2024-10-12T13:38:34-05:00 2023-12-31 431855764 EMERICK AND COMPANY PC 4520 MADISON AVE STE G KANSAS CITY MO 64111 990 2023-01-01 471669603 CAPSTONE GLOBAL INITIATIVE INC DBA LEGACYSTONE CAPS 8644155324 PO BOX 290 PAWLEYS ISLAND SC 29585 WILLIAM HIGH CEO 8644155324 2024-10-07 1 0 DAVID EMERICK P00621487 8165312822 2024-10-07 2023 2024-10-15 13:58:12Z WILLIAM HIGH PO BOX 290 PAWLEYS ISLAND SC 29585 1600243 0 X WWW.LEGACYSTONE.COM X 2015 SC TO CREATE HEALTHIER, MORE PRODUCTIVE WORKPACES, LEAD OTHERS TO CHRIST AND SERVE AS A GREATER LIGHT AND LIFE TO THOSE AROUND THEM. 4 3 5 65 0 0 70707 1459995 75465 103784 13091 3430 14501 -6232 173764 1560977 0 0 0 0 108936 357278 0 0 82146 77924 486753 186860 844031 -13096 716946 272352 1361114 201538 569277 70814 791837 X TO CREATE HEALTHIER, MORE PRODUCTIVE WORKPLACES, LEAD OTHERS TO CHRIST AND SERVE AS GREATER LIGHT AND LIFE TO THOSE AROUND THEM. 0 0 223533 34143 DAY WITH DAVID GREEN INSPIRATIONAL EVENTS - WE WERE BLESSED WITH 7 DAY WITH DAVID GREEN EVENTS - HOSTED AT THE HOBBY LOBBY HEADQUARTERS - ALLOWING FOR HUNDREDS OF PASTORS AND BUSINESS LEADERS TO HEAR THEIR STORY OF: TRUSTING GOD, BUILDING THEIR BUSINESS ON BIBLICAL PRINCIPLES AND CHOOSING GENEROSITY FOR KINGDOM-IMPACT AS ONE OF THEIR PRIMARY AIMS IN LIFE. 223533 34143 FAMILY LEGACY SPEAKING - OVER THE COURSE OF THE YEAR WE HAD THE OPPORTUNITY TO INSPIRE, ENCOURAGE, AND EQUIP AUDIENCES WITH THE LIFE-TRANSFORMING MESSAGE THAT "FAMILY WAS MEANT TO BE MULTI-GENERATIONAL" CHALLENGING THEM TO: WRITE THEIR VISION, MISSION AND VALUES, ENGAGE THE NEXT GENERATION, HOLD FAMILY MEETINGS, IMPACT THEIR COMMUNITY AND LIVE FOR A BIGGER PICTURE. 191600 29266 FAMILY LEGACY WORKSHOPS - TAKING OUR MINISTRY TO A DEEPER LEVEL - WE CREATED AND CONDUCTED ONSITE FAMILY LEGACY WORKSHIPS - ALLOWING ANYWHERE FROM 10 TO 50 COUPLES TO ENGAGE IN OUR SIX SESSIONS AROUND FAMILY VISION, COMMUNICATION, CONFLICT RESOLUTION, GENEROSITY AND KINGDOM IMPACT. ALL OTHER ACCOMPLISHMENTS - OTHER PURPOSES RELATED TO MISSION OF THE MINISTRY. 638666 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 5 1 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 X ORGANIZATION 3177534133 PO BOX 290 PAWLEYS ISLAND SC 29585 HOLLY CERVINI SECRETARY 10.00 0.00 X 0 0 0 LANE BYRUM TREASURER 10.00 0.00 X 0 0 0 BEN REDMOND PRESIDENT 10.00 0.00 X 0 0 0 BRANDON SCHAEFER EXECUTIVE DIRECTOR 15.00 0.00 X 71900 0 45800 71900 0 45800 0 0 0 0 0 1459995 1459995 WORKSHOP/SPEAKING EVEN 900099 39522 39522 COACHING 900099 35547 35547 INSPIRATIONAL EVENTS 900099 28715 28715 103784 3430 3430 23266 39266 -16000 -16000 -16000 ADMIN FEES 900099 9768 9768 9768 1560977 97552 0 3430 X 117700 88275 17655 11770 193518 145138 29028 19352 27272 20454 4091 2727 18788 14091 2818 1879 3975 2981 596 398 98608 73956 14791 9861 70804 53103 10621 7080 10439 7829 1566 1044 29431 22073 4415 2943 5728 4296 859 573 86820 65115 13023 8682 10959 8219 1644 1096 22570 22570 340 255 51 34 PROGRAM EXPENSES 104336 78252 15650 10434 MEMBERSHIPS 21201 15901 3180 2120 PROFESSIONAL DEVELOPMEN 15404 11554 2310 1540 MEALS 4402 3302 660 440 1736 1302 261 173 844031 638666 123219 82146 246844 543793 0 184363 1317 6531 23861 16758 0 2170 330 330 590141 24427 0 565714 41455 272352 1361114 0 3150 0 21 0 356833 199900 189865 1638 19408 201538 569277 X 70814 791837 70814 791837 272352 1361114 716946 4077 0 X 0 0 0 X 42050 24825 49027 38140 1459995 1614037 51470 107200 100429 108035 103784 470918 93520 132025 149456 146175 1563779 2084955 0 0 0 2084955 591 1004 1008 3091 3430 9124 591 1004 1008 3091 3430 9124 9768 9768 94111 133029 150464 149266 1576977 2103847 0.99100 0.00430 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: ADMIN FEES - 2023 AMOUNT: $ 9,768. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 550000 14167 535833 40141 10260 29881 565714 PAYROLL LIABILITIES 19408 19408 SCHAEFER DBA FLYWHEEL EXECUTIVE DIRECTOR ASSIST WITH RENT X 7800 21 0 1 1 SCHAEFER DBA ONWARD EXECUTIVE DIRECTOR ASSIST WITH RENT X 25089 16758 0 1 1 16779 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATIONS PROCESS TO REVIEW FORM 990, EXECUTIVE DIRECTOR AND BOOKKEEPER REVIEW THE BALANCE SHEET AND INCOME STATEMENT ACCOUNTS WITH OUTSIDE ACCOUNTANT. OUTSIDE ACCOUNTANT REVIEWS GL DETAILS AS APPROPRIATE TYING OUT BANK RECONCILIATIONS AND FIXED ASSETS WITH PRIOR YEAR TAX RETURNS. GL DETAIL IS REVIEWED FOR ALL ACCOUNTS WITH ANY QUESTIONS POSED ANSWERED BEFORE FINALIZING FINANCIAL REPORTS FOR TAX ACCOUNTANT. TAX ACCOUNTANT PROVIDES YEAR-END ADJUSTMENTS FOR DEPRECIATION. OUTSIDE ACCOUNTANT COMPLETES FUNCTIONAL EXPENSE ALLOCATIONS BY LINE ITEM WITH INPUT FROM EXECUTIVE DIRECTOR, AS WELL AS ALLOCATIONS OF PROGRAM EXPENSES. PRIOR YEAR TAX RETUSN ARE REVIEWED FOR ANY FOLLOW-UP MATTERS RELATIVE TO THE CURRENT YEAR. THIS 990 WAS REVIED BY THE BOARD ON 11.14.23. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICAL - FORMAL DECISION-MAKING PROCESS FOR EXECUTIVE DIRECTOR COMPENSATION: 1) REVIEW FOR PREVIOUS YEAR'S: ROLES AND RESPONSIBILITIES, COMPENSATION PACKAGE (INCLUDING HOUSING ALLOWANCE), GOALS AND PRIORITIES AS WELL AS RESULTS ACHIEVED. 2) CONSIDER CURRENT YEAR'S: GOALS AND OBJECTIVES, ROLE OF THE EXECUTIVE DIRECTOR AND TIME ALLOCATED TO OVERSEE AND COMPLETE ALL DUTIES AND RESPONSIBILITIES. 3) RESEARCH AND REVIEW: LOCAL AND STATE COST OF LIVING EXPENSES COMPARED TO THE NATIONAL AVERAGE, CONSIDER ANY CHANGES OR UPDATES, WHICH MIGHT NEED TO BE MADE. REVIEW COMPARABLE DATA FOR POSITIONS HELD SIMILAR TO YOURS AS EXECUTIVE DIRECTOR. 4) REVIEW HOSUING ALLOWANCE DOCUMENTS, INCLUDING THE PREVIOUS YEAR'S WORKSHEET, ANY HOUSING UPDATES OR EXPENSES, WHICH SHOULD BE CONSIDERED. 5) DETERMINE THE REASONABLE HOUSING ALLOWANCE NEEDS FOR THE CURRENT/COMING YEAR. 6) COMPLETE AND PRESENT A SALARY AND COMPENSATION PACKAGE (INCLUDING HOUSING ALLOWANCE) TO THE ENTIRE BOARD. 7) VOTE FOR APPROVAL. 8) LETTER SIGN AND DATED BY THE BOARD OF DIRECTORS PRESIDENT. 9) PROCESS COMPLETE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 71,519. MANAGEMENT AND GENERAL EXPENSES 14,304. FUNDRAISING EXPENSES 9,536. TOTAL EXPENSES 95,359. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,437. MANAGEMENT AND GENERAL EXPENSES 487. FUNDRAISING EXPENSES 325. TOTAL EXPENSES 3,249.