Civic Intelligence

Legacy Collective

990 • Fiscal year 2023 • EIN 87-1730864

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 12, 2024

9600 Great Hills TrailAustin, TX 78759

(512) 920-3755

Siviq Scores

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

Liabilities / Assets

57th percentile

0.11x

Higher debt load relative to assets than 57% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.02x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$150,745

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

3rd percentile

-41%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$187,888

Down $132,511 (-41%) from 2022

Net Assets

Down

$167,229

Down $151,724 (-48%) from 2022

Liabilities

Up

$20,659

Up $19,213 (+1329%) from 2022

Revenue

Down

$1,204,045

Down $155,322 (-11%) from 2022

Expenses

Up

$1,355,769

Up $199,416 (+17%) from 2022

Net Income

Down

-$151,724

Down $354,738 (-175%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2022: $320,399Liabilities 2022: $1,446Net Assets 2022: $318,9532022Assets 2023: $187,888Liabilities 2023: $20,659Net Assets 2023: $167,2292023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$187,888
Liabilities$20,659
Net Assets$167,229

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $1,359,367Expenses 2022: $1,156,353Net Income 2022: $203,0142022Revenue 2023: $1,204,045Expenses 2023: $1,355,769Net Income 2023: -$151,7242023Revenue 2024: $663,042Expenses 2024: $830,675Net Income 2024: -$167,6332024

Highlighted filing

2023

Revenue$1,204,045
Expenses$1,355,769
Net Income-$151,724
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 12, 2024
Return Version
2023v4.0
Gross Receipts
$1,204,045
Mission and Program Overview

Mission

Legacy collective works to solve systemic issues by funding the most sustainable, innovative efforts through partnerships with nonprofit organizations locally and globally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$222,496$77,848▼ $144,648
Pledges and Grants Receivable$84,355$76,704▼ $7,651
Investments in Publicly Traded Securities$10,000$20,836▲ $10,836
Prepaid Expenses and Deferred Charges$3,548$12,500▲ $8,952
Total Assets$320,399$187,888▼ $132,511
Liabilities
Accounts Payable and Accrued Expenses$1,446$20,659▲ $19,213
Total Liabilities$1,446$20,659▲ $19,213
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,399$89,383▲ $72,984
Net Assets With Donor Restrictions$302,554$77,846▼ $224,708
Total Net Assets Fund Balance$318,953$167,229▼ $151,724
Total Liabilities and Net Assets / Fund Balance$320,399$187,888▼ $132,511
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin ArnheimChief Executive OfficerFT$132,150$18,595$150,745
Jennifer HatmakerCo-founder/chief Outreach OfficerFT$15,894$13,410$29,304

Board Members and Trustees

NameTitle
Lindsey Kane LeavertonChairman
Joseph GrahamVice Chairman & Secretary
Dana BlankenshipDirector
Denton GruzenskyDirector
Jessi AakreDirector
Lisa Marie HannaDirector
Sandra NtubeDirector
Suzanne GroverDirector
Steve BryantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,192,141
Program Service Revenue
$0
Investment Income
$836
Other Revenue
$11,068
All Other Contributions
$1,192,141
Change in Net Assets
$-151,724

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,204,045
Total Revenue per Audited Statements
$1,204,045
Total Revenue per Form 990
$1,204,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$602,330
Salaries, Compensation, and Employee Benefits$387,983
Other Expenses$365,456
Total Fundraising Expense$80,869
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$602,330--$602,330
Current Officers, Directors, Trustees, and Key Employees$151,863$18,198$9,988$180,049
Other Salaries and Wages$146,239$17,524$9,618$173,381
Information Technology$13,980$88,828$0$102,808
Conferences and Meetings$74,674$2,170$0$76,844
Office Expenses$9,574$4,469$58,777$72,820
Fees for Services Accounting$4,374$26,553$0$30,927
Travel$27,218$0$0$27,218
Payroll Taxes$20,256$2,427$1,332$24,015
Fees for Services Other$2,734$16,595$0$19,329
Fees for Services Legal$2,104$12,774$0$14,878
Advertising$10,223$0$0$10,223
Occupancy$5,591$670$368$6,629
Other Employee Benefits$5,142$616$338$6,096
Pension Plan Contributions$3,747$449$246$4,442
Insurance$1,819$1,759$202$3,780
Total Functional Expenses$1,081,868$193,032$80,869$1,355,769

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,355,769
Total Expenses per Audited Statements$1,355,769
Total Expenses per Form 990$1,355,769
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Red Oak HopAustin, TX501(c)(3)General Support$50,000
Global Empowerment MissionDoral, FL501(c)(3)General Support$37,653
Ugandan Water ProjectLima, NY501(c)(3)General Support$32,000
Family EldercareAustin, TX501(c)(3)General Support$30,000
Every MealSaint Paul, MN501(c)(3)General Support$28,900
Chicago ScholarsChicago, IL501(c)(3)General Support$25,000
Foster Angels of Central TexasAustin, TX501(c)(3)General Support$25,000
Salt Light WorksVisalia, CA501(c)(3)General Support$25,000
Beloved AtlantaAtlanta, GA501(c)(3)General Support$23,825
Free HeartsFederal Way, WA501(c)(3)General Support$20,000
Global Village ProjectDecatur, GA501(c)(3)General Support$20,000
One WillcoThompsons Station, TN501(c)(3)General Support$20,000
Rebecca Bender InitiativeCedar Hill, TX501(c)(3)General Support$20,000
African Mothets Health InitiativeTakoma Park, MD501(c)(3)General Support$19,200
Kaleidoscope Youth CenterColumbus, OH501(c)(3)General Support$19,000
The Equality CrewSiloam Springs, AR501(c)(3)General Support$19,000
Covenant House Washington DcWashington, DC501(c)(3)General Support$18,500
Resource Center of DallasDallas, TX501(c)(3)General Support$18,500
Texas Health ActionAustin, TX501(c)(3)General Support$18,500
The Real Mama BearsOklahoma City, OK501(c)(3)General Support$18,161
Cafe MomentumDallas, TX501(c)(3)General Support$17,500
Resilience 1220Evergreen, CO501(c)(3)General Support$17,457
KeshetNorthbrook, IL501(c)(3)General Support$15,000
Transfamily Support ServicesSan Diego, CA501(c)(3)General Support$15,000
Work for LifeBirmingham, AL501(c)(3)General Support$14,775
Halle ProjectSan Luis Obispo, CA501(c)(3)General Support$11,569
Tyler Clementi FoundationHarrison, NJ501(c)(3)General Support$10,000
Restorative International (dba Love Does)San Diego, CA501(c)(3)General Support$8,946
World Central KitchenWashington, DC-General Support$5,134
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,568
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Legacy Collective
EIN
87-1730864
Phone
5129203755
Address
9600 GREAT HILLS TRAIL, AUSTIN, TX 78759

Signing Officer

Name
Lindsey Kane Leaverton
Title
Chairman
Phone
5129203755
Signed
2024-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsey Kane Leaverton
Formed
2021
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
9
Employees
6
Volunteers
27

Preparer

Firm
Allman & Associates Inc
Address
9600 Great Hills Trail Suite 150W, Austin, TX 78759
Preparer
Peter L Allman CPA
Phone
5125023077
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The form 990 is reviewed by the board prior to filing.

Pt VI, Line 12C

The board reviews conflicts of interest annually and all board members are required to disclose any conflicts.

Pt VI, Line 15A

The board of directors determines the ceo's compensation. The ceo is a member of the board and recuses themself from the vote.

Pt VI, Line 15B

The board of directors determines the co-founder/chief outreach officer's compensation. The co-founder/chief outreach officer is a member of the board and recuses themself from the vote.

Pt VI, Line 19

Financial statements are available upon request.

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IRS990/OccupancyGrp/ProgramServicesAmt05591
IRS990/OccupancyGrp/TotalAmt06629
IRS990/OfficeExpensesGrp/FundraisingAmt058777
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04469
IRS990/OfficeExpensesGrp/ProgramServicesAmt09574
IRS990/OfficeExpensesGrp/TotalAmt072820
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0338
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0616
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05142
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06096
IRS990/OtherRevenueMiscGrp/BusinessCd0900999
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0500
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0500
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0500
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09618
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017524
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0146239
IRS990/OtherSalariesAndWagesGrp/TotalAmt0173381
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01332
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02427
IRS990/PayrollTaxesGrp/ProgramServicesAmt020256
IRS990/PayrollTaxesGrp/TotalAmt024015
IRS990/PensionPlanContributionsGrp/FundraisingAmt0246
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0449
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03747
IRS990/PensionPlanContributionsGrp/TotalAmt04442
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt084355
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt076704
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012500
IRS990/PrincipalOfficerNm0LINDSEY KANE LEAVERTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01350867
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0550973
IRS990/PYOtherExpensesAmt0300484
IRS990/PYOtherRevenueAmt08500
IRS990/PYRevenuesLessExpensesAmt0203014
IRS990/PYSalariesCompEmpBnftPaidAmt0304896
IRS990/PYTotalExpensesAmt01156353
IRS990/PYTotalRevenueAmt01359367
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-151724
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: FUNDRAISING 2022: 8500. 2023: 10568.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01192142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01350867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0127216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02670225
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt010568
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019068
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt02615187
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt055038
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01192142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01350867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0127216
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02670225
IRS990ScheduleA/TotalSupportAmt02689293
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt01355769
IRS990ScheduleD/RevenueSubtotalAmt01204045
IRS990ScheduleD/TotalExpensesPerForm990Amt01355769
IRS990ScheduleD/TotalRevenuePerForm990Amt01204045
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01204045
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01355769
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt019200
IRS990ScheduleI/RecipientTable/CashGrantAmt123825
IRS990ScheduleI/RecipientTable/CashGrantAmt217500
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt418500
IRS990ScheduleI/RecipientTable/CashGrantAmt528900
IRS990ScheduleI/RecipientTable/CashGrantAmt630000
IRS990ScheduleI/RecipientTable/CashGrantAmt725000
IRS990ScheduleI/RecipientTable/CashGrantAmt820000
IRS990ScheduleI/RecipientTable/CashGrantAmt937653
IRS990ScheduleI/RecipientTable/CashGrantAmt1020000
IRS990ScheduleI/RecipientTable/CashGrantAmt1111569
IRS990ScheduleI/RecipientTable/CashGrantAmt1219000
IRS990ScheduleI/RecipientTable/CashGrantAmt1315000
IRS990ScheduleI/RecipientTable/CashGrantAmt1420000
IRS990ScheduleI/RecipientTable/CashGrantAmt1520000
IRS990ScheduleI/RecipientTable/CashGrantAmt1650000
IRS990ScheduleI/RecipientTable/CashGrantAmt1717457
IRS990ScheduleI/RecipientTable/CashGrantAmt1818500
IRS990ScheduleI/RecipientTable/CashGrantAmt198946
IRS990ScheduleI/RecipientTable/CashGrantAmt2025000
IRS990ScheduleI/RecipientTable/CashGrantAmt2118500
IRS990ScheduleI/RecipientTable/CashGrantAmt2219000
IRS990ScheduleI/RecipientTable/CashGrantAmt2318161
IRS990ScheduleI/RecipientTable/CashGrantAmt2415000
IRS990ScheduleI/RecipientTable/CashGrantAmt2510000
IRS990ScheduleI/RecipientTable/CashGrantAmt2632000
IRS990ScheduleI/RecipientTable/CashGrantAmt2714775
IRS990ScheduleI/RecipientTable/CashGrantAmt285134
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(C)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc22501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501(C)(3)

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