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.
93¢ of each $1 spent went to programs.
$536K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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 $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
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$536K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Plus $145.8M in investments, Pt X · Ln 11–13
Looks good: 5.0 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
$1.8M
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
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
$6.6M
Spent
$8.0M
To programs
93%
Net assets
$152.0M
By yearFY2020–FY2024
Revenue
$6.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.6M
FY2021$10.4M
FY2022$4.6M
FY2023$9.2M
FY2024$10.4M
Expenses
$8.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$8.0M
FY2021$9.4M
FY2022$9.1M
FY2023$8.5M
FY2024$7.8M
Net assets
$152.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$152.0M
FY2021$164.2M
FY2022$136.6M
FY2023$145.7M
FY2024$149.6M

From the FY2020 Form 990 · figures checked against the IRS filing · 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

93 cents of each dollar spent went to programs.

Program services 93% · $7.4M Management & general 7% · $601K

Form 990 Part IX, line 25, columns B–D. 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; $536K paid to officers and key staff.

Part VII, Section A · reportable compensation
Director/CEO
$279,190Pt VII · Sec A
Vice President
$139,272Pt VII · Sec A
Vice President
$117,268Pt VII · Sec A
Director/Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director (termed Jan. 2020)
$0Pt VII · Sec A
$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 →

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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 15aYes

Programs and updates

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

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Provided by the organization

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1 program · $7.4M · in their own filed words · FY2020
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).

$7.4Mprogram 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 FY2020 990, line by line.

1The main four
Money inPt VIII
$6.6M
Ln 12
Investment incomeLn 3$6.1M
Fees for servicesLn 2g$372K
Other incomeLn 4–11$58K
Money outPt IX
$8.0M
Ln 25
Programscol B$7.4M
Managementcol C$601K
Owns and owesPt X
$152.0M
net assets · Ln 32
Cash and savingsLn 1–2$3.3M
Total assetsLn 16$153.8M
LiabilitiesLn 26$1.8M
PeoplePt VI, VII
16
listed · VII A
PaidVII A3
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$40K
Fees for servicesLn 2g$372K
Investment incomeLn 3$6.1M
Other incomeLn 4–11$58K
Gains on assetsLn 7$4.9M
Total revenueLn 12$6.6M
Assets in detailPt X, end of year
CashLn 1$17K
SavingsLn 2$3.3M
Cash and savings togetherLn 1–2$3.3M
InvestmentsLn 11–13$145.8M
Land, buildings, equipmentLn 10c$4.4M
Other assetsLn 15$220K
Total assetsLn 16$153.8M
LiabilitiesLn 26$1.8M
Net assetsLn 32$152.0M
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 FY20End FY20
Cash and savingsLn 1–2$1.7M$3.3M
InvestmentsLn 11–13$140.5M$145.8M
Land, buildings, equipmentLn 10c$4.4M$4.4M
Total assetsLn 16$146.9M$153.8M
LiabilitiesLn 26$2.8M$1.8M
Net assetsLn 32$144.1M$152.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5.4M$5.4M
Grants to domestic individualsLn 2$122K$122K
Pay of current officers, directors and key staffLn 5$609K$532K$77K
Other salaries and wagesLn 7$308K$251K$57K
Pension plan contributionsLn 8$64K$52K$12K
Other employee benefitsLn 9$52K$43K$9K
Payroll taxesLn 10$60K$51K$8K
Management feesLn 11a$16K$16K
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$48K$48K
Other fees for servicesLn 11g$189K$189K
Advertising and promotionLn 12$254K$219K$35K
Office expensesLn 13$16K$13K$2K
Information technologyLn 14$26K$23K$4K
OccupancyLn 16$109K$108K$1K
TravelLn 17$21K$18K$3K
Conferences, conventions and meetingsLn 19$50K$40K$10K
Depreciation, depletion and amortizationLn 22$247K$245K$2K
InsuranceLn 23$44K$39K$5K
Other expenses (24a–d)Ln 24$437K$313K$123K
All other expensesLn 24e$4K$4K
Total functional expensesLn 25$8.0M$7.4M$601K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $6.6M$8.0M−$1.5M$152.0M 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 J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $6,557,842 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $545,000$40,000
I-9 Program service revenuePrior year $390,406$371,694
I-10 Investment incomePrior year $10,188,344$6,088,376
I-11 Other revenuePrior year $0$57,772
I-12 Total revenuePrior year $11,123,750$6,557,842
I-13 Grants and similar amounts paidPrior year $6,469,239$5,475,155
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,062,952$1,092,592
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,341,303$1,471,023
I-18 Total expensesPrior year $8,873,494$8,038,770
I-19 Revenue less expensesPrior year $2,250,256−$1,480,928
Part VI · Governance 12 of 13 board members independent, 1 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-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 $6,557,842 across 6 lines filed
Lines not itemized here account for $57,772 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$40,000
VIII-1h Total contributions, gifts and grants$40,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $371,694$371,694
VIII-3 Investment incomeUnrelated business −$14,584 · Excluded from tax $1,171,495$1,156,911
VIII-7 Net gain or loss on sales of assetsExcluded from tax $4,931,465$4,931,465
VIII-12 Total revenueRelated to mission $371,694 · Unrelated business −$14,584 · Excluded from tax $6,160,732$6,557,842
Part IX · Statement of functional expenses $8,038,770 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $5,353,155$5,353,155
IX-2 Grants to domestic individualsPrograms $122,000$122,000
IX-5 Pay of current officers, directors and key staffPrograms $531,973 · Management $77,370$609,343
IX-7 Other salaries and wagesPrograms $251,243 · Management $56,617$307,860
IX-8 Pension plan contributionsPrograms $51,983 · Management $11,690$63,673
IX-9 Other employee benefitsPrograms $42,531 · Management $9,464$51,995
IX-10 Payroll taxesPrograms $51,445 · Management $8,276$59,721
IX-11a Management feesPrograms $15,600$15,600
IX-11b Legal feesManagement $10,223$10,223
IX-11c Accounting feesManagement $48,469$48,469
IX-11g Other fees for servicesManagement $188,820$188,820
IX-12 Advertising and promotionPrograms $218,681 · Management $35,180$253,861
IX-13 Office expensesPrograms $13,353 · Management $2,148$15,501
IX-14 Information technologyPrograms $22,594 · Management $3,635$26,229
IX-16 OccupancyPrograms $108,059 · Management $1,384$109,443
IX-17 TravelPrograms $17,989 · Management $2,894$20,883
IX-19 Conferences, conventions and meetingsPrograms $39,866 · Management $10,460$50,326
IX-22 Depreciation, depletion and amortizationPrograms $244,816 · Management $2,184$247,000
IX-23 InsurancePrograms $39,155 · Management $4,935$44,090
IX-24 Other expenses (24a–d)Programs $313,242 · Management $123,325$436,567
IX-24e All other expensesManagement $4,011$4,011
IX-25 Total functional expensesPrograms $7,437,685 · Management $601,085 · Fundraising $0$8,038,770
Part X · Balance sheet $153,787,069 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $276,100$16,829
X-2 Savings and temporary cash investmentsStart of year $1,455,130$3,302,683
X-9 Prepaid expenses and deferred chargesStart of year $4,007$4,007
X-10c Land, buildings and equipment, netStart of year $4,429,080$4,438,494
X-11 Publicly traded securitiesStart of year $102,329,706$96,880,998
X-12 Other securitiesStart of year $38,171,400$48,924,046
X-15 Other assetsStart of year $220,012$220,012
X-16 Total assetsStart of year $146,885,435$153,787,069
X-17 Accounts payable and accrued expensesStart of year $134,061$82,410
X-18 Grants payableStart of year $2,611,408$1,660,680
X-25 Other liabilitiesStart of year $33,592$30,418
X-26 Total liabilitiesStart of year $2,779,061$1,773,508
X-27 Net assets without donor restrictionsStart of year $144,106,374$152,013,561
X-32 Total net assets or fund balancesStart of year $144,106,374$152,013,561
X-33 Total liabilities and net assetsStart of year $146,885,435$153,787,069
Part XI · Reconciliation of net assets $152,013,561 net assets at year end
XI-1 Total revenue$6,557,842
XI-2 Total expenses$8,038,770
XI-3 Revenue less expenses−$1,480,928
XI-4 Net assets at start of year$144,106,374
XI-5 Net unrealized gains (losses) on investments$9,388,115
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$152,013,561

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

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