Civic Intelligence

Bhhs Legacy Foundation

990T • Fiscal year 2020 • EIN 95-3239789

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 18, 2021

Organization ProfileWWW.BHHSLEGACY.ORG

View Organization Page

360 E Coronado Road No 100Phoenix, AZ 85004

(602) 778-1200

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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.

$200M$150M$100M$50M$0Assets 2010: $130,664,980Liabilities 2010: $3,097,541Net Assets 2010: $127,567,4392010Assets 2011: $122,240,974Liabilities 2011: $4,378,817Net Assets 2011: $117,862,1572011Assets 2012: $131,232,919Liabilities 2012: $3,761,592Net Assets 2012: $127,471,3272012Assets 2013: $145,815,123Liabilities 2013: $4,793,551Net Assets 2013: $141,021,5722013Assets 2014: $145,197,980Liabilities 2014: $3,569,980Net Assets 2014: $141,628,0002014Assets 2015: $136,259,938Liabilities 2015: $3,718,205Net Assets 2015: $132,541,7332015Assets 2016: $134,624,150Liabilities 2016: $3,130,847Net Assets 2016: $131,493,3032016Assets 2017: $148,016,850Liabilities 2017: $2,237,199Net Assets 2017: $145,779,6512017Assets 2018: $131,647,518Liabilities 2018: $2,994,505Net Assets 2018: $128,653,0132018Assets 2019: $146,885,435Liabilities 2019: $2,779,061Net Assets 2019: $144,106,3742019Assets 2020: $153,787,069Liabilities 2020: $1,773,508Net Assets 2020: $152,013,5612020Assets 2021: $167,586,858Liabilities 2021: $3,400,063Net Assets 2021: $164,186,7952021Assets 2022: $139,984,985Liabilities 2022: $3,397,801Net Assets 2022: $136,587,1842022Assets 2023: $149,063,571Liabilities 2023: $3,376,269Net Assets 2023: $145,687,3022023Assets 2024: $151,119,062Liabilities 2024: $1,506,393Net Assets 2024: $149,612,6692024

Latest loaded filing

2024

Assets$151,119,062
Liabilities$1,506,393
Net Assets$149,612,669
Open 2024 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $5,966,346Expenses 2010: $4,620,153Net Income 2010: $1,346,1932010Revenue 2011: $7,070,894Expenses 2011: $7,822,284Net Income 2011: -$751,3902011Revenue 2012: $4,972,783Expenses 2012: $5,824,792Net Income 2012: -$852,0092012Revenue 2013: $14,091,288Expenses 2013: $6,725,013Net Income 2013: $7,366,2752013Revenue 2014: $9,885,938Expenses 2014: $6,511,030Net Income 2014: $3,374,9082014Revenue 2015: $7,765,404Expenses 2015: $7,578,148Net Income 2015: $187,2562015Revenue 2016: $3,457,881Expenses 2016: $8,199,834Net Income 2016: -$4,741,9532016Revenue 2017: $7,607,922Expenses 2017: $6,452,161Net Income 2017: $1,155,7612017Revenue 2018: $8,423,029Expenses 2018: $8,880,825Net Income 2018: -$457,7962018Revenue 2019: $11,123,750Expenses 2019: $8,873,494Net Income 2019: $2,250,2562019Revenue 2020: $6,557,842Expenses 2020: $8,038,770Net Income 2020: -$1,480,9282020Revenue 2021: $10,408,828Expenses 2021: $9,414,139Net Income 2021: $994,6892021Revenue 2022: $4,551,553Expenses 2022: $9,056,143Net Income 2022: -$4,504,5902022Revenue 2023: $9,199,645Expenses 2023: $8,495,512Net Income 2023: $704,1332023Revenue 2024: $10,426,658Expenses 2024: $7,820,592Net Income 2024: $2,606,0662024

Latest loaded filing

2024

Revenue$10,426,658
Expenses$7,820,592
Net Income$2,606,066
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Bhhs Legacy Foundation
EIN
95-3239789
Phone
6027781200
Address
360 E CORONADO ROAD NO 100, PHOENIX, AZ 85004

Signing Officer

Name
Michael Theile
Title
Treasurer
Phone
6027781200
Signed
2021-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
101 E WASHINGTON STREET STE 910, PHOENIX, AZ 85004
Preparer
Steven T Rutti
Phone
6023223000
Raw XML Appendix147 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.

Path#Value
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt084
IRS1120ScheduleD/Form4797GainOrLossAmt0148423
IRS1120ScheduleD/NetCapitalGainAmt0153997
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0153997
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt084
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt05574
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt05574
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt084
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt084
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-796
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt24291
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1COMMONFUND CAPITAL PRIVATE EQ. PARTNERS VI LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2MONTAUK TRIGUARD FUND VI LP
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4RREF IV DEBT DIRECT DOMESTIC INVESTORS LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt05574
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt05574
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd1VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd2VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd3VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt060
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt122
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt21
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt060
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt122
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt21
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt31
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0CANTEBURY CONSULTING PC FUND I (A) LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1RREF IV DEBT DIRECT DOMESTIC INVESTORS LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2SILVER LAKE PARTNERS V DE (AIV IV) LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3SILVER LAKE PARTNERS V DE (AIV V) LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt084
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt084
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0JAMES BURNSIDE
IRS990T/BooksInCareOfDetail/PhoneNum06027781200
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0360 E CORONADO ROAD SUITE 100
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd085004
IRS990T/BookValueAssetsEOYAmt0153787069
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt015300
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt015300
IRS990T/OverpaymentSection/OverpaymentAmt015300
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/ParentCorporationEIN0900036015
IRS990T/ParentCorporationName/BusinessNameLine1Txt0LEGACY CONNECTION
IRS990T/PrntCorporationNameControlTxt0LEGA
IRS990TScheduleA/CapitalGainNetIncomeAmt05658
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/Section263ARulesApplyInd00
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0148423
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-168665
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/UBIBeforeNOLDedAmt0-14584
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IRS990T/TotalTaxComputationAmt00
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ReturnHeader/PreparerPersonGrp/PhoneNum06023223000
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ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$151$1.51$150$10.4$7.82$2.61
2023Summary only. Only limited summary data is available for this year.$149$3.38$146$9.20$8.50$0.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$3.40$137$4.55$9.06$4.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$168$3.40$164$10.4$9.41$0.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$154$1.77$152$6.56$8.04$1.48
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$147$2.78$144$11.1$8.87$2.25
2018Summary only. Only limited summary data is available for this year.$132$2.99$129$8.42$8.88$0.46
2017Summary only. Only limited summary data is available for this year.$148$2.24$146$7.61$6.45$1.16
2016Summary only. Only limited summary data is available for this year.$135$3.13$131$3.46$8.20$4.74
2015Summary only. Only limited summary data is available for this year.$136$3.72$133$7.77$7.58$0.19
2014Summary only. Only limited summary data is available for this year.$145$3.57$142$9.89$6.51$3.37
2013Summary only. Only limited summary data is available for this year.$146$4.79$141$14.1$6.73$7.37
2012Summary only. Only limited summary data is available for this year.$131$3.76$127$4.97$5.82$0.85
2011Summary only. Only limited summary data is available for this year.$122$4.38$118$7.07$7.82$0.75
2010Summary only. Only limited summary data is available for this year.$131$3.10$128$5.97$4.62$1.35