LEGACY FOUNDATION OF KENTUCKIANA INC Charity Report

Public IRS 990 nonprofit record

LEGACY FOUNDATION OF KENTUCKIANA INC

EIN 83-2170324 · Single Organization Support (E11)

What they do

LEGACY FOUNDATION of KENTUCKIANA INCS PURPOSE is to ASSURE THE INTEGRITY of THE MINISTRY BY IMPROVING THE LIVES of VULNERABLE POPULATIONS and CREATING HEALTHIER COMMUNITIES IN THE SIX COUNTIES SERVED: BULLITT, HARDIN, JEFFERSON, NELSON, and SHELBY IN KENTUCKY and CLARK IN SOUTHERN INDIANA.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $99.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

90.04%of revenue went to mission work99.3% of expenses · Program services

$90.67spent for every $100 of revenueRevenue covered expenses this year.

0.62%of revenue went to management and office costs0.7% of expenses

$23.65in assets for every $1 spent this yearSome assets cannot be spent right away.

0.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $101,450 for T DOUGLAS LAWSON (BOARD MEMBER/PRESIDENT SOUTH REGION (PARTIAL YEAR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$6,159,164

Mission workProgram services$5,545,91790.04% of revenue99.3% of expenses

ManagementOffice and general costs$38,3060.62% of revenue0.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$574,9419.33% of revenueShown in gray on the chart

Total expenses$5,584,22390.67% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 99.3% mission · 0.7% management · 0.0% fundraisingTotal expenses: 90.67% of revenue

2023Expense mix: 99.7% mission · 0.3% management · 0.0% fundraisingTotal expenses: 227.99% of revenue

2022Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 423.04% of revenue

2021Expense mix: 96.0% mission · 4.0% management · 0.0% fundraisingTotal expenses: 193.26% of revenue

2020Expense mix: 97.3% mission · 2.7% management · 0.0% fundraisingTotal expenses: 124.14% of revenue

Money in and money out

Revenue$6,159,164

Expenses$5,584,223

Annual surplus $574,941 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,545,917 · 99.3% of expenses

Management and office costs$38,306 · 0.7% of expenses

See all reported dollar amounts

Revenue$6,159,164

Expenses$5,584,223

Assets$132,042,717

Income$6,159,164

Contributions$54,057

Mission work (program services)$5,545,917

Grants given$54,853,887

Average grant$472,878

Management and general$38,306

Stocks and bonds$5,788,100

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

T DOUGLAS LAWSONBOARD MEMBER/PRESIDENT SOUTH REGION (PARTIAL YEAR · 1 hrs/week $101,450Base · Other $101,450

CHRISTY SPITSERINTERIM PRES/TREASURER/MKT VP CFO (PARTIAL YEAR TH · 1 hrs/week $49,363Base · Other $49,363

SHELLEY STANKO MDBOARD MEMBER/VP MEDICAL AFFAIRS · 1 hrs/week $47,324Base · Other $47,324

DAVID HEARNEFORMER SECRETARY (THROUGH 2/17/25) · 1 hrs/week $39,755Base · Other $39,755

MATTHEW GRIMSHAWDIRECTOR/MARKET PRESIDENT (EFFECTIVE 12/16/24) · 1 hrs/week $36,586Base · Other $36,586

SHARON HAGERFORMER SECRETARY/DIV VP - GENERAL COUNSEL $22,876Base · Other $22,876

ANNE MONELLMKT DIRECTOR PHILANTHROPY KENTUCKIANA · 45 hrs/week $21,473Base · Other $21,473

JANELL SAMUELSFORMER OFFICER $18,782Base · Other $18,782

WILLIAM GEORGEFORMER SECRETARY/CORPORATE COUNSEL (THRU 8/19/24) · 1 hrs/week $18,331Base · Other $18,331

TRICIA SHACKELFORDSECRETARY (EFFECTIVE 2/18/25) · 1 hrs/week $34Base · Other $34

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

T DOUGLAS LAWSONBOARD MEMBER/PRESIDENT SOUTH REGION (PARTIAL YEAR

CHRISTY SPITSERINTERIM PRES/TREASURER/MKT VP CFO (PARTIAL YEAR TH

SHELLEY STANKO MDBOARD MEMBER/VP MEDICAL AFFAIRS

DAVID HEARNEFORMER SECRETARY (THROUGH 2/17/25)

MATTHEW GRIMSHAWDIRECTOR/MARKET PRESIDENT (EFFECTIVE 12/16/24)

SHARON HAGERFORMER SECRETARY/DIV VP - GENERAL COUNSEL

ANNE MONELLMKT DIRECTOR PHILANTHROPY KENTUCKIANA

JANELL SAMUELSFORMER OFFICER

WILLIAM GEORGEFORMER SECRETARY/CORPORATE COUNSEL (THRU 8/19/24)

TRICIA SHACKELFORDSECRETARY (EFFECTIVE 2/18/25)

WINSTON GRIFFINCHAIR

ADELINE FEHRIBACH SCNBOARD MEMBER

MONICA KENNISONBOARD MEMBER

MELISSA MOORE MURPHYBOARD MEMBER

MARY-ALICHA WELDONBOARD MEMBER

KIM POTTER-BLAIRBOARD MEMBER

KEVIN SMITHVICE CHAIR

JANE CHILESBOARD MEMBER

GRANETTA BLEVINSBOARD MEMBER

DARYL LOVEBOARD MEMBER

DANIEL RODRIGUE MDBOARD MEMBER

About this charity

Recognized since: January 2019
Location: 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
County: Jefferson
In care of: LESLIE SMART
Primary officer: LESLIE SMART, TREASURER/MARKET CFO

How to reach them

Phone(502) 905-2663

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: COMMONSPIRIT HEALTH
NTEE classification: Single Organization Support (E11)
IRS tax category: Single Organization Support
Grant-giving organization: Yes