Civic Intelligence

Legacy Philanthropy Works

990 • Fiscal year 2020 • EIN 47-2584632

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

61st percentile

0.11x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.04x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$83,151

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

74th percentile

29%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$257,033

Up $57,821 (+29%) from 2019

Net Assets

Up

$228,225

Up $92,941 (+69%) from 2019

Liabilities

Down

$28,808

Down $35,120 (-55%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin63rd percentile

Revenue

Up

$667,082

Up $90,722 (+16%) from 2019

Expenses

Up

$574,141

Up $36,845 (+6.9%) from 2019

Net Income

Up

$92,941

Up $53,877 (+138%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2020

Assets$257,033
Liabilities$28,808
Net Assets$228,225
Open 2020 Filing

Operations Trend

Revenue Growth71st 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

2020

Revenue$667,082
Expenses$574,141
Net Income$92,941
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$667,082
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
Savings and Temporary Cash Investments$82,051$144,872▲ $62,821
Accounts Receivable$93,476$82,370▼ $11,106
Cash and Non-Interest-Bearing Accounts$15,935$27,591▲ $11,656
Pledges and Grants Receivable$7,750$2,200▼ $5,550
Total Assets$199,212$257,033▲ $57,821
Liabilities
Accounts Payable and Accrued Expenses$63,928$28,808▼ $35,120
Total Liabilities$63,928$28,808▼ $35,120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$135,284$228,225▲ $92,941
Total Net Assets Fund Balance$135,284$228,225▲ $92,941
Total Liabilities and Net Assets / Fund Balance$199,212$257,033▲ $57,821
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carl PalmerPresident/executive DirectPT$62,611$20,540$83,151

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$458,529
Program Service Revenue
$201,987
Investment Income
$89
Other Revenue
$6,477
All Other Contributions
$411,317
Change in Net Assets
$92,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$311,006
Other Expenses$263,135
Total Fundraising Expense$49,487
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$147,710$28,795$26,594$203,099
Fees for Services Other$161,896$15,879$3,879$181,654
Current Officers, Directors, Trustees, and Key Employees$64,829$9,161$9,161$83,151
Occupancy$17,566$2,607$2,228$22,401
Payroll Taxes$16,292$2,912$2,746$21,950
Travel$17,466$2,183$2,183$21,832
Office Expenses$8,191$3,896$1,118$13,205
Fees for Services Legal$6,736--$6,736
Fees for Services Accounting-$6,432-$6,432
Information Technology$4,976$622$622$6,220
Insurance$200$3,339-$3,539
Other Employee Benefits$1,965$443$398$2,806
Advertising$558-$558$1,116
Total Functional Expenses$448,385$76,269$49,487$574,141
International Activity

International Summary

Offices
0
Employees
8
Spending
$57,919

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 Services08$57,919
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Carrie KappelWife of Carl Palmer (president/exec Director)ConsultingNo$11,209
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
Yes
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 the responsibility to review and approve the organization's form 990 at its annual meeting and that role has been assigned to the board treasurer and the executive director.”

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
2021-11-15
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
8
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 104,686. Management and general expenses 3,879. Fundraising expenses 3,879. Total expenses 112,444. Contract services: program service expenses 57,210. Management and general expenses 12,000. Fundraising expenses 0. Total expenses 69,210.”

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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/ProgSrvcAccomActyOtherGrp/Desc0IMPACT INVESTING CONSULTING SERVICES - WE HELP FUNDERS, NONPROFIT ORGANIZATIONS, COLLABORATIONS AND COMMUNITIES IDENTIFY OPPORTUNITIES, DILIGENCE, PLAN, AND IMPLEMENT IMPACT INVESTMENT INITIATIVES AT A VARIETY OF SCALES FROM SINGLE INVESTMENTS TO THE CREATION OF FUNDS OR OTHER PRODUCT OFFERINGS TO COMMUNITY-WIDE IMPACT INVESTING INITIATIVES. WE UNDERTAKE FEASIBILITY STUDIES FOR NEW OFFERINGS TO TEST UPTAKE AND POTENTIAL STRUCTURES WITH LEADERS IN THE IMPACT INVESTMENT FIELD, HELP STRUCTURE OFFERINGS AND TAKE THEM TO MARKET.
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IRS990/PYContributionsGrantsAmt0309413
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt051
IRS990/PYOtherExpensesAmt0316190
IRS990/PYOtherRevenueAmt0-59776
IRS990/PYProgramServiceRevenueAmt0326672
IRS990/PYRevenuesLessExpensesAmt039064
IRS990/PYSalariesCompEmpBnftPaidAmt0221106
IRS990/PYTotalExpensesAmt0537296
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0576360
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt092941
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt048615
IRS990/SavingsAndTempCashInvstGrp/BOYAmt082051
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0144872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0458529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0309413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0441457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0531344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01891012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt089
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0442
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0686
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0933401
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06477
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0844
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02933
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010254
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48270
IRS990ScheduleA/PublicSupportTotal170Amt0918040
IRS990ScheduleA/SubstantialContributorsTotAmt0972972
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0458529
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0309413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0441457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0531344
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01891012
IRS990ScheduleA/TotalSupportAmt01901952
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/EmployeeCnt08
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt057919
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/SubtotalEmployeesCnt08
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt057919
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt08
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt057919
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CARRIE KAPPEL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0WIFE OF CARL PALMER (PRESIDENT/EXEC DIRECTOR)
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt011209
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MAKES A MOTION TO ASSIGN THE RESPONSIBILITY TO REVIEW AND APPROVE THE ORGANIZATION'S FORM 990 AT ITS ANNUAL MEETING AND THAT ROLE HAS BEEN ASSIGNED TO THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR.
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 104,686. MANAGEMENT AND GENERAL EXPENSES 3,879. FUNDRAISING EXPENSES 3,879. TOTAL EXPENSES 112,444. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 57,210. MANAGEMENT AND GENERAL EXPENSES 12,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,210.
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/StatesWhereCopyOfReturnIsFldCd3OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0199212
IRS990/TotalAssetsEOYAmt0257033
IRS990/TotalAssetsGrp/BOYAmt0199212
IRS990/TotalAssetsGrp/EOYAmt0257033
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0458529
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt049487
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt076269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0448385
IRS990/TotalFunctionalExpensesGrp/TotalAmt0574141
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt063928
IRS990/TotalLiabilitiesEOYAmt028808
IRS990/TotalLiabilitiesGrp/BOYAmt063928
IRS990/TotalLiabilitiesGrp/EOYAmt028808
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0135284
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0228225
IRS990/TotalOtherCompensationAmt020540
IRS990/TotalOtherProgSrvcExpenseAmt01144
IRS990/TotalProgramServiceExpensesAmt0448385
IRS990/TotalProgramServiceRevenueAmt0201987
IRS990/TotalReportableCompFromOrgAmt062611
IRS990/TotalRevenueGrp/ExclusionAmt06566
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0201987
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0667082
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0199212
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0257033
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt02183
IRS990/TravelGrp/ManagementAndGeneralAmt02183
IRS990/TravelGrp/ProgramServicesAmt017466
IRS990/TravelGrp/TotalAmt021832
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08058457113
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY PHILANTHROPY WORKS
ReturnHeader/Filer/BusinessNameControlTxt0LEGA

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$257,033
Liabilities
$28,808
Net assets
$228,225
Revenue
$667,082
Expenses
$574,141
Net income
$92,941
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