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LEGACY GLOBAL FOUNDATION INC
MESA, AZ · EIN 371440662 · Form 990 · FY2020 · NTEE T12 · Philanthropy & Grantmaking · Large ($10M-$50M) · www.legacyglobal.org
revenue
$17.6M
expenses
$4.1M
net assets
$65.6M
employees
0
volunteers
3
program ratio
88%
mission · from form 990

LEGACY BLESSES THE WHOLE EARTH THROUGH INNOVATIVE, EFFECTIVE, ETHICAL, AND RESPONSIBLE CHARITABLE SERVICE AND SOLUTIONS. LEGACY EMPOWERS AND CREATES OPPORTUNITIES FOR STAKEHOLDERS. LEGACY CREATES WELL-BEING AND PROSPERITY BY INSPIRING THE TRANSFER OF VALUES ACROSS GENERATIONS. LEGACY DELIVERS THE PROMISE THAT YOU ARE BLESSED WHEN YOU BLESS OTHERS.

profile · synthesized from sources

Legacy Global Foundation Inc. provides fiscal sponsorship and charitable administration services to nonprofit organizations. They offer administrative support including financial management, human resources, legal compliance, and donor relationship management, allowing sponsored organizations to focus on their core charitable missions. Legacy also facilitates donor-advised funds and investment requests for charitable funds.

named programs · 9 · from sources

what they call their work

Charitable Administration
Offers services such as human resources, legal compliance, financial reporting, and donor relationship management to sponsored nonprofits.
Document Review
Provides compliance and legal review for agreements, contracts, and charitable materials.
Donor-Advised Fund
Allows donors to contribute to a fund and recommend grants to qualified charitable organizations, while Legacy handles the administrative and compliance aspects.
Fiscal Sponsorship
Provides administrative support, financial management, bookkeeping, payroll, and compliance assistance to charitable projects operating under Legacy's tax-exempt status, enabling them to accept tax-deductible donations.
Fund Statement Request
Allows Council Members or donors with advisory privileges to request statements for their funds at Legacy Global.
Grant Submission
Facilitates grant requests from Council Members for funds to be submitted to qualified organizations or causes.
Investment Request
Enables requests for charitable funds to be invested to grow their impact.
Invoice Submission and Processing
Manages the submission and processing of invoices for contractors working to fulfill charitable missions, including fund verification and compliance vetting.
Receipt Reimbursement
Processes reimbursement requests for activities undertaken for a program's charitable mission.
activities · 2 groups

what they do

  • Fiscal Sponsorship & Administrative Back-Office Support 6 activities
    • Fiscal Sponsorship
      Provides fiscal sponsorship to charitable projects, allowing them to operate under its tax-exempt status and offering administrative support including financial management, bookkeeping, payroll, and regulatory compliance.
    • Fiscal sponsorship for charitable projects
      Offers fiscal sponsorship to charitable initiatives, allowing them to operate under Legacy Global Foundation Inc.'s tax-exempt status, with full administrative and financial management support.
    • Nonprofit Capacity Building and Administrative Support
      Offers guidance and support to nonprofit organizations on human resources, legal compliance, financial reporting, donor relationship management, and back office administration to improve cost efficiency and fund tracking.
    • Nonprofit capacity building and administrative support
      Provides comprehensive back-office administrative support to nonprofit organizations and charitable projects, including human resources, legal compliance, financial reporting, bookkeeping, payroll, and donor relationship management. This enables partner organizations to focus on their core charitable missions while improving cost efficiency and fund tracking.
    • Nonprofit capacity building and administrative support
      Provides comprehensive back-office support to nonprofit organizations, including human resources, legal compliance, financial reporting, donor relationship management, bookkeeping, payroll, and regulatory compliance, enabling them to focus on charitable programming.
    • Nonprofit capacity building and administrative support
      Provides comprehensive back-office administrative support to nonprofit organizations and charitable projects, including human resources, legal compliance, financial reporting, bookkeeping, payroll, and donor relationship management. This enables nonprofits to focus on their core charitable missions while improving cost efficiency and fund tracking.
  • Uncategorized 3 activities
    • Grant and Disbursement Processing
      Processes grant or disbursement requests from Legacy Funds.
    • Grant processing and disbursement
      Processes grant and disbursement requests from Legacy Funds, facilitating financial support to charitable initiatives.
    • Grant processing for Legacy Funds
      Processes grant and disbursement requests from Legacy Funds, facilitating financial support to charitable initiatives.
financials · form 990 · fy2020
revenue
Total revenue$17.63M
Contributions & grants$17.11M97%
Program service revenue$00%
Investment income$487K3%
Other revenue$28K
expenses
Total expenses$4.08M
Program expenses88%
Admin / overhead11%
Fundraising1%
Salaries & benefits$242K
Grants paid out$3.07M
Largest expense lineCompensation
balance sheet
Total assets$78.10M
Cash$21.93M
Investments$42.94M
Liabilities$12.53M
Net assets$65.57M
Liquid reserves190.6 mo
1 years on record · 2020–2020
leadership · form 990 part vii · fy2020

who runs it

paid leadership · 1
NameTitleHours/wkCompensation
MELODIE DURFEE PRESIDENT & CEO, TRUSTEE 40 $80K
board members · 3
  • PAUL PETERSON — TRUSTEE
  • RICHARD E DURFEE JR — TRUSTEE
  • THOMAS BROWN — TRUSTEE
relationships · 1

who they work with

  • WordPress Partner — Website platform used for the organization's site