2024-11-15T14:08:54-08:00 2023-12-31 223860521 Todd Hamaker & Johnson LLP 517 S 1st St Lufkin TX 75901 990 2023-01-01 471941953 LEGACY INSTITUTE FOR FINANCIAL EMPOWERMENT LEGA 9362092085 504 W FRANK AVE LUFKIN TX 75904 JOSEPH CEASAR Executive Director 2024-11-15 true true KIM JOHNSON CPA P00633328 9366328181 2023 2024-10-15 13:58:12Z 504 W FRANK AVE LUFKIN TX 75904 927122 false X WWW.LEGACY-INSTITUTE.ORG X 2014 TX THE LEGACY INSTITUTE OF FINANCIAL EDUCATION EXISTS TO TEACH FINANCIAL LITERACY, CREATE ECONOMIC STABILITY, AND BUILD GENERATIONAL WEALTH. 7 7 15 12 0 731090 762137 101708 153236 3032 2680 -10553 9069 825277 927122 6239 6591 0 386689 585523 0 48272 427778 426232 820706 1018346 4571 -91224 749684 719800 680730 728646 68954 -8846 X THE LEGACY INSTITUTE OF FINANCIAL EDUCATION EXISTS TO TEACH FINANCIAL LITERACY, CREATE ECONOMIC STABILITY, AND BUILD GENERATATIONAL WEALTH. false false 285055 LIFE FARMS - A SOCIAL ENTERPRISE THAT INCLUDES A 4 ACRE COMMUNITY GARDEN THAT FUNCTIONS AS A COMMUNITY SUPPORTED AGRICULTURE (CSA) PROJECT. THE PROJECT ALSO OPERATES A LAWN MAINTENANCE CREW TO PROVIDE JOBS FOR THE REENTRY POPULATION. 157537 LIFE TECH - A TECHNOLOGY ACCESS PROGRAM WHICH SERVES LOW TO MODERATE INCOME HOUSEHOLDS THROUGHOUT DEEP EAST TEXAS. THIS PROGRAM PARTNERS WITH THE DEEP EAST TEXAS REGIONAL HOUSING AUTHORITY (DETRHA) AND ANGELINA COLLEGE TO PROVIDE TRAINING AND LOW COST HARDWARE TO HOUSEHOLDS IN NEED WITH THE PURPOSE OF ENSURING EACH EAST TEXAS HOUSEHOLD HAS A COMPUTER AND ACCESS TO THE INTERNET. THIS PROGRAM ALSO PROVIDES INTERNSHIPS FOR COMMUNITY MEMBERS WHO ARE CONSIDERING A CAREER IN INFORMATION TECHNOLOGY (IT) AS THEY PURSUE THEIR COMPTIA A+ CERTIFICATION OR THEIR MICROSOFT TECHNOLOGY ASSOCIATE (MTA) CERTIFICATION. 155328 LIFE BUILD - A WORKFORCE DEVELOPMENT TRAINING PROGRAM DESIGNED TO PRODUCE FUTURE LEADERS IN CARPENTRY. THE PROGRAM PROVIDES COMMUNITY MEMBERS WITH AN OPPORTUNITY TO EARN INDUSTRY-RECOGNIZED CERTIFICATIONS SUCH AS THE NCCER CORE, GENERAL CARPENTRY, AND ADVANCED CARPENTRY. PARTICIPANTS MAY ALSO HAVE AN OPPORTUNITY TO EARN A STIPEND WHILE THEY'RE LEARNING. COUPLED WITH THE TRAINING ASPECT OF LIFE BUILD IS A SOCIAL ENTERPRISE THAT WILL BUILD AFFORDABLE SINGLE FAMILY HOMES AND PROVIDE AFFORDABLE RENOVATIONS TO LOW-TO-MODERATE HOMEOWNERS. 216710 814630 true true false false false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 19 0 true 15 true false false false false false false false 0 false false false false false false false X 7 7 false false false false false false false true false false false true true true true true true false false false X JOSEPH CEASAR 9362092085 504 W FRANK AVE LUFKIN TX 75904 X REAGAN McCLENNY President 2.00 0.00 X X 0 0 0 TIM WALKER Secretary 2.00 0.00 X X 0 0 0 MARTHA MALDONADO Vice President 1.00 0.00 X X 0 0 0 KRYSTAL RILEY Director 1.00 0.00 X 0 0 0 MAXINE PETERS-GILES Director 1.00 0.00 X 0 0 0 MONICA PETERS-CLARK Director 1.00 0.00 X 0 0 0 MALCOLM DEASON Treasurer 3.00 0.00 X X 0 0 0 0 false false false 0 762137 220766 762137 CONSULTING FINANCIAL COACHING LIFE SKILLS TRAINING 143327 143327 MISC PROGRAM INCOME 9909 9909 NLCSGP ADMINISTRATION 153236 2283 2283 0 0 0 397 397 397 397 0 0 0 OTHER REVENUE 9069 9069 9069 927122 164985 6000 6000 591 591 0 0 0 0 521764 493605 14613 13546 0 0 63759 61025 2734 0 55001 9978 16523 28500 55885 55885 0 0 0 0 10502 4276 6226 20860 10889 9971 19636 17365 2271 0 16983 14818 2165 0 0 16256 11834 4422 20233 6571 13662 0 25945 25945 11310 4360 6950 LIFE SKILLS TRAINING 60649 60649 CONTRACT LABOR 31761 31761 MISC OTHER EXPENSE 19325 13576 5749 REPAIRS & MAINTENANCE 14571 7215 7356 47315 34172 13143 1018346 814630 155444 48272 227912 160336 0 141949 106955 0 0 0 36998 47658 0 1800 448648 78521 317430 370127 0 0 24688 32319 707 605 0 749684 719800 1152 11981 660014 716665 19564 680730 728646 X -78030 -367467 146984 358621 68954 -8846 749684 719800 -91224 13424 X false false false X 169549 391291 518447 614400 541371 2235058 98920 76186 53066 101708 329880 0 0 0 268469 467477 571513 716108 541371 2564938 0 0 2564938 284 22 336 2283 2925 0 284 22 336 2283 2925 0 10958 2377 1684 67930 82949 268469 478719 573912 718128 611584 2650812 0.96760 0.99280 0.00110 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37755 37755 318481 41435 277046 92412 37086 55326 370127 MARKETABLE SECURITIES 32319 C 927122 927122 927122 1018346 1018346 1018346 DONATED LABOR 220766 FMV false false false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: LIFE TECH - A TECHNOLOGY ACCESS PROGRAM WHICH SERVES LOW TO MODERATE INCOME HOUSEHOLDS THROUGHOUT DEEP EAST TEXAS. THIS PROGRAM PARTNERS WITH THE DEEP EAST TEXAS REGIONAL HOUSING AUTHORITY (DETRHA) AND ANGELINA COLLEGE TO PROVIDE TRAINING AND LOW COST HARDWARE TO HOUSEHOLDS IN NEED WITH THE PURPOSE OF ENSURING EACH EAST TEXAS HOUSEHOLD HAS A COMPUTER AND ACCESS TO THE INTERNET. THIS PROGRAM ALSO PROVIDES INTERNSHIPS FOR COMMUNITY MEMBERS WHO ARE CONSIDERING A CAREER IN INFORMATION TECHNOLOGY (IT) AS THEY PURSUE THEIR COMPTIA A+ CERTIFICATION OR THEIR MICROSOFT TECHNOLOGY ASSOCIATE (MTA) CERTIFICATION. OTHER PROGRAM SERVICES 5: GENERATION A - YOUTH MENTORSHIP PROGRAM FOCUSING ON 6TH - 12TH GRADE STUDENTS WHO HAVE BEEN CATEGORIZED BY THE SCHOOL DISTRICT AS LOW SOCIOECONOMIC (LSEC), ECONOMICALLY DISADVANTAGED, OR AT RISK. THIS PROGRAM PROVIDES SERVICES TO ITS STUDENTS FROM 6TH GRADE UNTIL GRADUATION. SERVICES INCLUDE TUTORING, FINANCIAL LITERACY, GOAL SETTING, FINANCING COLLEGE, ENTREPRENEURSHIP, AND MORE OTHER PROGRAM SERVICES 6: LIFE FARMS - A SOCIAL ENTERPRISE THAT INCLUDES A 4 ACRE COMMUNITY GARDEN THAT FUNCTIONS AS A COMMUNITY SUPPORTED AGRICULTURE (CSA) PROJECT. THE PROJECT ALSO OPERATES A LAWN MAINTENANCE CREW TO PROVIDE JOBS FOR THE REENTRY POPULATION. OTHER PROGRAM SERVICES 7: OTHER PROGRAM SERVICES 8: WAZO PROJECT IS A BUSINESS DEVELOPMENT OFFICE (BDO). THE PROJECT HELPS ASPIRING AND EXISTING ENTREPRENEURS BRING THEIR IDEAS TO MARKET. THE GOAL IS TO HELP OUR CLIENTS THINK THROUGH THE PROCESS OF WHAT IT WOULD TAKE TO BEGIN THEIR BUSINESS, SELECT AN APPROPRIATE CORPORATE STRUCTURE WITH THE HELP OF AN ATTORNEY, GAIN ACCESS TO AFFORDABLE CAPITAL ECT. WE PARTNER WITH ATTORNEYS, CPAS, AND THE SMALL BUSINESS DEVELOPMENT CENTER (SBDC). OTHER PROGRAM SERVICES 9: LEF - LIFE EMPOWERMENT FUND -- SMALL DOLLAR LOAN PROGRAM DESIGNATED TO PROVIDE ACCESS TO CAPITAL TO THOSE WHO HAVE HISTORICALLY BEEN UNDER-SERVED (e.g. BIPOC, WOMEN, AND RURAL COMMUNITIES). Form 990, Part VI, Section B, Line 11b FORM 990 WILL BE REVIEWED BY EXECUTIVE DIRECTOR BEFORE SIGNING. Form 990, Part VI, Section B, Line 12c ANNUALLY BOARD MEMBERS SHALL SIGN A STATEMENT AFFIRMING THEY HAVE: RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; HAVE READ, UNDERSTOOD AND AGREE TO COMPLY WITH THE POLICY; AND DECLARE WHETHER THEY ARE AN INDEPENDENT DIRECTOR. Form 990, Part VI, Section C, Line 19 No documents available to the public.