Civic Intelligence

Legacymakers

EIN 85-1603181 • 501(c)3 • Costa Mesa, CA

Profile

Advancement of Education

2753 Sa Juan LaneCosta Mesa, CA 92626

chooseourlegacy.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

38th percentile

-3.9%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

91st percentile

$19,257

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

94th percentile

138%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

88th percentile

66%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$11,677

Up $9,620 (+468%) from 2022

Liabilities

$962

No earlier filing loaded for comparison.

Net Assets

Up

$10,715

Up $8,658 (+421%) from 2022

Operations
Liabilities / Revenue65th percentileNet Margin38th percentile

Revenue

Up

$241,954

Up $153,698 (+174%) from 2022

Expenses

Up

$251,400

Up $161,588 (+180%) from 2022

Net Income

Down

-$9,446

Down $7,890 (-507%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2020: $3,329Liabilities 2020: $0Net Assets 2020: $3,3292020Assets 2021: $3,613Liabilities 2021: $0Net Assets 2021: $3,6132021Assets 2022: $2,057Net Assets 2022: $2,0572022Assets 2024: $11,677Liabilities 2024: $962Net Assets 2024: $10,7152024

Highlighted filing

2024

Assets$11,677
Liabilities$962
Net Assets$10,715
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2020: $20,044Expenses 2020: $16,715Net Income 2020: $3,3292020Revenue 2021: $72,576Expenses 2021: $72,292Net Income 2021: $2842021Revenue 2022: $88,256Expenses 2022: $89,812Net Income 2022: -$1,5562022Revenue 2024: $241,954Expenses 2024: $251,400Net Income 2024: -$9,4462024

Highlighted filing

2024

Revenue$241,954
Expenses$251,400
Net Income-$9,446
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$11,677
Liabilities
$962
Net assets
$10,715
Revenue
$241,954
Expenses
$251,400
Net income
-$9,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.01$0.11$2.42$2.51$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.88$0.90$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.73$0.72$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.20$0.17$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$88,256
Mission and Program Overview

Mission

Advancement of Education

Advancement of Family Relationships

Program Services

DescriptionGrantsExpenses
Advancement and education of family relationships--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benjamin GlassmanPresidentFT$19,257-$19,257
Filing and Contact Details

Filer

Filer Name
Legacymakers
EIN
85-1603181
Address
2753 Sa Juan Lane, Costa Mesa, CA 92626

Signing Officer

Name
Ben Glassman
Title
President
Signed
2023-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Michele Bergeron Koleto Esq
Address
1322 Imperial Road, Colorado Springs, CO 80918
Preparer
Michele Bergeron Koleto
Phone
7196482618
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 257”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 8,250”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 9,470”

Form 990-EZ, Part I, Line 16, Other Expenses

“Payroll Taxes 1,156”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 2,713”

Form 990-EZ, Part I, Line 16, Other Expenses

“Advertising and Marketing 12,242”

Form 990-EZ, Part I, Line 16, Other Expenses

“Outside Services, Contract Labor and Professional Fees 15,874”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office Expenses Website Software Apps Social Media 13,683”

Raw XML Appendix130 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Ben Glassman
IRS990EZ/BooksInCareOfDetail/PhoneNum09499100337
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02753 San Juan Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Costa Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03613
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02057
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt087036
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1556
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03613
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02057
IRS990EZ/GrossReceiptsAmt088256
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03613
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02057
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03613
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02057
IRS990EZ/OccupancyRentUtltsAndMaintAmt05870
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0038.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt019257
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Benjamin Glassman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advancement of Family Relationships
IRS990EZ/ProgramServiceRevenueAmt01220
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Advancement and education of family relationships
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020297
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt089812
IRS990EZ/TotalRevenueAmt088256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0chooseourlegacy.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt087003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0176870
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0176870
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087003
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071978
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017889
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0176870
IRS990ScheduleA/TotalSupportAmt0176870
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/ExplanationTxt0Travel 257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 8,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 9,470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payroll Taxes 1,156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 2,713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Advertising and Marketing 12,242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Outside Services, Contract Labor and Professional Fees 15,874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office Expenses Website Software Apps Social Media 13,683
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ben Glassman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legacymakers
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0851603181
ReturnHeader/Filer/USAddress/AddressLine1Txt02753 Sa Juan Lane
ReturnHeader/Filer/USAddress/CityNm0Costa Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274808435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michele Bergeron Koleto Esq
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01322 Imperial Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080918
ReturnHeader/PreparerPersonGrp/PhoneNum07196482618
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele Bergeron Koleto
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-02T11:37:23-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ben
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Glassman
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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