Civic Intelligence

Legacy Health Endowment

990 • Fiscal year 2016 • EIN 46-2670041

Apr 01, 2015 to Mar 31, 2016 • Filed on Jul 10, 2016

Organization ProfileN/A
2881 Geer Road No ATurlock, CA 95382

(209) 250-2312

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

2nd percentile

0.00x

Higher debt load relative to revenue than 2% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

100th percentile

20982%

Faster asset growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

13162%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Flat

$36,443,224

Flat from 2016

Net Assets

Flat

$36,432,938

Flat from 2016

Liabilities

Flat

$10,286

Flat from 2016

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin99th percentile

Revenue

Flat

$36,984,639

Flat from 2016

Expenses

Flat

$127,238

Flat from 2016

Net Income

Flat

$36,857,401

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2015: $172,862Liabilities 2015: $0Net Assets 2015: $172,8622015Assets 2016: $36,443,224Liabilities 2016: $10,286Net Assets 2016: $36,432,9382016Assets 2016: $36,443,224Liabilities 2016: $10,286Net Assets 2016: $36,432,9382016Assets 2017: $49,663,462Liabilities 2017: $209,172Net Assets 2017: $49,454,2902017Assets 2018: $60,441,168Liabilities 2018: $1,738,014Net Assets 2018: $58,703,1542018Assets 2019: $57,986,560Liabilities 2019: $1,441,233Net Assets 2019: $56,545,3272019Assets 2020: $49,652,094Liabilities 2020: $1,233,756Net Assets 2020: $48,418,3382020Assets 2021: $66,905,823Liabilities 2021: $1,473,647Net Assets 2021: $65,432,1762021Assets 2022: $66,282,330Liabilities 2022: $1,444,325Net Assets 2022: $64,838,0052022Assets 2023: $57,362,665Liabilities 2023: $1,408,234Net Assets 2023: $55,954,4312023Assets 2024: $63,581,295Liabilities 2024: $1,122,024Net Assets 2024: $62,459,2712024Assets 2025: $62,089,196Liabilities 2025: $1,198,951Net Assets 2025: $60,890,2452025

Highlighted filing

2016

Assets$36,443,224
Liabilities$10,286
Net Assets$36,432,938
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2015: $278,880Expenses 2015: $106,018Net Income 2015: $172,8622015Revenue 2016: $36,984,639Expenses 2016: $127,238Net Income 2016: $36,857,4012016Revenue 2016: $36,984,639Expenses 2016: $127,238Net Income 2016: $36,857,4012016Revenue 2017: $14,269,257Expenses 2017: $1,247,906Net Income 2017: $13,021,3512017Revenue 2018: $7,186,180Expenses 2018: $3,882,973Net Income 2018: $3,303,2072018Revenue 2019: $2,584,509Expenses 2019: $3,824,611Net Income 2019: -$1,240,1022019Revenue 2020: $1,469,645Expenses 2020: $3,420,354Net Income 2020: -$1,950,7092020Revenue 2021: $3,113,073Expenses 2021: $4,853,165Net Income 2021: -$1,740,0922021Revenue 2022: $6,087,135Expenses 2022: $5,226,553Net Income 2022: $860,5822022Revenue 2023: $2,616,848Expenses 2023: $4,819,491Net Income 2023: -$2,202,6432023Revenue 2024: $8,887,656Expenses 2024: $3,950,870Net Income 2024: $4,936,7862024Revenue 2025: $3,464,873Expenses 2025: $4,288,287Net Income 2025: -$823,4142025

Highlighted filing

2016

Revenue$36,984,639
Expenses$127,238
Net Income$36,857,401
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jul 10, 2016
Return Version
2015v2.1
Gross Receipts
$36,984,639
Mission and Program Overview

Mission

Funding healthcare facilities and clinics in providing direct health care services and access thereto, including wellness programs, health research, health education, and public/private partnerships formed to improve health to the residents in emanuel medical center's service area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$172,862$36,432,938▲ $36,260,076
Cash and Non-Interest-Bearing Accounts$172,862$20,055,910▲ $19,883,048
Investments in Publicly Traded Securities-$16,387,314-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$172,862$36,443,224▲ $36,270,362
Liabilities
Accounts Payable and Accrued Expenses-$10,286-
Total Liabilities$0$10,286▲ $10,286
Net Assets / Fund Balance
Total Net Assets Fund Balance$172,862$36,432,938▲ $36,260,076
Total Liabilities and Net Assets / Fund Balance$172,862$36,443,224▲ $36,270,362
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jennifer LarsonChairman
Jim AhlemVice Chair
Arlon WatersonBoard Member
David DwightBoard Member
Jim PalliosBoard Member
Jonnie YorkBoard Member
Marlene StanteBoard Member
Robert TribeschBoard Member
Bill GibbsSecretary
Larry AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,984,639
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$36,984,639
Change in Net Assets
$36,857,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,238
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$63,539-$63,539
Insurance-$20,700-$20,700
Fees for Services Accounting-$4,875-$4,875
Other Expenses-$56-$56
Total Functional Expenses$0$127,238$0$127,238
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The board members meet regularly to make decisions and elect new members as well.”

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed annually”

Form 990, Part VI, Section B, Line 12C

“The organization monitors on a yearly basis to enforce compliance with conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The organization is conducting a search for a ceo. The board consulted with experts on the appropriate compensation to offer.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Legacy Health Endowment
EIN
46-2670041
Phone
2092502312
Address
2881 GEER ROAD NO A, TURLOCK, CA 95382

Signing Officer

Name
Jennifer Larson
Title
Chairman
Phone
2092502312
Signed
2016-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Larson
Formed
2014
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
HILLBERG & CO CPA'S
Address
415 MITCHELL ST, TURLOCK, CA 95380
Preparer
Robert Hillberg
Phone
2096672406
Raw XML Appendix346 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEMBERS MEET REGULARLY TO MAKE DECISIONS AND ELECT NEW MEMBERS AS WELL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MONITORS ON A YEARLY BASIS TO ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION IS CONDUCTING A SEARCH FOR A CEO. THE BOARD CONSULTED WITH EXPERTS ON THE APPROPRIATE COMPENSATION TO OFFER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0172862
IRS990/TotalAssetsEOYAmt036443224
IRS990/TotalAssetsGrp/BOYAmt0172862
IRS990/TotalAssetsGrp/EOYAmt036443224
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt036984639
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0127238
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127238
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt010286
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt010286
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0172862
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036432938
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt036984639
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0172862
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036443224
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02881 GEER ROAD SUITE A
IRS990/USAddress/CityNm0TURLOCK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095382
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02092502312
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY HEALTH ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0462670041
ReturnHeader/Filer/PhoneNum02092502312
ReturnHeader/Filer/USAddress/AddressLine1Txt02881 GEER ROAD NO A
ReturnHeader/Filer/USAddress/CityNm0TURLOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095382
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942681814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILLBERG & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 MITCHELL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TURLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095380
ReturnHeader/PreparerPersonGrp/PhoneNum02096672406
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT HILLBERG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-26T17:38:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,443,224
Liabilities
$10,286
Net assets
$36,432,938
Revenue
$36,984,639
Expenses
$127,238
Net income
$36,857,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$62.1$1.20$60.9$3.46$4.29$0.82
2024Detailed filing. Detailed filing data is available for this year.$63.6$1.12$62.5$8.89$3.95$4.94
2023Detailed filing. Detailed filing data is available for this year.$57.4$1.41$56.0$2.62$4.82$2.20
2022Detailed filing. Detailed filing data is available for this year.$66.3$1.44$64.8$6.09$5.23$0.86
2021Detailed filing. Detailed filing data is available for this year.$66.9$1.47$65.4$3.11$4.85$1.74
2020Detailed filing. Detailed filing data is available for this year.$49.7$1.23$48.4$1.47$3.42$1.95
2019Detailed filing. Detailed filing data is available for this year.$58.0$1.44$56.5$2.58$3.82$1.24
2018Detailed filing. Detailed filing data is available for this year.$60.4$1.74$58.7$7.19$3.88$3.30
2017Detailed filing. Detailed filing data is available for this year.$49.7$0.21$49.5$14.3$1.25$13.0
2016Detailed filing. Detailed filing data is available for this year.$36.4$0.01$36.4$37.0$0.13$36.9
2016Detailed filing. Detailed filing data is available for this year.$36.4$0.01$36.4$37.0$0.13$36.9
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.28$0.11$0.17