2026-07-15T11:49:56-05:00 2025-08-31 934792291 SORREN INC 90 S CASCADE AVE SUITE 700 COLORADO SPRINGS CO 80903 990 2024-09-01 822620763 THE LEGACY INSTITUTE LEGA 7196345566 525 N TEJON ST COLORADO SPRINGS CO 80903 ZACHARY MCCOMSEY CEO 7196345566 2026-07-13 1 1 KIMBERLY N COLEMAN P00967133 7196301186 2026-07-13 2024 2025-03-06 01:10:19Z X ZACHARY MCCOMSEY 525 N TEJON STREET COLORADO SPRINGS CO 80903 2992729 0 X WWW.SPRINGSLEGACY.ORG X 2017 CO TO ADVANCE PUBLIC EDUCATION AND COMMUNITY DEVELOPMENT IN COLORADO SPRINGS. 5 5 7 5 0 0 616293 2950000 0 0 3885 16649 0 26080 620178 2992729 82418 78355 0 0 765199 1311079 0 4000 123555 786479 755105 1634096 2148539 -1013918 844190 458062 1374414 372350 444512 85712 929902 TO ADVANCE PUBLIC EDUCATION AND COMMUNITY DEVELOPMENT IN COLORADO SPRINGS. 0 0 1857532 65000 PUBLIC EDUCATION RELATED PROJECTS. 14352 13355 SOCIAL IMPACT SERVICES: STRATEGIC PLANNING AND OPERATING SERVICES FOR COMMUNITY ORGANIZATIONS, PRIVATE FOUNDATIONS, AND SCHOOL DISTRICTS IN THE PIKES PEAK REGION FOCUSED ON INNOVATIVE APPROACHES TO SOCIAL IMPACT. 1871884 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 17 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CO X ZACHARY MCCOMSEY 7196345566 525 N TEJON STREET COLORADO SPRINGS CO 80903 DR LANCE BOLTON BOARD MEMBER 5.00 X 0 0 0 DEBORAH HENDRIX BOARD MEMBER 5.00 X 0 0 0 BART HOLADAY BOARD MEMBER 5.00 X 0 0 0 KELSEY NOLAN BOARD MEMBER 5.00 X 0 0 0 RYAN TRUJILLO BOARD MEMBER 5.00 X 0 0 0 ZACHARY MCCOMSEY CEO 50.00 X 256650 0 26541 256650 0 26541 1 0 1 0 DESIGN RANGERS INC 2752 W COLORADO AVE COLORADO SPRINGS CO 80904 MARKETING 152475 1 2950000 2950000 16649 16649 26080 0 26080 26080 26080 2992729 0 0 42729 78355 78355 291659 233327 29166 29166 780833 780294 539 156152 148607 3223 4322 82435 77979 2173 2283 9380 9380 37434 37434 160975 160975 4000 4000 71876 71876 32302 31566 368 368 25178 20348 2415 2415 124647 118664 2991 2992 151859 26398 62389 63072 98368 98368 3346 3346 242 121 121 9856 4928 4928 REPAIRS & MAINTENANCE 18372 3194 7548 7630 LICENSES & PERMITS 9886 9200 343 343 OTHER EXPENSE 1384 7 1 1376 2148539 1871884 153100 123555 X 81319 21731 1163463 40500 5500 4849 242 0 4607 336243 179113 458062 1374414 41607 15399 250000 330743 179113 372350 444512 X 85712 929902 85712 929902 458062 1374414 844190 0 X 0 1 X 0 0 X 162500 369258 275000 616293 2950000 4373051 162500 369258 275000 616293 2950000 4373051 1121148 3251903 488 3885 42729 47102 986 2014 3000 4423153 0.73520 0.43490 X SCHEDULE A, PART II, SECTION B, LINE 10 IN 2020 AND 2021 OTHER INCOME WAS IN THE AMOUNT OF $986 AND $2,014. SCHEDULE A, PART II, SECTION C, LINE 15 THE PRIOR YEAR PUBLIC SUPPORT TEST PERCENTAGE FOR 2023 SCHEDULE A, PART II HAS BEEN CORRECTED TO REFLECT ADDITIONAL EXCESS CONTRIBUTORS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160975 160975 1987564 2148539 257427 64357 0 0 238987 231705 257427 728119 1092179 32350 233719 160975 427044 59747 57926 64357 182030 273045 0 1 X 4849 242 4607 4607 OPERATING LEASE RIGHT OF USE ASSET 179113 179113 OPERATING LEASE LIABILITY 179113 179113 2992729 0 2992729 0 2992729 2148539 0 2148539 0 2148539 PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS ON BEHALF OF SPRUCE COMMUNITY SCHOOL, AN UNRELATED NONPROFIT ORGANIZATION WHICH SUPPORTS EDUCATION. THE ORGANIZATION IS THE FISCAL SPONSOR FOR A MULTI-YEAR GRANT AWARDED TO SPRUCE COMMUNITY SCHOOL. THE ORGANIZATION WILL DISBURSE THE FUNDS IN ACCORDANCE WITH THE GRANT TERMS. 1 ATLAS PREPARATORY SCHOOL 1450 ACADEMY PARK LOOP COLORADO SPRINGS CO 80910 262055229 501 (C) (3) 10000 0 SCHOOL PARTNERSHIP GRANT PIKES PEAK COMMUNITY COLLEGE FOUNDATION 5675 S ACADEMY BLVD COLORADO SPRINGS CO 80906 742182257 501 (C) (3) 25000 0 SUPPORT OF MITCHELL PROMISE PARENTS CHALLENGE 2 N CASCADE AVE SUITE 1280 COLORADO SPRINGS CO 80903 841591310 501 (C) (3) 7500 0 GENERAL OPERATIONS COLORADO SPRINGS SCHOOL OF TECHNOLOGY 3650 NORTH NEVADA COLORADO SPRINGS CO 80907 933560698 501 (C) (3) 25000 0 K-12 INNOVATION GRANT 4 PART I, LINE 2: THE LEGACY INSTITUTE WORKS CLOSELY WITH THE NON-PROFIT ORGANIZATIONS IT SUPPORTS, TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. ALL EXPENDITURES ARE REVIEWED AND PRESENTED TO THE BOARD OF DIRECTORS IN SUMMARY FORM FOR APPROVAL. X X 0 0 0 0 0 0 0 1 0 ZACHARY MCCOMSEY CEO 245000 0 11650 0 0 0 0 0 26541 0 283191 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR RECEIVED A BONUS AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 DIRECTOR BART HOLADAY AND DIRECTOR KELSEY NOLAN ARE RELATED, AS PER THE IRS DEFINITION OF A FAMILIAR RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CEO OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 RETURN TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C AT EACH BOARD MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION FOR THE CEO BY COMPARING HIS COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE ORGANIZATION HAS NO OTHER PAID OFFICERS OR EMPLOYEES MEETING THE IRS DEFINITION OF A KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIES OF ALL GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT-OF-INTEREST POLICIES AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITIING OR IN PERSON. FORM 990 PART X, COLUMN (A), LINE 27, LINE 30 COLUMN (A) BEGINNING YEAR BALANCE: LINE 27, NET ASSETS WITHOUT DONOR RESTRICTIONS AND LINE 31, RETAINED EARNINGS OR OTHER FUNDS, WERE ADJUSTED TO REFLECT THE ORGANIZATION FOLLOWING FASB ASC 958. LEGACY FELLOWSHIP LLC 525 N TEJON ST COLORADO SPRINGS CO 80903 TRAINING PROGRAM FOR LEADERS INTERESTED IN STARTING A CHARTER SCHOOL. CO 0 0 THE LEGACY INSTITUTE 27 S TEJON LLC 525 N TEJON ST COLORADO SPRINGS CO 80903 REAL ESTATE HOLDING COMPANY ESTABLISHED FOR THE BENEFIT OF THE INSTITUTE. CO 26080 17473 THE LEGACY INSTITUTE