Civic Intelligence

Vgf Legacy Fund

990EZ • Fiscal year 2023 • EIN 84-2368379

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 26, 2024

Organization ProfileN/A
9505 Northpointe BlvdSpring, TX 77379

(713) 299-8389

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

23rd percentile

-21%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-47%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$51,679

Down $13,480 (-21%) from 2022

Net Assets

Down

$50,652

Down $14,368 (-22%) from 2022

Liabilities

Up

$1,027

Up $888 (+639%) from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin18th percentile

Revenue

Down

$57,964

Down $50,738 (-47%) from 2022

Expenses

Down

$70,986

Down $30,584 (-30%) from 2022

Net Income

Down

-$13,022

Down $20,154 (-283%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$80K$60K$40K$20K$0Assets 2020: $58,995Net Assets 2020: $58,9952020Assets 2022: $65,159Liabilities 2022: $139Net Assets 2022: $65,0202022Assets 2023: $51,679Liabilities 2023: $1,027Net Assets 2023: $50,6522023Assets 2024: $65,821Net Assets 2024: $65,8212024

Highlighted filing

2023

Assets$51,679
Liabilities$1,027
Net Assets$50,652
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $65,662Expenses 2020: $33,286Net Income 2020: $32,3762020Revenue 2022: $108,702Expenses 2022: $101,570Net Income 2022: $7,1322022Revenue 2023: $57,964Expenses 2023: $70,986Net Income 2023: -$13,0222023Revenue 2024: $89,515Expenses 2024: $74,346Net Income 2024: $15,1692024

Highlighted filing

2023

Revenue$57,964
Expenses$70,986
Net Income-$13,022
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 26, 2024
Return Version
2023v5.0
Gross Receipts
$57,964
Mission and Program Overview

Mission

See attached description.

Program Services

DescriptionGrantsExpenses
Financial assistance and charity support.$0$68,656
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edgar HubbardPresidentPT$0--
Colin WilkinsonVice PresidentPT$0--
Catherine McCauslandSecretaryPT$0--
Beverly JohnsonTreasurerPT$0--
Dutch BaringerDirector-$0--
Karen DoolittleDirector-$0--
Terry NauDirector-$0--
Filing and Contact Details

Filer

Filer Name
Vgf Legacy Fund
EIN
84-2368379
Phone
7132998389
Address
9505 NORTHPOINTE BLVD, SPRING, TX 77379

Signing Officer

Name
Beverly Johnson
Title
Treasurer
Phone
7132998389
Signed
2024-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Jonathan B Tucker CPA
Address
23537 Kingsland Blvd Suite 130, Katy, TX 77494
Preparer
Jonathan Tucker
Phone
7132568341
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Benevolence expenses 28103.”

Form 990EZ, Part I, Line 16

“Education support expenses 10089.”

Form 990EZ, Part I, Line 16

“Chapel support expenses 8198.”

Form 990EZ, Part I, Line 16

“Aquarium support expenses 8173.”

Form 990EZ, Part I, Line 16

“General expenses 2330.”

Form 990EZ, Part I, Line 16

“Donations to charities 14093.”

Form 990EZ, Part I, Line 20

“Uncleared checks and credit card charges adjustment -1346.”

Raw XML Appendix196 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Beverly Johnson
IRS990EZ/BooksInCareOfDetail/PhoneNum07132998389
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09505 NORTHPOINTE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Spring
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077379
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065159
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051679
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057964
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13022
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065159
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051679
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt057964
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingOtherDesc0Modified Cash
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065020
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065020
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050652
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Edgar Hubbard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Colin Wilkinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Catherine McCausland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Beverly Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dutch Baringer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karen Doolittle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Terry Nau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1346
IRS990EZ/OtherExpensesTotalAmt070986
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See attached description.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Financial assistance and charity support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068656
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0139
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01027
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070986
IRS990EZ/TotalProgramServiceExpensesAmt068656
IRS990EZ/TotalRevenueAmt057964
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057964
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0108702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0307013
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54720
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.52510
IRS990ScheduleA/PublicSupportTotal170Amt0168004
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0139009
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057964
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0108702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027372
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0307013
IRS990ScheduleA/TotalSupportAmt0307013
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Benevolence expenses 28103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Education support expenses 10089.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Chapel support expenses 8198.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Aquarium support expenses 8173.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4General expenses 2330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Donations to charities 14093.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Uncleared checks and credit card charges adjustment -1346.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132998389
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VGF LEGACY FUND
ReturnHeader/Filer/BusinessNameControlTxt0VGFL
ReturnHeader/Filer/EIN0842368379
ReturnHeader/Filer/PhoneNum07132998389
ReturnHeader/Filer/USAddress/AddressLine1Txt09505 NORTHPOINTE BLVD
ReturnHeader/Filer/USAddress/CityNm0SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077379
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jonathan B Tucker CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023537 Kingsland Blvd Suite 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Katy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077494
ReturnHeader/PreparerPersonGrp/PhoneNum07132568341
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Tucker
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-26T11:43:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BEVERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$51,679
Liabilities
$1,027
Net assets
$50,652
Revenue
$57,964
Expenses
$70,986
Net income
-$13,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.66$0.90$0.74$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.58$0.71$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.09$1.02$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.59$0.66$0.33$0.32