Legacy Enhancement is located in Houston, TX. The organization was established in 2016. According to its NTEE Classification (F02) the organization is classified as: Management & Technical Assistance, under the broad grouping of Mental Health & Crisis Intervention and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Legacy Enhancement is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE PURPOSE OF THE ORGANIZATION IS TO OFFER A COST EFFECTIVE MEANS OF PROVIDING A SPECIAL NEEDS TRUST AS WELL AS OFFERING GOVERNMENT ASSISTANCE EDUCATION FOR THE BENEFIT OF DISABLED AND SPECIAL NEEDS INDIVIDUALS AND THEIR CAREGIVERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OFFERING COST EFFECTIVE MEANS OF PROVIDING A SPECIAL NEEDS TRUST AS WELL AS OFFERING GOVERNMENT ASSISTANCE EDUCATION FOR THE BENEFIT OF DISABLED AND SPECIAL NEEDS INDIVIDUALS AND THEIR CAREGIVERS.
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Christian Bruns President | 40 | $204,288 | |
Jeff Hurst Director | 0 | $0 | |
Matt Matza Director | 0 | $0 | |
Kurt Arnold Director | 0 | $0 | |
Andrea K Metcalf Trust Administrator | 50 | $155,732 | |
Jayme Doyle Trust Officer | 40 | $72,177 |
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Sage Settlement Consulting | 12/30/22 | $290,383 |
Forge Consulting Llc | 12/30/22 | $201,160 |
Claimant Advocacy Group Llc | 12/30/22 | $119,643 |
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $3,089,269 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $5,261 |
| Total Revenue | $3,094,530 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $204,288 |
| Other employee salaries and wages | $834,955 |
| Pension plans, employee benefits | $33,821 |
| Interest | $0 |
| Taxes | $79,868 |
| Depreciation | $0 |
| Occupancy | $45,360 |
| Travel, conferences, and meetings | $15,744 |
| Printing and publications | $1,961 |
| Other expenses | $1,104,058 |
| Total operating and administrative expenses | $2,785,518 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $2,785,518 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $679,445 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $65,256 |
| Other assets | $77,446 |
| Total assets | $822,147 |
| Accounts payable and accrued expenses | $137,242 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $2,448 |
| Total liabilities | $139,690 |
| Organization Name | Assets | Revenue |
|---|---|---|
Legacy Enhancement Houston, TX | $822,147 | $3,094,530 |
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