Legacy Global Programs EIN 20-8099462

Legacy Global Programs

EIN  20-8099462 Public foundation / grantmaker Mesa, AZ
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 8/21/26 · see original filing: IRS
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Size
$1–10M
What they do
Simplifies giving to multiply impact and support charitable programs.
Leadership
Paul Petersen · Trustee
Money in and out
$5.6M revenue, $3.8M expenses
Bottom line
99% program efficiency

Simplifies giving to multiply impact and support charitable programs. For fiscal year 2024 it reported $5.6M in revenue, $3.8M in expenses, and $4.0M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$5.6M
Pt VIII · Ln 12
Total expenses
$3.8M
Pt IX · Ln 25
Net assets
$4.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $1.8M
Where spending went · Part IX cols B–D
Program services $0.99 Management & general $0.01 Fundraising $0.00
Program efficiency
99%
of spending reaches programs▼ -1% vs prior filing year
Operating runway
9.6mo
months of highly liquid reserves at operating expense rate▲ +50% vs prior filing year
Surplus margin
+32%
revenue over expenses, this year▼ -10% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$5.6M
FY2024▲ +28%
Expenses
$3.8M
FY2024▲ +35%
Total assets
$8.6M
FY2024▲ +86%
Total liabilities
$4.6M
FY2024▲ +182%
Total revenue
$5.6M
Pt VIII · Ln 12
Total expenses
$3.8M
Pt IX · Ln 25
Net assets
$4.0M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$1.8M
Total assetsPt X · Ln 16$8.6M
Program-expense ratioPt IX · col B99%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 43
Mission & Programs · Part III

Where the work happens

3 program services account for $2.1M of program spending, described in the organization's own filed words · FY2024.
01

The Communty Development Program is a catalyst for positive change. Designed to fuel projects that make communities more vibrant, resilient and equitable. By bringing together local partners, socially minded investors, and community leaders the fund provides critical financial support for initiatives that improve qaulity of life and…

$1.2Mprogram expense
02

The Community Service Program brigs people together to make a real difference-one act of kindness at a time. Built on the belief that strong communities are created through compassion and collaboration the program empowers volunteers, partners, and supporters to meet local needs with meaningful, hands-on service.

$457Kprogram expense
03

The Mental Health Program is designed to bring compassionate support, accessible resources, and transformative care to individuals and families seeking a path toward emoitnal well-being. Rooted in empathy and guided by evidence-informed practices, the program provides a safe, welcoming space where people can lean, heal and grow at their…

$378Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CLegacy Global Programs
EINHdr · item D20-8099462
Principal addressHdr · item CMesa, AZ
WebsiteHdr · item Jwww.legacyglobal.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MAZ
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T30)
Ruling yearIRS BMFOct 2016

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1b3
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee Non-Voting
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants100%$5.6M
Investment income$24K
Other revenue$550
Total revenueLn 12$5.6M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.99 Management & general $0.01 Fundraising $0.00
Program services99%$3.8M
Management & general1%$45K
Fundraising$10K
Total functional expensesLn 25$3.8M

Balance Sheet

Part X · end of year
CashLn 1$3.1M
Total assetsLn 16$8.6M
Total liabilitiesLn 26$4.6M
Total net assetsLn 32$4.0M
Months of cash on handcomputed9.6

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $3.1M · Operating expenses/yr $3.8M
9.6 months
Where the money goes
Program services
Program services $3.8M · Total expenses $3.8M
99%
Management & General
Management & general $45K · Total expenses $3.8M
1%
Fundraising
Fundraising $10K · Total expenses $3.8M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $3K · Solicited contributions (3-yr avg) $4.7M
$0.00 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $5.6M · Total revenue $5.6M
100%
Government reliance
Government grants — · Total revenue $5.6M
Earned-income share
Program service revenue $0 · Total revenue $5.6M
0%
Investment reliance
Investment income $24K · Total revenue $5.6M
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $3.8M
0%
Growth & trend
Revenue growth (YoY)
This year $5.6M · Prior year $4.4M
+28%
Net-asset trend (YoY)
End of year $4.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $5.6M · Expenses $3.8M
+32%
Liabilities-to-Assets
Total liabilities — · Total assets $8.6M
Net-asset ratio
Net assets $4.0M · Total assets $8.6M
46%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $8.6M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Paul Petersen · Reported title Trustee · Highest reported compensation $0 · Total expenses $3.8M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $3.8M
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 99%
Overhead ratio 1%
Fundraising cost ratio 0%
Revenue growth 28%
Investment management fee ratio 2%
Legal fee ratio 0%
Accounting fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 3 funders$86K
See all 3 funders →
Grants paid · 65 grants · $7.6M · 2023–2024
Thoughtful Tech Project INCCA · FY2024$990,000
Yucatan Education ProjectWA · FY2024$487,104
Dechomai Foundation INCFL · FY2024$346,105
Virgin Unite USA INCNY · FY2024$246,000
Community Development Program FundFY2024$217,630
Intermountain FoundationFY2024$200,000
Uplift FoundationCO · FY2024$175,000
Venice Family ClinicCA · FY2024$150,000
Founders Pledge INCNY · FY2024$150,000
Ocean Voyages InstituteCA · FY2024$122,146
Research Program FundFY2024$104,100
Ecosystems Program FundFY2024$103,879
Trees for the Future INCMD · FY2024$100,376
See all 65 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$5.6M revenue · viewing · ⤓ 990 PDF
FY2023$4.4M revenue · ⤓ 990 PDF
FY2022$4.2M revenue · ⤓ 990 PDF
FY2021$904K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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