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Legacy Connection FY2020 filing

Tax-deductible

Phoenix, AZ501(c)(3)Health Care EIN 90-0036015Revenue $123K in FY2020

On file with the IRSbhhslegacy.org360 E Coronado Rd Ste 100, 85004-1577 · Phoenix, AZTax-exempt since Oct 2011Publicly supported charity — 170(b)(1)(A)(vi)

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Legacy connection's mission is to enhance the quality of life and health of those we serve.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $33K a year · 22% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
42 mo
of spending, in cash
Looks good: 42.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $13K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$156K
85% of total assets
Concern: liabilities are 85% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 13 voting members
Looks good: 12 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$123K
Spent
$52K
To programs
100%
Net assets
$28K
By yearFY2020–FY2024
Revenue
$123K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$123K
FY2021$115K
FY2022$144K
FY2023$222K
FY2024$148K
Expenses
$52K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$52K
FY2021$92K
FY2022$79K
FY2023$487K
FY2024$206K
Net assets
$28K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$28K
FY2021$51K
FY2022$116K
FY2023$114K
FY2024$55K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2011.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $52K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation
Gerald Wissink
Director/CEO
$0Pt VII · Sec A
Daniel Oehler
Director/Chairman
$0Pt VII · Sec A
James Wessman MD
Director/Vice Chairman
$0Pt VII · Sec A
James Carter
Director/Secretary
$0Pt VII · Sec A
Howard McKenna
Director/Treasurer
$0Pt VII · Sec A
Troy Jones
Director
$0Pt VII · Sec A
Richard Cramer
Director (termed Jan. 2020)
$0Pt VII · Sec A
$0Pt VII · Sec A
See Legacy Connection executive salaries →

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Improves quality of life and health for people in need.

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Provided by the organization

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1 program · $52K · in their own filed words · FY2020
01

Legacy connection's mission is to enhance the quality of life and health of those we serve principally by operating for charitable, scientific, literary and educational purposes as defined pursuant to section 501(c)(3) of the internal revenue code of 1986, as amended, "including but not limited to addressing fundamental human needs for…

$52Kprogram 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 · FY2025
America's CharitiesFY2025$10K
Arizona Eastern Star FoundationFY2025$3K
Total grants receivedfrom 2 funders$13K
Grants paid · 12 grants · $324K · 2020–2023
Back to School Clothing Drive AssociationAZ · FY2023$112,015
Genyouth IncorporatedIL · FY2023$50,000
Delivering Dreams of ArizonaAZ · FY2023$5,403
Boys & Girls Club of the Colorado River INCAZ · FY2022$13,275
Back to School Clothing Drive AssociationAZ · FY2022$11,720
Assistance League of PhoenixAZ · FY2022$5,100
Delivering Dreams of ArizonaAZ · FY2021$35,130
Scottsdale Community PartnersAZ · FY2021$25,000
Delivering Dreams of ArizonaAZ · FY2021$15,714
Alpha Delta Kappa Sorority INCMO · FY2021$9,500
Delivering Dreams of ArizonaAZ · FY2020$28,750
Alpha Delta Kappa Sorority INCMO · FY2020$12,200

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$123K
Ln 12
Gifts and grantsLn 1h$123K
Money outPt IX
$52K
Ln 25
Programscol B$52K
Owns and owesPt X
$28K
net assets · Ln 32
Cash and savingsLn 1–2$185K
Total assetsLn 16$185K
LiabilitiesLn 26$156K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$123K
Total revenueLn 12$123K
Assets in detailPt X, end of year
CashLn 1$185K
Cash and savings togetherLn 1–2$185K
Total assetsLn 16$185K
LiabilitiesLn 26$156K
Net assetsLn 32$28K
OperationsPt I, VI
EmployeesI 50
VolunteersI 614
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$114K$185K
Total assetsLn 16$114K$185K
LiabilitiesLn 26$156K$156K
Net assetsLn 32−$42K$28K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$50K$50K
Other fees for servicesLn 11g$3K$3K
Total functional expensesLn 25$52K$52K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $148K$206K−$58K$55K 990 PDF
FY2023 $222K$487K−$265K$114K 990 PDF
FY2022 $144K$79K$64K$116K 990 PDF
FY2021 $115K$92K$23K$51K 990 PDF
FY2020 Viewing $123K$52K$71K$28K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $123,322 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $216,640$123,322
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $216,640$123,322
I-13 Grants and similar amounts paidPrior year $118,465$49,650
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,476$2,750
I-18 Total expensesPrior year $123,941$52,400
I-19 Revenue less expensesPrior year $92,699$70,922
Part VI · Governance 12 of 13 board members independent, 2 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $123,322 across 3 lines filed
VIII-1f All other contributions, gifts and grants$123,322
VIII-1h Total contributions, gifts and grants$123,322
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$123,322
Part IX · Statement of functional expenses $52,400 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $49,650$49,650
IX-11g Other fees for servicesPrograms $2,750$2,750
IX-25 Total functional expensesPrograms $52,400 · Management $0 · Fundraising $0$52,400
Part X · Balance sheet $184,755 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $113,733$184,655
X-9 Prepaid expenses and deferred chargesStart of year $100$100
X-16 Total assetsStart of year $113,833$184,755
X-25 Other liabilitiesStart of year $156,265$156,265
X-26 Total liabilitiesStart of year $156,265$156,265
X-27 Net assets without donor restrictionsStart of year −$42,432$28,490
X-32 Total net assets or fund balancesStart of year −$42,432$28,490
X-33 Total liabilities and net assetsStart of year $113,833$184,755
Part XI · Reconciliation of net assets $28,490 net assets at year end
XI-1 Total revenue$123,322
XI-2 Total expenses$52,400
XI-3 Revenue less expenses$70,922
XI-4 Net assets at start of year−$42,432
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$28,490

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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