Civic Intelligence

Legacy Makers

990 • Fiscal year 2021 • EIN 84-4022502

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
52 Valley Brook CirRochester, NY 14616

(800) 910-1280

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2021 filings • NTEE O50 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2021 filings • NTEE O50 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-26%

Faster asset growth than 18% of similar nonprofits.

2021 filings • NTEE O50 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • NTEE O50 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$938

Down $337 (-26%) from 2020

Net Assets

Down

$938

Down $337 (-26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $2,875 (-100%) from 2020

Expenses

Down

$0

Down $1,600 (-100%) from 2020

Net Income

Down

$0

Down $1,275 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$1.5K$1.0K$500$0Assets 2020: $1,275Liabilities 2020: $0Net Assets 2020: $1,2752020Assets 2021: $938Liabilities 2021: $0Net Assets 2021: $9382021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$938
Liabilities$0
Net Assets$938
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0Revenue 2020: $2,875Expenses 2020: $1,600Net Income 2020: $1,2752020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $105,000Expenses 2023: $86,378Net Income 2023: $18,6222023Revenue 2024: $106,839Expenses 2024: $101,613Net Income 2024: $5,2262024

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.1
Gross Receipts
$0
Mission and Program Overview

Mission

Change the narrative as it relates to wealth and the differe

To inform and educate people in the area of building generational wealth

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$532$938▲ $406
Total Assets$532$938▲ $406
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$532$938▲ $406
Total Net Assets Fund Balance$532$938▲ $406
Total Liabilities and Net Assets / Fund Balance$532$938▲ $406
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Pauline McclearyExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

990 part VI line 11B

“the policies are in the process of being written”

990 part VI line 15

“Director”

990 part VI line 19

“the policies are yet to be written”

Filing and Contact Details

Filer

Filer Name
Legacy Makers Inc
EIN
84-4022502
Phone
8009101280
Address
52 VALLEY BROOK CIR, ROCHESTER, NY 14616

Signing Officer

Name
Pauline Mccleary
Title
Executive Director
Phone
8009101280
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pauline Mccleary
Formed
2020
Legal Domicile
Ny
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
6

Preparer

Firm
Hamilton & Ruiz Co Inc
Address
1511 SOUTH AVENUE, ROCHESTER, NY 14620
Preparer
Albert Q Hamilton
Phone
5855639690
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ReturnHeader/BusinessOfficerGrp/PersonNm0PAULINE MCCLEARY
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ReturnHeader/Filer/EIN0844022502
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ReturnHeader/ReturnTs02022-05-11T11:32:32-07:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$938
Liabilities
$0
Net assets
$938
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.07$1.02$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.05$0.86$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.03$0.02$0.01