Nonprofit · EIN 46-2670041
LEGACY HEALTH ENDOWMENT
Tax-exempt · TURLOCK, CA 95382
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $3,464,873 | $4,288,287 | -$823,414 | $62,089,196 | $1,198,951 | $60,890,245 |
| March 31, 2024 | 990-PF | $8,887,656 | $3,950,870 | $4,936,786 | $63,581,295 | $1,122,024 | $62,459,271 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $502,000
- Dividends
- $878,834
- Interest
- $163
- Net gain from sales of assets
- $2,073,510
- Other income
- $10,366
Expenses
- Grants and similar amounts paid
- $2,145,312
- Compensation of officers, directors and key employees
- $365,539
- Salaries, compensation and benefits (total)
- $189,587
- Disbursements for charitable purposes
- $3,897,566
- Excise tax on investment income
- $56,554
Balance sheet and other
- Total assets, start of year
- $63,581,295
- Total assets, end of year
- $62,089,196
- Total liabilities, end of year
- $1,198,951
- Net assets, end of year
- $60,890,245
- Fair market value of assets
- $62,116,876
- Qualifying distributions
- $3,897,566
- Net investment income
- $4,601,036
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY LEWIS 2881 GEER RD STE A, TURLOCK, CA 95382 | PRESIDENT & CEO | 40 | $312,109 | $53,430 |
| NEILL CALLIS 2881 GEER RD STE A, TURLOCK, CA 95382 | CHAIRMAN | 1 | $0 | $0 |
| KASSY PERRY 2881 GEER RD STE A, TURLOCK, CA 95382 | VICE CHAIR | 1 | $0 | $0 |
| MIKE BREM 2881 GEER RD STE A, TURLOCK, CA 95382 | SECRETARY | 1 | $0 | $0 |
| LARRY ANDERSON 2881 GEER RD STE A, TURLOCK, CA 95382 | TREASURER | 1 | $0 | $0 |
| DR MARK DAVENPORT 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE (THROUGH 12/24) | 0.2 | $0 | $0 |
| LANI DICKINSON 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 0.2 | $0 | $0 |
| DR RALPH GONZALES 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 0.2 | $0 | $0 |
| JESSICA CHANG IRISH 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 0.2 | $0 | $0 |
| TODD SLECHTA 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 0.2 | $0 | $0 |
| MICHELLE REIMERS 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended March 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY LEWIS 2881 GEER RD STE A, TURLOCK, CA 95382 | PRESIDENT & CEO | 40 | $301,047 | $51,636 |
| NEILL CALLIS 2881 GEER RD STE A, TURLOCK, CA 95382 | CHAIRMAN | 1 | $0 | $0 |
| KASSY PERRY 2881 GEER RD STE A, TURLOCK, CA 95382 | VICE CHAIR | 1 | $0 | $0 |
| VANCE AHLEM 2881 GEER RD STE A, TURLOCK, CA 95382 | SECRETARY (THRU 12/23) | 1 | $0 | $0 |
| MIKE BREM 2881 GEER RD STE A, TURLOCK, CA 95382 | SECRETARY (AS OF 01/24) | 1 | $0 | $0 |
| LARRY ANDERSON 2881 GEER RD STE A, TURLOCK, CA 95382 | TREASURER | 1 | $0 | $0 |
| DR MARK DAVENPORT 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 0.2 | $0 | $0 |
| LANI DICKINSON 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 0.2 | $0 | $0 |
| DR RALPH GONZALES 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 0.2 | $0 | $0 |
| JESSICA CHANG IRISH 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 0.2 | $0 | $0 |
| TODD SLECHTA 2881 GEER RD STE A, TURLOCK, CA 95382 | TRUSTEE | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2881 GEER RD STE A, TURLOCK, CA 95382-1111
- Mailing address (990-N for 2013)
- 2881 Geer Road Suite A, Turlock CA 95382
- Principal officer (990-N for 2013)
- Jennifer Larson, 2881 Geer Road Suite A, Turlock CA 95382
- Signed the 990-PF
- JEFFREY LEWIS, PRESIDENT, CEO
- Phone
- (209) 250-2312
- Website
- LEGACYHEALTHENDOWMENT.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-2670041 or by the name LEGACY HEALTH ENDOWMENT.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-2670041
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $62,089,196
- Income (IRS master file)
- $15,514,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $3,464,873 | $4,288,287 | $62,089,196 | XML |
| 990-T | March 2025 | – | – | – | IRS |
| 990-PF | March 2024 | $8,887,656 | $3,950,870 | $63,581,295 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-T | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | $6,087,135 | $5,226,553 | $66,282,330 | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
| 990-N for 2013 Officer: Jennifer Larson | March 31, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-2670041).
Questions about LEGACY HEALTH ENDOWMENT
- What is the EIN of LEGACY HEALTH ENDOWMENT?
- The employer identification number (EIN) of LEGACY HEALTH ENDOWMENT is 46-2670041.
- Is LEGACY HEALTH ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to LEGACY HEALTH ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEGACY HEALTH ENDOWMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEGACY HEALTH ENDOWMENT due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY HEALTH ENDOWMENT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who is the principal officer of LEGACY HEALTH ENDOWMENT?
- The 990-N for 2013 names Jennifer Larson.
- Who are the officers and directors of LEGACY HEALTH ENDOWMENT?
- The 990-PF for the year ended March 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $312,109 (JEFFREY LEWIS, PRESIDENT & CEO).
- How much revenue does LEGACY HEALTH ENDOWMENT have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $3,464,873, expenses of $4,288,287 and total assets of $62,089,196 at year end.
Other nonprofits in TURLOCK
- MEDIC ALERT FOUNDATION UNITED STATES INC EIN 94-1494446 · last filed 990 for 2025
- EMC HEALTH FOUNDATION EIN 81-4399875 · last filed 990 for 2025
- EMANUEL MEDICAL CENTER MEDICAL STAFF ASSOCIATION EIN 86-3535715 · last filed 990-EZ for 2025
- TOWER HEALTH INITIATIVES AND SERVICES INC EIN 82-2688020 · last filed 990-N for 2025
- CREATIVE ALTERNATIVES EIN 94-2378380 · last filed 990 for 2025
- EMC HEALTH INC EIN 94-2281314 · last filed 990 for 2025
- TURLOCK CHRISTIAN SCHOOLS EIN 94-2587016 · last filed 990 for 2025
- TURLOCK CEMETERY ASSOCIATION EIN 94-1067737 · last filed 990 for 2025