Civic Intelligence

Legacymakers

990EZ • Fiscal year 2023 • EIN 85-1603181

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profilewww.wearelegacymakers.com
2753 San Juan LaneCosta Mesa, CA 92626

(949) 328-7044

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

90th percentile

$39,825

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

99th percentile

885%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

93%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$20,252

Up $18,195 (+885%) from 2022

Net Assets

Up

$20,161

Up $18,104 (+880%) from 2022

Liabilities

$91

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin62nd percentile

Revenue

Up

$170,536

Up $82,280 (+93%) from 2022

Expenses

Up

$152,432

Up $62,620 (+70%) from 2022

Net Income

Up

$18,104

Up $19,660 (+1263%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$30K$20K$10K$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 2023: $20,252Liabilities 2023: $91Net Assets 2023: $20,1612023Assets 2024: $11,677Liabilities 2024: $962Net Assets 2024: $10,7152024

Highlighted filing

2023

Assets$20,252
Liabilities$91
Net Assets$20,161
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this 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 2023: $170,536Expenses 2023: $152,432Net Income 2023: $18,1042023Revenue 2024: $241,954Expenses 2024: $251,400Net Income 2024: -$9,4462024

Highlighted filing

2023

Revenue$170,536
Expenses$152,432
Net Income$18,104
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$170,536
Mission and Program Overview

Mission

Advancement of Education

We envision, encourage, and empower families to build a legacy they're proud of.

Program Services

DescriptionGrantsExpenses
Legacy Development Workshops--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ben GlassmanPresidentFT$39,825-$39,825
Ian StevensenChairman-$0--
Charlie HurstTreasurer-$0--
Ben ApplebeeSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Legacymakers
EIN
85-1603181
Phone
9493287044
Address
2753 San Juan Lane, Costa Mesa, CA 92626

Signing Officer

Name
Ben Glassman
Title
President
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Root Tax
Address
114 N Indian Hill Blvd Suite F, Claremont, CA 91711
Preparer
Josh Maguinness
Phone
9517515050
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $85979”

Other Expenses.1002

“Office Expenses $7431”

Other Expenses.1005

“Travel $87”

Other Expenses.1007

“Conferences, Conventions, and Meetings $206”

Other Expenses.1012

“Insurance $3036”

Other Expenses.1

“Supplies $7317”

Other Expenses.2

“Meals $1308”

Total Liabilities.1

“Payroll Liabilities - Beginning $0 Payroll Liabilities - Ending $91”

Raw XML Appendix152 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/PersonNm0Legacymakers
IRS990EZ/BooksInCareOfDetail/PhoneNum09493287044
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02753 San Juan Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Costa Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02057
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020252
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0170536
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018104
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02325
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02057
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020252
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0170536
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02057
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020161
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02057
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020161
IRS990EZ/OccupancyRentUtltsAndMaintAmt01500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt038.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt039825
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ben Glassman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ian Stevensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Charlie Hurst
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ben Applebee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0105364
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We envision, encourage, and empower families to build a legacy they're proud of.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Legacy Development Workshops
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043243
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt091
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0152432
IRS990EZ/TotalRevenueAmt0170536
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wearelegacymakers.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0170536
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt087003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt071978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0347406
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0347406
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0170536
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt087003
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt071978
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017889
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0347406
IRS990ScheduleA/TotalSupportAmt0347406
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $85979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $7431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $87
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $3036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $7317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meals $1308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payroll Liabilities - Beginning $0 Payroll Liabilities - Ending $91
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ben Glassman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legacymakers
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0851603181
ReturnHeader/Filer/PhoneNum09493287044
ReturnHeader/Filer/USAddress/AddressLine1Txt02753 San Juan Lane
ReturnHeader/Filer/USAddress/CityNm0Costa Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475603656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Root Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114 N Indian Hill Blvd Suite F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Claremont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091711
ReturnHeader/PreparerPersonGrp/PhoneNum09517515050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Josh Maguinness
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-14T16:45:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ben
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Glassman
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,252
Liabilities
$91
Net assets
$20,161
Revenue
$170,536
Expenses
$152,432
Net income
$18,104
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
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$1.71$1.52$0.18
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