2023-11-15T17:56:30-06:00 2022-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2022-01-01 472584632 LEGACY PHILANTHROPY WORKS LEGA 8058457113 521 SANTA BARBARA STREET SANTA BARBARA CA 93101 CARL PALMER PRESIDENT/EXECUTIVE DIRECTOR 8058457113 2023-11-15 1 CARL PALMER 999009999 0 JESSICA MOITOZA P01282487 8059631837 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARL PALMER 521 SANTA BARBARA STREET SANTA BARBARA CA 93101 1730473 0 X LEGACYPHILANTHROPYWORKS.ORG X 2014 WY HELP COMMUNITIES ENVISION THEIR DESIRED FUTURE AND FIGURE OUT HOW TO GET THERE. 6 4 17 6 0 0 689557 804427 595523 924449 253 298 8604 1299 1293937 1730473 0 0 0 0 444228 796918 0 0 122434 523100 790369 967328 1587287 326609 143186 624200 753015 69366 54995 554834 698020 ENABLE DONORS, INVESTORS, AND LOCAL ORGANIZATIONS TO ACHIEVE THEIR CONSERVATION AND COMMUNITY GOALS FOR THE PLACES THEY LOVE. LEGACY PHILANTHROPY WORKS FACILITATES COLLABORATIVE EFFORTS AND MOBILIZES CAPITAL INITIATIVES THAT RESHAPE THE FUTURE OF COMMUNITIES LANDSCAPES. 0 0 760621 241184 COMMUNITY IMPACT ACCELERATOR - OUR CORE SERVICE ACCELERATES AND AMPLIFIES COMMUNITY EFFORTS TO HAVE TRANSFORMATIVE IMPACT AND CREATE THRIVING COMMUNITIES. WE DO THIS BY IDENTIFYING HIGH IMPACT OPPORTUNITIES THROUGH A COMMUNITY ENGAGEMENT PROCESS, LAUNCHING A CATALYTIC COLLABORATIVE PROJECT, INVESTING IN FOLLOW ON COLLABORATIONS THAT EMERGE, MOBILIZING THE FULL RANGE OF CAPITAL ACROSS THESE INITIATIVES, AND STEWARDING THIS PROCESS TOWARDS A VIRTUOUS CYCLE THAT LEADS TO GREATER AND GREATER COLLABORATION AND INVESTMENT IN SYSTEMS SCALE CHANGE. 359663 481721 STRATEGIC IMPACT PLANNING - WE IDENTIFY AND DEVELOP ACTIONABLE IMPLEMENTATION PLANS FOR IMPACTFUL PROJECTS AT A WIDE RANGE OF SCALES FROM SINGLE PROJECTS (INCLUDING CONSERVATION PLANNING, CONSERVATION TRANSACTIONS, NEW PROGRAMS, AND SOCIAL VENTURES) TO FOUNDATION AND NONPROFIT IMPACT STRATEGIES TO LARGE SCALE COLLABORATIVE INITIATIVES (INCLUDING MULTI-PARTY, CROSS-SECTOR COLLABORATIONS TO CREATE GREENBELTS, LAUNCH NEW ENVIRONMENTAL MARKETS, CREATE NEW ECONOMIC DEVELOPMENT MODELS, ETC.) FOR FUNDERS, NONPROFIT ORGANIZATIONS, COLLABORATIONS AND COMMUNITIES. OUR PLANS INCLUDE FUNDING STRATEGIES THAT TAP INTO A RANGE OF CAPITAL SOURCES FROM PHILANTHROPY TO DEBT TO IMPACT INVESTMENT CAPITAL. 149776 201544 CAPACITY SUPPORT, CONSULTING SERVICES, FACILITATION - WE PROVIDE ALIGNED ORGANIZATIONS WITH ADDITIONAL CAPACITY AND EXPERTISE NEEDED TO TAKE ON NEW PROJECTS, COMMUNICATION AND MARKETING PROGRAMS, FUNDRAISING CAMPAIGNS, GIS AND MAPPING, DATABASE DEVELOPMENT OR TECHNOLOGY SOLUTIONS, AND A VARIETY OF OTHER EFFORTS THAT THEY CAN'T ACHIEVE ON THEIR OWN. WE FACILITATE RETREATS, PLANNING SESSIONS, LEADERSHIP DEVELOPMENT PROGRAMS, COMMUNICATIONS AND CULTURE WORKSHOPS, AND OTHER PERSONAL AND PROFESSIONAL DEVELOPMENT. THESE SMALLER SCALE ENGAGEMENTS OFTEN BUILD RELATIONSHIPS THAT LEAD TO BIGGER PROJECT OPPORTUNITIES. 1270060 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 41 0 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA ID WY OR WI X JESSICA ELLIOTT 8058457113 521 SANTA BARBARA STREET SANTA BARBARA CA 93101 DOUG WACHOB BOARD CHAIR 20.00 X X 26476 0 0 SHELLEY RATAY TREASURER 2.00 X X 0 0 0 STEPHANIE GRIPNE SECRETARY 2.00 X X 0 0 0 G MICHAEL SUTTON DIRECTOR 2.00 X 0 0 0 AMY VERBETEN DIRECTOR 2.00 X 0 0 0 DAVID LEVENTHAL DIRECTOR 2.00 X 0 0 0 CARL PALMER DIRECTOR/EXECUTIVE DIRECT 40.00 X X 97929 0 22071 124405 0 22071 0 0 0 0 0 5000 799427 804427 CONTRACT REVENUE 541610 924449 924449 924449 298 298 MISCELLANEOUS REVENUE 900099 1299 1299 1299 1730473 924449 0 1597 X 146476 114251 16113 16112 567036 394807 97984 74245 29482 21034 4714 3734 53924 38472 8623 6829 15281 13753 1528 10713 10713 485497 443536 34765 7196 2776 2220 278 278 65556 59004 3276 3276 18017 14413 1802 1802 39837 31869 3984 3984 132641 128061 4580 4954 4954 3982 3186 398 398 11115 500 10615 1587287 1270060 194793 122434 34807 79952 322068 509487 50000 11561 217325 142441 9574 624200 753015 69366 54995 69366 54995 X 554834 698020 554834 698020 624200 753015 143186 0 X 0 0 0 X 441457 309413 458529 689557 804427 2703383 441457 309413 458529 689557 804427 2703383 976705 1726678 23 51 89 253 298 714 2933 844 6477 8604 1299 20157 2724254 2291801 0.63380 0.58960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED NORTH AMERICA 0 7 PROGRAM SERVICES COMMUNITY IMPACT SERVICES 162546 0 7 0 0 0 7 162546 0 162546 0 0 0 0 0 0 PART III ACCOUNTING METHOD: CARRIE KAPPEL WIFE OF CARL PALMER (PRESIDENT/EXEC DIRECTOR) 34356 CONSULTING 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD MAKES A MOTION TO ASSIGN THE RESPONSIBILITY TO REVIEW AND APPROVE THE ORGANIZATION'S FORM 990 AT ITS ANNUAL MEETING AND THAT ROLE HAS BEEN ASSIGNED TO THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST AND COMPENSATION APPROVAL POLICIES. A SURVEY OF COMPARABLE SALARIES IS UNDERTAKEN AND A WRITTEN EMPLOYMENT CONTRACT IS EXECUTED, BOTH WITH BOARD REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 422,731. MANAGEMENT AND GENERAL EXPENSES 32,164. FUNDRAISING EXPENSES 4,595. TOTAL EXPENSES 459,490. CONSULTANTS: PROGRAM SERVICE EXPENSES 20,805. MANAGEMENT AND GENERAL EXPENSES 2,601. FUNDRAISING EXPENSES 2,601. TOTAL EXPENSES 26,007.