Civic Intelligence

Legacy Collaborative

990EZ • Fiscal year 2025 • EIN 93-4154266

Jan 01, 2025 to Jun 30, 2025 • Filed on Aug 29, 2025

1750 Prairie City Road 130-1127Folsom, CA 95630

(916) 542-4780

Siviq Scores

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

Liabilities / Assets

84th percentile

0.12x

Higher debt load relative to assets than 84% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

88th percentile

0.16x

Higher debt load relative to revenue than 88% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

6th percentile

-90%

Higher net margin than 6% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$24,558

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-40%

Faster asset growth than 12% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$138,595

Down $90,897 (-40%) from 2024

Net Assets

Down

$122,046

Down $92,952 (-43%) from 2024

Liabilities

Up

$16,549

Up $2,055 (+14%) from 2024

Revenue

Down

$103,375

Down $304,516 (-75%) from 2024

Expenses

Up

$196,327

Up $13,974 (+7.7%) from 2024

Net Income

Down

-$92,952

Down $318,490 (-141%) from 2024

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2024: $229,492Liabilities 2024: $14,494Net Assets 2024: $214,9982024Assets 2025: $138,595Liabilities 2025: $16,549Net Assets 2025: $122,0462025

Highlighted filing

2025

Assets$138,595
Liabilities$16,549
Net Assets$122,046

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2024: $407,891Expenses 2024: $182,353Net Income 2024: $225,5382024Revenue 2025: $103,375Expenses 2025: $196,327Net Income 2025: -$92,9522025

Highlighted filing

2025

Revenue$103,375
Expenses$196,327
Net Income-$92,952
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Jun 30, 2025
Signed
Aug 29, 2025
Return Version
2024v5.2
Gross Receipts
$103,375
Mission and Program Overview

Mission

To provide a faith-centered academy equipping young leaders with confidence, character, and competence to engage their callings and joyfully impact the world.

Program Services

DescriptionGrantsExpenses
Pre-K and early elementary educational programs serving children ages 310 in a Christ-centered, mixed-age learning environment.-$105,865
Whole Life Co., we offered enrichment classes to children 3-15 years old focused on holistic development.-$15,472
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE BAGLEYCEOFT$24,558-$24,558
HEATHER LUSecretaryFT$23,188-$23,188
SCOTT ERWINTreasurer-$0--
JARED AUSTINDirector-$0--
SHERI SILKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Legacy Collaborative
EIN
93-4154266
Phone
9165424780
Address
1750 PRAIRIE CITY ROAD 130-1127, FOLSOM, CA 95630

Signing Officer

Name
Kate Bagley
Title
CEO
Signed
2025-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Megan Higuera
Address
17711 E Bentley Ct, Linden, CA 95236
Preparer
Megan Higuera
Phone
2094050136
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1046

Other Expenses.1002

Office Expenses $147

Other Expenses.1012

Insurance $3283

Other Expenses.1

Dues and subscriptions $4456

Other Expenses.2

Cleaning and maintenance $3099

Other Expenses.3

BANK FEES $2160

Other Expenses.4

LEARNING MATERIALS $2143

Other Expenses.5

TEAM DEVELOPMENT $1801

Other Expenses.7

Special event supplies $730

Other Expenses.8

BENEVOLENCE $452

Other Expenses.9

Merchant service fees $105

Other Expenses.10

WORK DAY SUPPLIES $50

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $5052

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $13000 Payable to Officers, Directors, Etc. - Ending $13000

Total Liabilities.1

BANK OF AMERICA CC - Beginning $1494 BANK OF AMERICA CC - Ending $3549

Raw XML Appendix192 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/PhoneNum09165424780
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOLSOM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0229492
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IRS990EZ/CompensationHighestPaidEmplGrp/CompensationAmt125212
IRS990EZ/CompensationHighestPaidEmplGrp/CompensationAmt224563
IRS990EZ/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
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IRS990EZ/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990EZ/CompensationHighestPaidEmplGrp/PersonNm0BRIGITTE ERWIN
IRS990EZ/CompensationHighestPaidEmplGrp/PersonNm1FRANCINE HARDY
IRS990EZ/CompensationHighestPaidEmplGrp/PersonNm2HAILEY BELLMER
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt0CAMPUS DIRECTOR
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM LEAD GUIDE
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt2PROGRAM LEAD GUIDE
IRS990EZ/ContributionsGiftsGrantsEtcAmt015166
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IRS990EZ/ExcessOrDeficitForYearAmt0-92952
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138595
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt02970
IRS990EZ/LoansToFromOfficersAmt013000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0214998
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122046
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0214998
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122046
IRS990EZ/OccupancyRentUtltsAndMaintAmt020569
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt024558
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt123188
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATE BAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER LU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT ERWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JARED AUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERI SILK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05052
IRS990EZ/OtherExpensesTotalAmt019472
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide a faith-centered academy equipping young leaders with confidence, character, and competence to engage their callings and joyfully impact the world.
IRS990EZ/PrintingPublicationsPostageAmt01349
IRS990EZ/ProgramServiceRevenueAmt085239
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Pre-K and early elementary educational programs serving children ages 310 in a Christ-centered, mixed-age learning environment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Whole Life Co., we offered enrichment classes to children 3-15 years old focused on holistic development.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0105865
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115472
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0129876
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014494
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016549
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0196327
IRS990EZ/TotalProgramServiceExpensesAmt0121337
IRS990EZ/TotalRevenueAmt0103375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.apogeesacramento.com
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES AND SUBSCRIPTIONS $4456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLEANING AND MAINTENANCE $3099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $2160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LEARNING MATERIALS $2143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEAM DEVELOPMENT $1801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SPECIAL EVENT SUPPLIES $730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BENEVOLENCE $452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MERCHANT SERVICE FEES $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WORK DAY SUPPLIES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $5052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Payable to Officers, Directors, Etc. - Beginning $13000 Payable to Officers, Directors, Etc. - Ending $13000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK OF AMERICA CC - Beginning $1494 BANK OF AMERICA CC - Ending $3549
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE BAGLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY COLLABORATIVE
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0934154266
ReturnHeader/Filer/PhoneNum09165424780
ReturnHeader/Filer/USAddress/AddressLine1Txt01750 PRAIRIE CITY ROAD 130-1127
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Megan Higuera
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017711 E Bentley Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Linden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095236
ReturnHeader/PreparerPersonGrp/PhoneNum02094050136
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Megan Higuera
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-29T11:03:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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