2024-05-02T15:17:08-05:00 2023-06-30 FORVIS LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2022-07-01 760248082 LEGACY COMMUNITY HEALTH ENDOWMENT INC % DELAYNA JUDY LEGA 7138303000 PO BOX 66308 HOUSTON TX 772666308 BEN GLISAN CEO 7138303000 2023-09-20 true ROBERT HILLIARD XXX-XX-XXXX Krystal K Creach P01248198 4178658701 3 2022 2023-04-26 12:10:37Z ROBERT HILLIARD MD PO BOX 66308 HOUSTON TX 772666308 2498288 false X WWW.LEGACYCOMMUNITYHEALTH.ORG X 1988 TX THE ORGANIZATION FUNDRAISES AND PROVIDES SUPPORT FOR LEGACY COMMUNITY HEALTH SERVICES, INC. 10 10 0 12 0 0 339829 147280 2350767 2351008 0 0 0 0 2690596 2498288 0 0 0 0 0 0 0 0 1183230 2973962 2904556 2973962 2904556 -283366 -406268 30962996 30474479 11159715 11073497 19803281 19400982 THE MISSION OF THE CORPORATION IS TO PROVIDE PERMANENT FINANCIAL SUPPORT FOR LEGACY COMMUNITY HEALTH SERVICES, INC. false false 1678176 2351008 LEGACY ENDOWMENT CONDUCTS FUNDRAISING, INVESTMENT, AND OTHER ENDOWMENT ACTIVITIES ON BEHALF OF LEGACY COMMUNITY HEALTH SERVICES LEGACY COMMUNITY HEALTH SERVICES PROVIDED PATIENT CARE AND RELATED ACTIVITIES TO MORE THAN 140,000 INDIVIDUALS. 1678176 true true false false false false false false false false true false false false true false true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 3 0 true 0 false false false false false false false false false false false false X 10 10 false true false false false false false true true false false true true true true true true false false false X DELAYNA JUDY 7138303000 PO BOX 66308 HOUSTON TX 772666308 X MIKE HOLLOMAN CHAIRPERSON 1.0 0.0 X X 0 0 0 GEORGE HAWKINS VICE CHAIRPERSON 1.0 0.0 X X 0 0 0 RAY PURSER TREASURER 1.0 0.0 X X 0 0 0 BRYAN HLAVINKA SECRETARY 1.0 0.0 X X 0 0 0 LINDA CANTU MEMBER 1.0 0.0 X 0 0 0 TRIPP CARTER MEMBER 1.0 0.0 X 0 0 0 CYNDY GARZA-ROBERTS MEMBER BEG 02/23 1.0 0.0 X 0 0 0 SHARON LAND MEMBER 1.0 0.0 X 0 0 0 RYAN MARTIN MEMBER BEG 12/22 1.0 0.0 X 0 0 0 MARK MCMASTERS MEMBER 1.0 0.0 X 0 0 0 ROBERT HILLIARD CHIEF EXECUTIVE OFFICER 1.0 0.0 X 0 0 0 KATHERINE CALDWELL EXECUTIVE ADVISOR END 09/22 1.0 0.0 X 0 0 0 BEN GLISAN CHIEF FINANCIAL OFFICER 1.0 0.0 X 0 0 0 0 0 0 0 false false false LEGACY COMMUNITY HEALTH SERVICES PO BOX 66308 HOUSTON TX 77266 MANAGEMENT SERVICES 1183230 1 147280 147280 RENTAL INCOME 532000 2351008 2351008 2351008 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2498288 2351008 0 0 0 0 0 0 0 0 0 0 1183230 1183230 0 10605 10605 0 0 0 25000 25000 0 72644 65099 7545 0 0 0 0 0 0 440537 440537 0 1172540 1172540 0 2904556 1678176 43150 1183230 1267783 136987 0 0 202551 102688 0 0 0 0 0 0 0 0 0 0 0 0 38238639 8349936 29154775 29888703 327387 335601 0 0 0 0 0 0 10500 10500 30962996 30474479 12115 17999 0 0 0 0 10999566 10519485 0 0 0 0 0 0 0 0 148034 536013 11159715 11073497 X 19803281 19375982 0 25000 19803281 19400982 30962996 30474479 X -406268 6057 -2088 X false true X true false X 27555 1285 0 339829 147280 515949 0 0 27555 1285 0 339829 147280 515949 182214 333735 0 0 0 515949 10210687 0.64684 0.41890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9113684 9113684 25378432 6230811 19147621 7896 7896 2755085 1896544 858541 983542 214685 768857 29888703 0 DUE TO AFFILIATES 536013 536013 2502257 6057 -2088 3969 2498288 2498288 2904556 2904556 2904556 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D AMOUNTS INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART VIII, LINE 12: $ (2,088) CHANGE IN PLEDGE DISCOUNT A SPLENDORA CULTURAL EDUCATION FACILITIES FINANCE CO 760664368 2019-06-14 6160000 NEW CONSTRUCTION false false false B BEACH CITY CULTURAL ED FACILITIES FINANCE CORP 814234291 2018-12-10 10000000 NEW CONSTRUCTION false false false A 0 0 6160000 0 0 0 119405 0 0 6040595 0 0 false false false true B 0 0 1000000 0 0 0 166493 0 0 9833507 0 0 false false false true A false false false false 0 false false false true B false false false false 0 false false false true A false true false false true false 0 false 0 false true B false true false false true false 0 false 0 false true A true B true FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES: LEGACY COMMUNITY HEALTH ENDOWMENT PAYS MANAGEMENT FEES TO LEGACY COMMUNITY HEALTH SERVICES FOR THE PERFORMANCE OF VARIOUS MANAGEMENT SERVICES CUSTOMARILY PERFORMED BY CORPORATE OFFICERS AND KEY EMPLOYEES. THE EXECUTIVE DIRECTOR AND CFO LISTED ON PART VII ARE OFFICERS OF LEGACY COMMUNITY HEALTH SERVICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A DRAFT OF THE ORGANIZATION'S FORM 990 IS FIRST REVIEWED IN DETAIL BY TOP MANAGEMENT. ONCE ALL CHANGES ARE MADE, A FINAL DRAFT IS DISTRIBUTED TO THE ENTIRE BOARD VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT-OF-INTEREST POLICY: EACH BOARD MEMBER IS REQUIRED TO ANNUALLY SIGN A CONFLICT-OF-INTEREST POLICY WHICH REQUIRES THEM TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE CHAIRMAN OF THE BOARD, ALONG WITH THE EXECUTIVE DIRECTOR, REVIEWS ANY POTENTIAL CONFLICT. IF THE CONFLICT IS PERTINENT TO A VOTE, THE MEMBER IS REQUIRED TO EXCUSE THEMSELVES FROM THE VOTE. MEMBERS OF THE BOARD MAY NOT BE AN EMPLOYEE OR INDEPENDENT CONTRACTOR, OR THE SPOUSE, SPOUSAL EQUIVALENT, CHILD, PARENT, BROTHER OR SISTER BY BLOOD OR MARRIAGE OF AN EMPLOYEE OR INDEPENDENT CONTRACTOR OF THE CORPORATION. MEMBERS OF THE BOARD, EMPLOYEES AND INDEPENDENT CONTRACTORS OF THE CORPORATION, WHO ALSO WORK FOR A CORPORATION WHICH IS DOING BUSINESS WITH THE CORPORATION MUST DISCLOSE THAT RELATIONSHIP TO THE EXECUTIVE DIRECTOR, OR, IN THE CASE OF A BOARD MEMBER, TO THE BOARD CHAIR. THE CORPORATION RETAINS THE RIGHT TO TAKE STEPS TO PROTECT ITS INTEREST IN SUCH CIRCUMSTANCES. NO BOARD MEMBER OR EMPLOYEE MAY PARTICIPATE IN THE SELECTION, AWARD OR ADMINISTRATION OF A CONTRACT IN WHICH HE/SHE OR HIS/HER IMMEDIATE FAMILY HAS A FINANCIAL INTEREST OR A PROSPECTIVE FINANCIAL ARRANGEMENT. THIS POLICY DOES NOT PROHIBIT OUTRIGHT THE AWARDING OF A CONTRACT TO ANY AGENCY OR FIRM MEETING THE CONDITION CITED ABOVE. RATHER THIS POLICY CALLS FOR THE FULL PROHIBITION OF THE EMPLOYEE OR BOARD MEMBER FROM PARTICIPATING IN THIS AWARD, SELECTION OR ADMINISTRATION OF SUCH A CONTRACT. BOARD MEMBERS SHOULD TAKE CAUTION NOT TO CREATE THE APPEARANCE OF A CONFLICT OF INTEREST IF IN THE PERFORMANCE OF THEIR DUTIES AT THEIR REGULAR PLACE OF EMPLOYMENT THEY ARE CALLED UPON TO NEGOTIATE WITH THE CORPORATION ON THE BEHALF OF THEIR EMPLOYER. BOARD MEMBERS SHOULD, WHENEVER POSSIBLE, ABSTAIN FROM SUCH ACTIVITIES. THE CORPORATION WILL BE SENSITIVE TO, AND WILL SEEK TO AVOID, ORGANIZATIONAL CONFLICTS OF INTEREST AND NON-COMPETITIVE PRACTICES IN THE PROCUREMENT OF GOODS AND SERVICES. IN ADDITION, CORPORATE OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST FOR A LEGITIMATE BUSINESS PURPOSE, AS DETERMINED BY TOP MANAGEMENT. COPIES WILL BE MAILED IF A BUSINESS PURPOSE IS DETERMINED. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: $ (2,088) CHANGE IN PLEDGE DISCOUNT