Legacy INC FY2022 filing

Tax-deductible

Montgomery, AL501(c)(3)EnvironmentEIN 63-1078376

This page gets seen. Tell your story. Claim this org.

To promote and develop a statewide program of environmental education in alabama.

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
$52K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $64K a year · 18% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$52K
to officers and key staff · 25% of spending
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
Pt VII · Sec A
Cash reserves
56 mo
of spending, in cash
Looks good: 56.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$65K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$339K
-6% vs prior year
Spent
$204K
To programs
71%
Net assets
$958K
By yearFY2020–FY2024
Revenue
$339K
FY2022▼ -6%
Revenue by fiscal year
FY2020$355K
FY2021$361K
FY2022$339K
FY2023$356K
FY2024$396K
Expenses
$204K
FY2022▼ -23%
Expenses by fiscal year
FY2020$266K
FY2021$266K
FY2022$204K
FY2023$357K
FY2024$396K
Net assets
$958K
FY2022▲ +16%
Net assets by fiscal year
FY2020$727K
FY2021$823K
FY2022$958K
FY2023$957K
FY2024$956K

From the FY2022 Form 990 · see the original

Give Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $144K Management & general 27% · $56K Fundraising 2% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

14 people listed on the 990; $52K paid to officers and key staff.

Part VII, Section A · reportable compensation
Exec Directo
$51,736Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Past Preside
$0Pt VII · Sec A
Chair - Ed C
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Toni Bruner’s $52K as Exec Directo is at the 32nd percentile of top reported officer pay among 1990 $100K–1M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2022FY2021FY2020
H Paige Moreland—$92,814$93,078
Toni Bruner$51,736——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Legacy INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes and develops environmental education programs across Alabama.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $144K · in their own filed words · FY2022
01

Environmental Education

The development of environmental education programs and materials for use in school grades k-12 including teacher training. Focus is on environmental issues and water sources.

$68Kprogram expense
02

Marketing Publications Distributed to the Public

Drops and watts - tips on how to conserve water and energy helping yourself to a healthy home - tips on indoor environmental health smart driving guide - tips on making vehicles more environmentally friendly earth saver wheel - tips on preserving the earth and its natural resources energy conservation wheel - tips on conserving energy…

$46Kprogram expense
03

Environmental Education Grants

Grants awarded to support environmental education in alabama. Competitive grants up to 10,000 per grant.

$30Kprogram expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$339K
Ln 12
Gifts and grantsLn 1h$333K
Investment incomeLn 3$3K
Fees for servicesLn 2g$2K
Money outPt IX
$204K
Ln 25
Programscol B$144K
Managementcol C$56K
Fundraisingcol D$4K
Owns and owesPt X
$958K
net assets · Ln 32
Cash and savingsLn 1–2$958K
Total assetsLn 16$1.0M
LiabilitiesLn 26$65K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$333K
Fees for servicesLn 2g$2K
Investment incomeLn 3$3K
Other incomeLn 4–11$1K
Total revenueLn 12$339K
Assets in detailPt X, end of year
CashLn 1$846K
SavingsLn 2$113K
Cash and savings togetherLn 1–2$958K
Land, buildings, equipmentLn 10c$3K
Other assetsLn 15$46K
Total assetsLn 16$1.0M
LiabilitiesLn 26$65K
Net assetsLn 32$958K
OperationsPt I, VI
EmployeesI 52
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$815K$958K
Land, buildings, equipmentLn 10c$1K$3K
Total assetsLn 16$834K$1.0M
LiabilitiesLn 26$11K$65K
Net assetsLn 32$823K$958K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$56K$35K$19K$2K
Pay of disqualified personsLn 6$19K$12K$6K$767
Other salaries and wagesLn 7$16K$10K$5K$634
Pension plan contributionsLn 8$323$203$107$13
Other employee benefitsLn 9$2K$969$507$61
Payroll taxesLn 10$7K$4K$2K$274
Accounting feesLn 11c$11K$11K
Advertising and promotionLn 12$14K$14K
Office expensesLn 13$12K$9K$3K
OccupancyLn 16$29K$23K$6K
TravelLn 17$2K$1K$1K
Conferences, conventions and meetingsLn 19$597$597
Depreciation, depletion and amortizationLn 22$492$393$99
InsuranceLn 23$6K$5K$1K
Other expenses (24a–d)Ln 24$23K$23K$229
All other expensesLn 24e$6K$5K$1K
Total functional expensesLn 25$204K$144K$56K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $396K$396K−$577$956K 990 PDF
FY2023 $356K$357K−$1K$957K 990 PDF
FY2022 Viewing $339K$204K$135K$958K 990 PDF
FY2021 $361K$266K$96K$823K 990 PDF
FY2020 $355K$266K$89K$727K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $338,924 across 6 lines filed
VIII-1f All other contributions, gifts and grants$332,725
VIII-1h Total contributions, gifts and grants$332,725
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,460$2,460
VIII-3 Investment incomeExcluded from tax $2,562$2,562
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,177$1,177
VIII-12 Total revenueRelated to mission $3,637 · Excluded from tax $2,562$338,924
Part IX · Statement of functional expenses $204,063 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $35,493 · Management $18,591 · Fundraising $2,253$56,337
IX-6 Pay of disqualified personsPrograms $12,073 · Management $6,324 · Fundraising $767$19,164
IX-7 Other salaries and wagesPrograms $9,971 · Management $5,224 · Fundraising $634$15,829
IX-8 Pension plan contributionsPrograms $203 · Management $107 · Fundraising $13$323
IX-9 Other employee benefitsPrograms $969 · Management $507 · Fundraising $61$1,537
IX-10 Payroll taxesPrograms $4,319 · Management $2,263 · Fundraising $274$6,856
IX-11c Accounting feesManagement $10,750$10,750
IX-12 Advertising and promotionPrograms $14,153$14,153
IX-13 Office expensesPrograms $9,427 · Management $2,681$12,108
IX-16 OccupancyPrograms $23,231 · Management $5,808$29,039
IX-17 TravelPrograms $1,071 · Management $1,072$2,143
IX-19 Conferences, conventions and meetingsPrograms $597$597
IX-22 Depreciation, depletion and amortizationPrograms $393 · Management $99$492
IX-23 InsurancePrograms $4,664 · Management $1,166$5,830
IX-24 Other expenses (24a–d)Programs $22,694 · Management $229$22,923
IX-24e All other expensesPrograms $4,832 · Management $1,150$5,982
IX-25 Total functional expensesPrograms $144,090 · Management $55,971 · Fundraising $4,002$204,063
Part X · Balance sheet $1,023,316 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $702,331$845,601
X-2 Savings and temporary cash investmentsStart of year $112,536$112,577
X-4 Accounts receivableStart of year $13,026$12,489
X-9 Prepaid expenses and deferred chargesStart of year $4,901$3,951
X-10c Land, buildings and equipment, netStart of year $1,439$2,647
X-15 Other assets$46,051
X-16 Total assetsStart of year $834,233$1,023,316
X-17 Accounts payable and accrued expensesStart of year $10,892$19,062
X-25 Other liabilities$46,051
X-26 Total liabilitiesStart of year $10,892$65,113
X-27 Net assets without donor restrictionsStart of year $823,341$958,203
X-32 Total net assets or fund balancesStart of year $823,341$958,203
X-33 Total liabilities and net assetsStart of year $834,233$1,023,316
Part XI · Reconciliation of net assets $958,203 net assets at year end
XI-1 Total revenue$338,924
XI-2 Total expenses$204,063
XI-3 Revenue less expenses$134,861
XI-4 Net assets at start of year$823,341
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$958,203

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.