The Legacy Foundation At Shell Point Inc

Fort Myers, FL
Tax-exempt since Oct. 2002
EIN: 80-0002415

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Type of Nonprofit

Designated as a 501(c)(3) 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: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.68M (2023)

Expenses

$5.75M (2023)

Total Assets

$5M (2023)

Total Liabilities

$1.84M (2023)

Source: Form 990 tax filings from 2011 to 2023

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 June
2023

Revenue

$4,678,915

Expenses

$5,749,398

Net Income

-$1,070,483

Net Assets

$3,161,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,423,642	94.5%
Program Services	$284,379	6.1%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$29,294
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$188	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$215,787	3.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$249,264	4.3%

Assets/Debt
Total Assets	$4,997,796
Total Liabilities	$1,836,060
Net Assets	$3,161,736

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Cory (Executive Director)	$247,920	$0	$7,226
Martin C Schappell (President/Ceo/Asst Secretary)	$0	$835,113	$25,724
Burke Rainey (Vp Of Finance/Cfo/Asst Treas)	$0	$421,225	$30,036
Archie L White (Director)	$0	$0	$0
John W Davidson (Secretary/Treasurer)	$0	$0	$0
Rev Charles B Dewitt (Director)	$0	$0	$0
Wanda Anderson (Chairman)	$0	$0	$0

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990

Filed on March 20, 2024

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Fiscal Year Ending June
2022

Revenue

$5,863,574

Expenses

$7,507,378

Net Income

-$1,643,804

Net Assets

$4,232,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$5,591,579	95.4%
Program Services	$283,908	4.8%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$12,268
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$355	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$218,946	2.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$239,637	3.2%

Assets/Debt
Total Assets	$5,518,203
Total Liabilities	$1,285,984
Net Assets	$4,232,219

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Cory (Executive Director)	$218,946	$0	$9,503
Martin C Schappell (President/Ceo/Asst Secretary)	$0	$808,848	$25,387
Burke Rainey (Vp Of Finance/Cfo/Asst Treas)	$0	$417,863	$28,604
John W Davidson (Secretary/Treasurer)	$0	$0	$0
Wanda Anderson (Chairman)	$0	$0	$0
Archie L White (Director)	$0	$0	$0
Rev Charles B Dewitt (Director)	$0	$0	$0

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990

Filed on March 30, 2023

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Fiscal Year Ending June
2021

Revenue

$4,918,874

Expenses

$7,404,398

Net Income

-$2,485,524

Net Assets

$5,876,023

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,512,721	91.7%
Program Services	$422,289	8.6%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$16,136
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$231,490	3.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$244,896	3.3%

Assets/Debt
Total Assets	$7,153,886
Total Liabilities	$1,277,863
Net Assets	$5,876,023

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Cory (Executive Director)	$233,355	$0	$9,945
Martin C Schappell (President/Ceo/Asst Secretary)	$0	$793,152	$25,329
Burke Rainey (Vp Of Finance/Cfo/Asst Treas)	$0	$379,282	$13,853
John W Davidson (Secretary/Treasurer)	$0	$0	$0
Wanda Anderson (Chairman)	$0	$0	$0
Archie L White (Director)	$0	$0	$0
Rev Charles B Dewitt (Director)	$0	$0	$0
Robert M Scott (Director)	$0	$0	$0

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990

Filed on March 4, 2022

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Fiscal Year Ending June
2020

Revenue

$18,882,614

Expenses

$22,737,811

Net Income

-$3,855,197

Net Assets

$8,361,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$18,988,263	> 100%
Program Services	$324,102	1.7%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$155,584	0.8%
Net Fundraising	$12,501	0.1%
Sales of Assets	-$599,642
Net Inventory Sales	$0
Other Revenue	$1,806	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$216,753	1.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$248,079	1.1%

Assets/Debt
Total Assets	$9,570,857
Total Liabilities	$1,209,310
Net Assets	$8,361,547

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Cory (Executive Director)	$207,453	$0	$9,300
Archie L White (Director)	$0	$0	$0
John W Davidson (Secretary/Treasurer)	$0	$0	$0
Rev Charles B Dewitt (Director)	$0	$0	$0
Robert M Scott (Director)	$0	$0	$0
Wanda Anderson (Chairman)	$0	$0	$0

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990

Filed on March 23, 2021

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Fiscal Year Ending June
2019

Revenue

$3,520,548

Expenses

$1,774,399

Net Income

$1,746,149

Net Assets

$12,216,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,649,921	75.3%
Program Services	$311,645	8.9%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$476,443	13.5%
Net Fundraising	$82,439	2.3%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$100	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$203,181	11.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$257,945	14.5%

Assets/Debt
Total Assets	$13,274,390
Total Liabilities	$1,057,646
Net Assets	$12,216,744

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Cory (Executive Director)	$193,900	$0	$9,281
Archie L White (Director)	$0	$0	$0
John W Davidson (Secretary/Treasurer)	$0	$0	$0
Rev Charles B Dewitt (Director)	$0	$0	$0
Robert M Scott (Director)	$0	$0	$0
Wanda Anderson (Chairman)	$0	$0	$0

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990

Filed on May 15, 2020

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Fiscal Year Ending June
2018

Revenue

$15,830,804

Expenses

$4,925,825

Net Income

$10,904,979

Net Assets

$10,476,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$15,228,677	96.2%
Program Services	$336,858	2.1%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$245,822	1.6%
Net Fundraising	$65,979	0.4%
Sales of Assets	-$46,787
Net Inventory Sales	$0
Other Revenue	$255	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$139,013	2.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$293,289	6.0%

Assets/Debt
Total Assets	$11,441,242
Total Liabilities	$964,484
Net Assets	$10,476,758

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Cory (Executive Director)	$139,013	$0	$7,386
Archie L White (Director)	$0	$0	$0
John W Davidson (Secretary/Treasurer)	$0	$0	$0
Rev Charles B Dewitt (Director)	$0	$0	$0
Robert M Scott (Director)	$0	$0	$0
Wanda Anderson (Chairman)	$0	$0	$0

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990

Filed on May 15, 2019

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Fiscal Year Ending June
2017

Revenue

$2,115,898

Expenses

$2,202,416

Net Income

-$86,518

Net Assets

-$428,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,699,391	80.3%
Program Services	$378,097	17.9%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$38,210	1.8%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$200	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$138,467	6.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$244,961	11.1%

Assets/Debt
Total Assets	$280,398
Total Liabilities	$708,619
Net Assets	-$428,221

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2016

Revenue

$1,053,385

Expenses

$1,306,933

Net Income

-$253,548

Net Assets

-$341,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$633,922	60.2%
Program Services	$419,463	39.8%
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	$136,301	10.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$275,652	21.1%

Assets/Debt
Total Assets	$272,675
Total Liabilities	$614,378
Net Assets	-$341,703

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeffrey Cory (Executive Director)	$133,629	$0	$10,800
Wanda Anderson (Chairman)	$0	$0	$0
Charles B De Witt (Vice Chair)	$0	$0	$0
John Davidson (Secretary/Treasurer)	$0	$0	$0
R Michael Scott (Director)	$0	$0	$0
Archie White (Director)	$0	$0	$0

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990

Filed on Jan. 25, 2017

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Fiscal Year Ending June
2015

Revenue

$1,090,312

Expenses

$608,135

Net Income

$482,177

Net Assets

-$88,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$563,618	51.7%
Program Services	$526,694	48.3%
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	$142,980	23.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$246,219	40.5%

Assets/Debt
Total Assets	$414,169
Total Liabilities	$502,324
Net Assets	-$88,155

Compensation

Key Employees and Officers	Compensation	Related	Other
Timothy Stephenson (Executive Director)	$132,572	$0	$9,900
Jeffrey Cory (Executive Director)	$7,188	$0	$900
Martin Schappell (Chair)	$0	$0	$0
Wanda Anderson (Vice Chairman)	$0	$0	$0
R Michael Scott (Secretary/Treasurer)	$0	$0	$0
John Davidson (Director)	$0	$0	$0
Charles B De Witt (Director)	$0	$0	$0
Archie White (Director)	$0	$0	$0

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990

Filed on Jan. 5, 2016

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Fiscal Year Ending June
2014

Revenue

$1,168,396

Expenses

$1,327,673

Net Income

-$159,277

Net Assets

-$570,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$723,189	61.9%
Program Services	$445,207	38.1%
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	$131,985	9.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$269,103	20.3%

Assets/Debt
Total Assets	$425,003
Total Liabilities	$995,335
Net Assets	-$570,332

Compensation

Key Employees and Officers	Compensation	Related	Other
Timothy Stephenson (Executive Director/Ceo)	$127,585	$0	$10,800
Charles B De Witt (Chairman)	$0	$0	$0
John Davidson (Vice Chairman)	$0	$0	$0
R Michael Scott (Secretary/Treasurer)	$0	$0	$0
Wanda Anderson (Director)	$0	$0	$0
Martin Schappell (Director)	$0	$0	$0

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990

Filed on Jan. 29, 2015

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Fiscal Year Ending June
2013

Revenue

$588,271

Expenses

$582,096

Net Income

$6,175

Net Assets

-$411,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$245,945	41.8%
Program Services	$342,326	58.2%
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	$129,397	22.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$229,342	39.4%

Assets/Debt
Total Assets	$387,796
Total Liabilities	$798,851
Net Assets	-$411,055

990

Filed on April 29, 2014

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Fiscal Year Ending June
2012

Revenue

$1,039,756

Expenses

$702,961

Net Income

$336,795

Net Assets

-$417,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$662,186	63.7%
Program Services	$377,570	36.3%
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	$125,400	17.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$221,886	31.6%

Assets/Debt
Total Assets	$348,186
Total Liabilities	$765,416
Net Assets	-$417,230

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$528,468

Expenses

$545,346

Net Income

-$16,878

Net Assets

-$754,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$204,893	38.8%
Program Services	$323,575	61.2%
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	$122,004	22.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$241,893	44.4%

Assets/Debt
Total Assets	$545,368
Total Liabilities	$1,299,393
Net Assets	-$754,025

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated December 2, 2024

The Legacy Foundation At Shell Point Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.68M (2023)

Expenses $5.75M (2023)

Total Assets $5M (2023)

Total Liabilities $1.84M (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending June 2022

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Compensation

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Fiscal Year Ending June 2021

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Compensation

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Fiscal Year Ending June 2020

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Fiscal Year Ending June 2019

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Compensation

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Fiscal Year Ending June 2018

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Compensation

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Fiscal Year Ending June 2017

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Fiscal Year Ending June 2016

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Compensation

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Fiscal Year Ending June 2015

Extracted Financial Data

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Compensation

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Fiscal Year Ending June 2014

Extracted Financial Data

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Compensation

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Fiscal Year Ending June 2013

Extracted Financial Data

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990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$4.68M (2023)

Expenses

$5.75M (2023)

Total Assets

$5M (2023)

Total Liabilities

$1.84M (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002