Civic Intelligence

New Legacy Foundation

EIN 85-4046484 • 501(c)3 • Stockton, CA

990-N Coverage

Profile

Helping the communities health and mental development by reaching out youths in less developed environments.

401 East Main StreetStockton, CA 95202
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$124,395

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$124,395

No earlier filing loaded for comparison.

Operations

Revenue

$317,372

No earlier filing loaded for comparison.

Expenses

$192,977

No earlier filing loaded for comparison.

Net Income

$124,395

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2023: $124,395Liabilities 2023: $0Net Assets 2023: $124,3952023

Highlighted filing

2023

Assets$124,395
Liabilities$0
Net Assets$124,395
Open 2023 Filing

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2023: $317,372Expenses 2023: $192,977Net Income 2023: $124,3952023

Highlighted filing

2023

Revenue$317,372
Expenses$192,977
Net Income$124,395
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,395
Liabilities
$0
Net assets
$124,395
Revenue
$317,372
Expenses
$192,977
Net income
$124,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$3.17$1.93$1.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 18, 2024
Return Version
2023v5.0
Gross Receipts
$317,372
Mission and Program Overview

Mission

Helping the communities health and mental development by reaching out youths in less developed environments.

Helping the communities health and mental development by reaching out to youths in less developed environments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$124,395-
Total Assets$0$124,395▲ $124,395
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$124,395-
Total Net Assets Fund Balance$0$124,395▲ $124,395
Total Liabilities and Net Assets / Fund Balance$0$124,395▲ $124,395
Compensation and Service Providers

Board Members and Trustees

NameTitle
Josh BrownPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$317,372
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$317,372
Change in Net Assets
$124,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,476
Salaries, Compensation, and Employee Benefits$76,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$76,501-$76,501
Office Expenses-$51,735-$51,735
Other Expenses$49,642--$49,642
Advertising-$9,000-$9,000
Travel-$6,099-$6,099
Total Functional Expenses$49,642$143,335$0$192,977
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
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
New Legacy Foundation
EIN
85-4046484
Address
401 EAST MAIN STREET, STOCKTON, CA 95202

Signing Officer

Name
Josh Brown
Title
Josh Brown
Phone
2096499241
Signed
2024-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josh Brown
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Btb Financials
Address
8101 FREEPORT BLVD UNIT D, SACRAMENTO, CA 95832
Preparer
Jerome Cheng
Phone
9167059365
Supplemental Narrative

Additional Explanations

990 Pg 9 & 10

“Revenue received by contributions and grants expenses of program and management services”

Raw XML Appendix220 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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IRS990/GrossReceiptsAmt0317372
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IRS990/IndependentVotingMemberCnt00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt0124395
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IRS990/Organization501c3Ind0X
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOSH BROWN
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0317372
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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