Kathys Legacy Inc

Nonprofit profile at a glance

EIN
463127920
IRS 990-EZ coverage
2015–2025
Forms available
Form 990 2024, Form 990-EZ 2025, Form 990-N 2014
Location
Carlsbad, CA, USA
Phone
7609314704
Rating
90
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$142,287
Expenses
$192,544
Assets
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • STEPHEN RAWDING (Vice President)
  • COLLEEN WARREN (President)

People named in this filing

  • JIM WILLIS (Director)
  • GINNY SCHARBARTH (Executive Dir.)
  • AMY WEST (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Kathy's Legacy Foundation serves children and pets impacted by domestic violence. We revive hope, restore normalcy, and inspire dreams in the lives of children orphaned by intimate partner violence.

What it reported doing in 2025

Silver Lining - The program assists children whose lives are traumatically altered by the murder of a parent due to domestic violence. It provides monthly financial assistance to help with food, clothing, toiletries, household supplies, and gas. It also funds guardianship fees, legal name changes, furniture, therapy, dental, and orthodontic treatment. We provide opportunities for normalcy such as art, dance lessons, sports, and summer camps and cover the cost of opportunities that would otherwise be unaffordable. Silver Lining sees to the basic yet critical needs of these children and provides normalcy in their lives so they can experience the lost joys of childhood.Lady's Legacy - We provide foster care for the pets while the victim receives shelter assistance. We are resolved to establish a support system for victims and their pets to co-shelter upon leaving an abusive situation.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 94
  • Sustainability: 9
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 85.6%; rating input score 86

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 3rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -35.3%; rating input score 3; 3rd percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 20.1% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 9% per year; rating input score 100; 61st percentile among comparable filings
  • Asset growth: -3.3% per year; rating input score 0; 18th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 85.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $165K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 5 filed schedules
  • Filing history: 7 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 3/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • High — Growth: Asset growth scored 0/100.