Civic Intelligence

Cp Legacy Assets

990 • Fiscal year 2021 • EIN 85-1516533

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 25, 2022

Organization ProfileN/A
301 YuccaSan Antonio, TX 78203

(210) 225-0864

Siviq Scores

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

Liabilities / Assets

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

5.76x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-881%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$196,895

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 567.5% of source-year revenue.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Asset Growth

36th percentile

-2.4%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$4,452,741

Down $108,324 (-2.4%) from 2020

Net Assets

Down

$4,252,974

Down $305,635 (-6.7%) from 2020

Liabilities

Up

$199,767

Up $197,311 (+8034%) from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin2nd percentile

Revenue

Up

$34,697

Up $34,697 from 2020

Expenses

Up

$340,332

Up $321,108 (+1670%) from 2020

Net Income

Down

-$305,635

Down $286,411 (-1490%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2020: $4,561,065Liabilities 2020: $2,456Net Assets 2020: $4,558,6092020Assets 2021: $4,452,741Liabilities 2021: $199,767Net Assets 2021: $4,252,9742021Assets 2022: $4,306,716Liabilities 2022: $443,538Net Assets 2022: $3,863,1782022Assets 2023: $3,166,665Liabilities 2023: -$454,033Net Assets 2023: $3,620,6982023Assets 2024: $3,961,920Liabilities 2024: $211,793Net Assets 2024: $3,750,1272024

Highlighted filing

2021

Assets$4,452,741
Liabilities$199,767
Net Assets$4,252,974
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KRevenue 2020: $0Expenses 2020: $19,224Net Income 2020: -$19,2242020Revenue 2021: $34,697Expenses 2021: $340,332Net Income 2021: -$305,6352021Revenue 2022: $53,741Expenses 2022: $443,537Net Income 2022: -$389,7962022Revenue 2023: $89,307Expenses 2023: $331,787Net Income 2023: -$242,4802023Revenue 2024: $41,644Expenses 2024: $349,597Net Income 2024: -$307,9532024

Highlighted filing

2021

Revenue$34,697
Expenses$340,332
Net Income-$305,635
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 25, 2022
Return Version
2020v4.2
Gross Receipts
$34,697
Mission and Program Overview

Mission

To maintain the fixed assets for a non-profit organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,561,065$4,452,683▼ $108,382
Cash and Non-Interest-Bearing Accounts-$58-
Total Assets$4,561,065$4,452,741▼ $108,324
Liabilities
Accounts Payable and Accrued Expenses$2,456$199,767▲ $197,311
Total Liabilities$2,456$199,767▲ $197,311
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,558,609$4,252,974▼ $305,635
Total Net Assets Fund Balance$4,558,609$4,252,974▼ $305,635
Total Liabilities and Net Assets / Fund Balance$4,561,065$4,452,741▼ $108,324

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,892,587$3,220,094$7,112,681
Land$557,639-$557,639
Other Land Buildings$2,457-$2,457
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Harvey P HartenstineChair
Kevin J Downey PhdBoard Member
Sr Gabriella LohanBoard Member
Wade SheltonBoard Member
Emile L HugginsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,465
Investment Income
$0
Other Revenue
$30,232
Change in Net Assets
$-305,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,697
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$34,697
Total Revenue per Form 990
$34,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$288,423
Salaries, Compensation, and Employee Benefits$51,909
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$234,135--$234,135
Other Salaries and Wages-$51,909-$51,909
Insurance$36,375$10,000-$46,375
Fees for Services Other$3,896$3,000-$6,896
Other Expenses$975$42-$42
Total Functional Expenses$275,381$64,951$0$340,332

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$340,332
Total Expenses per Audited Statements$340,332
Total Expenses per Form 990$340,332
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Draft of form 990 is provided to board of directors for their review.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms they are in compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cp Legacy Assets
EIN
85-1516533
Phone
2102250864
Address
301 YUCCA, SAN ANTONIO, TX 78203

Signing Officer

Name
Joseph Shaffer
Title
Interim Chief Executive Officer
Phone
2102250864
Signed
2022-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Shaffer
Formed
2020
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Adkf Pc
Address
8610 N NEW BRAUNFELS SUITE 101, SAN ANTONIO, TX 78217
Preparer
Tyson Gaenzel
Phone
2108291300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of directors assumes responsibility for oversight of the audit and selection of an independent accountant.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“MISC INCOME”

Raw XML Appendix339 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FORM 990 IS PROVIDED TO BOARD OF DIRECTORS FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THEY ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,452,741
Liabilities
$199,767
Net assets
$4,252,974
Revenue
$34,697
Expenses
$340,332
Net income
-$305,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.21$3.75$0.04$0.35$0.31
2023Detailed filing. Detailed filing data is available for this year.$3.17$0.45$3.62$0.09$0.33$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.44$3.86$0.05$0.44$0.39
2021Detailed filing. Detailed filing data is available for this year.$4.45$0.20$4.25$0.03$0.34$0.31
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.00$0.02$0.02