Lmc Legacy Foundation FY2021 filing

Tax-deductible

Lancaster, PA501(c)(3)Foundations & GrantmakersEIN 81-3742183Revenue $544K in FY2021

On file with the IRSlmc-legacyfoundation.orgPo Box 1635, 17608-1635 · Lancaster, PATax-exempt since Mar 2017Supporting org, Type I — 509(a)(3)

This page gets seen. Tell your story. Claim this org.

The purpose of the Foundation is to assist lancaster mennonite conference to continue its vision of "finding a better way" to promote hope, healing and wholeness through integrative behavioral healthcare resources that nurture mental health, resilience and innovation.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $241K a year · 46% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$544K
Spent
$156K
To programs
76%
Net assets
$9.9M
By yearFY2021–FY2025
Revenue
$544K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$544K
FY2022$838K
FY2023$269K
FY2024$319K
FY2025$667K
Expenses
$156K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$156K
FY2022$237K
FY2023$363K
FY2024$294K
FY2025$381K
Net assets
$9.9M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$9.9M
FY2022$8.5M
FY2023$8.8M
FY2024$9.6M
FY2025$10.3M

From the FY2021 Form 990 (year ending June 2021) · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $119K Management & general 24% · $37K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Treasurer
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lmc Legacy Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides integrative behavioral healthcare resources to promote hope, healing, and wholeness.

Questions for Lmc Legacy Foundation

Tap to ask. Lmc Legacy Foundation sees how many people are interested.

Your first name shows with your question. Lmc Legacy Foundation answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $119K · in their own filed words · FY2020
01

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

$119Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

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 →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$544K
Ln 12
Investment incomeLn 3$448K
Gifts and grantsLn 1h$95K
Money outPt IX
$156K
Ln 25
Programscol B$119K
Managementcol C$37K
Owns and owesPt X
$9.9M
net assets · Ln 32
Cash and savingsLn 1–2$79K
Total assetsLn 16$9.9M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$95K
Noncash giftsLn 1g$9K
Investment incomeLn 3$448K
Gains on assetsLn 7$173K
Total revenueLn 12$544K
Assets in detailPt X, end of year
CashLn 1$40K
SavingsLn 2$39K
Cash and savings togetherLn 1–2$79K
InvestmentsLn 11–13$9.9M
Total assetsLn 16$9.9M
LiabilitiesLn 26$0
Net assetsLn 32$9.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$38K$79K
InvestmentsLn 11–13$8.0M$9.9M
Total assetsLn 16$8.0M$9.9M
LiabilitiesLn 26$0$0
Net assetsLn 32$8.0M$9.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$108K$108K
Accounting feesLn 11c$1K$1K
Investment management feesLn 11f$34K$34K
Other fees for servicesLn 11g$2K$2K
Information technologyLn 14$7K$7K
InsuranceLn 23$3K$3K
Total functional expensesLn 25$156K$119K$37K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $667K$381K$286K$10.3M 990 PDF
FY2024 $319K$294K$25K$9.6M 990 PDF
FY2023 $269K$363K−$94K$8.8M 990 PDF
FY2022 $838K$237K$601K$8.5M 990 PDF
FY2021 Viewing $544K$156K$388K$9.9M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $543,670 revenue, 12 lines filed
I-8 Contributions and grants$95,440
I-9 Program service revenue$0
I-10 Investment incomePrior year $372,195$448,230
I-11 Other revenue$0
I-12 Total revenuePrior year $372,195$543,670
I-13 Grants and similar amounts paidPrior year $310,101$107,833
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $37,744$48,020
I-18 Total expensesPrior year $347,845$155,853
I-19 Revenue less expensesPrior year $24,350$387,817
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $543,670 across 6 lines filed
VIII-1f All other contributions, gifts and grants$95,440
VIII-1g Noncash contributions (included above)$8,866
VIII-1h Total contributions, gifts and grants$95,440
VIII-3 Investment incomeRelated to mission $275,013$275,013
VIII-7 Net gain or loss on sales of assetsRelated to mission $173,217$173,217
VIII-12 Total revenueRelated to mission $448,230$543,670
Part IX · Statement of functional expenses $155,853 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $107,833$107,833
IX-11c Accounting feesManagement $1,398$1,398
IX-11f Investment management feesManagement $34,162$34,162
IX-11g Other fees for servicesManagement $1,725$1,725
IX-14 Information technologyPrograms $7,240$7,240
IX-23 InsurancePrograms $3,495$3,495
IX-25 Total functional expensesPrograms $118,568 · Management $37,285 · Fundraising $0$155,853
Part X · Balance sheet $9,948,634 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $9,649$39,532
X-2 Savings and temporary cash investmentsStart of year $28,014$38,988
X-11 Publicly traded securitiesStart of year $7,571,439$9,470,777
X-12 Other securitiesStart of year $400,000$399,337
X-16 Total assetsStart of year $8,009,102$9,948,634
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $8,009,102$9,948,634
X-32 Total net assets or fund balancesStart of year $8,009,102$9,948,634
X-33 Total liabilities and net assetsStart of year $8,009,102$9,948,634
Part XI · Reconciliation of net assets $9,948,634 net assets at year end
XI-1 Total revenue$543,670
XI-2 Total expenses$155,853
XI-3 Revenue less expenses$387,817
XI-4 Net assets at start of year$8,009,102
XI-5 Net unrealized gains (losses) on investments$1,551,715
XI-10 Net assets at end of year$9,948,634

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.