Civic Intelligence

Cp Legacy Assets

990 • Fiscal year 2022 • EIN 85-1516533

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

50th percentile

0.10x

Higher debt load relative to assets than 50% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

83rd percentile

8.25x

Higher debt load relative to revenue than 83% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-725%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2022

Asset Growth

31st percentile

-3.3%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

55%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$4,306,716

Down $146,025 (-3.3%) from 2021

Net Assets

Down

$3,863,178

Down $389,796 (-9.2%) from 2021

Liabilities

Up

$443,538

Up $243,771 (+122%) from 2021

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin2nd percentile

Revenue

Up

$53,741

Up $19,044 (+55%) from 2021

Expenses

Up

$443,537

Up $103,205 (+30%) from 2021

Net Income

Down

-$389,796

Down $84,161 (-28%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$4,306,716
Liabilities$443,538
Net Assets$3,863,178
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

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

2022

Revenue$53,741
Expenses$443,537
Net Income-$389,796
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$53,741
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$4,452,683$4,245,450▼ $207,233
Accounts Receivable-$53,741-
Cash and Non-Interest-Bearing Accounts$58$7,525▲ $7,467
Total Assets$4,452,741$4,306,716▼ $146,025
Liabilities
Accounts Payable and Accrued Expenses$199,767$443,538▲ $243,771
Total Liabilities$199,767$443,538▲ $243,771
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,252,974$3,863,178▼ $389,796
Total Net Assets Fund Balance$4,252,974$3,863,178▼ $389,796
Total Liabilities and Net Assets / Fund Balance$4,452,741$4,306,716▼ $146,025

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,687,811$4,176,718$7,864,529
Land$557,639-$557,639
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$53,741
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-389,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$443,537
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
Depreciation Depletion$348,067--$348,067
Insurance$30,753$8,454-$39,207
Fees for Services Other$25,038$829-$25,867
Other Expenses$30,232$164-$164
Total Functional Expenses$434,090$9,447$0$443,537
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
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
2023-05-15
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
9601 MCALLISTER FREEWAY SUITE 800, SAN ANTONIO, TX 78216
Preparer
Tyson Gaenzel
Phone
2108291300
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“MISC INCOME”

Raw XML Appendix289 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0199767
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0443538
IRS990/AccountsReceivableGrp/EOYAmt053741
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MAINTAIN THE FIXED ASSETS FOR A NON-PROFIT ORGANIZATION.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SYLVIA GONZALES DIRECTOR OF FINANCE
IRS990/BooksInCareOfDetail/PhoneNum02105494661
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 YUCCA
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078203
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt058
IRS990/CashNonInterestBearingGrp/EOYAmt07525
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd01
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0443537
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt053741
IRS990/CYRevenuesLessExpensesAmt0-389796
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0443537
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt053741
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0348067
IRS990/DepreciationDepletionGrp/TotalAmt0348067
IRS990/Desc0TO MAINTAIN THE FIXED ASSETS FOR A NON-PROFIT ORGANIZATION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0434090
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0829
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt025038
IRS990/FeesForServicesOtherGrp/TotalAmt025867
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0HARVEY P HARTENSTINE
IRS990/Form990PartVIISectionAGrp/PersonNm1EMILE L HUGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm2SR GABRIELLA LOHAN
IRS990/Form990PartVIISectionAGrp/PersonNm3WADE SHELTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt053741
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08454
IRS990/InsuranceGrp/ProgramServicesAmt030753
IRS990/InsuranceGrp/TotalAmt039207
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04176718
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04452683
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04245450
IRS990/LandBldgEquipCostOrOtherBssAmt08422168
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MAINTAIN THE FIXED ASSETS FOR A NON-PROFIT ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04252974
IRS990/NetAssetsOrFundBalancesEOYAmt03863178
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04252974
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03863178
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIR & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0164
IRS990/OtherExpensesGrp/ProgramServicesAmt030232
IRS990/OtherExpensesGrp/TotalAmt030232
IRS990/OtherExpensesGrp/TotalAmt1164
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOSEPH SHAFFER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0PROPERTY MGMT FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt053741
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt053741
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0288423
IRS990/PYOtherRevenueAmt030232
IRS990/PYProgramServiceRevenueAmt04465
IRS990/PYRevenuesLessExpensesAmt0-305635
IRS990/PYSalariesCompEmpBnftPaidAmt051909
IRS990/PYTotalExpensesAmt0340332
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034697
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-389796
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt053741
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03687811
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04176718
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07864529
IRS990ScheduleD/LandGrp/BookValueAmt0557639
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0557639
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MISC INCOME
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalAcreageCnt00.75
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04245450
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/WrittenPolicyMonitoringInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04452741
IRS990/TotalAssetsEOYAmt04306716
IRS990/TotalAssetsGrp/BOYAmt04452741
IRS990/TotalAssetsGrp/EOYAmt04306716
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09447
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0434090
IRS990/TotalFunctionalExpensesGrp/TotalAmt0443537
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0199767
IRS990/TotalLiabilitiesEOYAmt0443538
IRS990/TotalLiabilitiesGrp/BOYAmt0199767
IRS990/TotalLiabilitiesGrp/EOYAmt0443538
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04252974
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03863178
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0434090
IRS990/TotalProgramServiceRevenueAmt053741
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053741
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053741
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04452741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04306716
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0301 YUCCA
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078203
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH SHAFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02102250864
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CP LEGACY ASSETS
ReturnHeader/Filer/BusinessNameControlTxt0CPLE
ReturnHeader/Filer/EIN0851516533
ReturnHeader/Filer/PhoneNum02102250864
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 YUCCA
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742606559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADKF PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09601 MCALLISTER FREEWAY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02108291300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYSON GAENZEL
ReturnHeader/ReturnTs02023-05-15T14:51:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHAFFER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,306,716
Liabilities
$443,538
Net assets
$3,863,178
Revenue
$53,741
Expenses
$443,537
Net income
-$389,796
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