Lmc Legacy Foundation EIN 81-3742183 Form 990 (PDF) Claim this org

Lmc Legacy Foundation

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Provides integrative behavioral healthcare resources to promote hope, healing, and wholeness. For fiscal year 2025 it reported $667K in revenue, $381K in expenses, and $10.3M in net assets.Pt I

Type
Supporting organization · Foundations & Grantmakers
Location
Lancaster, PA
Website
lmc-legacyfoundation.org
Filings
5 on file (2021–2025)
Revenue
$667KFY2025
Expenses
$381K
Net assets
$10.3M
People
7
Filings
5
Updates
0
More identity details & actions ⌄
EIN  81-3742183 Supporting organization Lancaster, PA
Form 990 (PDF)
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Size
$100K–1M
What they do
Provides integrative behavioral healthcare resources to promote hope, healing, and wholeness.
Leadership
Sarah Mattern · Chair
Money in and out
$667K revenue, $381K expenses
Bottom line
+43% net inflow
Money in and out · FY2025
Total revenue
$667K
Pt VIII · Ln 12
Total expenses
$381K
Pt IX · Ln 25
Net assets
$10.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $286K
Where spending went · Part IX cols B–D
Program services $0.86 Management & general $0.14
Net inflow
+43%
revenue over expenses, this year▲ +441% vs prior filing year
Pass-through gifts
0.07%
of revenue from contributions▼ -32% vs prior filing year
Program spending
86%
of expenses reach stated programs▼ -0.8% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$667K
FY2025▲ +109%
Expenses
$381K
FY2025▲ +30%
Total assets
$10.3M
FY2025▲ +7%
Total liabilities
$0
FY2025
Total revenue
$667K
Pt VIII · Ln 12
Total expenses
$381K
Pt IX · Ln 25
Net assets
$10.3M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$286K
Total assetsPt X · Ln 16$10.3M
Program-expense ratioPt IX · col B86%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 47

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CLmc Legacy Foundation
EINHdr · item D81-3742183
Principal addressHdr · item CLancaster, PA
WebsiteHdr · item Jlmc-legacyfoundation.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MPA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T30)
Ruling yearIRS BMFMar 2017

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a7
Independent voting membersPt VI · Ln 1b7
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lmc Legacy Foundation executive salaries →

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Mission & Programs · Part III

Where the work happens

1 program service account for $328K of program spending, described in the organization's own filed words · FY2024.
01

Assist lancaster mennonite conference to continue its vision of "finding a better way" to promote hope, healing and wholeness through innovative and integrative behavioral healthcare resources that nurture mental health and resilience.

$328Kprogram expense

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Statement of Revenue

Part VIII
Investment income$657K · 98%
Other revenue$10K · 1%
Investment income98%$657K
Other revenue1%$10K
Contributions & grants$500
Total revenueLn 12$667K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.86 Management & general $0.14
Program services86%$328K
Management & general14%$54K
Total functional expensesLn 25$381K

Balance Sheet

Part X · end of year
CashLn 1$90K
Total assetsLn 16$10.3M
Total liabilitiesLn 26$0
Total net assetsLn 32$10.3M
Months of cash on handcomputed2.8

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $10.3M · Operating expenses/yr $381K
323.3 months
Where the money goes
Program services
Program services $328K · Total expenses $381K
86%
Management & General
Management & general $54K · Total expenses $381K
14%
Fundraising
Fundraising $0 · Total expenses $381K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $383
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $500 · Total revenue $667K
0.07%
Government reliance
Government grants — · Total revenue $667K
Earned-income share
Program service revenue $0 · Total revenue $667K
0%
Investment reliance
Investment income $657K · Total revenue $667K
+98%
Program self-sufficiency
Program service revenue $0 · Total expenses $381K
0%
Growth & trend
Revenue growth (YoY)
This year $667K · Prior year $319K
+109%
Revenue CAGR
FY2020 $544K · FY2024 $667K
+5%
Net-asset trend (YoY)
End of year $10.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $667K · Expenses $381K
+43%
Liabilities-to-Assets
Total liabilities — · Total assets $10.3M
Net-asset ratio
Net assets $10.3M · Total assets $10.3M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $9.8M · Other securities (Pt X, ln 12) $350K · Total assets (Pt X, ln 16) $10.3M
99%
People & payroll
Highest Reported Total Compensation
Individual Sarah Mattern · Reported title CHAIR · Highest reported compensation $0 · Total expenses $381K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $381K
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 86%
Overhead ratio 14%
Fundraising cost ratio 0%
Revenue growth 109%
Investment management fee ratio 0.5%
Accounting fee ratio 0.5%

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 · FY2020
Total grants receivedfrom 1 funder$10K
Grants paid · 31 grants · $1.2M · 2020–2024
Safe CommunitiesPA · FY2024$60,000
Hope Served IncorporatedPA · FY2024$50,000
Parish Resource Center INCPA · FY2024$37,620
Ripple Community INCPA · FY2024$35,000
We Rise INCNC · FY2024$24,633
Bf Bboy MinistriesCO · FY2024$20,000
Habecker Mennonite ChurchFY2024$10,000
Raise 28PA · FY2024$7,000
Bridge of Hope INCPA · FY2023$58,225
Campbell Community CenterPA · FY2023$54,000
Lancaster Mennonite ConferenceFY2023$39,318
Landis Quality LivingPA · FY2023$30,000
We Rise INCNC · FY2023$24,633
Lancaster Mennonite ConferenceFY2022$68,269
See all 31 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
FY2025 (Latest)$667K revenue · viewing · ⤓ 990 PDF
FY2024$319K revenue · ⤓ 990 PDF
FY2023$269K revenue · ⤓ 990 PDF
FY2022$838K revenue · ⤓ 990 PDF
FY2021$544K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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