Legacy Of Yogi Bhajan Foundation
Legacy Of Yogi Bhajan Foundation shows consistent asset growth and no officer compensation, despite fluctuating annual revenues.
EIN: 200418002 · Santa Cruz, NM · NTEE: X120 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.3M |
| Total Expenses | $2.7M |
| Program Spending | 80% |
| Net Assets | $18.9M |
| Transparency Score | 85/100 |
Is Legacy Of Yogi Bhajan Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Legacy Of Yogi Bhajan Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Legacy Of Yogi Bhajan Foundation
Legacy Of Yogi Bhajan Foundation (EIN: 200418002) is a nonprofit organization based in Santa Cruz, NM, classified under NTEE code X120. The organization reported total revenue of $2.3M and total assets of $20.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Legacy Of Yogi Bhajan Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Legacy Of Yogi Bhajan Foundation is a mid-size nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.9M |
| Total Expenses | $2.7M |
| Surplus / Deficit | +$165K |
| Total Assets | $21.3M |
| Total Liabilities | $2.4M |
| Net Assets | $18.9M |
| Operating Margin | 5.7% |
| Debt-to-Asset Ratio | 11.2% |
| Months of Reserves | 94.3 months |
Financial Health Grade: A
In 2023, Legacy Of Yogi Bhajan Foundation reported a surplus of $165K with revenue exceeding expenses, holds 94.3 months of operating reserves (strong position), has a debt-to-asset ratio of 11.2% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Legacy Of Yogi Bhajan Foundation's revenue has grown at a compound annual growth rate (CAGR) of 11.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +31.3% | +17.8% | +6.5% |
| 2022 | +39.4% | +0.7% | +12.2% |
| 2021 | -34.6% | +37.0% | -3.3% |
| 2020 | +16.2% | -5.9% | +13.7% |
| 2019 | -82.9% | -1.1% | +2.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Legacy Of Yogi Bhajan Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Legacy Of Yogi Bhajan Foundation allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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:
- The organization reported a surplus of $165K, with revenue exceeding expenses.
- Debt-to-asset ratio: 11.2%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries or other forms of compensation are paid to its officers, which is a strong positive for resource allocation.
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 Of Yogi Bhajan Foundation's IRS 990 filings:
- Periods of expenses exceeding revenue (e.g., 2021 and 2022), requiring reliance on reserves.
Strengths
The following positive indicators were identified for Legacy Of Yogi Bhajan Foundation:
- Consistent asset growth, from $5.7 million in 2014 to $21.2 million in 2023.
- 0% officer compensation reported across all filings, indicating strong commitment to mission-focused spending.
- Healthy asset base providing financial resilience.
- Generally stable financial management over the long term.
Frequently Asked Questions about Legacy Of Yogi Bhajan Foundation
Is Legacy Of Yogi Bhajan Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Legacy Of Yogi Bhajan Foundation (EIN: 200418002) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
How does Legacy Of Yogi Bhajan Foundation spend its money?
Legacy Of Yogi Bhajan Foundation directs 80% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Legacy Of Yogi Bhajan Foundation tax-deductible?
Legacy Of Yogi Bhajan Foundation is registered as a tax-exempt nonprofit (EIN: 200418002). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Legacy Of Yogi Bhajan Foundation's spending goes to programs?
Legacy Of Yogi Bhajan Foundation directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Legacy Of Yogi Bhajan Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Legacy Of Yogi Bhajan Foundation is above average for NTEE category X120 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Legacy Of Yogi Bhajan Foundation located?
Legacy Of Yogi Bhajan Foundation is headquartered in Santa Cruz, New Mexico and files with the IRS under EIN 200418002. It is classified under NTEE code X120.
How many years of IRS 990 filings does Legacy Of Yogi Bhajan Foundation have?
Legacy Of Yogi Bhajan Foundation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.3M in total revenue.
Is Legacy Of Yogi Bhajan Foundation financially stable?
Yes, the foundation appears financially stable, with assets growing from $5.7 million in 2014 to over $21 million in 2023, and a healthy asset-to-expense ratio.
Does the organization pay its executives?
No, the IRS 990 filings consistently report 0% officer compensation, indicating that no salaries are paid to its officers.
Has the organization experienced revenue volatility?
Yes, revenue has fluctuated, with a notable spike to over $12 million in 2018, but generally ranges between $1.5 million and $2.8 million in recent years.
Are the organization's expenses typically covered by its revenue?
Generally, yes, though there have been periods (e.g., 2021 and 2022) where expenses slightly exceeded revenue, suggesting reliance on accumulated reserves.
Filing History
IRS 990 filing history for Legacy Of Yogi Bhajan Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Legacy Of Yogi Bhajan Foundation's revenue has grown by 276.8%, moving from $762K to $2.9M. Total assets increased by 260.3% over the same period, from $5.9M to $21.3M. Total functional expenses rose by 198.1%, from $908K to $2.7M. In its most recent filing year (2023), Legacy Of Yogi Bhajan Foundation reported a surplus of $165K, with revenue exceeding expenses. The organization holds $2.4M in liabilities against $21.3M in assets (debt-to-asset ratio: 11.2%), resulting in net assets of $18.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.9M | $2.7M | $21.3M | $2.4M | — | View 990 |
| 2022 | $2.2M | $2.3M | $20.0M | $2.2M | — | View 990 |
| 2021 | $1.6M | $2.3M | $17.8M | $2.0M | — | View 990 |
| 2020 | $2.4M | $1.7M | $18.4M | $2.0M | — | View 990 |
| 2019 | $2.1M | $1.8M | $16.2M | $39K | — | View 990 |
| 2018 | $12.0M | $1.8M | $15.8M | $97K | — | View 990 |
| 2017 | $1.2M | $1.2M | $5.6M | $14K | — | View 990 |
| 2016 | $1.1M | $1.0M | $5.6M | $10K | — | View 990 |
| 2015 | $982K | $1.0M | $5.6M | $100K | — | View 990 |
| 2014 | $954K | $1.1M | $5.7M | $146K | — | View 990 |
| 2013 | $833K | $966K | $5.8M | $75K | — | View 990 |
| 2012 | $904K | $926K | $5.9M | $32K | — | View 990 |
| 2011 | $762K | $908K | $5.9M | $17K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.9M, expenses of $2.7M, and assets of $21.3M (revenue +31.3% year-over-year).
- 2022: Revenue of $2.2M, expenses of $2.3M, and assets of $20.0M (revenue +39.4% year-over-year).
- 2021: Revenue of $1.6M, expenses of $2.3M, and assets of $17.8M (revenue -34.6% year-over-year).
- 2020: Revenue of $2.4M, expenses of $1.7M, and assets of $18.4M (revenue +16.2% year-over-year).
- 2019: Revenue of $2.1M, expenses of $1.8M, and assets of $16.2M (revenue -82.9% year-over-year).
- 2018: Revenue of $12.0M, expenses of $1.8M, and assets of $15.8M (revenue +891.7% year-over-year).
- 2017: Revenue of $1.2M, expenses of $1.2M, and assets of $5.6M (revenue +15.3% year-over-year).
- 2016: Revenue of $1.1M, expenses of $1.0M, and assets of $5.6M (revenue +7.2% year-over-year).
- 2015: Revenue of $982K, expenses of $1.0M, and assets of $5.6M (revenue +3.0% year-over-year).
- 2014: Revenue of $954K, expenses of $1.1M, and assets of $5.7M (revenue +14.5% year-over-year).
- 2013: Revenue of $833K, expenses of $966K, and assets of $5.8M (revenue -7.9% year-over-year).
- 2012: Revenue of $904K, expenses of $926K, and assets of $5.9M (revenue +18.7% year-over-year).
- 2011: Revenue of $762K, expenses of $908K, and assets of $5.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Legacy Of Yogi Bhajan Foundation:
Data Sources and Methodology
This transparency report for Legacy Of Yogi Bhajan Foundation 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.