Civic Intelligence

Legacy Advance Inc.

990EZ • Fiscal year 2021 • EIN 86-3276632

Mar 09, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization ProfileN/A
26512 San Torini RoadMission Viejo, CA 92692

(949) 350-2335

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

$23,785

No earlier filing loaded for comparison.

Net Assets

$22,569

No earlier filing loaded for comparison.

Liabilities

$1,216

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin95th percentile

Revenue

$28,935

No earlier filing loaded for comparison.

Expenses

$6,366

No earlier filing loaded for comparison.

Net Income

$22,569

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$23,785
Liabilities$1,216
Net Assets$22,569
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$28,935
Expenses$6,366
Net Income$22,569
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 9, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.0
Gross Receipts
$28,935
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
EDUCATION AND COACHING TO EMPOWER PEOPLE IN UNDERSERVED COMMUNITIES GLOBALLY TO IDENTIFY CHALLENGES AND PROVIDE HOLISTIC SOLUTIONS TO IMPROVE THEIR COMMUNITIES.--
Compensation and Service Providers
Top Officer Pay77th 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
2022-11-03
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.1001

“Advertising and Promotion $15”

Other Expenses.1005

“Travel $233”

Other Expenses.1

“WEBSITE DESIGN $1121”

Other Expenses.2

“On-line processing fees $291”

Other Expenses.3

“BANK CHARGES $141”

Other Expenses.4

“WEB-SITE HOSTING $30”

Total Liabilities.1

“PAYROLL TAXES PAYABLE - Beginning $0 PAYROLL TAXES PAYABLE - Ending $1216”

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDREAS MEHRGUTH
IRS990EZ/BooksInCareOfDetail/PhoneNum09493502335
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026512 SAN TORINI ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092692
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023785
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028935
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022569
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0319
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023785
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt028935
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022569
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022569
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREAS MEHRGUTH
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/OtherExpensesTotalAmt01831
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION'S MISSION IS TO IMPROVE LIVES BY RESTORING HOPE IN UNDERSERVED COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION AND COACHING TO EMPOWER PEOPLE IN UNDERSERVED COMMUNITIES GLOBALLY TO IDENTIFY CHALLENGES AND PROVIDE HOLISTIC SOLUTIONS TO IMPROVE THEIR COMMUNITIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04216
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01216
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06366
IRS990EZ/TotalRevenueAmt028935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt028935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028935
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt028935
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt028935
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028935
IRS990ScheduleA/TotalSupportAmt028935
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE DESIGN $1121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ON-LINE PROCESSING FEES $291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEB-SITE HOSTING $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYROLL TAXES PAYABLE - Beginning $0 PAYROLL TAXES PAYABLE - Ending $1216
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREAS MEHRGUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
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/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/ReturnTs02022-11-04T09:16:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEHRGUTH
ReturnHeader/TaxPeriodBeginDt02021-03-09
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,785
Liabilities
$1,216
Net assets
$22,569
Revenue
$28,935
Expenses
$6,366
Net income
$22,569
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