2024-11-15T17:11:15-06:00 2023-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2023-01-01 472584632 LEGACY PHILANTHROPY WORKS LEGA 8056986887 521 SANTA BARBARA STREET SANTA BARBARA CA 93101 CARL PALMER PRESIDENT/EXECUTIVE DIRECTOR 8056986887 2024-11-15 1 0 JESSICA MOITOZA P01282487 8059631837 2023 2024-10-15 13:58:12Z CARL PALMER 521 SANTA BARBARA STREET SANTA BARBARA CA 93101 3156159 0 X LEGACYPHILANTHROPYWORKS.ORG X 2014 WY FACILITATE CONSERVATION AND COMMUNITY IMPACT PARTNERSHIPS AND INNOVATIVE IMPACT FINANCE INITIATIVES. 6 5 28 5 0 0 804427 965816 924449 2190025 298 318 1299 0 1730473 3156159 0 0 0 0 796918 1601577 0 20300 55985 790369 913359 1587287 2535236 143186 620923 753015 1629783 54995 310840 698020 1318943 X WE ARE A COMMUNITY OF CATALYTIC CHANGEMAKERS SUPPORTING PARTNERSHIPS AND COLLABORATIVE INITIATIVES THAT ENABLE COMMUNITIES, LANDSCAPES AND ECONOMIES TO THRIVE. 1 0 1580576 1467186 COLLABORATIVE INITIATIVE FACILITATION AND PARTNERSHIP SUPPORT - WE SUPPORT COMMUNITY-DRIVEN, PLACE-BASED PARTNERSHIPS AND COLLABORATIVES THAT CREATE RESILIENT COMMUNITIES AND LANDSCAPES. WE SERVE AS A SUPPORT ORGANIZATION AND PROVIDE A VARIETY OF SERVICES TO HELP PARTNERSHIPS DEVELOP PLANS, IDENTIFY IMPACT OPPORTUNITIES THROUGH COMMUNITY ENGAGEMENT, LAUNCH CATALYTIC INITIATIVES, RESOURCE EMERGENT FOLLOW-ON OPPORTUNITIES, MOBILIZE FUNDING AND FULL SPECTRUM CAPITAL, DEVELOP COMMUNICATIONS, BUILD CAPACITY, AND STEWARD PARTNERSHIP DEVELOPMENT TOWARDS A VIRTUOUS CYCLE THAT LEADS TO GREATER COLLABORATION AND INVESTMENT IN SYSTEMS SCALE CHANGE. 53608 6000 IMPACT INITIATIVE PLANNING AND CONSULTING - WE PROVIDE CONSULTING AND PLANNING SERVICES TO AGENCIES, FUNDERS, NONPROFITS, SOCIAL ENTERPRISES, IMPACT FUNDS, PARTNERSHIPS AND COMMUNITIES. WE DEVELOP STRATEGIES AND IMPLEMENTATION PLANS FOR INITIATIVES OF ALL SCALES FROM SINGLE PROJECTS TO FOUNDATION, NONPROFIT AND SOCIAL ENTERPRISE STRATEGIES TO LARGE SCALE COLLABORATIVE INITIATIVES AND PUBLIC PRIVATE PARTNERSHIPS (INCLUDING MULTI-PARTY, CROSS-SECTOR COLLABORATIONS AND AGENCY COALITIONS) TO FUNDS AND VENTURES. OUR PLANS INCLUDE FUNDING STRATEGIES THAT TAP INTO A RANGE OF CAPITAL SOURCES FROM PHILANTHROPY TO DEBT TO IMPACT INVESTMENT CAPITAL. 539474 566839 CAPACITY SUPPORT SERVICES - WE PROVIDE ALIGNED ORGANIZATIONS WITH ADDITIONAL CAPACITY AND EXPERTISE NEEDED TO LAUNCH NEW PROGRAMS AND ORGANIZATIONS, TAKE ON NEW PROJECTS, DEVELOP COMMUNICATION AND MARKETING PROGRAMS, DESIGN AND IMPLEMENT FUNDRAISING CAMPAIGNS, DEVELOP GIS, MAPPING, DATABASE OR TECHNOLOGY SOLUTIONS, AND MORE. WE DESIGN AND FACILITATE COMMUNITY ENGAGEMENT PROCESSES, PLANNING SESSIONS, LEADERSHIP DEVELOPMENT PROGRAMS, TRAININGS, AND OTHER PERSONAL AND PROFESSIONAL DEVELOPMENT PROGRAMS. THESE SMALLER SCALE ENGAGEMENTS OFTEN BUILD RELATIONSHIPS THAT LEAD TO BIGGER PROJECT OPPORTUNITIES. 64018 150000 IMPACT FINANCE CONSULTING AND INFRASTRUCTURE - WE HELP FUNDERS, NONPROFIT ORGANIZATIONS, COLLABORATIONS AND COMMUNITIES IDENTIFY OPPORTUNITIES, DILIGENCE, PLAN, AND IMPLEMENT IMPACT FINANCE INITIATIVES. WE UNDERTAKE FEASIBILITY AND MARKET STUDIES. WE SUPPORT IMPACT FINANCE INIATIVES AT SCALES FROM SINGLE PROJECTS TO THE CREATION OF FUNDS OR OTHER PRODUCT OFFERINGS TO COMMUNITY-WIDE IMPACT INVESTING INITIATIVES. WE PROVIDE SHARED INFRASTRUCTURE, SYSTEMS AND SERVICES TO FACILITATE THE CREATION OF SUCH INITIATIVES. 64018 150000 2237676 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA ID WY OR WI MI NC MA X MCGOWAN GUNTERMANNLEAH DUNBAR 8058927060 200 E CARRILLO STREET SUITE 300 SANTA BARBARA CA 93101 AMY VERBETEN BOARD CHAIR 2.00 X X 0 0 0 STEPHANIE GRIPNE BOARD TREASURER 2.00 X X 0 0 0 G MICHAEL SUTTON BOARD SECRETARY 2.00 X X 0 0 0 DAVID LEVENTHAL DIRECTOR 2.00 X 0 0 0 SHALIN DESAI DIRECTOR 2.00 X 0 0 0 CARL PALMER DIRECTOR/EXECUTIVE DIRECT 40.00 X X 140683 0 23920 MARTIN GOEBEL REGIONAL DIRECTOR 40.00 X 111250 0 0 JOHN REGGIE HALL REGIONAL DIRECTOR 40.00 X 108497 0 0 MICHELLE HEATON REGIONAL DIRECTOR 40.00 X 106557 0 3943 JESSICA HAIR DIRECTOR OF OPERATIONS 40.00 X 100403 0 2371 567390 0 30234 5 0 1 0 0 17790 948026 3000 965816 CONTRACT REVENUE 541610 2190025 2190025 2190025 318 318 3156159 2190025 0 318 X 164603 110284 49380 4939 1281432 1184697 81133 15602 43039 38511 3912 616 112503 100668 10226 1609 32313 31150 1163 52544 52544 20300 20300 462835 450324 12511 9684 8001 1683 54051 40482 12682 887 36883 32936 3421 526 43454 38882 3950 622 197170 187969 9201 9728 9146 582 3746 3746 6325 6325 BAD DEBT EXPENSE 4626 4626 0 0 2535236 2237676 241575 55985 79952 16065 509487 746749 11561 50100 142441 796284 9574 20585 753015 1629783 54995 105958 54882 0 150000 54995 310840 X 698020 790493 0 528450 698020 1318943 753015 1629783 620923 0 X 0 1 X 1 1 1 X 309413 458529 689557 804427 965816 3227742 326672 201987 595523 924449 2190025 4238656 636085 660516 1285080 1728876 3155841 7466398 176200 301860 338258 498534 726104 2040956 230495 127956 242557 488995 1589232 2679235 406695 429816 580815 987529 2315336 4720191 2746207 51 89 253 298 318 1009 51 89 253 298 318 1009 844 6477 8604 1299 17224 636980 667082 1293937 1730473 3156159 7484631 0.36690 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RECOVERABLE GRANT 150000 150000 X 3161696 5537 5537 3156159 0 3156159 2540773 5537 5537 2535236 0 2535236 PART X, LINE 2: FASB'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. LEGACY WORKS FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. LEGACY WORKS' TAX RETURNS FROM THE YEAR 2020 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT LEGACY WORKS HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. LEGACY WORKS HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEARS ENDED DECEMBER 31, 2023 OR FOR PRIOR PERIODS. NORTH AMERICA 0 15 PROGRAM SERVICES COLLABORATIVE INITIATIVE FACILITATION AND PARTNERSHIP SUPPORT PROGRAM SERVICES AND RELATED TRAVEL EXPENSES 311738 0 15 0 0 0 15 311738 0 311738 0 0 0 0 0 0 X X X X X 1 SEED FUNDRAISERS LLC PO BOX 265 BEAVER PA 15009 FUNDRAISING STRATEGY, PLANNING AND TRAINING 0 0 20300 -20300 20300 -20300 1 X X X 0 0 0 0 0 0 0 0 0 CARL PALMER DIRECTOR/EXECUTIVE DIRECT 140683 0 0 0 0 0 0 0 23920 0 164603 0 0 0 FORM 990, PART III, LINE 2 IMPACT FINANCE CONSULTING AND INFRASTRUCTURE - WE HELP FUNDERS, NONPROFIT ORGANIZATIONS, COLLABORATIONS AND COMMUNITIES IDENTIFY OPPORTUNITIES, DILIGENCE, PLAN, AND IMPLEMENT IMPACT FINANCE INITIATIVES. WE UNDERTAKE FEASIBILITY AND MARKET STUDIES. WE SUPPORT IMPACT FINANCE INIATIVES AT SCALES FROM SINGLE PROJECTS TO THE CREATION OF FUNDS OR OTHER PRODUCT OFFERINGS TO COMMUNITY-WIDE IMPACT INVESTING INITIATIVES. WE PROVIDE SHARED INFRASTRUCTURE, SYSTEMS AND SERVICES TO FACILITATE THE CREATION OF SUCH INITIATIVES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS ASSIGNED THE BOARD TREASURER WITH THE ROLE OF REVIEWING THE 990 ON ITS BEHALF ALONG WITH THE EXECUTIVE DIRECTOR BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS AND THE EXECUTIVE DIRECTOR ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST AND COMPENSATION APPROVAL POLICIES. A SURVEY OF COMPARABLE SALARIES IS UNDERTAKEN AND A WRITTEN EMPLOYMENT CONTRACT IS EXECUTED, BOTH WITH BOARD REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 48,377. MANAGEMENT AND GENERAL EXPENSES 11,462. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,839. CONSULTANTS: PROGRAM SERVICE EXPENSES 401,947. MANAGEMENT AND GENERAL EXPENSES 1,049. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 402,996.