Nonprofit · EIN 81-1223253
PROJECT LEGACY
Tax-exempt (reinstated) · ROCHESTER, MN 55906
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $492,706 | $474,327 | $18,379 | $80,798 | $16,273 | $64,525 |
| December 31, 2023 | 990 | $370,966 | $434,993 | -$64,027 | $58,333 | $12,187 | $46,146 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $492,706
- of which government grants
- $251,494
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $76,562
- Other salaries and wages
- $70,633
- Salaries, compensation and benefits (total)
- $161,315
- Professional fundraising fees
- $0
- Accounting fees
- $6,946
- Occupancy
- $25,265
- Depreciation
- $6,146
- Program services (functional)
- $400,645
- Management and general (functional)
- $67,932
- Fundraising (functional)
- $5,750
Balance sheet and other
- Total assets, start of year
- $58,333
- Total assets, end of year
- $80,798
- Total liabilities, end of year
- $16,273
- Net assets, end of year
- $64,525
- Land, buildings and equipment
- $26,258
- Gross receipts
- $492,706
- Employees
- 10
- Volunteers
- 200
- Year formed
- 2013
- State of legal domicile
- MN
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 |
|---|---|---|---|
| KAREN EDMONDS | EXECUTIVE DIRECTOR Officer | 60 | $76,563 |
| DON BALDUS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CAROLE PASTERNAK JD | VICE-PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| LAUREN MAO MBA | TREASURER Trustee or director, Officer | 2 | $0 |
| MALACHI JOHNSON | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| SHERRI GILLIGAN MBA | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN EDMONDS MSW | DIRECTOR Trustee or director | 0.5 | $0 |
| CHAO MWATELA | DIRECTOR Trustee or director | 0.5 | $0 |
| SKY SMITH | DIRECTOR Trustee or director | 0.5 | $0 |
| JEAN LOCKE | DIRECTOR Trustee or director | 0.5 | $0 |
| JANE ROSENMAN | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN EDMONDS | EXECUTIVE DIRECTOR Officer | 60 | $74,063 |
| DON BALDUS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CAROLE PASTERNAK JD | VICE-PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| LAUREN MAO MBA | TREASURER Trustee or director, Officer | 2 | $0 |
| MALACHI JOHNSON | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| SHERRI GILLIGAN MBA | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN EDMONDS MSW | DIRECTOR Trustee or director | 0.5 | $0 |
| NICOLE PIERSON | DIRECTOR Trustee or director | 0.17 | $0 |
| CHAO MWATELA | DIRECTOR Trustee or director | 0.5 | $0 |
| SKY SMITH | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2928 20TH ST NE, ROCHESTER, MN 55906-7624
- In care of
- % KAREN EDMONDS
- Principal officer (990 for 2024)
- DON BALDUS, PO BOX 7182, ROCHESTER, MN 55903
- Signed the 990
- DON BALDUS, CHAIR
- Phone
- (507) 254-3387
- Website
- WWW.PROJECTLEGACYMN.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PROJECT LEGACY PROVIDES HOPE, CONNECTIONS AND SUPPORT TO YOUTH AND YOUNG ADULTS OF COLOR WHO MAY HAVE EXPERIENCED POVERTY, TRAUMA, AND HOMELESSNESS, OR ARE REFUGEES FROM WAR-TORN COUNTRIES AND WHO HAVE NOT HAD A POSITIVE SUPPORT SYSTEM, ALLOWING THEM TO TRANSFORM THEIR LIVES AND BECOME INVOLVED MEMBERS OF OUR COMMUNITY.
Program accomplishments
- LEGACY SCHOLARS IS AN INNOVATIVE PROGRAM DESIGNED TO HELP RETAIN FIRST-GENERATION STUDENTS AND YOUNG ADULTS OF COLOR THROUGH GRADUATION, HELPING PROVIDE SUPPORT, ASSISTANCE AND SKILLS TO CONTRIBUTE TO THEIR EDUCATIONAL SUCCESS. THROUGH SUPPORTING 85 YOUNG PEOPLE IN 2024 THROUGH TUITION AND EDUCATION ASSISTANCE, RENT ASSISTANCE, FOOD, MENTAL HEALTH SERVICES, BASIC NEEDS, RECOVERY SUPPORT AND CASE MANAGEMENT, PROJECT LEGACY CONTINUES OUR MISSION OF PROVIDING HOPE AND OPPORTUNITIES TO YOUNG PEOPLE WILLING TO MAKE THE NECESSARY CHANGES IN THEIR LIVES.PROGRAMMING FOR PARTICIPANTS OF THE LEGACY SCHOLARS PROGRAM INCLUDES: TUITION AND RENT ASSISTANCE EDUCATIONAL ASSISTANCE AND TUTORING MENTAL HEALTH SUPPORT MEALS AND GROCERIES EDUCATIONAL SUPPLIES MENTORSHIP COLLEGE VISITS CAREER PLANNING2024 LEGACY SCHOLARS OUTCOMES INCLUDE:6 COLLEGE DEGREES, ONE HIGH SCHOOL DIPLOMA AND A TECHNICAL DEGREE WERE EARNED BY BIPOC, FIRST-GENERATION STUDENTS.$38,000 WAS INVESTED IN HOUSING ASSISTANCE FOR YOUTH STRUGGLING TO REMAIN IN COLLEGE. $1,000 WAS PROVIDED FOR MEDICAL AND DENTAL EXPENSES$10,600 WAS INVESTED IN THE COST OF GROCERIES AND NOURISHMENT$6,500 WAS INVESTED IN HELPING YOUTH WITH CLOTHING COSTS$8,000 SUPPORTED TELECOMMUNICATIONS COSTS$54,207 WAS INVESTED IN TUITION ASSISTANCE $5,700 WAS PROVIDED IN CHILDCARE ASSISTANCE COSTS$3,000 WAS PROVIDED FOR COLLEGE VISITS$10,000 WAS PROVIDED FOR SCHOOL SUPPLIESYOUNG PEOPLE AGES 16-24 WHO HAVE GROWN UP IN GENERATIONAL POVERTY AND FACED MULTIPLE BARRIERS ARE ELIGIBLE FOR THIS PROGRAM.Expenses $400,645
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
- 81-1223253
- 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)
- Human services (P46)
- Assets (IRS master file)
- $80,798
- Income (IRS master file)
- $492,706
Revocation and reinstatement
- Exemption revoked
- May 15, 2016
- Posted by the IRS
- January 5, 2017
- Reinstated
- Effective October 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 | $492,706 | $474,327 | $80,798 | XML |
| 990 | December 2023 | $370,966 | $434,993 | $58,333 | XML |
| 990 | December 2022 | $426,636 | $335,766 | $116,048 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 81-1223253).
Questions about PROJECT LEGACY
- What is the EIN of PROJECT LEGACY?
- The employer identification number (EIN) of PROJECT LEGACY is 81-1223253.
- Is PROJECT LEGACY tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2016 and reinstated it effective October 15, 2016.
- Are donations to PROJECT LEGACY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PROJECT LEGACY 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 PROJECT LEGACY 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 PROJECT LEGACY 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 PROJECT LEGACY?
- The 990 for the year ended December 31, 2024 names DON BALDUS.
- Who are the officers and directors of PROJECT LEGACY?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $76,563 (KAREN EDMONDS, EXECUTIVE DIRECTOR).
- How much revenue does PROJECT LEGACY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $492,706, expenses of $474,327 and total assets of $80,798 at year end.
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