Civic Intelligence

Doc Smith Legacy Foundation

990EZ • Fiscal year 2023 • EIN 86-1444256

Jul 01, 2023 to Dec 31, 2023 • Filed on Jan 16, 2025

Organization ProfileDOCSLEGACY.ORG
555 Capitol MallSacramento, CA 95814

(916) 844-2283

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$190,088

Up $6,079 (+3.3%) from 2023

Net Assets

Up

$190,088

Up $6,079 (+3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$83,623

Down $132,960 (-61%) from 2023

Expenses

Down

$77,544

Down $71,234 (-48%) from 2023

Net Income

Down

$6,079

Down $61,726 (-91%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2022: $116,204Liabilities 2022: $0Net Assets 2022: $116,2042022Assets 2023: $190,088Liabilities 2023: $0Net Assets 2023: $190,0882023Assets 2023: $184,009Liabilities 2023: $0Net Assets 2023: $184,0092023

Highlighted filing

2023

Assets$190,088
Liabilities$0
Net Assets$190,088
Open 2023 Filing

Operations Trend

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

$300K$200K$100K$0Revenue 2022: $124,635Expenses 2022: $8,431Net Income 2022: $116,2042022Revenue 2023: $83,623Expenses 2023: $77,544Net Income 2023: $6,0792023Revenue 2023: $216,583Expenses 2023: $148,778Net Income 2023: $67,8052023

Highlighted filing

2023

Revenue$83,623
Expenses$77,544
Net Income$6,079
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Dec 31, 2023
Signed
Jan 16, 2025
Return Version
2023v6.0
Gross Receipts
$135,409
Mission and Program Overview

Mission

Doc smith legacy foundation's mission is to assist students and community with endeavors that will further their opportunities for jobs and scholarships.

Our mission is to assist our students and community with endeavors that will further their opportunities for jobs and scholarships.

Program Services

DescriptionGrantsExpenses
HARDSHIP GRANTS TO STUDENTS$54,108$54,108
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE REIDBoard President-$0--
MATT POWERSBoard Vice President-$0--
MELLONIE YANGBoard Secretary-$0--
MURDOCK SMITHBoard Executive Director-$0--
SONJA CAMERONBoard Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Highlands$63,981$32,426$32,426$0
Total Events$63,981$32,426$44,926$-12,500
Filing and Contact Details

Filer

Filer Name
Doc Smith Legacy Foundation
EIN
86-1444256
Phone
9168442283
Address
555 CAPITOL MALL, SACRAMENTO, CA 95814

Signing Officer

Name
Bill Mcguire
Title
Authorized Representative
Phone
9168442283
Signed
2025-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
3121 W MARCH LN STE 200, STOCKTON, CA 95219-2367
Preparer
Tracy S Paglia
Phone
2099556100
Supplemental Narrative

Additional Explanations

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

“Description: operation . Amount: 23,436.”

Raw XML Appendix167 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09169371719
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 CAPITOL MALL 725
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0184009
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0190088
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0190088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0190088
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT POWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELLONIE YANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MURDOCK SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SONJA CAMERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023436
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO ASSIST OUR STUDENTS AND COMMUNITY WITH ENDEAVORS THAT WILL FURTHER THEIR OPPORTUNITIES FOR JOBS AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HARDSHIP GRANTS TO STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054108
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054108
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-16196
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt077544
IRS990EZ/TotalProgramServiceExpensesAmt054108
IRS990EZ/TotalRevenueAmt083623
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://DOCSLEGACY.ORG/
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 2020 COLUMN IS A SHORT YEAR FOR THE PERIOD 10/16/20 - 06/30/21. THE 2023 COLUMN IS A SHORT YEAR FOR THE PERIOD 7/01/23 - 12/31/23.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt099819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0218654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt072926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0391399
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0219286
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0364227
IRS990ScheduleA/SubstantialContributorsTotAmt027172
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt099819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0218654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt072926
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0391399
IRS990ScheduleA/TotalSupportAmt0391399
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031555
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt031555
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044926
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TASTE OF HIGHLANDS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032426
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032426
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt012500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt012500
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032426
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OPERATION . AMOUNT: 23,436.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL MCGUIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED REPRESENTATIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum09168442283
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOC SMITH LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DOCS
ReturnHeader/Filer/EIN0861444256
ReturnHeader/Filer/PhoneNum09168442283
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 CAPITOL MALL
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03121 W MARCH LN STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952192367
ReturnHeader/PreparerPersonGrp/PhoneNum02099556100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY S PAGLIA
ReturnHeader/ReturnTs02025-01-17T13:29:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
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
$190,088
Liabilities
$0
Net assets
$190,088
Revenue
$83,623
Expenses
$77,544
Net income
$6,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.84$0.78$0.06
2023Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$2.17$1.49$0.68
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.25$0.08$1.16