Skip to content
Nonprofiteer
← BHHS LEGACY FOUNDATION

Form 990 for tax year 2024

Filed by BHHS LEGACY FOUNDATION.

Totals

Total revenue
$10,426,658
Total expenses
$7,820,592
Contributions and grants received
$24,398
Grants paid
$4,237,836
Program service revenue
$580,605
Investment income
$9,807,807
Other revenue
$13,848
Total assets, end of year
$151,119,062
Total liabilities, end of year
$1,506,393
Net assets or fund balances, end of year
$149,612,669
Program services expenses (Part IX)
$7,127,014
Management and general expenses
$693,578
Fundraising expenses
$0
Program service expenses (Part III)
$7,127,014

Program services were 91.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL OEHLER

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 3 related
  • GERALD WISSINK

    DIRECTOR/CEO

    Total calculated
    $373,437
    From this org
    $337,842
    From related orgs
    $0
    Other
    $35,595
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $337,842
    Bonus
    $0
    Other
    $0
    Deferred
    $20,463
    Nontaxable benefits
    $15,132
    Filer's total
    $373,437
  • JAMES CARTER

    DIRECTOR/SECRETARY

    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
  • PHILLIP HIPPS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related
  • SCOTT SEABURY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • SHANNON CLANCEY

    Director

    Total calculated
    $0
    Hours/week
    2 + 3 related
  • SUSAN CORDTS

    Director

    Total calculated
    $0
    Hours/week
    2 + 3 related
  • THOMAS DALLMAN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related
  • MARY THOMSON

    VICE PRESIDENT

    Total calculated
    $188,271
    From this org
    $162,784
    From related orgs
    $0
    Other
    $25,487
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $162,784
    Bonus
    $0
    Other
    $0
    Deferred
    $9,906
    Nontaxable benefits
    $15,581
    Filer's total
    $188,271
  • TERI TOMLINSON

    VICE PRESIDENT

    Total calculated
    $113,116
    From this org
    $106,966
    From related orgs
    $0
    Other
    $6,150
    Hours/week
    39 + 1 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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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

The 10 largest by cash amount. The API serves every itemized grant.

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

    Directly controlled by LEGACY CONNECTION

  • LEGACY CONNECTION

    501(c)(3) · CHARITABLE · AZ

    Directly controlled by NA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BHHS PROPERTIES LLC

    INACTIVE · AZ · income $0 · assets $0

    Directly controlled by BHHS LEGACY FOUNDATION

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.1
Source object
202533089349301638

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.