THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA

EIN: 860186064 501(c)(3) Health Care

SIERRA VISTA, AZ

Total Revenue
$4,162,949
Total Expenses
$3,847,501
Total Assets
$61,261,066
Net Assets
$53,873,994
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
AZ
Principal Officer
MARGARET HEPBURN
Phone
5203356015
Tax Period
2017-07-01 to 2018-06-30

THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA, founded in 1963, is a community nonprofit in the Health Care sector that reported $4.2M in total revenue in fiscal year 2017. Revenue surged 160% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 8% surplus.

Mission

PROMOTING POPULATION HEALTH AND COMMUNITY WELLNESS THROUGHOUT SOUTHEAST ARIZONA.

Program Service Accomplishments

Program 1
Expenses: $2,934,471

THE GOAL OF THE FOUNDATION IS TO MAKE GRANTS TO NON-PROFIT 501(C)(3) ORGANIZATIONS, GOVERNMENT ENTITIES, AND OTHER TAX-EXEMPT CHARITABLE, EDUCATIONAL OR RELIEF ORGANIZATIONS THROUGHOUT COCHISE AND...

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THE GOAL OF THE FOUNDATION IS TO MAKE GRANTS TO NON-PROFIT 501(C)(3) ORGANIZATIONS, GOVERNMENT ENTITIES, AND OTHER TAX-EXEMPT CHARITABLE, EDUCATIONAL OR RELIEF ORGANIZATIONS THROUGHOUT COCHISE AND EASTERN SANTA CRUZ COUNTIES WITH A POPULATION HEALTH AND COMMUNITY WELLNESS FOCUS. EACH YEAR, THE FOUNDATION DETERMINES A STRATEGIC FOCUS FOR APPLICATIONS. GRANTS ARE MADE TO ORGANIZATIONS IN THE SERVICE AREA THAT ARE TRULY MAKING A DIFFERENCE IN THE LIVES OF THEIR RESIDENTS. THE TYPES OF GRANTS WE GIVE ARE STRATEGIC, INNOVATIVE, RESPONSIVE NEEDS OF THE COMMUNITY AND EMERGENCY ASSISTANCE. STRATEGIC GRANT APPLICANTS ARE STRONGLY ENCOURAGED TO COLLABORATE WITH OTHER ORGANIZATIONS IN THE AREA TO PROVIDE A GREATER IMPACT TO THE LARGER COMMUNITY.LEGACY FOUNDATION OF SOUTHEAST ARIZONA PROMOTES COLLABORATION AMONG ITS GRANTEES, AS WELL AS FOR ITSELF WITH ITS PARTNER ORGANIZATIONS. IN FULFILLING ITS MISSION, THE LEGACY FOUNDATION ANTICIPATES PLAYING A SIGNIFICANT ROLE IN SUPPORTING CAPACITY-BUILDING EFFORTS AND CONVENING ORGANIZATIONS THROUGHOUT THE REGION.

Program 2
Expenses: $20,761

THE FOUNDATION IS DEDICATED TO PROVIDING NON-PROFIT ORGANIZATIONS, GOVERNMENT ENTITIES, AND OTHER TAX-EXEMPT CHARITABLE, EDUCATIONAL OR RELIEF ORGANIZATIONS THROUGHOUT COCHISE AND EASTERN SANTA CRUZ...

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THE FOUNDATION IS DEDICATED TO PROVIDING NON-PROFIT ORGANIZATIONS, GOVERNMENT ENTITIES, AND OTHER TAX-EXEMPT CHARITABLE, EDUCATIONAL OR RELIEF ORGANIZATIONS THROUGHOUT COCHISE AND EASTERN SANTA CRUZ COUNTIES WITH EDUCATIONAL TRAININGS ON TOPICS RELEVANT TO THE NON-PROFIT SECTOR.

Program 3
Revenue: $313,878

WHEN THE FOUNDATION OPERATED AS SIERRA VISTA REGIONAL HEALTH CENTER, INC. (SVRHC), NET PATIENT SERVICE REVENUE, REPORTED AT PART VIII, LINE 2, REPRESENTED CHANGES TO THE ESTIMATED NET REALIZABLE...

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WHEN THE FOUNDATION OPERATED AS SIERRA VISTA REGIONAL HEALTH CENTER, INC. (SVRHC), NET PATIENT SERVICE REVENUE, REPORTED AT PART VIII, LINE 2, REPRESENTED CHANGES TO THE ESTIMATED NET REALIZABLE AMOUNTS TO/FROM THE MEDICARE PROGRAM FOR SERVICES RENDERED TO PATIENTS. AS A HOSPITAL, SVRHC WAS REQUIRED TO SUBMIT ANNUAL COST REPORTS COVERING MEDICAL COSTS AND EXPENSES ASSOCIATED WITH THE SERVICES PROVIDED BY SVRHC TO MEDICARE BENEFICIARIES. THESE AMOUNTS WERE ESTIMATED AND RECORDED IN THE PERIOD THE RELATED SERVICES WERE RENDERED AND ARE THEN ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED OR RECOVERY AUDIT PROGRAM AUDITS ARE COMPLETED.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $13,949
Program Service Revenue $306,678
Investment Income $3,681,451
Other Revenue $160,871
TOTAL REVENUE $4,162,949

Expense Breakdown

Grants Paid $2,354,312
Salaries & Benefits $516,142
Fundraising Expenses $0
Program Expenses $2,955,232
Other Expenses $977,047
TOTAL EXPENSES $3,847,501

Year-over-Year Comparison

2017 2016 Change
Revenue $4,162,949 $1,603,436 +1.6%
Expenses $3,847,501 $2,771,515 +0.4%
Net Income $315,448 $-1,168,079 -1.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
4
Volunteers
13

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$299,689
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALEXANDRA BONEO BOARD DIRECTOR 2.00
Director
$0 $0 $0
MARK CONRAD BOARD DIRECTOR 2.00
Director
$0 $0 $0
JOSEPH DELGADO BOARD DIRECTOR 2.00
Director
$0 $0 $0
MAUREEN KAPPLER BOARD DIRECTOR 2.00
Director
$0 $0 $0
ANDREA RUBLE BOARD DIRECTOR 2.00
Director
$0 $0 $0
MARK SAVAGE BOARD DIRECTOR 2.00
Director
$0 $0 $0
ROBERT WHITE JR BOARD DIRECTOR 2.00
Director
$0 $0 $0
JOANNA MICHELICH CHAIR 2.00
Officer Director
$0 $0 $0
BRIAN BARKDULL VICE CHAIR 2.00
Director
$0 $0 $0
SUSAN WARNE GOVERNANCE COMMITTEE CHAIR 2.00
Director
$0 $0 $0
FRANK GONZALES FINANCE COMMITTEE CHAIR 2.00
Director
$0 $0 $0
MICHAEL GROVES PHILANTHROPY COMMITTEE ACTING CHAIR 2.00
Director
$0 $0 $0
RUTH BRITTON SECRETARY & PHILANTHROPY COMMITTEE CHAIR 2.00
Officer Director
$0 $0 $0
MARGARET HEPBURN CHIEF EXECUTIVE OFFICER 40.00
Officer
$279,300 $20,389 $299,689
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2018 $4,162,949 $3,847,501 $61,261,066 $315,448
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