Legacy Endowment-the Community Foundation
Only null% goes to programs Strong reserves Growing revenue
Legacy Endowment-the Community Foundation is a 501(c)(3) organization based in Bonsall, California, registered in 1995, with $1,173,482 in FY2024 revenue. CharityIndex grades it B.
5256 S Mission Rd Ste 1210, Bonsall, CA, 92003 EIN 33-0620685 Since 1995
Revenue (FY2024)
$1.2M
▲ 29.5% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$1.1M
Net assets
$13.9M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Legacy Endowment-the Community Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating154 mo reserves · +7% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Legacy Endowment-the Community Foundation: 154 mo reserves · +7% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Legacy Endowment-the Community Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Legacy Endowment-the Community Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 5256 S Mission Rd Ste 1210, Bonsall, CA, 92003
- City
- Bonsall
- State
- California
- Subcategory
- Public Foundations
- Website
- …
Financial trends
Revenue grew from $706K (FY2016) to $1.2M (FY2024) across 8 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $3.7MNet assets $13.9M
Operating margin
7.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$17.6M
Total liabilities
$3.7M
Net assets
$13.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,173,482▲29.5% | $1,087,230▼12.1% | $13,937,057▲6.0% | $17,610,126▲24.8% | 990 |
| 2023 | $906,407▼11.8% | $1,236,652▲38.2% | $13,142,588▲8.4% | $14,108,589▲5.5% | 990 |
| 2022 | $1,027,216▲53.6% | $895,005▲4.5% | $12,121,769▼2.3% | $13,375,044▲2.8% | 990 |
| 2021 | $668,884▲56.0% | $856,417▲30.8% | $12,401,977▼3.2% | $13,007,893▼12.3% | 990 |
| 2020 | $428,733▼44.1% | $654,883▲16.6% | $12,812,331▲30.4% | $14,824,762▲17.9% | 990 |
| 2018 | $767,275▲72.8% | $561,804▲26.2% | $9,823,476▲8.0% | $12,570,742▲4.9% | 990 |
| 2017 | $444,069▼37.1% | $445,031▲19.5% | $9,094,973▲4.6% | $11,988,896▲5.4% | 990 |
| 2016 | $706,291 | $372,303▼16.8% | $8,696,426▼16.6% | $11,376,179▲9.0% | 990 |
| 2012 | — | $447,500 | $10,432,331 | $10,440,348 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $5,000 total
1 grant to Legacy Endowment-the Community Foundation totaling $5,000, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| American Endowment Foundation | General operating support | 2022 | $5,000 |
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Frequently asked questions
- Is Legacy Endowment-the Community Foundation a legitimate nonprofit?
- Yes. Legacy Endowment-the Community Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 33-0620685, based in Bonsall, California. Donations are tax-deductible.
- What is Legacy Endowment-the Community Foundation's EIN?
- Legacy Endowment-the Community Foundation's Employer Identification Number (EIN) is 33-0620685.
- How much revenue does Legacy Endowment-the Community Foundation report?
- Legacy Endowment-the Community Foundation reported $1,173,482 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Legacy Endowment-the Community Foundation have?
- CharityIndex grades Legacy Endowment-the Community Foundation B, based on financial health (reserves and operating margin).
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Data for Legacy Endowment-the Community Foundation (EIN 33-0620685) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.