Civic Intelligence

Legacy Health Endowment

990PF • Fiscal year 2021 • EIN 46-2670041

Apr 01, 2020 to Mar 31, 2021 • Filed on Oct 29, 2021

Organization ProfileN/A
2881 Geer Road Suite ATurlock, CA 95382

(209) 250-2312

Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.47x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

3rd percentile

-56%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$314,838

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

86th percentile

35%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

112%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$66,905,823

Up $17,253,729 (+35%) from 2020

Net Assets

Up

$65,432,176

Up $17,013,838 (+35%) from 2020

Liabilities

Up

$1,473,647

Up $239,891 (+19%) from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Up

$3,113,073

Up $1,643,428 (+112%) from 2020

Expenses

Up

$4,853,165

Up $1,432,811 (+42%) from 2020

Net Income

Up

-$1,740,092

Up $210,617 (+11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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 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

2021

Assets$66,905,823
Liabilities$1,473,647
Net Assets$65,432,176
Open 2021 Filing

Operations Trend

Revenue Growth90th 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 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

2021

Revenue$3,113,073
Expenses$4,853,165
Net Income-$1,740,092
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Oct 29, 2021
Return Version
2020v4.1
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.

Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY LEWISPresident & CEOFT$249,736$65,102$314,838
NEILL CALLISChairman (Effective 01/01/21)-$0--
JIM AHLEMChairman (Thru 12/31/20)-$0--
MARLENE STANTEVice Chairman (Effective 01/01/21)-$0--
ROBERT TRIEBSCHVice Chairman (Thru 12/31/20)-$0--
JONNIE YORK RNSecretary-$0--
LARRY ANDERSONTreasurer-$0--
ROGER OXENDALETrustee-$0--
KASSY PERRYTrustee-$0--
MARK DAVENPORT MDTrustee-$0--
ROGER HERRERATrustee (Thru 12/31/20)-$0--
JIM PALLIOSTrustee (Thru 12/31/20)-$0--
ARLON WATERSONTrustee-$0--
DR RALPH GONZALESTrustee-$0--
MIKE BREMTrustee-$0--
VANCE AHLEMTrustee-$0--
KRISTIN OLSENTrustee-$0--
JESSICA CHANG IRISHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Legacy Health Endowment
EIN
46-2670041
Phone
2092502312
Address
2881 GEER ROAD SUITE A, TURLOCK, CA 95382

Signing Officer

Name
Jeffrey Lewis
Title
President, CEO
Phone
2092502312
Signed
2021-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
2882 PROSPECT PARK DR STE 300, RANCHO CORDOVA, CA 95670
Preparer
Tracy S Paglia
Phone
9165038100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42423460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DFA EMERGING MARKETS CORE EQUITY PORTFOLIO - CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1THORNBURG DEVELOPING WORLD FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DFA INTERNATIONAL CORE EQUITY I PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DODGE & COX INTERNATIONAL STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VANGUARD INSTITUTIONAL 500 INDEX FUND - INST'L SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD MID-CAP INDEX FUND - INSTITUTIONAL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BROWN CAPITAL MGMT SMALL COMPANY FUND - INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HARBOR SMALL CAP GROWTH FUND - INST'L SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ANTHEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14APPLIED MATLS INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GOLDMAN SACHS GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ISHARES MSCI EMERGING MARKETS ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LOCKHEED MARTIN CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28METLIFE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MICROCHIP TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MORGAN STANLEY COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NETFLIX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PRINCIPAL MID CAP FUND INSTL CLASS #4749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PROLOGIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38T ROWE PRICE SMALL-CAP STOCK FUND CLASS I #525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SALESFORCE COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SEMPRA ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41UNITEDHEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42VISA INC COM CL A
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,905,823
Liabilities
$1,473,647
Net assets
$65,432,176
Revenue
$3,113,073
Expenses
$4,853,165
Net income
-$1,740,092
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
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.28$0.11$0.17