Civic Intelligence

Legacy Philanthropy Works

990 • Fiscal year 2019 • EIN 47-2584632

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileLEGACYPHILANTHROPYWORKS.ORG

View Organization Page

521 Santa Barbara StreetSanta Barbara, CA 93101

(805) 845-7113

Siviq Scores

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

Liabilities / Assets

79th percentile

0.32x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.11x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

57th percentile

6.8%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$11,094

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

19th percentile

-7.3%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$199,212

Down $15,752 (-7.3%) from 2018

Net Assets

Up

$135,284

Up $39,064 (+41%) from 2018

Liabilities

Down

$63,928

Down $54,816 (-46%) from 2018

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin57th percentile

Revenue

Down

$576,360

Down $111,223 (-16%) from 2018

Expenses

Down

$537,296

Down $53,707 (-9.1%) from 2018

Net Income

Down

$39,064

Down $57,516 (-60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2016: $186,267Liabilities 2016: $12,443Net Assets 2016: $173,8242016Assets 2017: $27,638Liabilities 2017: $27,998Net Assets 2017: -$3602017Assets 2018: $214,964Liabilities 2018: $118,744Net Assets 2018: $96,2202018Assets 2019: $199,212Liabilities 2019: $63,928Net Assets 2019: $135,2842019Assets 2020: $257,033Liabilities 2020: $28,808Net Assets 2020: $228,2252020Assets 2021: $624,200Liabilities 2021: $69,366Net Assets 2021: $554,8342021Assets 2022: $753,015Liabilities 2022: $54,995Net Assets 2022: $698,0202022Assets 2023: $1,629,783Liabilities 2023: $310,840Net Assets 2023: $1,318,9432023Assets 2024: $7,833,341Liabilities 2024: $1,869,672Net Assets 2024: $5,963,6692024

Highlighted filing

2019

Assets$199,212
Liabilities$63,928
Net Assets$135,284
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

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

$10M$5.0M$0-$5.0MRevenue 2016: $596,948Expenses 2016: $426,770Net Income 2016: $170,1782016Revenue 2017: $246,760Expenses 2017: $420,944Net Income 2017: -$174,1842017Revenue 2018: $687,583Expenses 2018: $591,003Net Income 2018: $96,5802018Revenue 2019: $576,360Expenses 2019: $537,296Net Income 2019: $39,0642019Revenue 2020: $667,082Expenses 2020: $574,141Net Income 2020: $92,9412020Revenue 2021: $1,293,937Expenses 2021: $967,328Net Income 2021: $326,6092021Revenue 2022: $1,730,473Expenses 2022: $1,587,287Net Income 2022: $143,1862022Revenue 2023: $3,156,159Expenses 2023: $2,535,236Net Income 2023: $620,9232023Revenue 2024: $9,174,277Expenses 2024: $4,529,551Net Income 2024: $4,644,7262024

Highlighted filing

2019

Revenue$576,360
Expenses$537,296
Net Income$39,064
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$715,062
Mission and Program Overview

Mission

Enable donors, investors, and local organizations to achieve their conservation and community goals for the places they love. Legacy philanthropy works facilitates collaborative efforts and mobilizes capital initiatives that reshape the future of communities landscapes.

Help communities envision their desired future and figure out how to get there.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$78,357$93,476▲ $15,119
Savings and Temporary Cash Investments$25,469$82,051▲ $56,582
Cash and Non-Interest-Bearing Accounts$2,839$15,935▲ $13,096
Pledges and Grants Receivable$108,299$7,750▼ $100,549
Total Assets$214,964$199,212▼ $15,752
Liabilities
Accounts Payable and Accrued Expenses$118,744$63,928▼ $54,816
Total Liabilities$118,744$63,928▼ $54,816
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$96,220$135,284▲ $39,064
Total Net Assets Fund Balance$96,220$135,284▲ $39,064
Total Liabilities and Net Assets / Fund Balance$214,964$199,212▼ $15,752
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carl PalmerPresident/executive DirectPT$8,596$2,498$11,094

Board Members and Trustees

NameTitle
Jack SheaDirector
Mike SuttonDirector
Stephanie GripneDirector
Doug WachobSecretary
Shelley RatayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$309,413
Program Service Revenue
$326,672
Investment Income
$51
Other Revenue
$-59,776
All Other Contributions
$247,413
Change in Net Assets
$39,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$316,190
Salaries, Compensation, and Employee Benefits$221,106
Total Fundraising Expense$19,158
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$236,102$4,200-$240,302
Other Salaries and Wages$108,518$52,435$12,419$173,372
Travel$32,455$228-$32,683
Current Officers, Directors, Trustees, and Key Employees$16,250$209$208$16,667
Other Employee Benefits$9,956$4,201$1,656$15,813
Occupancy$11,025$4,602-$15,627
Payroll Taxes$9,604$4,052$1,598$15,254
Office Expenses$3,475$6,799$1,198$11,472
Insurance$316$4,851-$5,167
Information Technology$1,695$1,607$1,608$4,910
Fees for Services Accounting-$4,698-$4,698
Advertising$860-$471$1,331
Total Functional Expenses$430,256$87,882$19,158$537,296
International Activity

International Summary

Offices
0
Employees
11
Spending
$209,557

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram ServicesCommunity Impact Services011$209,557
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$138,702
Fundraising Gross Income$78,082
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lindblad/national Geographic Baja C$131,582$78,082$35,122$42,960
Jh Summer Event$8,500-$649-
Total Events$140,082$78,082$138,702$-60,620
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
Business relationship with 35% controlled entity
No
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 B, Line 11B

“The board makes a motion to assign that responsibility at its annual meeting and that role has been assigned to the board treasurer and the executive director for the 990 filing.”

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

“Each year board members are required to complete and sign an annual conflict of interest disclosure form.”

Form 990, Part VI, Section B, Line 15

“Executive director compensation is determined pursuant to the organization's conflict of interest and compensation approval policies. A survey of comparable salaries is undertaken and a written employment contract is executed, both with board review and approval.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Legacy Philanthropy Works
EIN
47-2584632
Phone
8058457113
Address
521 SANTA BARBARA STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Carl Palmer
Title
President/executive Director
Phone
8058457113
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Palmer
Formed
2014
Legal Domicile
Wy
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
6

Preparer

Firm
Damitz Brooks Nightingale
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Team services: program service expenses 129,515. Management and general expenses 4,200. Fundraising expenses 0. Total expenses 133,715. Contract services: program service expenses 106,587. Management and general expenses 0. Fundraising expenses 0. Total expenses 106,587.”

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IRS990/MissionDesc0ENABLE DONORS, INVESTORS, AND LOCAL ORGANIZATIONS TO ACHIEVE THEIR CONSERVATION AND COMMUNITY GOALS FOR THE PLACES THEY LOVE. LEGACY PHILANTHROPY WORKS FACILITATES COLLABORATIVE EFFORTS AND MOBILIZES CAPITAL INITIATIVES THAT RESHAPE THE FUTURE OF COMMUNITIES LANDSCAPES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0STRATEGIC IMPACT PLANNING - WE IDENTIFY AND DEVELOP ACTIONABLE IMPLEMENTATION PLANS FOR IMPACTFUL PROJECTS AT A WIDE RANGE OF SCALES FROM SINGLE PROJECTS (INCLUDING CONSERVATION PLANNING, CONSERVATION TRANSACTIONS, NEW PROGRAMS, AND SOCIAL VENTURES) TO FOUNDATION AND NONPROFIT IMPACT STRATEGIES TO LARGE SCALE COLLABORATIVE INITIATIVES (INCLUDING MULTI-PARTY, CROSS-SECTOR COLLABORATIONS TO CREATE GREENBELTS, LAUNCH NEW ENVIRONMENTAL MARKETS, CREATE NEW ECONOMIC DEVELOPMENT MODELS, ETC.) FOR FUNDERS, NONPROFIT ORGANIZATIONS, COLLABORATIONS AND COMMUNITIES. OUR PLANS INCLUDE FUNDING STRATEGIES THAT TAP INTO A RANGE OF CAPITAL SOURCES FROM PHILANTHROPY TO DEBT TO IMPACT INVESTMENT CAPITAL.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CAPACITY SUPPORT, CONSULTING SERVICES, FACILITATION - WE PROVIDE ALIGNED ORGANIZATIONS WITH ADDITIONAL CAPACITY AND EXPERTISE NEEDED TO TAKE ON NEW PROJECTS, COMMUNICATION AND MARKETING PROGRAMS, FUNDRAISING CAMPAIGNS, GIS AND MAPPING, DATABASE DEVELOPMENT OR TECHNOLOGY SOLUTIONS, AND A VARIETY OF OTHER EFFORTS THAT THEY CAN'T ACHIEVE ON THEIR OWN. WE FACILITATE RETREATS, PLANNING SESSIONS, LEADERSHIP DEVELOPMENT PROGRAMS, COMMUNICATIONS AND CULTURE WORKSHOPS, AND OTHER PERSONAL AND PROFESSIONAL DEVELOPMENT. THESE SMALLER SCALE ENGAGEMENTS OFTEN BUILD RELATIONSHIPS THAT LEAD TO BIGGER PROJECT OPPORTUNITIES.
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt039064
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0101195
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025469
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082051
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0309413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0441457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0531344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01436129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0442
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0597
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0731414
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0844
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02933
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03777
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0597974
IRS990ScheduleA/SubstantialContributorsTotAmt0838155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0309413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0441457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0531344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03646
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01436129
IRS990ScheduleA/TotalSupportAmt01440503
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt011
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0209557
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0COMMUNITY IMPACT SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt011
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0209557
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt011
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0209557
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt062000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt053500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt08500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0138702
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LINDBLAD/NATIONAL GEOGRAPHIC BAJA C
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JH SUMMER EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02931
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0131582
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0140082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt078082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt078082
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-60620
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035771
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035122
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0649
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0100000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0100000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MAKES A MOTION TO ASSIGN THAT RESPONSIBILITY AT ITS ANNUAL MEETING AND THAT ROLE HAS BEEN ASSIGNED TO THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR FOR THE 990 FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST AND COMPENSATION APPROVAL POLICIES. A SURVEY OF COMPARABLE SALARIES IS UNDERTAKEN AND A WRITTEN EMPLOYMENT CONTRACT IS EXECUTED, BOTH WITH BOARD REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEAM SERVICES: PROGRAM SERVICE EXPENSES 129,515. MANAGEMENT AND GENERAL EXPENSES 4,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,715. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 106,587. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,587.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1ID
IRS990/StatesWhereCopyOfReturnIsFldCd2WY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0214964
IRS990/TotalAssetsEOYAmt0199212
IRS990/TotalAssetsGrp/BOYAmt0214964
IRS990/TotalAssetsGrp/EOYAmt0199212
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0309413
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019158
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt087882
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0430256
IRS990/TotalFunctionalExpensesGrp/TotalAmt0537296
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0118744
IRS990/TotalLiabilitiesEOYAmt063928
IRS990/TotalLiabilitiesGrp/BOYAmt0118744
IRS990/TotalLiabilitiesGrp/EOYAmt063928
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt096220
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0135284
IRS990/TotalOtherCompensationAmt02498
IRS990/TotalProgramServiceExpensesAmt0430256
IRS990/TotalProgramServiceRevenueAmt0326672
IRS990/TotalReportableCompFromOrgAmt08596
IRS990/TotalRevenueGrp/ExclusionAmt0-59725
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0326672
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0576360
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0214964
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0199212
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0228
IRS990/TravelGrp/ProgramServicesAmt032455
IRS990/TravelGrp/TotalAmt032683
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0521 SANTA BARBARA STREET
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093101
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0LEGACYPHILANTHROPYWORKS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/EXECUTIVE DIRECTOR

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,212
Liabilities
$63,928
Net assets
$135,284
Revenue
$576,360
Expenses
$537,296
Net income
$39,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$1.87$5.96$9.17$4.53$4.64
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.31$1.32$3.16$2.54$0.62
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.05$0.70$1.73$1.59$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.07$0.55$1.29$0.97$0.33
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.03$0.23$0.67$0.57$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.06$0.14$0.58$0.54$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.12$0.10$0.69$0.59$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$0.25$0.42$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.17$0.60$0.43$0.17