Loading organization details...
Loading organization details...
Legacy is a unique health care system founded on the tradition and values of community health care organizations, the healing ministries of the Lutheran and Episcopal Churches and community physicians who provide dedicated health services with care, compassion and excellence.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$506.6M
Program Spending
99%
of total expenses go to program services
Total Contributions
$1.9M
Total Expenses
▼$344.1M
Total Assets
$2.1B
Total Liabilities
▼$1.5B
Net Assets
$600.9M
Officer Compensation
→$17.3M
Other Salaries
$131.8M
Investment Income
$121.2M
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$125K
Awards Found
1
| Awarding Agency | Description | Amount | Fiscal Year | Period | Link |
|---|---|---|---|---|---|
| Department of Health and Human Services | CA LEGACY HEALTH ENDOWMENT PERSON-CENTERED CARE COMMUNITY LIVING PILOT PROGRAM | $125K | FY2023 | Jul 2023 – Jun 2024 | Open → |
Department of Health and Human Services
$125K
CA LEGACY HEALTH ENDOWMENT PERSON-CENTERED CARE COMMUNITY LIVING PILOT PROGRAM
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
10
Clean Audits
9
Material Weakness
Yes
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $4.7M | Yes | 2025-07-28 |
| 2024 | Clean | Unmodified (Clean) | $22.5M | Yes | 2024-09-09 |
| 2023 | Clean | Unmodified (Clean) | $47.8M | No | 2023-12-29 |
| 2022 | Material Weakness | Unmodified (Clean) | $102.2M | Yes | 2022-12-19 |
| 2021 | Clean | Unmodified (Clean) | $6.8M | Yes | 2022-06-16 |
| 2020 | Clean | Unmodified (Clean) | $3M | Yes | 2020-07-06 |
| 2019 | Clean | Unmodified (Clean) | $2.5M | Yes | 2019-06-19 |
| 2018 | Clean | Unmodified (Clean) | $2.4M | Yes | 2018-07-10 |
| 2017 | Clean | Unmodified (Clean) | $2.9M | Yes | 2017-08-14 |
| 2016 | Clean | Unmodified (Clean) | $4.4M | Yes | 2016-08-14 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$4.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$22.5M
Financial Report
Unmodified (Clean)
Federal Expenditure
$47.8M
Financial Report
Unmodified (Clean)
Federal Expenditure
$102.2M
Financial Report
Unmodified (Clean)
Federal Expenditure
$6.8M
Financial Report
Unmodified (Clean)
Federal Expenditure
$3M
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.5M
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.9M
Financial Report
Unmodified (Clean)
Federal Expenditure
$4.4M
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: SOUNK
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $506.6M | $1.9M | $344.1M | $2.1B | $600.9M |
| 2022 | $316.3M | $1.5M | $322.3M | $2.3B | $502.3M |
| 2021 | $517.9M | $3.9M | $238.5M | $2.1B | $283.1M |
| 2020 | $218.1M | $1M | $257.7M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Kathryn Correia | President & CEO | 40 | $3.5M | $0 | $319K | $3.9M |
| Alexander Gladney | Secretary | 40 | $2.4M | $0 | $26.9K | $2.5M |
| Anna Loomis | CFO & Treasurer | 40 | $1.4M | $0 | $153.8K | $1.6M |
| Craig R Armstrong | Secretary | 40 | $389.4K | $0 | $60.7K | $450.1K |
| Charles Wilhoite | Chairman | 4 | $45K | $0 | $0 | $45K |
| David Ramus | Vice Chair | 4 | $35K | $0 | $0 | $35K |
Kathryn Correia
President & CEO
$3.9M
Hrs/Wk
40
Compensation
$3.5M
Related Orgs
$0
Other
$319K
Alexander Gladney
Secretary
$2.5M
Hrs/Wk
40
Compensation
$2.4M
Related Orgs
$0
Other
$26.9K
Anna Loomis
CFO & Treasurer
$1.6M
Hrs/Wk
40
Compensation
$1.4M
Related Orgs
$0
Other
$153.8K
Craig R Armstrong
Secretary
$450.1K
Hrs/Wk
40
Compensation
$389.4K
Related Orgs
$0
Other
$60.7K
Charles Wilhoite
Chairman
$45K
Hrs/Wk
4
Compensation
$45K
Related Orgs
$0
Other
$0
David Ramus
Vice Chair
$35K
Hrs/Wk
4
Compensation
$35K
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Bishop Diana Akiyama | Board Member | 3 | $0 | $0 | $0 | $0 |
| Bishop Laurie Larson Caesar | Board Member | 3 | $0 | $0 | $0 | $0 |
| Edgar Navas | Board Director | 3 | $15K | $0 | $0 | $15K |
| Gayle Goschie | Board Director | 3 | $25K | $0 | $0 | $25K |
| Jack A Friedman | Board Director | 3 | $15K | $0 | $0 | $15K |
| Jeffrey Barber | Board Director |
Bishop Diana Akiyama
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Bishop Laurie Larson Caesar
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Edgar Navas
Board Director
$15K
Hrs/Wk
3
Compensation
$15K
Related Orgs
$0
Other
$0
| $1.6B |
| $4.5M |
| 2019 | $285.7M | $941.1K | $252.5M | $1.5B | $120M |
| 2018 | $267.4M | $893.1K | $255.4M | $1.4B | $87.6M |
| 2017 | $227.7M | $404.9K | $243.7M | $1.3B | $67.4M |
| 2016 | $215M | $469.9K | $223M | $1B | $65M |
| 2015 | $185.7M | $517.5K | $195M | $1.1B | $76.2M |
| 2014 | $189.5M | $507.6K | $187.1M | $973.9M | $96.9M |
| 2013 | $184.6M | $588.7K | $180.6M | $903.2M | $87.3M |
| 2012 | $185.6M | $423.2K | $180.6M | $848.4M | $86.5M |
| 2011 | $170.6M | $661.8K | $172.6M | $1.1B | $90.1M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| 3 |
| $15K |
| $0 |
| $0 |
| $15K |
| Jerry D Petty | Board Director | 3 | $15K | $0 | $0 | $15K |
| Jonathan Hill Md | Board Director | 3 | $0 | $413.5K | $66K | $479.5K |
| Joseph Frankhouse Md | Board Director | 3 | $0 | $627.6K | $71.6K | $699.2K |
| Leslie Root Md | Board Director | 3 | $0 | $220.7K | $63.4K | $284.1K |
| Lisa Wynn Freedman | Board Director | 3 | $15K | $0 | $0 | $15K |
| Lynn T Gust | Board Director | 3 | $25K | $0 | $0 | $25K |
| Nancy Horton | Board Director | 3 | $25K | $0 | $0 | $25K |
| Nancy R Locke | Board Director | 3 | $25K | $0 | $0 | $25K |
| Nasreen Ilias-Khan Md | Board Director | 3 | $15K | $0 | $0 | $15K |
| Nathalie G Johnson Md | Board Director | 3 | $0 | $730.3K | $63K | $793.3K |
| Patrick Reiten | Board Director | 3 | $15K | $0 | $0 | $15K |
| Samir Desai Md | Board Director | 3 | $15K | $0 | $0 | $15K |
Gayle Goschie
Board Director
$25K
Hrs/Wk
3
Compensation
$25K
Related Orgs
$0
Other
$0
Jack A Friedman
Board Director
$15K
Hrs/Wk
3
Compensation
$15K
Related Orgs
$0
Other
$0
Jeffrey Barber
Board Director
$15K
Hrs/Wk
3
Compensation
$15K
Related Orgs
$0
Other
$0
Jerry D Petty
Board Director
$15K
Hrs/Wk
3
Compensation
$15K
Related Orgs
$0
Other
$0
Jonathan Hill Md
Board Director
$479.5K
Hrs/Wk
3
Compensation
$0
Related Orgs
$413.5K
Other
$66K
Joseph Frankhouse Md
Board Director
$699.2K
Hrs/Wk
3
Compensation
$0
Related Orgs
$627.6K
Other
$71.6K
Leslie Root Md
Board Director
$284.1K
Hrs/Wk
3
Compensation
$0
Related Orgs
$220.7K
Other
$63.4K
Lisa Wynn Freedman
Board Director
$15K
Hrs/Wk
3
Compensation
$15K
Related Orgs
$0
Other
$0
Lynn T Gust
Board Director
$25K
Hrs/Wk
3
Compensation
$25K
Related Orgs
$0
Other
$0
Nancy Horton
Board Director
$25K
Hrs/Wk
3
Compensation
$25K
Related Orgs
$0
Other
$0
Nancy R Locke
Board Director
$25K
Hrs/Wk
3
Compensation
$25K
Related Orgs
$0
Other
$0
Nasreen Ilias-Khan Md
Board Director
$15K
Hrs/Wk
3
Compensation
$15K
Related Orgs
$0
Other
$0
Nathalie G Johnson Md
Board Director
$793.3K
Hrs/Wk
3
Compensation
$0
Related Orgs
$730.3K
Other
$63K
Patrick Reiten
Board Director
$15K
Hrs/Wk
3
Compensation
$15K
Related Orgs
$0
Other
$0
Samir Desai Md
Board Director
$15K
Hrs/Wk
3
Compensation
$15K
Related Orgs
$0
Other
$0