Civic Intelligence

Aerc Legacy Foundation

990EZ • Fiscal year 2024 • EIN 84-4561963

Dec 01, 2023 to Nov 30, 2024 • Filed on Feb 10, 2025

Organization ProfileN/A
PO Box 6027Auburn, CA 95604-6027

(530) 823-2260

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

99th percentile

98%

Higher net margin than 99% 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

96th percentile

208%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

100th percentile

6786%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$80,604

Up $54,432 (+208%) from 2023

Net Assets

Up

$77,524

Up $55,262 (+248%) from 2023

Liabilities

Down

$3,080

Down $830 (-21%) from 2023

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin99th percentile

Revenue

Up

$56,260

Up $55,443 (+6786%) from 2023

Expenses

Down

$998

Down $295 (-23%) from 2023

Net Income

Up

$55,262

Up $55,738 (+11710%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$100K$50K$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $1Liabilities 2020: $02020Assets 2021: $22,036Liabilities 2021: $9,000Net Assets 2021: $13,0362021Assets 2022: $26,963Liabilities 2022: $4,225Net Assets 2022: $22,7382022Assets 2023: $26,172Liabilities 2023: $3,910Net Assets 2023: $22,2622023Assets 2024: $80,604Liabilities 2024: $3,080Net Assets 2024: $77,5242024Assets 2025: $82,157Net Assets 2025: $82,1572025

Highlighted filing

2024

Assets$80,604
Liabilities$3,080
Net Assets$77,524
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $13,066Expenses 2021: $30Net Income 2021: $13,0362021Revenue 2022: $10,627Expenses 2022: $925Net Income 2022: $9,7022022Revenue 2023: $817Expenses 2023: $1,293Net Income 2023: -$4762023Revenue 2024: $56,260Expenses 2024: $998Net Income 2024: $55,2622024Revenue 2025: $5,358Expenses 2025: $725Net Income 2025: $4,6332025

Highlighted filing

2024

Revenue$56,260
Expenses$998
Net Income$55,262
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Feb 10, 2025
Return Version
2023v6.0
Gross Receipts
$56,260
Mission and Program Overview

Mission

Promote the sport of endurance riding

Program Services

DescriptionGrantsExpenses
PROVIDING FUNDS TO PROMOTE THE SPORT OF ENDURANCE RIDING.-$458
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN HENKELExecutive Di-$0--
MOLLIE KRUMLAW-SMITHSecretary-Tr-$0--
Filing and Contact Details

Filer

Filer Name
Aerc Legacy Foundation
EIN
84-4561963
Phone
5308232260
Address
PO BOX 6027, AUBURN, CA 95604-6027

Signing Officer

Name
Mollie Krumlaw-smith
Title
Secretary-treasurer
Phone
5308232260
Signed
2025-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Wilson Myers and Dold Cpas
Address
564 AUBURN RAVINE RD, AUBURN, CA 95603
Preparer
Michael G Wilson CPA
Phone
5308856252
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 128 computer and internet 420 filing fees 25 total 573”

Form 990-ez, Part II, Line 26

“Payable to aerc 3,910 3,080”

Raw XML Appendix134 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/PersonNm0KATHLEEN HENKEL
IRS990EZ/BooksInCareOfDetail/PhoneNum05308232260
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6027
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026172
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080604
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt056255
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt055262
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026172
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080604
IRS990EZ/GrossReceiptsAmt056260
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022262
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077524
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022262
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077524
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN HENKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLIE KRUMLAW-SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY-TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0573
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE SPORT OF ENDURANCE RIDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING FUNDS TO PROMOTE THE SPORT OF ENDURANCE RIDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0458
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03910
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03080
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0998
IRS990EZ/TotalProgramServiceExpensesAmt0458
IRS990EZ/TotalRevenueAmt056260
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt080770
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0817
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013066
IRS990ScheduleA/Total509Grp/TotalAmt080770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013066
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080770
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/ExplanationTxt0EXPENSES OFFICE SUPPLIES 128 COMPUTER AND INTERNET 420 FILING FEES 25 TOTAL 573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYABLE TO AERC 3,910 3,080
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MOLLIE KRUMLAW-SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05308232260
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AERC LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AERC
ReturnHeader/Filer/EIN0844561963
ReturnHeader/Filer/PhoneNum05308232260
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6027
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0956046027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942452388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILSON MYERS AND DOLD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0564 AUBURN RAVINE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095603
ReturnHeader/PreparerPersonGrp/PhoneNum05308856252
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL G WILSON CPA
ReturnHeader/ReturnTs02025-02-10T14:08:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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
$80,604
Liabilities
$3,080
Net assets
$77,524
Revenue
$56,260
Expenses
$998
Net income
$55,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$82.2$82.2$5.36$0.73$4.63
2024Detailed filing. Detailed filing data is available for this year.$80.6$3.08$77.5$56.3$1.00$55.3
2023Detailed filing. Detailed filing data is available for this year.$26.2$3.91$22.3$0.82$1.29$0.48
2022Detailed filing. Detailed filing data is available for this year.$27.0$4.23$22.7$10.6$0.93$9.70
2021Detailed filing. Detailed filing data is available for this year.$22.0$9.00$13.0$13.1$0.03$13.0
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00