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Nonprofiteer
← LEGACY PHILANTHROPY WORKS

Form 990 for tax year 2023

Filed by LEGACY PHILANTHROPY WORKS.

Totals

Total revenue
$3,156,159
Total expenses
$2,535,236
Contributions and grants received
$965,816
Grants paid
$0
Program service revenue
$2,190,025
Investment income
$318
Other revenue
$0
Total assets, end of year
$1,629,783
Total liabilities, end of year
$310,840
Net assets or fund balances, end of year
$1,318,943
Program services expenses (Part IX)
$2,237,676
Management and general expenses
$241,575
Fundraising expenses
$55,985
Program service expenses (Part III)
$2,237,676

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $17,790

  • 1f · All other contributions, gifts and grants

    $948,026

  • 1g · Noncash contributions included above

    $3,000

  • 2a · Program service revenue: CONTRACT REVENUE

    total $2,190,025 · related or exempt $2,190,025

  • 3 · Investment income

    total $318 · excluded $318

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $164,603 · program services $110,284 · management and general $49,380 · fundraising $4,939

  • 7 · Other salaries and wages

    total $1,281,432 · program services $1,184,697 · management and general $81,133 · fundraising $15,602

  • 9 · Other employee benefits

    total $43,039 · program services $38,511 · management and general $3,912 · fundraising $616

  • 10 · Payroll taxes

    total $112,503 · program services $100,668 · management and general $10,226 · fundraising $1,609

  • 11b · Fees: legal

    total $32,313 · program services $31,150 · management and general $1,163

  • 11c · Fees: accounting

    total $52,544 · management and general $52,544

  • 11e · Fees: professional fundraising services

    total $20,300 · fundraising $20,300

  • 11g · Fees: other

    total $462,835 · program services $450,324 · management and general $12,511

  • 12 · Advertising and promotion

    total $9,684 · program services $8,001 · fundraising $1,683

  • 13 · Office expenses

    total $54,051 · program services $40,482 · management and general $12,682 · fundraising $887

  • 14 · Information technology

    total $36,883 · program services $32,936 · management and general $3,421 · fundraising $526

  • 16 · Occupancy

    total $43,454 · program services $38,882 · management and general $3,950 · fundraising $622

  • 17 · Travel

    total $197,170 · program services $187,969 · fundraising $9,201

  • 19 · Conferences, conventions and meetings

    total $9,728 · program services $9,146 · management and general $582

  • 20 · Interest

    total $3,746 · management and general $3,746

  • 23 · Insurance

    total $6,325 · management and general $6,325

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $4,626 · program services $4,626 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $79,952 · end of year $16,065

  • 2 · Savings and temporary cash investments

    beginning of year $509,487 · end of year $746,749

  • 3 · Pledges and grants receivable

    beginning of year $11,561 · end of year $50,100

  • 4 · Accounts receivable

    beginning of year $142,441 · end of year $796,284

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,574 · end of year $20,585

  • 17 · Accounts payable and accrued expenses

    beginning of year $54,995 · end of year $105,958

  • 19 · Deferred revenue

    end of year $54,882

  • 25 · Other liabilities

    beginning of year $0 · end of year $150,000

  • 27 · Net assets without donor restrictions

    beginning of year $698,020 · end of year $790,493

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $528,450

Mission and programs · 2023

Mission

WE ARE A COMMUNITY OF CATALYTIC CHANGEMAKERS SUPPORTING PARTNERSHIPS AND COLLABORATIVE INITIATIVES THAT ENABLE COMMUNITIES, LANDSCAPES AND ECONOMIES TO THRIVE.

Activities or mission (Part I)

FACILITATE CONSERVATION AND COMMUNITY IMPACT PARTNERSHIPS AND INNOVATIVE IMPACT FINANCE INITIATIVES.

  • COLLABORATIVE INITIATIVE FACILITATION AND PARTNERSHIP SUPPORT - WE SUPPORT COMMUNITY-DRIVEN, PLACE-BASED PARTNERSHIPS AND COLLABORATIVES THAT CREATE RESILIENT COMMUNITIES AND LANDSCAPES. WE SERVE AS A SUPPORT ORGANIZATION AND PROVIDE A VARIETY OF SERVICES TO HELP PARTNERSHIPS DEVELOP PLANS, IDENTIFY IMPACT OPPORTUNITIES THROUGH COMMUNITY ENGAGEMENT, LAUNCH CATALYTIC INITIATIVES, RESOURCE EMERGENT FOLLOW-ON OPPORTUNITIES, MOBILIZE FUNDING AND FULL SPECTRUM CAPITAL, DEVELOP COMMUNICATIONS, BUILD CAPACITY, AND STEWARD PARTNERSHIP DEVELOPMENT TOWARDS A VIRTUOUS CYCLE THAT LEADS TO GREATER COLLABORATION AND INVESTMENT IN SYSTEMS SCALE CHANGE.

    Expenses $1,580,576 · Revenue $1,467,186

  • IMPACT INITIATIVE PLANNING AND CONSULTING - WE PROVIDE CONSULTING AND PLANNING SERVICES TO AGENCIES, FUNDERS, NONPROFITS, SOCIAL ENTERPRISES, IMPACT FUNDS, PARTNERSHIPS AND COMMUNITIES. WE DEVELOP STRATEGIES AND IMPLEMENTATION PLANS FOR INITIATIVES OF ALL SCALES FROM SINGLE PROJECTS TO FOUNDATION, NONPROFIT AND SOCIAL ENTERPRISE STRATEGIES TO LARGE SCALE COLLABORATIVE INITIATIVES AND PUBLIC PRIVATE PARTNERSHIPS (INCLUDING MULTI-PARTY, CROSS-SECTOR COLLABORATIONS AND AGENCY COALITIONS) TO FUNDS AND VENTURES. OUR PLANS INCLUDE FUNDING STRATEGIES THAT TAP INTO A RANGE OF CAPITAL SOURCES FROM PHILANTHROPY TO DEBT TO IMPACT INVESTMENT CAPITAL.

    Expenses $53,608 · Revenue $6,000

  • CAPACITY SUPPORT SERVICES - WE PROVIDE ALIGNED ORGANIZATIONS WITH ADDITIONAL CAPACITY AND EXPERTISE NEEDED TO LAUNCH NEW PROGRAMS AND ORGANIZATIONS, TAKE ON NEW PROJECTS, DEVELOP COMMUNICATION AND MARKETING PROGRAMS, DESIGN AND IMPLEMENT FUNDRAISING CAMPAIGNS, DEVELOP GIS, MAPPING, DATABASE OR TECHNOLOGY SOLUTIONS, AND MORE. WE DESIGN AND FACILITATE COMMUNITY ENGAGEMENT PROCESSES, PLANNING SESSIONS, LEADERSHIP DEVELOPMENT PROGRAMS, TRAININGS, AND OTHER PERSONAL AND PROFESSIONAL DEVELOPMENT PROGRAMS. THESE SMALLER SCALE ENGAGEMENTS OFTEN BUILD RELATIONSHIPS THAT LEAD TO BIGGER PROJECT OPPORTUNITIES.

    Expenses $539,474 · Revenue $566,839

  • IMPACT FINANCE CONSULTING AND INFRASTRUCTURE - WE HELP FUNDERS, NONPROFIT ORGANIZATIONS, COLLABORATIONS AND COMMUNITIES IDENTIFY OPPORTUNITIES, DILIGENCE, PLAN, AND IMPLEMENT IMPACT FINANCE INITIATIVES. WE UNDERTAKE FEASIBILITY AND MARKET STUDIES. WE SUPPORT IMPACT FINANCE INIATIVES AT SCALES FROM SINGLE PROJECTS TO THE CREATION OF FUNDS OR OTHER PRODUCT OFFERINGS TO COMMUNITY-WIDE IMPACT INVESTING INITIATIVES. WE PROVIDE SHARED INFRASTRUCTURE, SYSTEMS AND SERVICES TO FACILITATE THE CREATION OF SUCH INITIATIVES.

    Expenses $64,018 · Revenue $150,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • AMY VERBETEN

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • STEPHANIE GRIPNE

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    2

  • G MICHAEL SUTTON

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • DAVID LEVENTHAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SHALIN DESAI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CARL PALMER

    DIRECTOR/EXECUTIVE DIRECT

    Total calculated
    $164,603
    From this org
    $140,683
    From related orgs
    $0
    Other
    $23,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,683
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,920
    Filer's total
    $164,603

  • MARTIN GOEBEL

    REGIONAL DIRECTOR

    Total calculated
    $111,250
    From this org
    $111,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JOHN REGGIE HALL

    REGIONAL DIRECTOR

    Total calculated
    $108,497
    From this org
    $108,497
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • MICHELLE HEATON

    REGIONAL DIRECTOR

    Total calculated
    $110,500
    From this org
    $106,557
    From related orgs
    $0
    Other
    $3,943
    Hours/week
    40

  • JESSICA HAIR

    DIRECTOR OF OPERATIONS

    Total calculated
    $102,774
    From this org
    $100,403
    From related orgs
    $0
    Other
    $2,371
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349324910

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