Civic Intelligence

Legacy Cellar Foundation

990EZ • Fiscal year 2023 • EIN 84-3243945

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

Organization Profilewww.legacycellar.org
23091 Mill Creek DriveLaguna Hills, CA 92653

(949) 242-7711

Siviq Scores

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

Liabilities / Assets

98th percentile

5.76x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

2.82x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

2nd percentile

-432%

Higher net margin than 2% 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

4th percentile

-89%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$27,852

Down $226,663 (-89%) from 2022

Net Assets

Down

-$132,617

Down $245,758 (-217%) from 2022

Liabilities

Up

$160,469

Up $19,095 (+14%) from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin2nd percentile

Revenue

Down

$56,935

Down $484,756 (-89%) from 2022

Expenses

Down

$302,693

Down $355,746 (-54%) from 2022

Net Income

Down

-$245,758

Down $129,010 (-111%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$400K$200K$0-$200KAssets 2021: $383,367Liabilities 2021: $153,478Net Assets 2021: $229,8892021Assets 2022: $254,515Liabilities 2022: $141,374Net Assets 2022: $113,1412022Assets 2023: $27,852Liabilities 2023: $160,469Net Assets 2023: -$132,6172023Assets 2024: $55,577Liabilities 2024: $77,524Net Assets 2024: -$21,9472024

Highlighted filing

2023

Assets$27,852
Liabilities$160,469
Net Assets-$132,617
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KRevenue 2021: $593,324Expenses 2021: $510,163Net Income 2021: $83,1612021Revenue 2022: $541,691Expenses 2022: $658,439Net Income 2022: -$116,7482022Revenue 2023: $56,935Expenses 2023: $302,693Net Income 2023: -$245,7582023Revenue 2024: $121,402Expenses 2024: $132,282Net Income 2024: -$10,8802024

Highlighted filing

2023

Revenue$56,935
Expenses$302,693
Net Income-$245,758
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$56,935
Mission and Program Overview

Mission

The Legacy Cellar Foundation is a 501c3 donor-advised fund that will collect, authenticate and liquidate your wine collection for charitable purposes.

Program Services

DescriptionGrantsExpenses
Georgetown Ventures$667$667
American Heart Association$650$650
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey CovaCFO-$0--
James LucePresident-$0--
Garth HodgdonDirectorFT$0--
Filing and Contact Details

Filer

Filer Name
The Legacy Cellar Foundation
EIN
84-3243945
Phone
9492427711
Address
23091 Mill Creek Drive, Laguna Hills, CA 92653

Signing Officer

Name
Laila Renaud
Title
CPA
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Laila Renaud
Address
23091 Mill Creek Drive, Laguna Hills, CA 92653
Preparer
Laila Renaud
Phone
9496323200
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $37527”

Other Expenses.1002

“Office Expenses $1814”

Other Expenses.1003

“Information Technology $2399”

Other Expenses.1005

“Travel $21900”

Other Expenses.1

“Wine Storage $39083”

Other Expenses.2

“Food & Entertainment $14453”

Other Expenses.4

“Telecommunications $1730”

Other Expenses.5

“Subscriptions $728”

Other Expenses.7

“Bank Charges $30”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $141374 Accounts Payable and Accrued Expenses - Ending $160469”

Raw XML Appendix176 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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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Legacy Cellar Foundation is a 501c3 donor-advised fund that will collect, authenticate and liquidate your wine collection for charitable purposes.
IRS990EZ/PrintingPublicationsPostageAmt05971
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0593324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01206090
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $37527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1814
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $21900
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telecommunications $1730
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Charges $30
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ReturnHeader/Filer/EIN0843243945
ReturnHeader/Filer/PhoneNum09492427711
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ReturnHeader/ReturnTypeCd0990EZ
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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
$27,852
Liabilities
$160,469
Net assets
-$132,617
Revenue
$56,935
Expenses
$302,693
Net income
-$245,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.78$0.22$1.21$1.32$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.28$1.60$1.33$0.57$3.03$2.46
2022Detailed filing. Detailed filing data is available for this year.$2.55$1.41$1.13$5.42$6.58$1.17
2021Detailed filing. Detailed filing data is available for this year.$3.83$1.53$2.30$5.93$5.10$0.83