Bhhs Legacy Foundation

Tax-deductible

Phoenix, AZ501(c)(3)Since 1977EIN 95-3239789Revenue $10.4M in FY2024

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

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

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 14 volunteers and 6 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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 $336K a year · 4% 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
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$608K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
1.0% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 14 voting members
Looks good: 13 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.4M
+13% vs prior year
Spent
$7.8M
To programs
91%
Net assets
$149.6M
By yearFY2020–FY2024
Revenue
$10.4M
FY2024▲ +13%
Revenue by fiscal year
FY2020$6.6M
FY2021$10.4M
FY2022$4.6M
FY2023$9.2M
FY2024$10.4M
Expenses
$7.8M
FY2024▼ -8%
Expenses by fiscal year
FY2020$8.0M
FY2021$9.4M
FY2022$9.1M
FY2023$8.5M
FY2024$7.8M
Net assets
$149.6M
FY2024▲ +3%
Net assets by fiscal year
FY2020$152.0M
FY2021$164.2M
FY2022$136.6M
FY2023$145.7M
FY2024$149.6M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

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

91 cents of each dollar spent went to programs.

Program services 91% · $7.1M Management & general 9% · $694K

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. Request edit privileges.

Who runs it and what they're paid

16 people listed on the 990; $608K paid to officers and key staff.

Part VII, Section A · reportable compensation
Director/CEO
$337,842Pt VII · Sec A
Vice President
$162,784Pt VII · Sec A
Vice President
$106,966Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director/Chairman
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Gerald Wissink$337,842$332,111$320,293$286,651$279,190
Mary Thomson$162,784$155,175$148,411$140,378$139,272
Nancy Mongeau———$126,708$117,268
Teri Tomlinson$106,966$99,173$89,828——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Bhhs 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. Request edit privileges.

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 15aYes

Programs and updates

Funds Arizona community programs that provide food, housing, clothing, safety, healthcare, and education to people in need.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $7.1M · in their own filed words · FY2024
01

A supporting organization for the purpose of supporting the activities of legacy connection, an arizona nonprofit tax-exempt organization, including but not limited to addressing fundamental human needs for food, housing clothing and safety (approximately 53% of grants) and health and education (approximately 47% of grants).

$7.1Mprogram 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 · FY2024
Total grants receivedfrom 1 funder$20K
Grants paid · 534 grants · $25.6M · 2020–2024
Delivering Dreams of ArizonaAZ · FY2024$225,000
Parents of Addicted Loved OnesAZ · FY2024$150,000
Check for a LumpAZ · FY2024$100,000
Pbhmc INCAZ · FY2024$80,000
Amanda Hope Rainbow AngelsAZ · FY2024$80,000
Dames Charities INCAZ · FY2024$77,500
Mission of Mercy INCTX · FY2024$75,000
Live and Learn ProgramAZ · FY2024$75,000
Justa Center INCAZ · FY2024$75,000
Hope Community Services INCAZ · FY2024$75,000
Fiesta Events INCAZ · FY2024$75,000
See all 534 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$10.4M
Ln 12
Investment incomeLn 3$9.8M
Fees for servicesLn 2g$581K
Gifts and grantsLn 1h$24K
Money outPt IX
$7.8M
Ln 25
Programscol B$7.1M
Managementcol C$694K
Owns and owesPt X
$149.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.7M
Total assetsLn 16$151.1M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
16
listed · VII A
PaidVII A3
Voting boardVI 1a14
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$24K
Government grantsLn 1e$24K
Fees for servicesLn 2g$581K
Investment incomeLn 3$9.8M
Other incomeLn 4–11$14K
Gains on assetsLn 7$7.8M
Total revenueLn 12$10.4M
Assets in detailPt X, end of year
CashLn 1$272K
SavingsLn 2$3.4M
Cash and savings togetherLn 1–2$3.7M
InvestmentsLn 11–13$139.9M
Land, buildings, equipmentLn 10c$7.3M
Other assetsLn 15$259K
Total assetsLn 16$151.1M
LiabilitiesLn 26$1.5M
Net assetsLn 32$149.6M
OperationsPt I, VI
EmployeesI 56
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 FY24End FY24
Cash and savingsLn 1–2$3.0M$3.7M
InvestmentsLn 11–13$139.1M$139.9M
Land, buildings, equipmentLn 10c$6.9M$7.3M
Total assetsLn 16$149.1M$151.1M
LiabilitiesLn 26$3.4M$1.5M
Net assetsLn 32$145.7M$149.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4.2M$4.2M
Grants to domestic individualsLn 2$44K$44K
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$675K$570K$105K
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$452K$382K$70K
Pension plan contributionsLn 8$84K$61K$23K
Other employee benefitsLn 9$108K$93K$15K
Payroll taxesLn 10$76K$65K$12K
Management feesLn 11a$12K$12K
Legal feesLn 11b$58K$58K
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$195K$168K$27K
Office expensesLn 13$25K$21K$3K
Information technologyLn 14$60K$52K$8K
OccupancyLn 16$304K$304K
TravelLn 17$6K$6K
Travel and entertainment for public officialsLn 18$131K$131K
Depreciation, depletion and amortizationLn 22$445K$443K$2K
InsuranceLn 23$120K$107K$14K
Other expenses (24a–d)Ln 24$823K$486K$337K
All other expensesLn 24e$8K$0$8K$0
Total functional expensesLn 25$7.8M$7.1M$694K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $10.4M$7.8M$2.6M$149.6M 990 PDF
FY2023 $9.2M$8.5M$704K$145.7M 990 PDF
FY2022 $4.6M$9.1M−$4.5M$136.6M 990 PDF
FY2021 $10.4M$9.4M$995K$164.2M 990 PDF
FY2020 $6.6M$8.0M−$1.5M$152.0M 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 FY2024 990 (6 parts)
Part I · Summary $10,426,658 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $109,090$24,398
I-9 Program service revenuePrior year $586,706$580,605
I-10 Investment incomePrior year $8,503,849$9,807,807
I-11 Other revenuePrior year $0$13,848
I-12 Total revenuePrior year $9,199,645$10,426,658
I-13 Grants and similar amounts paidPrior year $5,264,886$4,237,836
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,243,705$1,396,150
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,986,921$2,186,606
I-18 Total expensesPrior year $8,495,512$7,820,592
I-19 Revenue less expensesPrior year $704,133$2,606,066
Part VI · Governance 13 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $10,426,658 across 8 lines filed
VIII-1e Government grants$24,398
VIII-1h Total contributions, gifts and grants$24,398
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $580,605$580,605
VIII-3 Investment incomeUnrelated business $225,756 · Excluded from tax $1,796,381$2,022,137
VIII-7 Net gain or loss on sales of assetsExcluded from tax $7,785,670$7,785,670
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $13,848$13,848
VIII-12 Total revenueRelated to mission $580,605 · Unrelated business $225,756 · Excluded from tax $9,595,899$10,426,658
Part IX · Statement of functional expenses $7,820,592 across 23 lines filed
IX-1 Grants to domestic organizationsPrograms $4,193,836$4,193,836
IX-2 Grants to domestic individualsPrograms $44,000$44,000
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $570,116 · Management $104,708$674,824
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $382,302 · Management $69,835$452,137
IX-8 Pension plan contributionsPrograms $61,424 · Management $22,948$84,372
IX-9 Other employee benefitsPrograms $93,203 · Management $15,173$108,376
IX-10 Payroll taxesPrograms $64,777 · Management $11,664$76,441
IX-11a Management feesManagement $12,172$12,172
IX-11b Legal feesManagement $57,674$57,674
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $167,856 · Management $27,003$194,859
IX-13 Office expensesPrograms $21,250 · Management $3,419$24,669
IX-14 Information technologyPrograms $51,911 · Management $8,351$60,262
IX-16 OccupancyPrograms $303,594$303,594
IX-17 TravelPrograms $5,746$5,746
IX-18 Travel and entertainment for public officialsPrograms $130,993$130,993
IX-22 Depreciation, depletion and amortizationPrograms $443,180 · Management $1,820$445,000
IX-23 InsurancePrograms $106,824 · Management $13,590$120,414
IX-24 Other expenses (24a–d)Programs $486,002 · Management $337,221$823,223
IX-24e All other expensesPrograms $0 · Management $8,000 · Fundraising $0$8,000
IX-25 Total functional expensesPrograms $7,127,014 · Management $693,578 · Fundraising $0$7,820,592
Part X · Balance sheet $151,119,062 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $297,844$272,343
X-2 Savings and temporary cash investmentsStart of year $2,675,208$3,410,707
X-9 Prepaid expenses and deferred chargesStart of year $1,247$4,664
X-10c Land, buildings and equipment, netStart of year $6,867,455$7,254,823
X-11 Publicly traded securitiesStart of year $83,120,991$79,706,146
X-12 Other securitiesStart of year $55,983,708$60,211,561
X-15 Other assetsStart of year $117,118$258,818
X-16 Total assetsStart of year $149,063,571$151,119,062
X-17 Accounts payable and accrued expensesStart of year $173,185$128,033
X-18 Grants payableStart of year $3,110,630$1,313,902
X-25 Other liabilitiesStart of year $92,454$64,458
X-26 Total liabilitiesStart of year $3,376,269$1,506,393
X-27 Net assets without donor restrictionsStart of year $145,687,302$149,612,669
X-32 Total net assets or fund balancesStart of year $145,687,302$149,612,669
X-33 Total liabilities and net assetsStart of year $149,063,571$151,119,062
Part XI · Reconciliation of net assets $149,612,669 net assets at year end
XI-1 Total revenue$10,426,658
XI-2 Total expenses$7,820,592
XI-3 Revenue less expenses$2,606,066
XI-4 Net assets at start of year$145,687,302
XI-5 Net unrealized gains (losses) on investments$1,315,699
XI-9 Other changes in net assets$3,602
XI-10 Net assets at end of year$149,612,669

Form 990 e-file (XML) FY2024 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

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

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.