Legacy Health Endowment
- Assets
- $57.4m
- Revenue
- $2.6m
- Investments
- $54.6m
- Employees
- 1
- Location
- Turlock, CA
- Founding
- 04/2015
- Data as of
- 03/2023
- EIN
- 46-2670041
Organization Overview
Legacy Health Endowment is located in Turlock, CA. The organization was established in 2015. According to its NTEE Classification (E12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Legacy Health Endowment is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2023, Legacy Health Endowment generated $2.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (31.5%) each year. All expenses for the organization totaled $4.8m during the year ending 03/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Legacy Health Endowment has awarded 167 individual grants totaling $15,712,119. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
FUNDING HEALTHCARE FACILITIES AND CLINICS IN PROVIDING DIRECT HEALTH CARE SERVICES AND ACCESS THERETO, INCLUDING WELLNESS PROGRAMS, HEALTH RESEARCH, HEALTH EDUCATION, AND PUBLIC/PRIVATE PARTNERSHIPS FORMED TO IMPROVE HEALTH TO THE RESIDENTS IN THE EMANUEL MEDICAL CENTER'S SERVICE AREA.
Describe the Organization's Program Activity:
FUNDING HEALTHCARE FACILITIES AND CLINICS IN PROVIDING DIRECT HEALTH CARE SERVICES AND ACCESS THERETO, INCLUDING WELLNESS PROGRAMS, HEALTH RESEARCH, HEALTH EDUCATION, AND PUBLIC/PRIVATE PARTNERSHIPS FORMED TO IMPROVE HEALTH TO THE RESIDENTS IN THE EMANUEL MEDICAL CENTER'S SERVICE AREA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeffrey Lewis President & CEO | 40 | $308,228 | |
Neill Callis Chairman | 1 | $0 | |
Kassy Perry Vice Chair | 1 | $0 | |
Vance Ahlem Secretary | 1 | $0 | |
Larry Anderson Treasurer | 1 | $0 | |
Mike Brem Trustee | 0.2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
J Wallin Inc | 3/30/23 | $73,450 |
Kidderbrook Group | 3/30/23 | $70,000 |
Adler And Colvin A Law Corporation | 3/30/23 | $149,510 |
Capitol Advocacy Partners | 3/30/23 | $57,800 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $201,900 |
| Interest on Savings | $109,359 |
| Dividends & Interest | $1,193,171 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,017,115 |
| Capital Gain Net Income | $1,097,523 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $95,303 |
| Total Revenue | $2,616,848 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $352,744 |
| Other employee salaries and wages | $178,640 |
| Pension plans, employee benefits | $26,162 |
| Interest | $0 |
| Taxes | $91,214 |
| Depreciation | $3,723 |
| Occupancy | $34,858 |
| Travel, conferences, and meetings | $16,597 |
| Printing and publications | $157,805 |
| Other expenses | $299,462 |
| Total operating and administrative expenses | $1,577,791 |
| Contributions, gifts, grants paid | $3,241,700 |
| Total expenses and disbursements | $4,819,491 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $331,127 |
| Savings and temporary cash investments | $2,362,864 |
| Net Accounts receivable | $4,181 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $26,110 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $5,834,875 |
| Net Land, buildings, and equipment | $2,572 |
| Other assets | $375 |
| Total assets | $57,362,665 |
| Accounts payable and accrued expenses | $77,681 |
| Grants payable | $1,210,002 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $120,551 |
| Total liabilities | $1,408,234 |
Grants Awarded
Over the last fiscal year, Legacy Health Endowment has awarded $3,131,697 in support to 61 organizations.
| Grant Recipient | Amount |
|---|---|
UNITED SAMARITANS FOUNDATION PURPOSE: RX RELIEF PROGRAM | $10,000 |
LIVINGSTON COMMUNITY HEALTH PURPOSE: DENTAL PROVIDER RECRUITMENT | $80,000 |
GOLDEN VALLEY HEALTH CENTERS PURPOSE: PHYSICALS AND VACCINATION CLINICS FOR DUSD AND UCP | $20,000 |
FIRST BEHAVIORAL HEALTH URGENT CARE CENTER PURPOSE: GENERAL OPERATING SUPPORT | $65,000 |
COMMUNITY HEALTH CENTERS OF AMERICA PURPOSE: ASSIST WITH LOCAL PHARMACY COSTS | $10,000 |
GUSTINE UNIFIED SCHOOL DISTRICT PURPOSE: MENTAL HEALTH SERVICES EXPANSION | $15,000 |