Nonprofit · EIN 47-2584632
LEGACY PHILANTHROPY WORKS
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,174,277 | $4,529,551 | $4,644,726 | $7,833,341 | $1,869,672 | $5,963,669 |
| December 31, 2023 | 990 | $3,156,159 | $2,535,236 | $620,923 | $1,629,783 | $310,840 | $1,318,943 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,860,887
- Program service revenue
- $3,157,234
- Investment income
- $64,875
- Other revenue
- $91,281
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $175,800
- Other salaries and wages
- $2,227,212
- Salaries, compensation and benefits (total)
- $2,689,982
- Professional fundraising fees
- $0
- Legal fees
- $26,545
- Accounting fees
- $140,192
- Occupancy
- $63,417
- Travel
- $284,599
- Program services (functional)
- $3,559,780
- Management and general (functional)
- $879,325
- Fundraising (functional)
- $90,446
Balance sheet and other
- Total assets, start of year
- $1,629,783
- Total assets, end of year
- $7,833,341
- Total liabilities, end of year
- $1,869,672
- Net assets, end of year
- $5,963,669
- Net assets without donor restrictions
- $3,040,932
- Net assets with donor restrictions
- $2,922,737
- Gross receipts
- $9,174,277
- Employees
- 48
- Volunteers
- 8
- Year formed
- 2014
- State of legal domicile
- WY
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 | Other / benefits |
|---|---|---|---|---|
| CARL PALMER | DIRECTOR/EXECUTIVE DIRECT Trustee or director, Officer | 40 | $148,775 | $27,025 |
| MICHELLE HEATON | TETON REGIONAL DIRECTOR Highest-paid employee | 40 | $134,394 | $5,269 |
| MARTIN GOEBEL | MEXICO REGIONAL DIRECTOR Highest-paid employee | 40 | $129,800 | $0 |
| JOHN REGGIE HALL | PROJECT DIRECTOR Highest-paid employee | 40 | $123,800 | $0 |
| WILL ALLEN | PROJECT DIRECTOR Highest-paid employee | 40 | $103,163 | $17,887 |
| JESSICA ELLIOTT HAIR | OPERATIONS DIRECTOR Highest-paid employee | 40 | $111,433 | $2,867 |
| AMY VERBETEN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| G MICHAEL SUTTON | BOARD SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DAVID LEVENTHAL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SANDRA GUIDO SANCHEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WENDY MILLET | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHANIE GRIPNE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHALIN DESAI | DIRECTOR (1/1/24-3/31/24) Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARL PALMER | DIRECTOR/EXECUTIVE DIRECT Trustee or director, Officer | 40 | $140,683 | $23,920 |
| MARTIN GOEBEL | REGIONAL DIRECTOR Highest-paid employee | 40 | $111,250 | $0 |
| MICHELLE HEATON | REGIONAL DIRECTOR Highest-paid employee | 40 | $106,557 | $3,943 |
| JOHN REGGIE HALL | REGIONAL DIRECTOR Highest-paid employee | 40 | $108,497 | $0 |
| JESSICA HAIR | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $100,403 | $2,371 |
| AMY VERBETEN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEPHANIE GRIPNE | BOARD TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| G MICHAEL SUTTON | BOARD SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DAVID LEVENTHAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHALIN DESAI | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 521 SANTA BARBARA ST, SANTA BARBARA, CA 93101-1611
- In care of
- % CARL PALMER
- Mailing address (990-N for 2015)
- 521 Santa Barbara St, Santa Barbara CA 93101
- Principal officer (990 for 2024)
- CARL PALMER, 521 SANTA BARBARA STREET, SANTA BARBARA, CA 93101
- Principal officer (990-N for 2015)
- Carl Palmer, 102 Hixon Road, Santa Barbara CA 93108
- Signed the 990
- CARL PALMER, DIRECTOR/EXECUTIVE DIRECTOR
- Phone
- (805) 698-6887
- Return prepared by
- HUTCHINSON & BLOODGOOD LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-2584632 or by the name LEGACY PHILANTHROPY WORKS.
- 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)
Mission
WE ARE A COMMUNITY OF CATALYTIC CHANGEMAKERS SUPPORTING COMMUNITY-DRIVEN AND PLACE-BASED CHANGE INITIATIVES THAT ENABLE COMMUNITIES, LANDSCAPES AND ECONOMIES TO THRIVE. WE FACILITATE AND SUPPORT PARTNERSHIPS AND COLLABORATIVES, DEVELOP STRATEGIES AND PLANS, MOBILIZE INNOVATIVE IMPACT FINANCE, AND PROVIDE A WIDE RANGE OF CONSULTING AND SUPPORT SERVICES TO ACHIEVE OUR MISSION.
Program accomplishments
- 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.Expenses $2,642,553 · grants $10,000 · revenue $2,716,484
- 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.Expenses $455,302 · revenue $324,386
- 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.Expenses $420,694 · revenue $138,001
- 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.Expenses $41,231 · revenue $69,644
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
- 47-2584632
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C30)
- Assets (IRS master file)
- $7,833,341
- Income (IRS master file)
- $9,174,277
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,174,277 | $4,529,551 | $7,833,341 | IRS |
| 990 | December 2023 | $3,156,159 | $2,535,236 | $1,629,783 | XML |
| 990 | December 2022 | $1,730,473 | $1,587,287 | $753,015 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2015 Officer: Carl Palmer | December 31, 2015 | ≤ $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 47-2584632).
Questions about LEGACY PHILANTHROPY WORKS
- What is the EIN of LEGACY PHILANTHROPY WORKS?
- The employer identification number (EIN) of LEGACY PHILANTHROPY WORKS is 47-2584632.
- Is LEGACY PHILANTHROPY WORKS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to LEGACY PHILANTHROPY WORKS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY PHILANTHROPY WORKS 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 PHILANTHROPY WORKS 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 PHILANTHROPY WORKS 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 PHILANTHROPY WORKS?
- The 990 for the year ended December 31, 2024 names CARL PALMER.
- Who are the officers and directors of LEGACY PHILANTHROPY WORKS?
- The 990 for the year ended December 31, 2024 lists 13 people; 6 received compensation from the organization, the highest $148,775 (CARL PALMER, DIRECTOR/EXECUTIVE DIRECT).
- How much revenue does LEGACY PHILANTHROPY WORKS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,174,277, expenses of $4,529,551 and total assets of $7,833,341 at year end.
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