Better Business Bureau Report for
Legacy Community Health Services, Inc.

Better Business Bureau Report issued September 2014
Better Business Bureau Report expires September 2015

This BBB Accredited charity meets all 20 Standards for Charity Accountability and is a Seal Holder. Find out more...

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Charity Contact Information

Name: Legacy Community Health Services, Inc.
Address: 1415 California St.
  Houston, TX 77006
Phone: 832-548-5000
Web Address:
Also known as:Legacy Community Health Services
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Better Business Bureau Comments

Formerly known as:Montrose Clinic
The Assistance Fund

Year, State Incorporated: 1981, Texas
Affiliates: None
Stated Purpose: Driving healthy change in our communities.

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Evaluation Conclusions


Legacy Community Health Services, Inc. meets the 20 Standards for Charity Accountability.
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Legacy Community Health Services is a full-service, Federally Qualified Health Center that identifies unmet needs and gaps in health-related services and develops client-centered programs to address those needs. A United Way-affiliated agency since 1990, they currently provide adult primary care, pediatrics, dental and optometry services, OB/GYN services, behavioral health for adults and children, family planning, health promotion and community outreach, wellness and nutrition, and comprehensive HIV/AIDS care. Legacy’s team of health care professionals—physicians, nurse practitioners, psychiatrists, ophthalmologists, optometrists, social workers, nutritionists, and nurses—tailor services to meet the needs of each patient regardless of age, sex, race/ethnicity, sexual orientation, gender identity, or ability to pay. For more than 30 years, this Houston-area institution has been treating marginalized, indigent, and underserved Texans through a holistic approach to health care that promotes optimal health and wellness. Legacy accepts Medicaid, Medicare, and most health insurance plans, and offers sliding fee scales at five locations in Houston, two in Baytown and one in Beaumont. Generous financial support from individuals, businesses, and charitable foundations allows Legacy to provide no-cost or low-cost health care services to more than 85,000 men, women, and children each year.

For the fiscal year ended June 30, 2013, Legacy Community Health Services, Inc.'s program expenses were:

Total Program Expenses: $
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Chief Executive : Katy Caldwell, Executive Director

Chair of the Board: Bryan Hlavinka
Chair's Profession / Business Affiliation: Systems Completion Engineer, Noble Energy

Board Size: 17

Paid Staff Size: 596

*Compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.
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Fund Raising


Method(s) Used:

direct mail, invitations to fund raising events, grant proposals, planned giving arrangements, membership
Fund raising costs were 11% of related contributions. (Related contributions, which totaled $11,742,879, are donations received as a result of fund raising activities.)
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Tax Status


This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
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The following information is based on Legacy Community Health Services, Inc.'s audited financial statements for the fiscal year ended June 30, 2013.

Source of Funds  
Patient Service Revenue 39,769,135
Grant Revenue 9,050,514
Net Assets Released from Restrictions 1,177,812
Other 995,411
Contribution Revenue 862,256
Special Events 652,297
Total Income $52,507,425


Uses of Funds as a % of Total Expenses

Programs: 77%  Fund Raising: 3%  Administrative: 20% 

Total income $52,507,425
Program expenses $38,499,843
Fund raising expenses 1,308,700
Administrative expenses 9,675,792
Total expenses $49,484,335
Income in Excess of Expenses 3,023,090
Beginning net assets 16,640,216
Ending net assets 19,663,306
Total liabilities 4,340,829
Total assets $24,004,135

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The BBB has processed no complaints about this organization in the past 36 months, our standard reporting period.

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An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the BBB Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the Council of Better Business Bureaus, Inc.

This report is not to be used for fund raising or promotional purposes.

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