Nonprofit · EIN 86-1007325
CUTTY LEGACY FOUNDATION
Tax-exempt · TEMPE, AZ 85283
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $65,674 | $55,552 | $10,122 | $2,100,928 | $158,356 | $1,942,572 |
| June 30, 2024 | 990 | $30,133 | $52,048 | -$21,915 | $2,005,420 | $127,356 | $1,878,064 |
| June 30, 2023 | 990 | $267,627 | $48,137 | $219,490 | $1,924,110 | $125,156 | $1,798,954 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $250
- Program service revenue
- $0
- Investment income
- $65,424
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $25,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,780
- Depreciation
- $8,081
- Program services (functional)
- $33,081
- Management and general (functional)
- $22,471
Balance sheet and other
- Total assets, start of year
- $2,005,420
- Total assets, end of year
- $2,100,928
- Total liabilities, end of year
- $158,356
- Net assets, end of year
- $1,942,572
- Land, buildings and equipment
- $643,441
- Publicly traded securities
- $1,329,917
- Net assets without donor restrictions
- $1,942,572
- Gross receipts
- $65,674
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2000
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF BERNICK | PRESIDENT/CEO Officer | 2 | $0 | $216,365 | $30,000 |
| JAYASHREE GANESAN | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $162,511 | $0 |
| CECILIA ASHE | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KATHRYN HASKEW | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SURESH MURUGESAN | SECRETARY Trustee or director | 0.5 | $0 | $0 | $0 |
| CINDY LEE | TREASURER Trustee or director | 0.5 | $0 | $0 | $0 |
| ANDREW JOHNSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHERYL CARITY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE JONES | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RYAN HOGAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TAYLOR GIBSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHAD PRICE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF BERNICK | PRESIDENT/CEO Officer | 2 | $0 | $205,991 | $28,500 |
| JAYASHREE GANESAN | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $154,271 | $0 |
| ANDREW JOHNSON | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CECILIA ASHE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KATHRYN HASKEW | SECRETARY Trustee or director | 0.5 | $0 | $0 | $0 |
| CINDY LEE | TREASURER Trustee or director | 0.5 | $0 | $0 | $0 |
| MEAGHAN KRAMERTHRU 13124 | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHERYL CARITY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SURESH MURUGESAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE JONES | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RYAN HOGAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TAYLOR GIBSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHAD PRICE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF BERNICK | PRESIDENT/CEO Officer | 2 | $0 | $209,252 | $26,500 |
| JAYASHREE GANESAN | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $143,301 | $0 |
| ANDREW JOHNSON | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CECILIA ASHE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KATHRYN HASKEW | SECRETARY Trustee or director | 0.5 | $0 | $0 | $0 |
| CINDY LEE | TREASURER Trustee or director | 0.5 | $0 | $0 | $0 |
| MEAGHAN KRAMER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHERYL CARITY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARTHA BYRD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SURESH MURUGESAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE JONES | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RYAN HOGAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TAYLOR GIBSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHAD PRICE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| PAT LITTLE-UPAH | DIRECTOR (THRU 6/30/23) Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 215 W LODGE DR, TEMPE, AZ 85283-3652
- Principal officer (990 for 2024)
- JEFF BERNICK, 215 W LODGE DR, TEMPE, AZ 85283
- Signed the 990
- JEFF BERNICK, PRESIDENT/CEO
- Phone
- (480) 838-8111
- Return prepared by
- EIDE BAILLY LLP
Mission
TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION, ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE AND SUPPORT FAMILIES CARING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.
Program accomplishments
- HELPING HANDS FUND PROVIDES GRANT DOLLARS TO INDIVIDUALS AND FAMILIES WHO MAY NOT BE ELIGIBLE FOR FUNDING THROUGH THE OTHER SOURCES AND YET STILL DESPERATELY NEED MEDICAL TREATMENT, EQUIPMENT, OR SUPPLIES TO LIVE MORE SATISFYING LIVES. THE CUTTY LEGACY FOUNDATION (TCLF) ALSO PROVIDES FINANCIAL SUPPORT TO THE CENTERS FOR HABILITATION. THE CUTTY LEGACY FOUNDATION HELD PROPERTY FOR THE BENEFIT OF THE CENTERS FOR HABILITATION/TCH.Expenses $33,081 · grants $25,000
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-1007325
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P11)
- Assets (IRS master file)
- $2,100,928
- Income (IRS master file)
- $65,674
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $65,674 | $55,552 | $2,100,928 | IRS |
| 990 | June 2024 | $30,133 | $52,048 | $2,005,420 | XML |
| 990 | June 2023 | $267,627 | $48,137 | $1,924,110 | XML |
| 990 | June 2022 | $59,945 | $33,629 | $1,774,494 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 86-1007325).
Questions about CUTTY LEGACY FOUNDATION
- What is the EIN of CUTTY LEGACY FOUNDATION?
- The employer identification number (EIN) of CUTTY LEGACY FOUNDATION is 86-1007325.
- Is CUTTY LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CUTTY LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CUTTY LEGACY FOUNDATION 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 CUTTY LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CUTTY LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CUTTY LEGACY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JEFF BERNICK.
- Who are the officers and directors of CUTTY LEGACY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CUTTY LEGACY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $65,674, expenses of $55,552 and total assets of $2,100,928 at year end.
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