Civic Intelligence

Dan Cox Legacy Fund

990EZ • Fiscal year 2024 • EIN 83-4482257

Jan 01, 2024 to Dec 31, 2024 • Filed on May 13, 2025

Organization Profiledancoxlegacyfund.com
5080 Elk Run DriveHamilton, OH 45011

(513) 616-4503

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

17th percentile

-32%

Faster asset growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-3.8%

Faster revenue growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,142

Down $8,442 (-32%) from 2023

Net Assets

Down

$18,142

Down $8,442 (-32%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$51,582

Down $2,013 (-3.8%) from 2023

Expenses

Up

$60,024

Up $19,701 (+49%) from 2023

Net Income

Down

-$8,442

Down $21,714 (-164%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$30K$20K$10K$0Assets 2023: $26,584Liabilities 2023: $0Net Assets 2023: $26,5842023Assets 2024: $18,142Net Assets 2024: $18,1422024

Highlighted filing

2024

Assets$18,142
Liabilities-
Net Assets$18,142
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2023: $53,595Expenses 2023: $40,323Net Income 2023: $13,2722023Revenue 2024: $51,582Expenses 2024: $60,024Net Income 2024: -$8,4422024

Highlighted filing

2024

Revenue$51,582
Expenses$60,024
Net Income-$8,442
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$51,582
Mission and Program Overview

Mission

Financially support organizations and charities

Program Services

DescriptionGrantsExpenses
DONATION TO BADIN HIGH SCHOOL STADIUM BENEFITS THE STUDENTS AND COMMUNITY$0$13,000
DONATION TO ST. ANNS FOR TUTION ASSISTANCE$0$3,000
DONATION TO ST. ANNS ATHLETIC BOOSTERS FOR SUPPORTOF YOUTH ATHLETIC PROGRAMS$0$3,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE COXPresident-$0--
JOE WEBBVice President-$0--
JACKIE COXSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dan Cox Legacy Fund
EIN
83-4482257
Phone
5136164503
Address
5080 ELK RUN DRIVE, HAMILTON, OH 45011

Signing Officer

Name
Lawrence Cox
Title
President
Phone
5136164503
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Hiler Company Ltd
Address
4285 LAYHIGH RD, FAIRFIELD, OH 45014
Preparer
Laura Hiler CPA
Phone
5137389100
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“BANK FEES 499.”

Form 990EZ, Part I, Line 16

“WEB SITE 248.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 32527.”

Form 990EZ, Part I, Line 16

“DONATIONS 26750.”

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/PersonNm0JACKIE COX
IRS990EZ/BooksInCareOfDetail/PhoneNum05136164503
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05080 ELK RUN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIBERTY TWP
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018142
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051527
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8442
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026584
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018142
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt051582
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt055
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018142
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018142
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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/PersonNm0LAWRENCE COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060024
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIALLY SUPPORT ORGANIZATIONS AND CHARITIES
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION TO BADIN HIGH SCHOOL STADIUM BENEFITS THE STUDENTS AND COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATION TO ST. ANNS FOR TUTION ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATION TO ST. ANNS ATHLETIC BOOSTERS FOR SUPPORTOF YOUTH ATHLETIC PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060024
IRS990EZ/TotalProgramServiceExpensesAmt019000
IRS990EZ/TotalRevenueAmt051582
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://dancoxlegacyfund.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt053898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0105425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0105425
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053898
IRS990ScheduleA/Total509Grp/TotalAmt0105425
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0105425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK FEES 499.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEB SITE 248.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES 32527.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS 26750.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05136164503
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAN COX LEGACY FUND
ReturnHeader/Filer/BusinessNameControlTxt0DANC
ReturnHeader/Filer/EIN0834482257
ReturnHeader/Filer/PhoneNum05136164503
ReturnHeader/Filer/USAddress/AddressLine1Txt05080 ELK RUN DRIVE
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203998762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILER COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04285 LAYHIGH RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045014
ReturnHeader/PreparerPersonGrp/PhoneNum05137389100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA HILER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T13:29:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,142
Liabilities
-
Net assets
$18,142
Revenue
$51,582
Expenses
$60,024
Net income
-$8,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.1$18.1$51.6$60.0$8.44
2023Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$53.6$40.3$13.3