Civic Intelligence

Legacy Advance Inc

EIN 86-3276632 • 501(c)3 • Mission Viejo, CA

Profile

Organization's mission is to support, train and develop under-resourced leaders to create and implement locally-based solutions to poverty.

26512 San Torini RoadMission Viejo, CA 92692

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.37x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

98%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

34%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$94,434

Up $46,755 (+98%) from 2023

Liabilities

Up

$35,079

Up $1,799 (+5.4%) from 2023

Net Assets

Up

$59,355

Up $44,956 (+312%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin77th percentile

Revenue

Up

$195,719

Up $50,156 (+34%) from 2023

Expenses

Up

$150,763

Up $9,471 (+6.7%) from 2023

Net Income

Up

$44,956

Up $40,685 (+953%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2021: $23,785Liabilities 2021: $1,216Net Assets 2021: $22,5692021Assets 2022: $25,015Liabilities 2022: $14,887Net Assets 2022: $10,1282022Assets 2023: $47,679Liabilities 2023: $33,280Net Assets 2023: $14,3992023Assets 2024: $94,434Liabilities 2024: $35,079Net Assets 2024: $59,3552024

Highlighted filing

2024

Assets$94,434
Liabilities$35,079
Net Assets$59,355
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2021: $28,935Expenses 2021: $6,366Net Income 2021: $22,5692021Revenue 2022: $90,874Expenses 2022: $103,315Net Income 2022: -$12,4412022Revenue 2023: $145,563Expenses 2023: $141,292Net Income 2023: $4,2712023Revenue 2024: $195,719Expenses 2024: $150,763Net Income 2024: $44,9562024

Highlighted filing

2024

Revenue$195,719
Expenses$150,763
Net Income$44,956
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,434
Liabilities
$35,079
Net assets
$59,355
Revenue
$195,719
Expenses
$150,763
Net income
$44,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.35$0.59$1.96$1.51$0.45
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.33$0.14$1.46$1.41$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.15$0.10$0.91$1.03$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.23$0.29$0.06$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$195,719
Mission and Program Overview

Mission

Organization's mission is to improve lives by restoring hope in underserved communities.

Organization's mission is to support, train and develop under-resourced leaders to create and implement locally-based solutions to poverty.

Program Services

DescriptionGrantsExpenses
EMPOWER LEADERS TO CREATE INNOVATIVE, LOCAL SOLUTIONS TO POVERTY BY EQUIPPING THE LOCAL LEADERS WITH SKILLS AND SUPPORT NEEDED TO TRANSFORM THEIR COMMUNITIES.-$114,479
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREAS MEHRGUTHPresident & CEOPT$0--
TERESA L MEHRGUTHSecretaryPT$0--
BRUCE FARBERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Legacy Advance Inc
EIN
86-3276632
Phone
9493502335
Address
26512 SAN TORINI ROAD, MISSION VIEJO, CA 92692

Signing Officer

Name
Andreas Mehrguth
Title
President & CEO
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Yvonne R Oneill CPA
Address
23201 LAKE CENTER DR STE 215, LAKE FOREST, CA 92630
Preparer
YVONNE R O'NEILL
Phone
9495821577
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3111”

Other Expenses.1005

“Travel $842”

Other Expenses.1007

“Conferences, Conventions, and Meetings $215”

Other Expenses.1012

“Insurance $3251”

Other Expenses.1

“PROGRAM EXPENSES $7022”

Other Expenses.2

“Donor processing fees $2824”

Other Expenses.3

“MARKETING $1508”

Other Expenses.4

“Workers compensation $709”

Other Expenses.5

“WEB-SITE HOSTING $424”

Other Expenses.6

“BUSINESS GIFT $376”

Other Expenses.8

“Payroll processing fees $192”

Other Expenses.9

“BANK CHARGES $189”

Other Expenses.10

“FUNDRAISING $25”

Other Expenses.11

“EDUCATION/TRAINING $17”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $29100 Payable to Officers, Directors, Etc. - Ending $29100”

Total Liabilities.1

“PAYROLL TAXES PAYABLE - Beginning $3504 PAYROLL TAXES PAYABLE - Ending $4740”

Total Liabilities.2

“CREDIT CARDS PAYABLE - Beginning $676 CREDIT CARDS PAYABLE - Ending $1239”

Raw XML Appendix182 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092630
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERESA L MEHRGUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRUCE FARBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020705
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Organization's mission is to support, train and develop under-resourced leaders to create and implement locally-based solutions to poverty.
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt033280
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035079
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0150763
IRS990EZ/TotalProgramServiceExpensesAmt0114479
IRS990EZ/TotalRevenueAmt0195719
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0195719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0145563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt090874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028935
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt029100
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0EXPENDITURE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt08000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0ANDREAS MEHRGUTH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt029100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $3251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSES $7022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DONOR PROCESSING FEES $2824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARKETING $1508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WORKERS COMPENSATION $709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEB-SITE HOSTING $424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BUSINESS GIFT $376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL PROCESSING FEES $192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK CHARGES $189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FUNDRAISING $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13EDUCATION/TRAINING $17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Payable to Officers, Directors, Etc. - Beginning $29100 Payable to Officers, Directors, Etc. - Ending $29100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PAYROLL TAXES PAYABLE - Beginning $3504 PAYROLL TAXES PAYABLE - Ending $4740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16CREDIT CARDS PAYABLE - Beginning $676 CREDIT CARDS PAYABLE - Ending $1239
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREAS MEHRGUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY ADVANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0863276632
ReturnHeader/Filer/PhoneNum09493502335
ReturnHeader/Filer/USAddress/AddressLine1Txt026512 SAN TORINI ROAD
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092692
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263276969
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YVONNE R ONEILL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023201 LAKE CENTER DR STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092630
ReturnHeader/PreparerPersonGrp/PhoneNum09495821577
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE R O'NEILL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T21:13:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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