Civic Intelligence

Legacy Committee Inc

EIN 87-3985462 • 501(c)3 • Oconomowoc, WI

Profile

Parent support for Lake Country Classical Academy K-11 public charter school

818 W Wisconsin AveOconomowoc, WI 53066

lakecountryclassical.org/tlc

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

92nd percentile

97%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

51%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$57,697

Up $28,404 (+97%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$57,697

Up $28,404 (+97%) from 2024

Revenue

Up

$92,290

Up $31,310 (+51%) from 2024

Expenses

Up

$63,886

Up $10,879 (+21%) from 2024

Net Income

Up

$28,404

Up $20,431 (+256%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2024: $29,293Liabilities 2024: $0Net Assets 2024: $29,2932024Assets 2025: $57,697Liabilities 2025: $0Net Assets 2025: $57,6972025

Highlighted filing

2025

Assets$57,697
Liabilities$0
Net Assets$57,697

Operations Trend

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

$100K$50K$0Revenue 2024: $60,980Expenses 2024: $53,007Net Income 2024: $7,9732024Revenue 2025: $92,290Expenses 2025: $63,886Net Income 2025: $28,4042025

Highlighted filing

2025

Revenue$92,290
Expenses$63,886
Net Income$28,404

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$109,792
Mission and Program Overview

Mission

Parent support for Lake Country Classical Academy K-12 public charter school

Program Services

DescriptionGrantsExpenses
Other program services described in Schedule O$31,497$16,049
Fun Food Fridays Legacy Committee provided an optional lunch from a restaurant once a month during the school year 8 times for grades 7-12 This program served 572 lunchs to students and teachers-$5,505
Teacher Appreciation Legacy Committee supported 74 faculty and staff at Lake Country Classical Academy with meals and snacks during parent-teacher conferences twice per school year gifts and meals during Teacher Appreciation Week in May and tickets to the school-wide Dockhounds baseball game event at the end of the school year-$5,366
West Campus House System Legacy Committee provided a grant to Lake Country Classical Academy to support house system expenses for the students at the upper campus grades 7-12 The house system is designed to strengthen school culture while allowing opportunities for student leadership and mentorship across grades$4,670-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele JonesPresident Legacy CommitteePT$0--
Natalie WhiteVice President Legacy Committee-$0--
Jessica SchultzTreasurer Legacy CommitteePT$0--
Meranda PetersonSecretary Legacy CommitteePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$77,708$0$12,529$-12,529
Event 2$0$0$0$0
Total Events$77,708$0$14,991$-14,991
Filing and Contact Details

Filer

Filer Name
Legacy Committee Inc
EIN
87-3985462
Phone
4147914920
Address
818 W WISCONSIN AVE, OCONOMOWOC, WI 53066

Signing Officer

Name
Kelly Novotny
Title
Treasurer Legacy Committee
Phone
4147914920
Signed
2025-11-14
Supplemental Narrative

Additional Explanations

Schedule O:

Legacy Committee provided $36,167 (Part I Line 10) in grants to Lake Country Classical Academy to support educational and student enrichment activities. Grants included: West Campus House System student programming support ($4,670); Student Literature Annotation Books ($4,131); Holiday Fine Arts Concerts ($4,000); Student Assignment Notebooks ($2,007); Prom 2025 ($2,000); Graduation 2025 ($2,000); Music Program Sheet Music ($1,773); West Campus House System Student Events ($1,602); National Latin Exam ($1,089); Spring Fine Arts Concerts ($1,000); Opera for the Young ($900); East Campus enrichment activities ($443); Veteran Hero Cards ($396); Faculty Professional Development books ($158); Library scanning subscription ($74). Additional classroom enhancements totaled $6,447 at East Campus and $3,479 at West Campus across dozens of classrooms. Other expenses of $27,696 (Part I Line 16) included: Fun Food Friday student lunch program ($5,504); Teacher Appreciation activities ($5,366); Book Fair ($4,243); Spring Bash school-wide celebration ($3,539); Dad/Daughter school community dance ($2,739); Student athletics ($1,089); Gratitude Grams for Teachers ($916); School community 4th of July parade ($690); Upper School programming ($738); Middle School programming ($419); Elementary programming ($651); Miscellaneous community programs ($522); Miscellaneous student programs ($218); Fun Run programming ($284). Administrative expenses totaled $777, including liability insurance ($255), office expenses ($213), software/apps ($209), tax filing ($85), and other ($15).

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Legacy Committee provided $36,167 (Part I Line 10) in grants to Lake Country Classical Academy to support educational and student enrichment activities. Grants included: West Campus House System student programming support ($4,670); Student Literature Annotation Books ($4,131); Holiday Fine Arts Concerts ($4,000); Student Assignment Notebooks ($2,007); Prom 2025 ($2,000); Graduation 2025 ($2,000); Music Program Sheet Music ($1,773); West Campus House System Student Events ($1,602); National Latin Exam ($1,089); Spring Fine Arts Concerts ($1,000); Opera for the Young ($900); East Campus enrichment activities ($443); Veteran Hero Cards ($396); Faculty Professional Development books ($158); Library scanning subscription ($74). Additional classroom enhancements totaled $6,447 at East Campus and $3,479 at West Campus across dozens of classrooms. Other expenses of $27,696 (Part I Line 16) included: Fun Food Friday student lunch program ($5,504); Teacher Appreciation activities ($5,366); Book Fair ($4,243); Spring Bash school-wide celebration ($3,539); Dad/Daughter school community dance ($2,739); Student athletics ($1,089); Gratitude Grams for Teachers ($916); School community 4th of July parade ($690); Upper School programming ($738); Middle School programming ($419); Elementary programming ($651); Miscellaneous community programs ($522); Miscellaneous student programs ($218); Fun Run programming ($284). Administrative expenses totaled $777, including liability insurance ($255), office expenses ($213), software/apps ($209), tax filing ($85), and other ($15).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Novotny
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer Legacy Committee
ReturnHeader/BusinessOfficerGrp/PhoneNum04147914920
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY COMMITTEE INC
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0873985462
ReturnHeader/Filer/PhoneNum04147914920
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ReturnHeader/Filer/USAddress/CityNm0OCONOMOWOC
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ReturnHeader/Filer/USAddress/ZIPCd053066
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ReturnHeader/ReturnTs02025-11-14T02:00:06Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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