Public Charity

LEGACY INSTITUTE FOR FINANCIAL EMPOWERMENT

Based in LUFKIN, TX, LEGACY INSTITUTE FOR FINANCIAL EMPOWERMENT operates as a Public Charity. The organization reported $1.2M in revenue, $1.1M in expenses, $828K in total assets for fiscal year 2024. Imperigo tracks 15 reported grant relationships connected to this organization totaling approximately $1.6M.

EIN: 471941953 LUFKIN, TX Latest filing: 2024
Total Revenue$1.2M
Total Expenses$1.1M
Total Assets$828K
Grant Records15
Funding Total$1.6M
Filing Years2018–2024

Mission

THE LEGACY INSTITUTE OF FINANCIAL EDUCATION EXISTS TO ECONOMICALLY MOBILIZE OUR COMMUNITY BY IMPROVING FINANCIAL STABILITY AND PROVIDING WORKFORCE DEVELOPMENT.

Officers & Directors

Director Brent Mcclain
Treasurer Claudia Valladares
Director Fred Kanke
Director Krystal Riley
Vice President Martha Maldonado
Director Maxine Peters-Giles

Officer compensation and complete director data available with membership.

Top Grant Purposes

SEE PART IV
$1,039,342 5 grants
GENERAL SUPPORT
$305,490 3 grants
GROWTH
$140,000 2 grants
GENERAL OPERATIONS
$100,000 1 grant
FUNDS RAISED BY GLOBALGIVING AND DISBURSED TO MEET DONOR EXPECTATIONS
$38,504 2 grants

Financial Trends

Year Revenue Expenses Assets
2024 $1.2M $1.1M $828K
2023 $927K $1.0M $720K
2022 $825K $821K $750K
2019 $269K $315K $177K
2018 $150K $128K $156K

Between 2018 and 2024, reported annual revenue grew from $150K to $1.2M (+668%), with total assets most recently reported at $828K.

Interactive year-over-year charts and full filing details available with membership.

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