LEGACYTREE FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEGACYTREE FOUNDATION (EIN 73-1556664)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201631379349309078
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T16:21:22-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS DECOSIMO LLC PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5214 MARYLAND WAY SUITE 307 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731556664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACYTREE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 6154688048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTGATE CIRCLE SUITE 200 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES WOLTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6154688048 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN D MCADAMS CPA | PreparerPersonNm |
| PTIN | P00238157 | PTIN |
| Phone | 6156904340 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES WOLTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTGATE CIRCLE SUITE 200 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,894,378 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACYTREEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $143,222 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,210,719 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,734,887 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,012,008 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,121,034 | CYInvestmentIncomeAmt |
| PY Other Revenue | $628,297 | PYOtherRevenueAmt |
| CY Other Revenue | $281,486 | CYOtherRevenueAmt |
| PY Total Revenue | $2,851,024 | PYTotalRevenueAmt |
| CY Total Revenue | $4,137,407 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $352,655 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $602,034 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $671,268 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $563,660 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $313,734 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,409,695 | PYOtherExpensesAmt |
| CY Other Expenses | $969,043 | CYOtherExpensesAmt |
| PY Total Expenses | $2,433,618 | PYTotalExpensesAmt |
| CY Total Expenses | $2,134,737 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $417,406 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,002,670 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,649,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,228,437 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,507,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,380,833 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,141,700 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,847,604 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $801,774 | ExpenseAmt |
| Grant | $602,034 | GrantAmt |
| Desc | PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. | Desc |
| Total Program Service Expenses | $801,774 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES WOLTER | PersonNm |
| Phone | 6154688048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTGATE CIRCLE SUITE 200 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES J WOLTER | ||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $115,000 | $0 | $16,200 |
| DAVE BUNKER | ||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EUGENE LINKOUS | ||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF SWARTZENDRUBER | ||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG WOLTER | ||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANETTE J BEEBE | ||||||
| VICE PRES/TREASURER | 40.00 | Yes (X) | $114,762 | $0 | $6,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $229,762 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,400 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,734,887 | AllOtherContributionsAmt |
| Noncash Contributions | $1,591,994 | NoncashContributionsAmt |
| Total Contributions | $2,734,887 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,114,407 | TotalRevenueColumnAmt |
| Exclusion | $1,114,407 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $763,598 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $756,971 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,627 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,627 | TotalRevenueColumnAmt |
| Exclusion | $6,627 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| INSURANCE COMMISSIONS | 524298 | $143,222 | $143,222 | |
| MISC. REVENUE-RELATED-990 | 900099 | $138,264 | $138,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $281,486 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,137,407 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $138,264 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $143,222 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,121,034 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,034 | TotalAmt |
| Program Services | $602,034 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,161 | TotalAmt |
| Program Services | $87,437 | ProgramServicesAmt |
| Management And General | $77,283 | ManagementAndGeneralAmt |
| Fundraising | $87,441 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,790 | TotalAmt |
| Program Services | $82,520 | ProgramServicesAmt |
| Management And General | $71,748 | ManagementAndGeneralAmt |
| Fundraising | $82,522 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,189 | TotalAmt |
| Program Services | $13,016 | ProgramServicesAmt |
| Management And General | $11,157 | ManagementAndGeneralAmt |
| Fundraising | $13,016 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,520 | TotalAmt |
| Program Services | $13,132 | ProgramServicesAmt |
| Management And General | $11,256 | ManagementAndGeneralAmt |
| Fundraising | $13,132 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,510 | TotalAmt |
| Management And General | $2,510 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,065 | TotalAmt |
| Management And General | $46,065 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,542 | TotalAmt |
| Program Services | $476 | ProgramServicesAmt |
| Management And General | $2,764 | ManagementAndGeneralAmt |
| Fundraising | $104,302 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,889 | TotalAmt |
| Program Services | $3,159 | ProgramServicesAmt |
| Management And General | $45,409 | ManagementAndGeneralAmt |
| Fundraising | $13,321 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,813 | TotalAmt |
| Management And General | $28,813 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443 | TotalAmt |
| Management And General | $1,443 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEVELOPMENT FEES | Desc |
| Total | $720,781 | TotalAmt |
| Management And General | $720,781 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,134,737 | TotalAmt |
| Program Services | $801,774 | ProgramServicesAmt |
| Management And General | $1,019,229 | ManagementAndGeneralAmt |
| Fundraising | $313,734 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,434 | BOYAmt |
| EOY | $817,626 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,128 | BOYAmt |
| EOY | $536,613 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,373 | BOYAmt |
| EOY | $39,268 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,727 | BOYAmt |
| EOY | $19,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,335 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,147 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,631 | BOYAmt |
| EOY | $2,188 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,771 | BOYAmt |
| EOY | $409,433 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,217,525 | BOYAmt |
| EOY | $42,402,521 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $1,695 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,649,089 | BOYAmt |
| EOY | $44,228,437 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,122 | BOYAmt |
| EOY | $70,515 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,462,267 | BOYAmt |
| EOY | $39,310,318 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,507,389 | BOYAmt |
| EOY | $39,380,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,141,700 | BOYAmt |
| EOY | $4,847,604 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,141,700 | BOYAmt |
| EOY | $4,847,604 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,649,089 | BOYAmt |
| EOY | $44,228,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,002,670 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$29,292 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,267,474 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,013,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,514,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,122,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,210,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,734,887 | CurrentTaxYearAmt |
| Total | $11,595,304 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,013,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,514,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,122,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,210,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,734,887 | CurrentTaxYearAmt |
| Total | $11,595,304 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $11,595,304 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $573,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $836,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $998,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,114,407 | CurrentTaxYearAmt |
| Total | $3,644,181 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,239,485 | TotalSupportAmt |
| Public Support CY170 | 0.76090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,335 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,147 | DepreciationAmt |
| Book Value | $2,188 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,188 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES HELD | Desc |
| Book Value | $42,402,521 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $42,402,521 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGACYPLAN LIABILITIES | Desc |
| Amt | $39,310,318 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,310,318 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITIES. AS OF DECEMBER 31, 2015 AND 2014, THE ORGANIZATION HAS NOT RECOGNIZED LIABILITIES FOR UNCERTAIN TAX POSITIONS OR ASSOCIATED INTEREST AND PENALTIES, RESPECTIVELY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ANSWERS IN GENESIS | |||||||
| 2800 BULLITTSBURG CHURCH RD | PETERSBURG | KY | 41080 | 330596423 | 501(C)(3) | $10,000 | RELIGIOUS/HUMANITARIAN |
| AVE MARIA UNIVERSITY INC | |||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | 030482006 | 501(C)(3) | $11,650 | RELIGIOUS/HUMANITARIAN |
| BETHLEHEM LUTHERAN CHURCH | |||||||
| 316 W BUEHLER AVE | NEKOOSA | WI | 54457 | 391087801 | 501(C)(3) | $25,000 | RELIGIOUS/HUMANITARIAN |
| BREEDLOVE FOODS INC | |||||||
| 1818 N MARTIN LUTHER KING JR BLVD | LUBBOCK | TX | 79403 | 262194373 | 501(C)(3) | $12,750 | RELIGIOUS/HUMANITARIAN |
| BRIGHTFOCUS FOUNDATION | |||||||
| MACULAR DEGENERATION RESEARCH | CLARKSBURG | MD | 20871 | 237337229 | 501(C)(3) | $9,190 | RELIGIOUS/HUMANITARIAN |
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | 440605373 | 501(C)(3) | $10,000 | RELIGIOUS/HUMANITARIAN |
| COVINA UNITED METHODIST CHURCH | |||||||
| 437 W SAN BERNARDINO RD | COVINA | CA | 91723 | 951744354 | 501(C)(3) | $7,150 | RELIGIOUS/HUMANITARIAN |
| DANITA'S CHILDREN | |||||||
| PO BOX 864311 | ORLANDO | FL | 32886 | 593735653 | 501(C)(3) | $10,000 | RELIGIOUS/HUMANITARIAN |
| DELTONA NORTH CONGREGATION OF JEHOVAH'S W | |||||||
| WITNESS INC | DELTONA | FL | 32738 | 592382513 | 501(C)(3) | $16,710 | RELIGIOUS/HUMANITARIAN |
| FEED AMERICA FIRST | |||||||
| 1105 BLUE SPRINGS ROAD | FRANKLIN | TN | 37069 | 621821057 | 501(C)(3) | $80,000 | RELIGIOUS/HUMANITARIAN |
| FULL GOSPEL FELLOWSHIP OF CHURCHES | |||||||
| MINISTERS | TROPHY CLUB | TX | 76262 | 263443135 | 501(C)(3) | $11,555 | RELIGIOUS/HUMANITARIAN |
| HOLY FAMILY PARISH | |||||||
| 1010 35TH ST | GALVESTON | TX | 775504058 | 352367961 | 501(C)(3) | $15,000 | RELIGIOUS/HUMANITARIAN |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DRIVE STE 250 | LANCASTER | PA | 17601 | 232836648 | 501(C)(3) | $25,000 | RELIGIOUS/HUMANITARIAN |
| JEFFERSON BAPTIST CHURCH | |||||||
| 9135 JEFFERSON HWY | BATON ROUGE | LA | 70809 | 720649163 | 501(C)(3) | $13,980 | RELIGIOUS/HUMANITARIAN |
| LIFELINE FAMILY CENTER | |||||||
| 907 SE 5TH AVE | CAPE CORAL | FL | 33990 | 650529641 | 501(C)(3) | $45,000 | RELIGIOUS/HUMANITARIAN |
| LONGMEADOW CHURCH | |||||||
| 19642 LONGMEADOW RD | HAGERSTOWN | MD | 21742 | 526040260 | 501(C)(3) | $10,000 | RELIGIOUS/HUMANITARIAN |
| LUTHERAN COMMUNITY SERVICES NORTHWEST | |||||||
| 115 NE 100TH ST STE 200 | SEATLE | WA | 98125 | 930386860 | 501(C)(3) | $7,000 | RELIGIOUS/HUMANITARIAN |
| MEHARRY NATIONAL ALUMNI ASSOCIATION INC | |||||||
| 1005 DB TODD BLVD STE 622 | NASHVILLE | TN | 37208 | 621280197 | 501(C)(3) | $8,680 | RELIGIOUS/HUMANITARIAN |
| MERCY MINISTRIES | |||||||
| 15328 OLD HICKORY BLVD | NASHVILLE | TN | 37211 | 720973419 | 501(C)(3) | $23,050 | RELIGIOUS/HUMANITARIAN |
| NORBERTINE ASSOCIATION OF ST JOSEPH | |||||||
| 17831 WATER CANYON RD | TEHACHAPI | CA | 93561 | 330786385 | 501(C)(3) | $11,650 | RELIGIOUS/HUMANITARIAN |
| PROMEDICA FOUNDATION | |||||||
| 5217 MONROE ST STE A1 | TOLEDO | OH | 43623 | 341517672 | 501(C)(3) | $6,500 | RELIGIOUS/HUMANITARIAN |
| SANTA MONICA-MALIBU EDUCATION FOUNDATION | |||||||
| 1645 16TH ST | SANTA MONICA | CA | 90404 | 953787674 | 501(C)(3) | $6,000 | RELIGIOUS/HUMANITARIAN |
| SEND MUSICIANS TO PRISON | |||||||
| 2905-A ARMORY DR | NASHVILLE | TN | 37204 | 452371305 | 501(C)(3) | $36,500 | RELIGIOUS/HUMANITARIAN |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $6,200 | RELIGIOUS/HUMANITARIAN |
| ST LOUIS CATHOLIC CHURCH | |||||||
| 203 S WHITE STATION RD | MEMPHIS | TN | 38117 | 620590103 | 501(C)(3) | $7,000 | RELIGIOUS/HUMANITARIAN |
| TEXAS BOYS RANCH | |||||||
| PO BOX 5665 | LUBBOCK | TX | 79408 | 237292527 | 501(C)(3) | $12,750 | RELIGIOUS/HUMANITARIAN |
| TIMOTHY'S GIFT | |||||||
| PO BOX 111642 | NASHVILLE | TN | 37222 | 272952507 | 501(C)(3) | $10,500 | RELIGIOUS/HUMANITARIAN |
| TRI-COUNTY CHURCH OF THE NAZARENE | |||||||
| 4778 TYLERSVILLE RD | HAMILTON | OH | 45011 | 341512651 | 501(C)(3) | $8,000 | RELIGIOUS/HUMANITARIAN |
| WALKER MEMORIAL ACADEMY | |||||||
| D/B/A WALKER MEMORIAL ACAMEDY | AVON PARK | FL | 33825 | 590806975 | 501(C)(3) | $19,550 | RELIGIOUS/HUMANITARIAN |
| FREEDOM'S PROMISE | |||||||
| PO BOX 58996 | NASHVILLE | TN | 37205 | 260566457 | 501(C)(3) | $20,000 | RELIGIOUS/HUMANITARIAN |
| NORBERTINE FATHERS OF ORANGE INC | |||||||
| 19292 EL TORO ROAD | SILVERADO | CA | 92676 | 330786385 | 501(C)(3) | $11,650 | RELIGIOUS/HUMANITARIAN |
| WOMEN'S AGLOW FELLOWSHIP INTERNATIONAL | |||||||
| 1000 N BELT LINE ROAD STE 201 | IRVING | TX | 75061 | 202370934 | 501(C)(3) | $7,555 | RELIGIOUS/HUMANITARIAN |
| OTHER MISCELLANEOUS CHARITIES | |||||||
| 1600 WESTGATE CIRCLE | BRENTWOOD | TN | 37027 | 999999999 | 501(C)(3) | $86,464 | RELIGIOUS/HUMANITARIAN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS ANY DONATIONS GIVEN TO ORGANIZATIONS BY CONFIRMING THEIR TAX-EXEMPT STATUS AND ACSERTAINING THAT THESE ORGANIZATIONS FALL WITHIN THE OVERALL MISSION AND PURPOSE OF THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ANNUTIES/SECURITIES | Desc |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,591,994 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JAMES WOLTER IS THE BROTHER OF ONE BOARD MEMBER AND THE BROTHER-IN-LAW OF ANOTHER BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTANTS. IT IS THEN REVIEWED BY MANAGEMENT BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THE BOARD OF DIRECTORS TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL OFFICERS, MANAGEMENT AND EMPLOYEES ARE APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ANNUITY OBLIGATION -1,267,474. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACYTREE PLANNING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTGATE CIRCLE STE 200 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273295717 | EIN |
| Primary Activities | ACQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO. | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Total Income | $143,221 | TotalIncomeAmt |
| End Of Year Assets | $154,027 | EndOfYearAssetsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LEGACYTREE PLANNING LLC | ||
| P | $13,138 | ALLOCATION OF TIME AND RESOURCES |
| LEGACYTREE PLANNING LLC | ||
| O | $127,073 | ALLOCATION OF TIME SPENT |
| LEGACYTREE PLANNING LLC | ||
| N | $2,881 | ALLOCATION OF TIME AND RESOURCES |
Comments