Legacy Connections

Legacy Connections shows fluctuating revenue and recent operating deficits despite substantial assets and no reported officer compensation.

EIN: 10972999 · Pasadena, CA · NTEE: N40 · Updated: 2026-03-28

$5.7MRevenue
$5.6MGross Revenue
$11.2MAssets
75/100Mission Score (Good)
N40

Is Legacy Connections Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Legacy Connections directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Legacy Connections

Legacy Connections (EIN: 10972999) is a nonprofit organization based in Pasadena, CA, classified under NTEE code N40. The organization reported total revenue of $5.7M and total assets of $11.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Legacy Connections's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

16Years Operating
Mid-SizeSize Classification
13Years of Filings
MixedRevenue Trajectory

Legacy Connections is a mid-size nonprofit that has been operating for 16 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$2.5M
Total Expenses$3.0M
Surplus / Deficit$-459,914
Total Assets$8.4M
Total Liabilities$1.1M
Net Assets$7.3M
Operating Margin-18.1%
Debt-to-Asset Ratio13.6%
Months of Reserves33.7 months

Financial Health Grade: B

In 2023, Legacy Connections reported a deficit of $460K with expenses exceeding revenue, holds 33.7 months of operating reserves (strong position), has a debt-to-asset ratio of 13.6% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Legacy Connections's revenue has grown at a compound annual growth rate (CAGR) of 6.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023+26.4%+6.8%-6.3%
2022-46.6%+14.2%-12.1%
2021+131.9%+19.9%+14.9%
2020-30.9%-43.2%-6.0%
2019-46.9%-14.9%-17.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2010

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Legacy Connections demonstrates a mixed financial picture. While the organization has maintained substantial assets, reaching $11,190,573 in its latest filing, its revenue has fluctuated significantly over the past decade, from a high of $10,213,134 in 2017 to a low of $1,504,486 in 2014. More recently, the organization has experienced operating deficits in several years, including 2023 (expenses of $2,994,424 against revenue of $2,534,510) and 2022 (expenses of $2,804,344 against revenue of $2,004,828). This trend of spending exceeding revenue in recent periods warrants closer examination. The organization's consistent reporting of 0% officer compensation across all available filings suggests a strong commitment to minimizing administrative overhead in this area, which is a positive indicator of spending efficiency. However, without a detailed breakdown of program, administrative, and fundraising expenses, a complete assessment of overall spending efficiency is challenging. The NTEE code N40 (Philanthropy, Voluntarism, and Grantmaking Foundations) suggests a focus on grantmaking, which typically involves lower direct program delivery costs but requires robust financial management. Legacy Connections' long filing history (13 filings) indicates a consistent adherence to IRS reporting requirements, contributing to its transparency. The absence of reported officer compensation is a significant positive for transparency and efficiency. However, the recent trend of operating deficits could impact long-term financial stability if not addressed, despite the healthy asset base. Further detail on how expenses are categorized would enhance the understanding of their operational efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Legacy Connections with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Legacy Connections allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$2.5MTotal Revenue
$3.0MTotal Expenses
$8.4MTotal Assets
$1.1MTotal Liabilities
$7.3MNet Assets

Executive Compensation Analysis

Legacy Connections consistently reports 0% officer compensation across all 13 available filings, indicating that no compensation was paid to officers, directors, trustees, or key employees, which is highly unusual for an organization with assets exceeding $11 million and annual revenues in the millions.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Legacy Connections's IRS 990 filings:

Strengths

The following positive indicators were identified for Legacy Connections:

Frequently Asked Questions about Legacy Connections

Is Legacy Connections a legitimate charity?

Based on AI analysis of IRS 990 filings, Legacy Connections (EIN: 10972999) some concerns. Mission Score: 75/100. 3 red flags identified, 4 strengths noted.

How does Legacy Connections spend its money?

Legacy Connections directs 75% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Legacy Connections tax-deductible?

Legacy Connections is registered as a tax-exempt nonprofit (EIN: 10972999). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Why has Legacy Connections experienced operating deficits in recent years, such as in 2023 and 2022?

In 2023, expenses ($2,994,424) exceeded revenue ($2,534,510) by $459,914. Similarly, in 2022, expenses ($2,804,344) surpassed revenue ($2,004,828) by $799,516. This trend suggests that the organization's spending has outpaced its income generation in these periods, potentially drawing from reserves or prior year surpluses.

How does Legacy Connections manage to operate with 0% reported officer compensation?

The consistent reporting of 0% officer compensation across all 13 filings is highly unusual for an organization of this size. It suggests that leadership roles may be entirely volunteer-based, compensated through other means not classified as officer compensation, or that the organization's structure minimizes traditional executive salaries. This practice significantly reduces administrative overhead related to executive pay.

What is the long-term strategy for addressing the significant fluctuations in annual revenue?

Legacy Connections has seen revenue range from $1,504,486 (2014) to $10,213,134 (2017). The latest revenue of $2,534,510 (2023) is significantly lower than its peak. A strategy to stabilize and grow revenue streams would be crucial for consistent program delivery and financial health.

Filing History

IRS 990 filing history for Legacy Connections showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Legacy Connections's revenue has grown by 106%, moving from $1.2M to $2.5M. Total assets increased by 925.2% over the same period, from $820K to $8.4M. Total functional expenses rose by 597.6%, from $429K to $3.0M. In its most recent filing year (2023), Legacy Connections reported a deficit of $460K, with expenses exceeding revenue. The organization holds $1.1M in liabilities against $8.4M in assets (debt-to-asset ratio: 13.6%), resulting in net assets of $7.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $2.5M $3.0M $8.4M $1.1M
2022 $2.0M $2.8M $9.0M $1.3M View 990
2021 $3.8M $2.5M $10.2M $1.7M View 990
2020 $1.6M $2.0M $8.9M $1.6M View 990
2019 $2.3M $3.6M $9.5M $1.8M View 990
2018 $4.4M $4.2M $11.5M $2.5M View 990
2017 $10.2M $6.7M $14.0M $5.2M View 990
2016 $3.0M $1.9M $6.7M $1.4M View 990
2015 $2.1M $2.3M $6.3M $2.1M View 990
2014 $1.5M $3.8M $6.9M $2.5M View 990
2013 $3.6M $3.2M $9.1M $2.4M View 990
2012 $6.1M $510K $6.4M $23K View 990
2011 $1.2M $429K $820K $19K View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Legacy Connections:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Legacy Connections is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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