Civic Intelligence

Legacy a Regional Community Foundation

EIN 48-1187957 • 501(c)3 • Winfield, KS

Profile

The vision of legacy regional community foundation is to be a comprehensive foundation that is intentional and boldly proactive in embracing our donors and our community.we believe the distinctive mission of legacy regional community foundation is to grow area philanthropic and nonprofit efforts by connecting donors with critical needs in our community, instilling informed leadership and building endowments to create a stronger, healthier and more prosperous region.

PO Box 713Winfield, KS 67156

legacyregionalfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.01x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.04x

Higher debt load relative to revenue than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$69,247

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

58th percentile

6.8%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

55%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$11,678,496

Up $741,211 (+6.8%) from 2023

Liabilities

Down

$136,735

Down $47,188 (-26%) from 2023

Net Assets

Up

$11,541,761

Up $788,399 (+7.3%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin83rd percentile

Revenue

Up

$3,509,182

Up $1,247,870 (+55%) from 2023

Expenses

Up

$2,312,441

Up $1,153,813 (+100%) from 2023

Net Income

Up

$1,196,741

Up $94,057 (+8.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $3,698,265Liabilities 2011: $324,924Net Assets 2011: $3,373,3412011Assets 2012: $4,235,407Liabilities 2012: $367,034Net Assets 2012: $3,868,3732012Assets 2013: $5,205,613Liabilities 2013: $452,282Net Assets 2013: $4,753,3312013Assets 2014: $5,471,104Liabilities 2014: $531,706Net Assets 2014: $4,939,3982014Assets 2015: $5,483,431Liabilities 2015: $600,811Net Assets 2015: $4,882,6202015Assets 2016: $5,763,351Liabilities 2016: $650,635Net Assets 2016: $5,112,7162016Assets 2017: $6,962,379Liabilities 2017: $640,880Net Assets 2017: $6,321,4992017Assets 2018: $6,369,328Liabilities 2018: $638,030Net Assets 2018: $5,731,2982018Assets 2019: $7,717,515Liabilities 2019: $570,503Net Assets 2019: $7,147,0122019Assets 2020: $8,737,830Liabilities 2020: $625,078Net Assets 2020: $8,112,7522020Assets 2021: $10,247,571Liabilities 2021: $183,902Net Assets 2021: $10,063,6692021Assets 2022: $9,089,225Liabilities 2022: $108,199Net Assets 2022: $8,981,0262022Assets 2023: $10,937,285Liabilities 2023: $183,923Net Assets 2023: $10,753,3622023Assets 2024: $11,678,496Liabilities 2024: $136,735Net Assets 2024: $11,541,7612024

Highlighted filing

2024

Assets$11,678,496
Liabilities$136,735
Net Assets$11,541,761
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $394,349Expenses 2011: $375,588Net Income 2011: $18,7612011Revenue 2012: $556,069Expenses 2012: $381,151Net Income 2012: $174,9182012Revenue 2013: $717,644Expenses 2013: $491,344Net Income 2013: $226,3002013Revenue 2014: $843,942Expenses 2014: $561,913Net Income 2014: $282,0292014Revenue 2015: $816,425Expenses 2015: $561,028Net Income 2015: $255,3972015Revenue 2016: $638,807Expenses 2016: $596,505Net Income 2016: $42,3022016Revenue 2017: $1,748,444Expenses 2017: $544,323Net Income 2017: $1,204,1212017Revenue 2018: $955,925Expenses 2018: $962,006Net Income 2018: -$6,0812018Revenue 2019: $1,333,642Expenses 2019: $742,341Net Income 2019: $591,3012019Revenue 2020: $1,107,104Expenses 2020: $842,824Net Income 2020: $264,2802020Revenue 2021: $2,273,299Expenses 2021: $1,177,219Net Income 2021: $1,096,0802021Revenue 2022: $1,255,348Expenses 2022: $1,143,710Net Income 2022: $111,6382022Revenue 2023: $2,261,312Expenses 2023: $1,158,628Net Income 2023: $1,102,6842023Revenue 2024: $3,509,182Expenses 2024: $2,312,441Net Income 2024: $1,196,7412024

Highlighted filing

2024

Revenue$3,509,182
Expenses$2,312,441
Net Income$1,196,741
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,678,496
Liabilities
$136,735
Net assets
$11,541,761
Revenue
$3,509,182
Expenses
$2,312,441
Net income
$1,196,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$0.14$11.5$3.51$2.31$1.20
2023Detailed filing. Detailed filing data is available for this year.$10.9$0.18$10.8$2.26$1.16$1.10
2022Detailed filing. Detailed filing data is available for this year.$9.09$0.11$8.98$1.26$1.14$0.11
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.18$10.1$2.27$1.18$1.10
2020Detailed filing. Detailed filing data is available for this year.$8.74$0.63$8.11$1.11$0.84$0.26
2019Summary only. Only limited summary data is available for this year.$7.72$0.57$7.15$1.33$0.74$0.59
2018Summary only. Only limited summary data is available for this year.$6.37$0.64$5.73$0.96$0.96$0.01
2017Summary only. Only limited summary data is available for this year.$6.96$0.64$6.32$1.75$0.54$1.20
2016Summary only. Only limited summary data is available for this year.$5.76$0.65$5.11$0.64$0.60$0.04
2015Summary only. Only limited summary data is available for this year.$5.48$0.60$4.88$0.82$0.56$0.26
2014Summary only. Only limited summary data is available for this year.$5.47$0.53$4.94$0.84$0.56$0.28
2013Summary only. Only limited summary data is available for this year.$5.21$0.45$4.75$0.72$0.49$0.23
2012Summary only. Only limited summary data is available for this year.$4.24$0.37$3.87$0.56$0.38$0.17
2011Summary only. Only limited summary data is available for this year.$3.70$0.32$3.37$0.39$0.38$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$6,376,324
Mission and Program Overview

Mission

The vision of legacy regional community foundation is to be a comprehensive foundation that is intentional and boldly proactive in embracing our donors and our community.we believe the distinctive mission of legacy regional community foundation is to grow area philanthropic and nonprofit efforts by connecting donors with critical needs in our community, instilling informed leadership and building endowments to create a stronger, healthier and more prosperous region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,479,186$9,243,537▲ $764,351
Savings and Temporary Cash Investments$2,007,096$2,024,626▲ $17,530
Land, Buildings, and Equipment, Net$78,343$76,104▼ $2,239
Pledges and Grants Receivable$39,665--
Total Assets$10,937,285$11,678,496▲ $741,211
Other Assets Total$332,995$334,229▲ $1,234
Liabilities
Grants Payable$178,650$127,948▼ $50,702
Accounts Payable and Accrued Expenses$5,273$8,787▲ $3,514
Total Liabilities$183,923$136,735▼ $47,188
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,027,147$9,602,478▲ $575,331
Net Assets Without Donor Restrictions$1,726,215$1,939,283▲ $213,068
Total Net Assets Fund Balance$10,753,362$11,541,761▲ $788,399
Total Liabilities and Net Assets / Fund Balance$10,937,285$11,678,496▲ $741,211

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$65,691$22,481$88,172
Equipment$2,913$45,409$48,322
Land$7,500-$7,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,508,853$382,016▲ $973,527-$9,469,887
2023$7,643,558$453,983▲ $955,069-$8,508,853
2022$8,894,439$564,362▼ $1,174,878-$7,643,558
2021$7,822,017$342,501▲ $974,197-$8,894,439
2020$6,970,212$260,014▲ $921,836-$7,822,017
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yazmin WoodCEO/executive DirectorFT$67,230$2,017$69,247
Kathy GraeffOperations DirectorFT$44,135$1,324$45,459

Board Members and Trustees

NameTitle
Jill KuehnyChair
Zach StoyVice Chair
Karen ZellerBoard Member
Kendra RileyBoard Member
Kris TrimmerBoard Member
Lindsay WilkeBoard Member
Madison MetzingerBoard Member
Mandy CannonBoard Member
Rusty ZimmermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,958,848
Program Service Revenue
$148,262
Investment Income
$1,374,250
Other Revenue
$27,822
All Other Contributions
$1,743,598
Change in Net Assets
$1,196,741

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$151,869Equity Exchange
Other Non Cash Contri Table1$49,289Price/bushel on Date
Total Noncash Contributions3$201,158-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,486,512
Revenue Not Reported on Financial Statements
$22,670
Revenue Not Reported on Form 990
$-406,192
Other Revenue Adjustments
$3,500
Total Revenue per Audited Statements
$3,080,320
Total Revenue per Form 990
$3,509,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,899,425
Other Expenses$234,885
Salaries, Compensation, and Employee Benefits$178,131
Total Fundraising Expense$15,366
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,831,745--$1,831,745
Current Officers, Directors, Trustees, and Key Employees$83,524$22,273$5,568$111,365
Grants to Domestic Individuals$67,680--$67,680
Other Salaries and Wages$30,937$8,250$2,063$41,250
Fees for Service Investment Mgmnt Fees-$19,170-$19,170
Fees for Services Accounting-$16,930-$16,930
Payroll Taxes$8,756$2,335$584$11,675
Other Employee Benefits$7,875$2,100$525$10,500
Information Technology-$4,456$4,455$8,911
Office Expenses$1,715$3,435-$5,150
Pension Plan Contributions$2,506$668$167$3,341
Conferences and Meetings-$3,166-$3,166
All Other Expenses-$2,236$822$3,058
Insurance$590$2,362-$2,952
Other Expenses$952$952$476$2,380
Depreciation Depletion-$2,239-$2,239
Occupancy$831$831$416$2,078
Advertising-$590$290$880
Travel$411--$411
Total Functional Expenses$2,200,963$96,112$15,366$2,312,441

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,312,441
Total Expenses per Audited Statements$2,295,421
Expenses per Audited Statements$2,293,271
Expenses Not Reported on Financial Statements$19,170
Expenses Not Reported on Form 990$2,150
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cowley College FoundationArkansas City, KS501(c)3Scholarships & Education$503,128
Southwestern CollegeWinfield, KS501(c)3Operations$116,020
Grace United Methodist ChurchWinfield, KS501(c)3Operations & Food Pantry$94,893
William Newton Healthcare FoundationWinfield, KS501(c)3Operations$53,653
Eagle Nest IncWinfield, KS501(c)3Operations$53,195
United Methodist Committee on ReliefAtlanta, GA501(c)3Operations$50,810
Bartlett ArboretumBelle Plaine, KS501(c)3Operations$49,308
Arkansas City Chamber of CommerceArkansas City, KS501(c)6Operations$49,156
Winfield Habitat for HumanityWinfield, KS501(c)3Operations$42,637
Amnesty International of the USA IncNew York, NY501(c)3Operations$42,342
Doctors Without BorderNew York, NY501(c)3Operations$42,342
Sierra ClubOakland, CA501(c)3Operations$42,342
UnicefNew York, NY501(c)3Operations$42,342
Winfield First United Methodist ChurchWinfield, KS501(c)3Religion & Helping Hands$32,120
Winfield First Baptist ChurchWinfield, KS501(c)3Religion & Families Eating Donated Deer$30,000
Hammers Prairie Park and Nature Center FoundationClearwater, KS501(c)3Operations$25,000
Winfield Arts and Humanities CouncilWinfield, KS501(c)3Operations$22,632
Winfield Public LibraryWinfield, KS501(c)3Operations$21,785
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL INCMemphis, TN501(c)3Health Care$17,937
Great Plains United Methodist Camps IncArkansas City, KS501(c)3Operations$15,861
Angels in the Attic IncArkansas City, KS501(c)3Operations$12,685
Arkansas City United Methodist ChurchArkansas City, KS501(c)3Operations$12,500
Soroptimist International of Arkansas CityArkansas City, KS501(c)3Operations$12,027
Community Health Center in Cowley County IncWinfield, KS501(c)3Health Care$10,987
Casa of Cowley CountyWinfield, KS501(c)3Operations$10,950
Marquee Performing Arts CenterWinfield, KS501(c)3Operations$10,500
Cowley County Humane SocietyWinfield, KS501(c)3Operations$10,094
Dollywood FoundationSevierville, TN501(c)3Operations$9,186
Caldwell Kansas Chamber of CommerceCaldwell, KSLocal GovernmentVision Caldwell$8,536
Usd 470Arkansas City, KS501(c)3Education$7,987
Big Brother and Sister of Cowley CountyWichita, KS501(c)3Operations$7,776
Usd 462Burden, KS501(c)3Education$6,908
Cowley County Historical SocietyWinfield, KS501(c)3Operations$6,303
Usd 465Winfield, KS501(c)3Education$6,201
William Newton HospitalWinfield, KS501(c)3Operations$5,750
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
Audit committee
Yes
Backup withholding compliance
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
No
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 audited financial statements are reviewed prior to issuance which are used to prepare the form 990. A copy of the 990 is provided to the board of directors prior to filing.”

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

“Board reviews conflict of interest policy annually. Any conflicts are noted in the minutes.”

Form 990, Part VI, Section B, Line 15A

“The ceo and the operations director compensation are reviewed by the board of directors annually as required for budgeting purposes. Comparability is taken into consideration.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available on guidestar (another's website); form 1023 and form 990 are made available upon request at the foundation's office.”

Form 990, Part VI, Section C, Line 19

“Financial statements, conflict of interest policy and governing documents are available upon request at the foundation's office.”

Filing and Contact Details

Filer

Filer Name
Legacy a Regional Community Foundation
EIN
48-1187957
Phone
6202217224
Address
PO BOX 713, WINFIELD, KS 67156

Signing Officer

Name
Yazmin Wood
Title
CEO
Phone
6202217224
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yazmin Wood
Formed
1996
Legal Domicile
Ks
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
27

Preparer

Firm
Lindburg Vogel Pierce Faris Chartered
Address
2301 N HALSTEAD - P O BOX 2047, HUTCHINSON, KS 67504-2047
Preparer
Billy J Klug
Phone
6206690461
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Consistent with prior years, the board of directors assumes responsibility”

Financial Statement Notes

PART V, LINE 4:

“Grants to individuals and organizations to benefit the local quality of life.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Net sfas no 136 adjustment to revenue 3,500.”

Raw XML AppendixShowing 400 of 895 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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IRS990/ActivityOrMissionDesc0THE VISION OF LEGACY REGIONAL COMMUNITY FOUNDATION IS TO BE A COMPREHENSIVE FOUNDATION THAT IS INTENTIONAL AND BOLDLY PROACTIVE IN EMBRACING OUR DONORS AND OUR COMMUNITY.WE BELIEVE THE DISTINCTIVE MISSION OF LEGACY REGIONAL COMMUNITY FOUNDATION IS TO GROW AREA PHILANTHROPIC AND NONPROFIT EFFORTS BY CONNECTING DONORS WITH CRITICAL NEEDS IN OUR COMMUNITY, INSTILLING INFORMED LEADERSHIP AND BUILDING ENDOWMENTS TO CREATE A STRONGER, HEALTHIER AND MORE PROSPEROUS REGION.
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IRS990/MissionDesc0THE VISION OF LEGACY REGIONAL COMMUNITY FOUNDATION IS TO BE A COMPREHENSIVE FOUNDATION THAT IS INTENTIONAL AND BOLDLY PROACTIVE IN EMBRACING OUR DONORS AND OUR COMMUNITY.WE BELIEVE THE DISTINCTIVE MISSION OF LEGACY REGIONAL COMMUNITY FOUNDATION IS TO GROW AREA PHILANTHROPIC AND NONPROFIT EFFORTS BY CONNECTING DONORS WITH CRITICAL NEEDS IN OUR COMMUNITY, INSTILLING INFORMED LEADERSHIP AND BUILDING ENDOWMENTS TO CREATE A STRONGER, HEALTHIER AND MORE PROSPEROUS REGION.
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IRS990ScheduleD/DonorAdvisedFundsContriAmt0220403
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0749784
IRS990ScheduleD/DonorAdvisedFundsHeldCnt013

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