Nonprofit · EIN 20-8099462
LEGACY GLOBAL PROGRAMS
Tax-exempt (reinstated) · MESA, AZ 85206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,607,009 | $3,815,906 | $1,791,103 | $8,617,532 | $4,629,064 | $3,988,468 |
| December 31, 2023 | 990 | $4,382,118 | $2,833,653 | $1,548,465 | $4,625,179 | $1,638,641 | $2,986,538 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,582,392
- Program service revenue
- $0
- Investment income
- $24,067
- Royalties
- $550
- Other revenue
- $550
Expenses
- Grants and similar amounts paid
- $3,070,236
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $9,932
- Accounting fees
- $15,145
- Program services (functional)
- $3,760,927
- Management and general (functional)
- $45,047
- Fundraising (functional)
- $9,932
Balance sheet and other
- Total assets, start of year
- $4,418,790
- Total assets, end of year
- $8,617,532
- Total liabilities, end of year
- $4,629,064
- Net assets, end of year
- $3,988,468
- Net assets without donor restrictions
- $3,988,468
- Gross receipts
- $5,607,009
- Employees
- 0
- Volunteers
- 305
- Year formed
- 2006
- State of legal domicile
- AZ
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Petersen | Trustee Trustee or director, Officer | 4 | $0 |
| Dwayne Farnsworth | Trustee Trustee or director, Officer | 4 | $0 |
| Janel Durfee | Trustee Trustee or director, Officer | 4 | $0 |
| Melodie Gatz | Trustee non-voting Officer | 0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Janel Durfee | Trustee Trustee or director, Officer | 4 | $0 |
| Dwayne Farnsworth | Trustee Trustee or director, Officer | 4 | $0 |
| Paul Petersen | Trustee Trustee or director, Officer | 4 | $0 |
| Melodie Gatz | Trustee non-voting Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4435 E HOLMES AVE STE 200, MESA, AZ 85206-3314
- In care of
- % MELODIE GATZ
- Mailing address (990-N for 2020)
- 1423 S HIGLEY ROAD SUITE 127, MESA AZ 85206
- Principal officer (990-N for 2020)
- MELODIE DURFEE, 1423 S HIGLEY ROAD SUITE 127, MESA AZ 85206
- Signed the 990
- MELODIE GATZ, President
- Website
- wwww.legacyglobal.org
- Return prepared by
- Legacy Offices
Mission
To facilitate philanthropy by simplifying giving, multiplying impact, and supporting and incubating charitable programs which allow givers to experience the joy of supporting their favorite causes.
Program accomplishments
- The Communty Development Program is a catalyst for positive change. Designed to fuel projects that make communities more vibrant, resilient and equitable. By bringing together local partners, socially minded investors, and community leaders the fund provides critical financial support for initiatives that improve qaulity of life and create long-term oppurtunity.Expenses $1,220,352 · grants $1,220,352
- The Community Service Program brigs people together to make a real difference-one act of kindness at a time. Built on the belief that strong communities are created through compassion and collaboration the program empowers volunteers, partners, and supporters to meet local needs with meaningful, hands-on service.Expenses $457,032 · grants $457,032
- The Mental Health Program is designed to bring compassionate support, accessible resources, and transformative care to individuals and families seeking a path toward emoitnal well-being. Rooted in empathy and guided by evidence-informed practices, the program provides a safe, welcoming space where people can lean, heal and grow at their own pace.Expenses $378,151 · grants $378,151
- Includes all the other FSP programs and funds associated with LGP covering various programs related to public civil service, healh service, education, and other public charitable programs.Expenses $1,705,392 · grants $1,705,392
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8099462
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $8,617,532
- Income (IRS master file)
- $5,607,009
Revocation and reinstatement
- Exemption revoked
- January 15, 2016
- Posted by the IRS
- April 11, 2016
- Reinstated
- Effective January 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,607,009 | $3,815,906 | $8,617,532 | XML |
| 990 | December 2023 | $4,382,118 | $2,833,653 | $4,625,179 | XML |
| 990 | December 2022 | $4,246,758 | $2,652,428 | $2,497,843 | IRS |
| 990 | December 2021 | $903,513 | $148,821 | $903,513 | IRS |
| 990-N for 2020 Officer: MELODIE DURFEE | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Richard E Durfee Jr | December 31, 2019 | ≤ $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 20-8099462).
Questions about LEGACY GLOBAL PROGRAMS
- What is the EIN of LEGACY GLOBAL PROGRAMS?
- The employer identification number (EIN) of LEGACY GLOBAL PROGRAMS is 20-8099462.
- Is LEGACY GLOBAL PROGRAMS tax-exempt?
- Yes. The IRS revoked its exemption on January 15, 2016 and reinstated it effective January 15, 2016.
- Are donations to LEGACY GLOBAL PROGRAMS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY GLOBAL PROGRAMS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGACY GLOBAL PROGRAMS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY GLOBAL PROGRAMS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LEGACY GLOBAL PROGRAMS?
- The 990-N for 2020 names MELODIE DURFEE.
- Who are the officers and directors of LEGACY GLOBAL PROGRAMS?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does LEGACY GLOBAL PROGRAMS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,607,009, expenses of $3,815,906 and total assets of $8,617,532 at year end.
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- NEWMAN AND ZENETH WARD FAMILY FOUNDATION EIN 87-0640485 · last filed 990 for 2024
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- MILLER FAMILY CHARITABLE FOUNDATION EIN 85-1261177 · last filed 990-PF for 2024
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All nonprofits in MESA · Arizona · Philanthropy, voluntarism and grantmaking foundations