The Legacy Foundation Of Southeast Arizona
- Assets
- $61.2m
- Revenue
- -$103.8k
- Investments
- $56.2m
- Employees
- 4
- Location
- Sierra Vista, AZ
- Founding
- 10/1965
- Data as of
- 06/2023
- EIN
- 86-0186064
Organization Overview
The Legacy Foundation Of Southeast Arizona is located in Sierra Vista, AZ. The organization was established in 1965. According to its NTEE Classification (E22) the organization is classified as: General Hospitals, under the broad grouping of Health Care and related organizations. As of 06/2023, Legacy Foundation Of Southeast Arizona employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Legacy Foundation Of Southeast Arizona is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2015, Legacy Foundation Of Southeast Arizona has awarded 434 individual grants totaling $17,094,785. 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
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION IS DEDICATED TO PROVIDING NON-PROFIT ORGANIZATIONS, GOVERNMENT ENTITIES, AND OTHER TAX-EXEMPT CHARITABLE, EDUCATIONAL OR RELIEF ORGANIZATIONS THROUGHOUT COCHISE AND EASTERN SANTA CRUZ COUNTIES WITH EDUCATIONAL TRAININGS ON TOPICS RELEVANT TO THE NON-PROFIT SECTOR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Margaret Hepburn Chief Executive Officer | 40 | $352,904 | |
Michael Groves Chair | 2 | $0 | |
Mark Savage Vice Chair | 2 | $0 | |
Andrea Ruble Secretary | 2 | $0 | |
Joe Delgado Director | 2 | $0 | |
Maureen Kappler Director | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Campbell Yost Clare Norell | 6/29/23 | $78,669 |
Bruce J Norton | 6/29/23 | $64,352 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $6,010 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,476,430 |
| Net Rental Income | $1,153,671 |
| Net Gain on Sale of Assets | -$2,752,352 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $12,414 |
| Total Revenue | -$103,827 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $352,904 |
| Other employee salaries and wages | $250,808 |
| Pension plans, employee benefits | $94,787 |
| Interest | $7 |
| Taxes | $17,452 |
| Depreciation | $196,485 |
| Occupancy | $113,341 |
| Travel, conferences, and meetings | $99,036 |
| Printing and publications | $0 |
| Other expenses | $278,947 |
| Total operating and administrative expenses | $1,826,468 |
| Contributions, gifts, grants paid | $527,936 |
| Total expenses and disbursements | $2,354,404 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $28,327 |
| Savings and temporary cash investments | $554,580 |
| Net Accounts receivable | $0 |
| 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 | $138,290 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,107,064 |
| Net Land, buildings, and equipment | $4,313,916 |
| Other assets | $0 |
| Total assets | $61,237,634 |
| Accounts payable and accrued expenses | $133,180 |
| Grants payable | $770,368 |
| Deferred revenue | $4,584,520 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $5,488,068 |
Grants Awarded
Over the last fiscal year, The Legacy Foundation Of Southeast Arizona has awarded $2,164,996 in support to 116 organizations.
| Grant Recipient | Amount |
|---|---|
AFP FOUNDATION FOR PHILANTHROPY PURPOSE: BE THE CAUSE CAMPAIGN | $50 |
ALLIANCE OF ARIZONA NONPROFITS PURPOSE: ALLIANCE AND AZ GRANTMAKERS INTEGRATION PHASE FUNDING MATCH | $5,000 |
ARIZONA RANGERS PURPOSE: ONE DIGITAL / TRUNKING RADIO | $4,607 |
AMERICAN CANCER SOCIETY PURPOSE: AMERICAN CANCER SOCIETY RELAY FOR LIFE OF SIERRA VISTA | $1,000 |
ARIZONA RANGERS PURPOSE: TRAINING FOR SCHOOL RESOURCE OFFICERS | $2,123 |
AMERIND MUSEUM PURPOSE: RECREATIONAL TRAIL CONSTRUCTION IN TEXAS CANYON, NORTHERN COCHISE COUNTY | $10,000 |