Civic Intelligence

Legacy Advance Inc.

990EZ • Fiscal year 2022 • EIN 86-3276632

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 29, 2023

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

91st percentile

0.60x

Higher debt load relative to assets than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

214%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$25,015

Up $1,230 (+5.2%) from 2021

Net Assets

Down

$10,128

Down $12,441 (-55%) from 2021

Liabilities

Up

$14,887

Up $13,671 (+1124%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin23rd percentile

Revenue

Up

$90,874

Up $61,939 (+214%) from 2021

Expenses

Up

$103,315

Up $96,949 (+1523%) from 2021

Net Income

Down

-$12,441

Down $35,010 (-155%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

2022

Assets$25,015
Liabilities$14,887
Net Assets$10,128
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

2022

Revenue$90,874
Expenses$103,315
Net Income-$12,441
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 29, 2023
Return Version
2022v5.0
Gross Receipts
$90,874
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.-$90,968
Compensation and Service Providers
Top Officer Pay78th 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
2023-09-29
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 $1167”

Other Expenses.1005

“Travel $4114”

Other Expenses.1007

“Conferences, Conventions, and Meetings $50”

Other Expenses.1012

“Insurance $123”

Other Expenses.1

“BANK CHARGES $1314”

Other Expenses.2

“MARKETING $902”

Other Expenses.3

“Workers compensation $722”

Other Expenses.4

“WEBSITE DESIGN $416”

Other Expenses.5

“WEB-SITE HOSTING $139”

Other Expenses.6

“BUSINESS GIFT $80”

Other Expenses.7

“Payroll processing fees $65”

Other Expenses.8

“On-line processing fees $45”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $8000”

Total Liabilities.1

“PAYROLL TAXES PAYABLE - Beginning $1216 PAYROLL TAXES PAYABLE - Ending $6887”

Raw XML Appendix178 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/BOYAmt023785
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025015
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt090874
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12441
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01848
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023785
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025015
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt090874
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LoansToFromOfficersAmt08000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022569
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010128
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022569
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010128
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/OtherExpensesTotalAmt09137
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION'S MISSION IS TO IMPROVE LIVES BY RESTORING HOPE IN UNDERSERVED COMMUNITIES.
IRS990EZ/PrintingPublicationsPostageAmt012
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION AND COACHING TO EMPOWER PEOPLE IN UNDERSERVED COMMUNITIES GLOBALLY TO IDENTIFY CHALLENGES AND PROVIDE HOLISTIC SOLUTIONS TO IMPROVE THEIR COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090968
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt092318
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01216
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014887
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0103315
IRS990EZ/TotalProgramServiceExpensesAmt090968
IRS990EZ/TotalRevenueAmt090874
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt090874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0119809
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0119809
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt090874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028935
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0119809
IRS990ScheduleA/TotalSupportAmt0119809
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/BalanceDueAmt08000
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/TotalBalanceDueAmt08000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $4114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $1314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MARKETING $902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WORKERS COMPENSATION $722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE DESIGN $416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEB-SITE HOSTING $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BUSINESS GIFT $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL PROCESSING FEES $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ON-LINE PROCESSING FEES $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PAYROLL TAXES PAYABLE - Beginning $1216 PAYROLL TAXES PAYABLE - Ending $6887
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.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREAS MEHRGUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-29
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/ReturnTs02023-10-15T21:43:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEHRGUTH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,015
Liabilities
$14,887
Net assets
$10,128
Revenue
$90,874
Expenses
$103,315
Net income
-$12,441
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