RETURNED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS TO REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS 1)COPY OF POLICY RECEIVED 2)READ AND UNDERSTANDS POLICY 3) AGREED TO COMPLY WITH POLICY AND 4)UNDERSTANDS THE ORGANIZATIONS TAX EXEMPT STATUS AND REQUIRED ACTIVITIES TO MAINTAIN. THE BOARD OF DIRECTORS WILL PERFORM PERIODIC REVIEWS TO DETERMINE IF ANY ACTIVITIES ARE CONSIDERED A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt030755283
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IRS990/TotalAssetsGrp/EOYAmt030755283
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06900
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01990848
IRS990/TotalFunctionalExpensesGrp/TotalAmt01997748
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030755283
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01990848
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0856845
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0856845
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030755283
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/AddressLine1Txt0311 HAUSS SQUARE 113
IRS990/USAddress/CityNm0NEW ALBANY
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047150
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE BURKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08129879065
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLOYD COUNTY LEGACY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FLOY
ReturnHeader/Filer/EIN0833564985
ReturnHeader/Filer/PhoneNum08129879065
ReturnHeader/Filer/USAddress/AddressLine1Txt0311 HAUSS SQUARE 113
ReturnHeader/Filer/USAddress/CityNm0NEW ALBANY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,755,283
Liabilities
$0
Net assets
$30,755,283
Revenue
$856,845
Expenses
$1,997,748
Net income
-$1,140,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$0.00$33.3$1.50$1.50$0.00
2023Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$0.86$2.00$1.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$0.00$28.3$0.27$0.54$0.81
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$0.00$34.1$1.10$0.38$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$0.00$30.7$19.8$0.35$19.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$0.00$9.14$8.11$0.00$8.11