Legacy Health Endowment
- Assets
- $0.0
- Revenue
- $3.1m
- Investments
- $65.0m
- Employees
- 1
- Location
- Turlock, CA
- Founding
- 04/2015
- Data as of
- 03/2021
- 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 03/2021, Legacy Health Endowment generated $3.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (33.8%) each year. All expenses for the organization totaled $4.9m during the year ending 03/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Legacy Health Endowment has awarded 106 individual grants totaling $12,580,422. 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
2021
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:
Part 3 - Line 4a
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 | $293,879 | |
Neill Callis Chairman | 1 | $0 | |
Marlene Stante Vice Chair | 1 | $0 | |
Jonnie York RN Secretary | 1 | $0 | |
Larry Anderson Treasurer | 1 | $0 | |
Roger Oxendale Thru 123121 Trustee | 0.2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Nirav R Shah | 3/30/22 | $180,000 |
Adler And Colvin A Law Corporation | 3/30/22 | $101,906 |
J Wallin Inc | 3/30/22 | $69,100 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $250 |
| Interest on Savings | $102,692 |
| Dividends & Interest | $976,700 |
| Profit on Inventory Sales | $0 |
| Other Income | $55,752 |
| Total Revenue | $3,113,073 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $314,838 |
| Pension plans, employee benefits | $44,335 |
| Depreciation | $13,199 |
| Occupancy | $49,887 |
| Travel, conferences, and meetings | $3,430 |
| Printing and publications | $124,063 |
| Total operating and administrative expenses | $1,614,630 |
| Contributions, gifts, grants paid | $3,238,535 |
| Total expenses and disbursements | $4,853,165 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $318,549 |
| Investments—mortgage loans | $0 |
| Investments—other | $5,616,881 |
| Other assets | $4,160 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $238,574 |
Grants Awarded
Over the last fiscal year, Legacy Health Endowment has awarded $3,595,106 in support to 37 organizations.
| Grant Recipient | Amount |
|---|---|
COMMUNITY HEALTH CENTERS OF AMERICA PURPOSE: PERSON CENTERED CARE - PALLIATIVE PROJECT | $650,000 |
COMMUNITY HEALTH CENTERS OF AMERICA PURPOSE: FUNDING TO HIRE NP OBGYN AND NP PSYCH ONBOARDING | $500,000 |
Livingston, CA PURPOSE: GENERAL OPERATING SUPPORT | $350,000 |
Modesto, CA PURPOSE: MENTAL HEALTH SERVICES ACROSS THE 19 ZIP CODES TO CHILDREN, ADOLESCENTS AND ADULTS | $200,000 |
GOLDEN VALLEY HEALTH CENTERS PURPOSE: GENERAL OPERATING SUPPORT | $200,000 |
GOLDEN VALLEY HEALTH CENTERS PURPOSE: ESTABLISH A MOBILE MEDICAL TEAM TO PROVIDE VACCINATION & MEDICAL CARE | $160,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Legacy Health Endowment has recieved totaling $25,000.
| Awarding Organization | Amount |
|---|---|
Pharmaceutical Research And Manufacturers Of America Washington, DC PURPOSE: GENERAL CONTRIBUTION | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Health Trust San Jose, CA | $121,710,824 | $27,941,301 |
Valley Childrens Healthcare Foundation Madera, CA | $40,273,327 | $13,248,839 |
Childrens Healthcare Of California Orange, CA | $509,065,328 | $34,175,929 |
Healthcare Transitional Funding Corp Glendale, AZ | $463,333 | $25,480 |
Community Clinics Health Network San Diego, CA | $1,366,120 | $5,859,898 |
Health First Foundation-Northern Arizona Flagstaff, AZ | $53,020,022 | $5,292,258 |
Legacy Health Endowment Turlock, CA | $0 | $3,113,073 |
Oregon Rural Health Initiative Portland, OR | $7,029,575 | $4,022,932 |
Beyond Type1 San Mateo, CA | $30,549,065 | $31,598,966 |
Dignity Health Foundation San Francisco, CA | $14,808,045 | $3,116,398 |
1800 Harrison Foundation Oakland, CA | $99,963,163 | $3,526,957 |
Sutter Roseville Medical Center Foundation Sacramento, CA | $6,503,666 | $2,319,842 |