Legacy Health Endowment
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Organization summary
Type of Nonprofit
Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.
Category: Health — General and Rehabilitative / Fund Raising and/or Fund Distribution (NTEE)
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue $3.46M (2025)
Expenses $4.29M (2025)
Total Assets $62.1M (2025)
Total Liabilities $1.2M (2025)
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending March
2025
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$3,464,873
Expenses
$4,288,287
Net Income
-$823,414
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $502,000 |
14.5%
|
| Interest Revenue | $163 |
0.0%
|
| Dividends | $878,834 |
25.4%
|
| Sales of Assets | $2,073,510 |
59.8%
|
| Other Income | $10,366 |
0.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $3,897,566 |
90.9%
|
| Compensation of Officers* | $365,539 |
8.5%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $62,089,196 | |
| Total Liabilities | $1,198,951 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Jeffrey Lewis (President & Ceo) | $312,109 | $53,430 |
| Neill Callis (Chairman) | $0 | $0 |
| Kassy Perry (Vice Chair) | $0 | $0 |
Document Links
990-PF
Filed on Nov. 10, 2025Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2024
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$8,887,656
Expenses
$3,950,870
Net Income
$4,936,786
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $226,150 |
2.5%
|
| Interest Revenue | $76,384 |
0.9%
|
| Dividends | $1,077,851 |
12.1%
|
| Sales of Assets | $7,507,271 |
84.5%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $3,845,666 |
97.3%
|
| Compensation of Officers* | $352,683 |
8.9%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $63,581,295 | |
| Total Liabilities | $1,122,024 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Jeffrey Lewis (President & Ceo) | $301,047 | $51,636 |
| Neill Callis (Chairman) | $0 | $0 |
| Kassy Perry (Vice Chair) | $0 | $0 |
Document Links
990-PF
Filed on Nov. 16, 2024Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2023
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$2,616,848
Expenses
$4,819,491
Net Income
-$2,202,643
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $201,900 |
7.7%
|
| Interest Revenue | $109,359 |
4.2%
|
| Dividends | $1,193,171 |
45.6%
|
| Sales of Assets | $1,017,115 |
38.9%
|
| Other Income | $95,303 |
3.6%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $4,405,430 |
91.4%
|
| Compensation of Officers* | $352,744 |
7.3%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $57,362,665 | |
| Total Liabilities | $1,408,234 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Jeffrey Lewis (President & Ceo) | $308,228 | $44,516 |
| Neill Callis (Chairman) | $0 | $0 |
| Kassy Perry (Vice Chair) | $0 | $0 |
Document Links
990-PF
Filed on Oct. 31, 2023Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$6,087,135
Expenses
$5,226,553
Net Income
$860,582
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $50,500 |
0.8%
|
| Interest Revenue | $104,984 |
1.7%
|
| Dividends | $1,305,529 |
21.4%
|
| Sales of Assets | $4,605,901 |
75.7%
|
| Other Income | $20,221 |
0.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $4,879,176 |
93.4%
|
| Compensation of Officers* | $342,490 |
6.6%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $66,282,330 | |
| Total Liabilities | $1,444,325 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Jeffrey Lewis (President & Ceo) | $293,879 | $48,611 |
| Neill Callis (Chairman) | $0 | $0 |
| Marlene Stante (Vice Chair) | $0 | $0 |
Document Links
990-PF
Filed on Nov. 22, 2022Primary tax return for a private foundation's activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending March
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$3,113,073
Expenses
$4,853,165
Net Income
-$1,740,092
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $250 |
0.0%
|
| Interest Revenue | $102,692 |
3.3%
|
| Dividends | $976,700 |
31.4%
|
| Sales of Assets | $1,977,679 |
63.5%
|
| Other Income | $55,752 |
1.8%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $4,133,012 |
85.2%
|
| Compensation of Officers* | $314,838 |
6.5%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $66,905,823 | |
| Total Liabilities | $1,473,647 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Jeffrey Lewis (President & Ceo) | $249,736 | $65,102 |
| Neill Callis (Chairman (Effective 01/01/21)) | $0 | $0 |
| Jim Ahlem (Chairman (Thru 12/31/20)) | $0 | $0 |
Document Links
990-PF
Filed on Nov. 1, 2021Primary tax return for a private foundation's activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending March
2020
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$1,469,645
Expenses
$3,420,354
Net Income
-$1,950,709
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $11,287 |
0.8%
|
| Interest Revenue | $143,394 |
9.8%
|
| Dividends | $1,475,952 |
> 100%
|
| Sales of Assets | $0 | |
| Other Income | $67,681 |
4.6%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $3,348,133 |
97.9%
|
| Compensation of Officers* | $418,492 |
12.2%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $49,652,094 | |
| Total Liabilities | $1,233,756 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Jeffrey Lewis (President & Ceo) | $317,363 | $101,129 |
| Roger Oxendale (Trustee) | $0 | $0 |
| Jim Ahlem (Chairman) | $0 | $0 |
Document Links
990-PF
Filed on Aug. 7, 2020Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2019
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$2,584,509
Expenses
$3,824,611
Net Income
-$1,240,102
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $6,820 |
0.3%
|
| Interest Revenue | $122,633 |
4.7%
|
| Dividends | $1,324,195 |
51.2%
|
| Sales of Assets | $753,898 |
29.2%
|
| Other Income | $376,963 |
14.6%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $2,903,000 |
75.9%
|
| Compensation of Officers* | $400,815 |
10.5%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $57,986,560 | |
| Total Liabilities | $1,441,233 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Jeffrey Lewis (President & Ceo) | $400,815 | $0 |
| Jim Ahlem (Chairman) | $0 | $0 |
| Larry Anderson (Treasurer) | $0 | $0 |
Document Links
990-PF
Filed on Aug. 15, 2019Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2018
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$7,186,180
Expenses
$3,882,973
Net Income
$3,303,207
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $4,494,976 |
62.6%
|
| Program Services | $0 | |
| Investment Income | $2,691,204 |
37.4%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $300,000 |
7.7%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $51,378 |
1.3%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $60,441,168 | |
| Total Liabilities | $1,738,014 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Jeffrey Lewis (President & Ceo) | $300,000 | $0 | $0 |
| Roger Oxendale (Board Member) | $0 | $0 | $0 |
| Jim Ahlem (Chairman) | $0 | $0 | $0 |
Document Links
990
Filed on Aug. 10, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending March
2017
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$14,269,257
Expenses
$1,247,906
Net Income
$13,021,351
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $12,834,552 |
89.9%
|
| Program Services | $0 | |
| Investment Income | $947,135 |
6.6%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $487,570 |
3.4%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $285,090 |
22.8%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $44,739 |
3.6%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $49,663,462 | |
| Total Liabilities | $209,172 |
Other
Reported conflict of interest transactions
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Jeffrey Lewis (President & Ceo) | $285,090 | $0 | $29,468 |
| Jennifer Larson (Chairman) | $0 | $0 | $0 |
| Jim Ahlem (Vice Chair) | $0 | $0 | $0 |
Document Links
990
Filed on Feb. 12, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending March
2016
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$36,984,639
Expenses
$127,238
Net Income
$36,857,401
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $36,984,639 |
100%
|
| Program Services | $0 | |
| Investment Income | $0 | |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $36,443,224 | |
| Total Liabilities | $10,286 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Jennifer Larson (Chairman) | $0 | $0 | $0 |
| Jim Ahlem (Vice Chair) | $0 | $0 | $0 |
| Larry Anderson (Treasurer) | $0 | $0 | $0 |
Document Links
990
Filed on Sept. 5, 2017Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending March
2015
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$278,880
Expenses
$106,018
Net Income
$172,862
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $278,880 |
100%
|
| Program Services | $0 | |
| Investment Income | $0 | |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $172,862 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| David Dwight (Board Member) | $0 | $0 | $0 |
| Jim Pallios (Board Member) | $0 | $0 | $0 |
| Marlene Stante (Board Member) | $0 | $0 | $0 |
Document Links
990
Filed on Sept. 29, 2015Primary tax return for a nonprofit’s activities, finances, and governance
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