The Legacy Foundation Of Southeast Arizona
- Assets
- $59.6m
- Revenue
- $5.1m
- Investments
- $54.1m
- Employees
- 4
- Location
- Sierra Vista, AZ
- Founding
- 10/1965
- Data as of
- 06/2022
- 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 06/2022, 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.
For the year ending 06/2022, Legacy Foundation Of Southeast Arizona generated $5.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.0% each year. All expenses for the organization totaled $5.5m during the year ending 06/2022. While expenses have increased by 3.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Legacy Foundation Of Southeast Arizona has awarded 318 individual grants totaling $14,929,789. 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
2022
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 | $366,199 | |
Becky Smyth Grants Manager | 40 | $84,706 | |
Barbara Nichols Administrative Assis | 40 | $63,458 | |
Mark Savage Vice Chair, Seated Jan 2021 To Present | 2 | $0 | |
Michael Groves Chair, Seated Jan 2021 To Present | 2 | $0 | |
Andrea Ruble Secretary, Seated July 2021 To Present | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Campbell Yost Clare Norell | 6/29/22 | $130,471 |
Bruce J Norton | 6/29/22 | $61,560 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $7,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,523,784 |
| Net Rental Income | $2,153,671 |
| Net Gain on Sale of Assets | $1,407,901 |
| Capital Gain Net Income | $1,140,050 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $18,136 |
| Total Revenue | $5,110,492 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $366,199 |
| Other employee salaries and wages | $203,130 |
| Pension plans, employee benefits | $83,329 |
| Interest | $72 |
| Taxes | $33,420 |
| Depreciation | $226,820 |
| Occupancy | $108,513 |
| Travel, conferences, and meetings | $21,419 |
| Printing and publications | $0 |
| Other expenses | $234,164 |
| Total operating and administrative expenses | $1,769,466 |
| Contributions, gifts, grants paid | $3,770,891 |
| Total expenses and disbursements | $5,540,357 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $440,202 |
| Savings and temporary cash investments | $830,053 |
| 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 | $85,830 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $4,194,174 |
| Other assets | $0 |
| Total assets | $59,600,536 |
| Accounts payable and accrued expenses | $73,003 |
| Grants payable | $2,231,628 |
| Deferred revenue | $4,738,191 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $7,042,822 |
Grants Awarded
Over the last fiscal year, The Legacy Foundation Of Southeast Arizona has awarded $2,027,911 in support to 119 organizations.
| Grant Recipient | Amount |
|---|---|
LA FRONTERA PURPOSE: COCHISE COUNTY SERVICE EXPANSION | $750,778 |
UNIVERSITY OF ARIZONA PURPOSE: OPERATIONS | $194,000 |
COCHISE COLLEGE PURPOSE: BHS CERTIFICATION PROGRAM | $183,354 |
Douglas, AZ PURPOSE: BEHAVIORAL HEALTH SERVICES BUILDING REMODEL | $140,000 |
CITY OF WILLCOX PURPOSE: SUPPORTING WELLNESS FOR YOUTH AND FAMILIES THROUGH ENERGY EFFICIENT LIGHTING | $50,000 |
Willcox, AZ PURPOSE: PUBLIC RESTROOMS DESIGNED FOR HEALTH AND SAFETY | $50,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that The Legacy Foundation Of Southeast Arizona has recieved totaling $13,949.
| Awarding Organization | Amount |
|---|---|
The Legacy Foundation Of Southeast Arizona Sierra Vista, AZ PURPOSE: BROOKS CONFERENCE ROOM REMODEL | $13,949 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Northern Cochise Community Hospital Inc Willcox, AZ | $20,177,243 | $20,842,048 |
Sharp Healthcare Foundation San Diego, CA | $131,027,036 | $23,927,952 |
South Lyon Health Center Inc Yerington, NV | $12,479,449 | $17,444,997 |
Clayton Health Systems Inc Clayton, NM | $19,342,828 | $19,073,087 |
Santa Teresita Inc Duarte, CA | $33,884,030 | $11,712,554 |
San Fernando Community Hospital San Fernando, CA | $15,167,403 | $13,045,007 |
Soulistic Medical Institute Tubac, AZ | $5,065,904 | $11,589,434 |
Mercy Foundation Rancho Cordova, CA | $58,980,931 | $11,466,050 |
Feather River Hospital Roseville, CA | $102,819,341 | $4,238,478 |
Surprise Valley Health Care District Cedarville, CA | $5,751,575 | $9,137,773 |
Sihanouk Hosiptal Corporation San Diego, CA | $2,845,780 | $8,524,601 |
Craig Hospital Foundation Englewood, CO | $22,342,893 | $10,725,885 |