Civic Intelligence

Bhhs Legacy Foundation

990T • Fiscal year 2023 • EIN 95-3239789

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

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360 E Coronado Road 100Phoenix, AZ 85004

(602) 778-1200

Siviq Scores

Scores are not available for this record yet.

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

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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
BHHS Legacy Foundation
EIN
95-3239789
Phone
6027781200
Address
360 E CORONADO ROAD 100, PHOENIX, AZ 85004

Signing Officer

Name
Gerald Wissink
Title
CEO
Phone
6027781200
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
101 E WASHINGTON ST, PHOENIX, AZ 85004
Preparer
Steven T Rutti
Phone
6023223000
Raw XML Appendix218 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt0196415
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt01645
IRS1120ScheduleD/Form4797GainOrLossAmt00
IRS1120ScheduleD/NetCapitalGainAmt0194770
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0194770
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt01645
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt00
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt00
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0194770
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0194770
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IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt00
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IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt01645
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt10
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt20
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt30
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt40
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt50
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt60
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd1VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd2VARIOUS
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt05133
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt2948
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt359
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt4185312
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt5-495
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt6179
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0CANTERBURY CS FND IA
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1OCM OPP FUND VIIB AIF
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2OAKTREE RE OPP FND VI
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3IND VENTURES PSHP HD
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4DUNES PT CT FND II
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5SILVER PT CT FUND LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6OCM OPP FND VIIB AIF
IRS8949/LongTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt00
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt00
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0194770
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0194770
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt00
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd1VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd2VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd3VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd4VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0777
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1166
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt219
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-11
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4694
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0777
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt4694
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ARES US RE OPP FND III
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1CANTERBURY FUND I
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2NEW MOUNTAIN PT V
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3STEPSTONE GL PT XI-B
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4SILVER PT CAP FUND
IRS8949/ShortTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt00
IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt00
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt01645
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt01645
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES 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/BookValueAssetsEOYAmt0149063571
IRS990T/CharitableContributionsDedAmt02166
IRS990T/EstimatedTaxPaymentsAmt025000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
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IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherCreditsAmt00
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt021115
IRS990T/OverpaymentSection/OverpaymentAmt021115
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/ParentCorporationEIN0900036015
IRS990T/ParentCorporationName/BusinessNameLine1Txt0LEGACY CONNECTION
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt03950
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0520000
IRS990T/PriorYearOverpaymentCreditAmt00
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IRS990TScheduleA/BadDebtExpenseAmt00
IRS990TScheduleA/BeginningOfYearInventoryAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0196415
IRS990TScheduleA/CostOfGoodsSoldAmt00
IRS990TScheduleA/CostOfLaborAmt00
IRS990TScheduleA/DeferredCompensationPlanAmt00
IRS990TScheduleA/DepletionAmt00
IRS990TScheduleA/DepreciationClmElsewhereAmt00
IRS990TScheduleA/DepreciationNetAmt00
IRS990TScheduleA/EmployeeBenefitProgramAmt00
IRS990TScheduleA/EndOfYearInventoryAmt00
IRS990TScheduleA/ExploitedActivityNetIncomeAmt00
IRS990TScheduleA/ExploitedExcessExemptExpnssAmt00
IRS990TScheduleA/ExploitedExemptActivityIncmAmt00
IRS990TScheduleA/ExploitedExpnssCnnctUBIAmt00
IRS990TScheduleA/GrossIncomeActyNotUBIAmt00
IRS990TScheduleA/GrossIncomeActyNotUBIExpnsAmt00
IRS990TScheduleA/GrossProfitAmt00
IRS990TScheduleA/GrossReceiptsOrSalesAmt00
IRS990TScheduleA/InterestDeductionAmt00
IRS990TScheduleA/NetAdvertisingIncomeAmt00
IRS990TScheduleA/NetCtrlOrgIntAnntsRyltsRntsAmt00
IRS990TScheduleA/NetExploitedActivityIncomeAmt00
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt00
IRS990TScheduleA/NetInvestmentIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt03591
IRS990TScheduleA/NetRentIncomeAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt00
IRS990TScheduleA/OtherCostsAmt00
IRS990TScheduleA/OtherDeductionsAmt00
IRS990TScheduleA/OtherIncomeAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0520000
IRS990TScheduleA/PurchasesAmt00
IRS990TScheduleA/RepairsAndMaintenanceAmt00
IRS990TScheduleA/ReturnsAndAllowancesAmt00
IRS990TScheduleA/SalariesAndWagesAmt00
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCostGoodsSoldAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-67289
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-103871
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt025255
IRS990TScheduleA/TotUnrltTrdBusIncmAmt025255
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt025255
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt021664
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0true
IRS990T/TaxableCorporationAmt03885
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt03885
IRS990T/TotalCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt025000
IRS990T/TotalTaxAmt03885
IRS990T/TotalTaxComputationAmt03885
IRS990T/TotalUBTIAmt018498
IRS990T/TotalUBTIBeforeNOLSpecificAmt019498
IRS990T/TotalUBTIBeforeSection199AAmt019498
IRS990T/TotalUBTIComputedAmt021664
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD WISSINK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06027781200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BHHS Legacy Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BHHS
ReturnHeader/Filer/EIN0953239789
ReturnHeader/Filer/PhoneNum06027781200
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 E CORONADO ROAD 100
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085004
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 E WASHINGTON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum06023223000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven T Rutti
ReturnHeader/ReturnTs02024-11-08T11:34:46+00:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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