Civic Intelligence

Legacy Health Endowment

990T • 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

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2025

Assets$62,089,196
Liabilities$1,198,951
Net Assets$60,890,245
Open 2025 Filing

Operations Trend

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

Latest loaded filing

2025

Revenue$3,464,873
Expenses$4,288,287
Net Income-$823,414
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Oct 29, 2021
Return Version
2020v1.1
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.

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
Raw XML Appendix102 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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IRS990T/BooksInCareOfDetail/PersonNm0WENDY CARRIEGAN
IRS990T/BooksInCareOfDetail/PhoneNum02092502312
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02881 GEER ROAD SUITE A
IRS990T/BooksInCareOfDetail/USAddress/CityNm0TURLOCK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990T/BookValueAssetsEOYAmt066905823
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IRS990TScheduleA/CapitalGainNetIncomeAmt016782
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IRS990TScheduleA/UBIBeforeNOLDedAmt0-2908
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-2908
IRS990T/SpecificDeductionAmt01000
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IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
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IRS990T/TotalUBTIBeforeNOLSpecificAmt0-2908
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02092502312
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY HEALTH ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0462670041
ReturnHeader/Filer/PhoneNum02092502312
ReturnHeader/Filer/USAddress/AddressLine1Txt02881 GEER ROAD SUITE A
ReturnHeader/Filer/USAddress/CityNm0TURLOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CORDOVA
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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
-
Revenue
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Expenses
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Net income
-
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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