Form 990 for tax year 2023

Filed by LEGACY COMMUNITY HEALTH ENDOWMENT INC.

Totals

Total revenue: $2,905,268
Total expenses: $3,041,404
Contributions and grants received: $554,534
Grants paid: $0
Program service revenue: $2,350,734
Investment income: $0
Other revenue: $0
Total assets, end of year: $29,984,000
Total liabilities, end of year: $10,798,881
Net assets or fund balances, end of year: $19,185,119
Program services expenses (Part IX): $1,744,351
Management and general expenses: $46,254
Fundraising expenses: $1,250,799
Program service expenses (Part III): $1,744,351

Program services were 57.4% 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

$554,534
2a · Program service revenue: RENTAL INCOME

total $2,350,734 · related or exempt $2,350,734
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.

11a · Fees: management

total $1,250,799 · fundraising $1,250,799
11c · Fees: accounting

total $24,465 · management and general $24,465
11g · Fees: other

total $1,750 · program services $0 · management and general $1,750 · fundraising $0
13 · Office expenses

total $83,718 · program services $63,679 · management and general $20,039
16 · Occupancy

total $2,149 · program services $2,149
20 · Interest

total $521,069 · program services $521,069
22 · Depreciation, depletion and amortization

total $1,157,454 · program services $1,157,454
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 $136,987 · end of year $178,230
3 · Pledges and grants receivable

beginning of year $102,688 · end of year $313,849
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
10a · Land, buildings and equipment: cost or other basis

$38,583,440
10b · Land, buildings and equipment: accumulated depreciation

$9,461,771
10c · Land, buildings and equipment, net

beginning of year $29,888,703 · end of year $29,121,669
11 · Investments: publicly traded securities

beginning of year $335,601 · end of year $359,752
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
15 · Other assets

beginning of year $10,500 · end of year $10,500
17 · Accounts payable and accrued expenses

beginning of year $17,999 · end of year $30,637
20 · Tax-exempt bond liabilities

beginning of year $10,519,485 · end of year $10,141,153
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $536,013 · end of year $627,091
27 · Net assets without donor restrictions

beginning of year $19,375,982 · end of year $18,660,119
28 · Net assets with donor restrictions

beginning of year $25,000 · end of year $525,000

Mission and programs · 2023

Mission

THE MISSION OF THE CORPORATION IS TO PROVIDE PERMANENT FINANCIAL SUPPORT FOR LEGACY COMMUNITY HEALTH SERVICES, INC.

Activities or mission (Part I)

THE ORGANIZATION FUNDRAISES AND PROVIDES SUPPORT FOR LEGACY COMMUNITY HEALTH SERVICES, INC.

LEGACY ENDOWMENT CONDUCTS FUNDRAISING, INVESTMENT, AND OTHER ENDOWMENT ACTIVITIES ON BEHALF OF LEGACY COMMUNITY HEALTH SERVICES LEGACY COMMUNITY HEALTH SERVICES PROVIDED PATIENT CARE AND RELATED ACTIVITIES TO 180,883 INDIVIDUALS.

Expenses $1,744,351 · Revenue $2,350,734

As filed on the 2023 return.

Listed in Part VII

Bryan Hlavinka

SECRETARY END12/23; MEMBER

Total calculated

$0

Hours/week

1
George Hawkins

VICE CHAIRPERSON

Total calculated

$0

Hours/week

1
Mike Holloman

Chairperson

Total calculated

$0

Hours/week

1
Ray PurserRAY PURSER

TREASURER

Total calculated

$0

Hours/week

1
Sharon LandSHARON LAND

MEMBER; SECRETARY BEG 01/24

Total calculated

$0

Hours/week

1
Cyndy Garza-RobertsCYNDY GARZA-ROBERTS

MEMBER

Total calculated

$0

Hours/week

1
Gerry HeardGERRY HEARD

MEMBER BEG 01/24

Total calculated

$0

Hours/week

1
Linda CantuLINDA CANTU

MEMBER

Total calculated

$0

Hours/week

1
Mark McMastersMARK MCMASTERS

MEMBER END 08/23

Total calculated

$0

Hours/week

1
Pat AveryPAT AVERY

MEMBER BEG 05/24

Total calculated

$0

Hours/week

1
Ronnie Kurtin

MEMBER BEG 04/24

Total calculated

$0

Hours/week

1
Rosi HernandezROSI HERNANDEZ

MEMBER BEG 05/24

Total calculated

$0

Hours/week

1
Ryan Martin

MEMBER END 08/23

Total calculated

$0

Hours/week

1
Steve PateSTEVE PATE

MEMBER BEG 05/24

Total calculated

$0

Hours/week

1
Tripp CarterTRIPP CARTER

MEMBER

Total calculated

$0

Hours/week

1
Ben Glisan

Chief Financial Officer END 03/24

Total calculated

$0

Hours/week

1
Rebekah Le

Chief Financial Officer BEG 05/24

Total calculated

$0

Hours/week

1
Robert Hilliard

Chief Executive Officer

Total calculated

$0

Hours/week

1

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 May 2025
IRS schema version: 2023v6.0
Source object: 202541349349312164

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