Civic Intelligence

Legacy Makers

990 • Fiscal year 2023 • EIN 84-4022502

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 13, 2024

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

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

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

2023 filings • NTEE O50 • <$500k nonprofits • Source year 2023

Net Margin

67th percentile

18%

Higher net margin than 67% of similar nonprofits.

2023 filings • NTEE O50 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$24,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2023 filings • NTEE O50 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

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 / AssetsScore unavailable

Assets

Flat

$0

Flat from 2022

Net Assets

Flat

$0

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin67th percentile

Revenue

Up

$105,000

Up $105,000 from 2022

Expenses

Up

$86,378

Up $86,378 from 2022

Net Income

Up

$18,622

Up $18,622 from 2022

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$105,000
Expenses$86,378
Net Income$18,622
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 13, 2024
Return Version
2023v5.0
Gross Receipts
$105,000
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
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleBaseTotal
Pauline McclearyExecutive Director$24,000$24,000
Revenue and Support

Revenue Composition

Contributions and Grants
$105,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$105,000
Change in Net Assets
$18,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,378
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$32,653
Fees for Services Management---$24,000
Office Expenses---$20,500
Advertising---$6,258
Fees for Services Accounting---$2,667
Insurance---$300
Total Functional Expenses$0$0$0$86,378
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

990, Part VI, Line 8B

“the committes report findings to the governing body who acts on the findings.”

990, Part VI, Line 15

“The board reviews salaries and all other compensation makes the determination based on independent research.”

990, Part VI, Line 19

“The organization did not make its polices available to the public”

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
2024-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pauline Mccleary
Formed
2020
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
8
Employees
0

Preparer

Firm
Hamilton & Ruiz Co Inc
Address
1511 SOUTH AVENUE, ROCHESTER, NY 14620
Preparer
Albert Q Hamilton
Phone
5855639690
Raw XML Appendix229 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt024000
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0105000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0300
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CHANGE THE NARRATIVE AS IT RELATES TO WEALTH AND THE DIFFERE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt020500
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/TotalAmt032653
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PAULINE MCCLEARY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt018622
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0105000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08175
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0113175
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08175
IRS990ScheduleA/Total509Grp/TotalAmt0113175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08175
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0113175
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the committes report findings to the governing body who acts on the findings.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990, Part VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990, Part VI, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990, Part VI, Line 19
IRS990/SchoolOperatingInd0false
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IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt00
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IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULINE MCCLEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08009101280
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY MAKERS INC
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0844022502
ReturnHeader/Filer/PhoneNum08009101280
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ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON & RUIZ CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01511 SOUTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014620
ReturnHeader/PreparerPersonGrp/PhoneNum05855639690
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT Q HAMILTON
ReturnHeader/ReturnTs02024-05-15T13:38:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAULINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCLEARY
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$105,000
Expenses
$86,378
Net income
$18,622
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