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← LEGACY CONNECTION

Form 990 for tax year 2022

Filed by LEGACY CONNECTION.

Totals

Total revenue
$143,896
Total expenses
$79,459
Contributions and grants received
$143,896
Grants paid
$77,080
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$148,727
Total liabilities, end of year
$32,876
Net assets or fund balances, end of year
$115,851
Program services expenses (Part IX)
$79,459
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$79,459

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $143,896

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $40,900 · program services $40,900

  • 2 · Grants to domestic individuals

    total $36,180 · program services $36,180

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 11g · Fees: other

    total $2,379 · program services $2,379 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $207,579 · end of year $148,627

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $100 · end of year $100

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $156,265 · end of year $32,876

  • 27 · Net assets without donor restrictions

    beginning of year $51,414 · end of year $115,851

Mission and programs · 2022

Mission

SEE SCHEDULE O

Activities or mission (Part I)

LEGACY CONNECTION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE AND HEALTH OF THOSE WE SERVE.

  • LEGACY CONNECTION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE AND HEALTH OF THOSE WE SERVE PRINCIPALLY BY OPERATING FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES AS DEFINED PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, "INCLUDING BUT NOT LIMITED TO ADDRESSING FUNDAMENTAL HUMAN NEEDS FOR FOOD, CLOTHING, SAFETY, HOUSING, HEALTH AND EDUCATION".

    Expenses $79,459 · Grants $77,080

As filed on the 2022 return.

Listed in Part VII

  • Daniel Oehler

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Gerald Wissink

    DIRECTOR/CEO

    Total calculated
    $356,186
    From this org
    $0
    From related orgs
    $320,293
    Other
    $35,893
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,293 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $19,388 related
    Nontaxable benefits
    $0 + $16,505 related
    Filer's total
    $0 + $356,186 related

  • James Carter

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • James Wessman MD

    DIRECTOR/VICE CHAIRMAN (UNTIL 4/22)

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Michael Thiele

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Allen Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Blake Stamper Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Howard McKenna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Jacob Duffy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Jeanne O'Brien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Larry Griffith MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Phillip Hipps MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Scott Seabury

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Thomas Dallman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Troy Jones

    DIRECTOR (UNTIL 1/22)

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Mary Thomson

    VICE PRESIDENT

    Total calculated
    $172,495
    From this org
    $0
    From related orgs
    $148,411
    Other
    $24,084
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,411 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,965 related
    Nontaxable benefits
    $0 + $15,119 related
    Filer's total
    $0 + $172,495 related

  • Teri Tomlinson

    VICE PRESIDENT

    Total calculated
    $96,202
    From this org
    $0
    From related orgs
    $89,828
    Other
    $6,374
    Hours/week
    1 + 39 related

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

None.

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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE CEO OF LEGACY CONNECTION IS COMPENSATED BY BHHS LEGACY FOUNDATION, AN AFFILIATED TAX-EXEMPT ORGANIZATION. BHHS LEGACY FOUNDATION'S COMPENSATION PROCESS USED THE FOLLOWING METHODS: 1) COMPENSATION COMMITTEE 2) FORM 990 OF OTHER ORGANIZATIONS 3) WRITTEN EMPLOYMENT CONTRACT 4) COMPENSATION SURVEY OR STUDY 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • PBHMC INC

    501(c)(3) · SUPPORT · AZ · controlled entity

    Directly controlled by LEGACY CONNECTION

  • BHHS LEGACY FOUNDATION

    501(c)(3) · SUPPORT · AZ · controlled entity

    Directly controlled by LEGACY CONNECTION

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202333049349302428

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