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Nonprofit · EIN 95-3239789

BHHS LEGACY FOUNDATION

Tax-exempt · PHOENIX, AZ 85004

Financials

$9.2M$8.5M2023$10.4M$7.8M2024
Revenue Expenses · by fiscal year end
Financials of BHHS LEGACY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,426,658$7,820,592$2,606,066$151,119,062$1,506,393$149,612,669
December 31, 2023990$9,199,645$8,495,512$704,133$149,063,571$3,376,269$145,687,302
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$24,398
of which government grants
$24,398
Program service revenue
$580,605
Investment income
$9,807,807
Net gain from sales of assets
$7,785,670
Other revenue
$13,848

Expenses

Grants and similar amounts paid
$4,237,836
Compensation of officers, directors and key employees
$674,824
Other salaries and wages
$452,137
Salaries, compensation and benefits (total)
$1,396,150
Professional fundraising fees
$0
Legal fees
$57,674
Occupancy
$303,594
Travel
$5,746
Depreciation
$445,000
Program services (functional)
$7,127,014
Management and general (functional)
$693,578

Balance sheet and other

Total assets, start of year
$149,063,571
Total assets, end of year
$151,119,062
Total liabilities, end of year
$1,506,393
Net assets, end of year
$149,612,669
Land, buildings and equipment
$7,254,823
Publicly traded securities
$79,706,146
Net assets without donor restrictions
$149,612,669
Gross unrelated business income
$225,756
Gross receipts
$10,426,658
Employees
11
Volunteers
14
Year formed
1977
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.

NameTitleHours / weekCompensationOther / benefits
GERALD WISSINKDIRECTOR/CEO
Trustee or director, Officer
36$337,842$35,595
MARY THOMSONVICE PRESIDENT
Officer
38$162,784$25,487
TERI TOMLINSONVICE PRESIDENT
Officer
39$106,966$6,150
DANIEL OEHLERDIRECTOR/CHAIRMAN
Trustee or director, Officer
2$0$0
JAMES CARTERDIRECTOR/SECRETARY
Trustee or director, Officer
2$0$0
MICHAEL THIELEDIRECTOR/TREASURER
Trustee or director, Officer
2$0$0
ALLEN JOHNSONDIRECTOR
Trustee or director
2$0$0
BLAKE STAMPER DODIRECTOR
Trustee or director
2$0$0
HOWARD MCKENNADIRECTOR
Trustee or director
2$0$0
JACOB DUFFYDIRECTOR
Trustee or director
2$0$0
JEANNE O'BRIENDIRECTOR
Trustee or director
2$0$0
PHILLIP HIPPS MDDIRECTOR
Trustee or director
2$0$0
SCOTT SEABURYDIRECTOR
Trustee or director
2$0$0
SHANNON CLANCEYDirector
Trustee or director
2$0$0
SUSAN CORDTSDirector
Trustee or director
2$0$0
1 more people on this return
NameTitleHours / weekCompensation
THOMAS DALLMAN MDDIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensationOther / benefits
GERALD WISSINKDIRECTOR/CEO
Trustee or director, Officer
36$332,111$36,712
MARY THOMSONVICE PRESIDENT
Officer
38$155,175$23,313
TERI TOMLINSONVICE PRESIDENT
Officer
39$99,173$5,791
DANIEL OEHLERDIRECTOR/CHAIRMAN
Trustee or director, Officer
2$0$0
JAMES CARTERDIRECTOR/SECRETARY
Trustee or director, Officer
2$0$0
MICHAEL THIELEDIRECTOR/TREASURER
Trustee or director, Officer
2$0$0
ALLEN JOHNSONDIRECTOR
Trustee or director
2$0$0
BLAKE STAMPER DODIRECTOR
Trustee or director
2$0$0
HOWARD MCKENNADIRECTOR
Trustee or director
2$0$0
JACOB DUFFYDIRECTOR
Trustee or director
2$0$0
JEANNE O'BRIENDIRECTOR
Trustee or director
2$0$0
PHILLIP HIPPS MDDIRECTOR
Trustee or director
2$0$0
SCOTT SEABURYDIRECTOR
Trustee or director
2$0$0
SHANNON CLANCEYDirector
Trustee or director
2$0$0
THOMAS DALLMAN MDDIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
360 E CORONADO RD STE 100, PHOENIX, AZ 85004-1577
In care of
% JAMES BURNSIDE
Principal officer (990 for 2024)
GERALD WISSINK, 360 E CORONADO ROAD 100, PHOENIX, AZ 85004
Signed the 990
GERALD WISSINK, CEO
Phone
(602) 778-1200
Return prepared by
ERNST & YOUNG US LLP

Mission

SEE SCHEDULE O

990 for the year ended December 31, 2024

Program accomplishments

  • A SUPPORTING ORGANIZATION FOR THE PURPOSE OF SUPPORTING THE ACTIVITIES OF LEGACY CONNECTION, AN ARIZONA NONPROFIT TAX-EXEMPT ORGANIZATION, INCLUDING BUT NOT LIMITED TO ADDRESSING FUNDAMENTAL HUMAN NEEDS FOR FOOD, HOUSING CLOTHING AND SAFETY (APPROXIMATELY 53% OF GRANTS) AND HEALTH AND EDUCATION (APPROXIMATELY 47% OF GRANTS).
    Expenses $7,127,014 · grants $4,237,836 · revenue $580,605

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
95-3239789
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$151,119,062
Income (IRS master file)
$10,426,658

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,426,658$7,820,592$151,119,062IRS
990-TDecember 2024–––IRS
990December 2023$9,199,645$8,495,512$149,063,571XML
990-TDecember 2023–––IRS
990December 2022$4,551,553$9,056,143$139,984,985IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––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 95-3239789).

Questions about BHHS LEGACY FOUNDATION

What is the EIN of BHHS LEGACY FOUNDATION?
The employer identification number (EIN) of BHHS LEGACY FOUNDATION is 95-3239789.
Is BHHS LEGACY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to BHHS LEGACY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does BHHS 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 BHHS LEGACY FOUNDATION 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 BHHS LEGACY FOUNDATION 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 BHHS LEGACY FOUNDATION?
The 990 for the year ended December 31, 2024 names GERALD WISSINK.
Who are the officers and directors of BHHS LEGACY FOUNDATION?
The 990 for the year ended December 31, 2024 lists 16 people; 3 received compensation from the organization, the highest $337,842 (GERALD WISSINK, DIRECTOR/CEO).
How much revenue does BHHS LEGACY FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,426,658, expenses of $7,820,592 and total assets of $151,119,062 at year end.

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