Civic Intelligence

Legacy Collaborative

990 • Fiscal year 2024 • EIN 93-4154266

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 16, 2025

Organization Profilewww.apogeesacramento.com
1750 Prairie City Road 130Folsom, CA 95630

(916) 542-4780

Siviq Scores

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

Liabilities / Assets

64th percentile

0.06x

Higher debt load relative to assets than 64% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.04x

Higher debt load relative to revenue than 58% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$20,270

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

$229,492

No earlier filing loaded for comparison.

Net Assets

$214,998

No earlier filing loaded for comparison.

Liabilities

$14,494

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

$407,891

No earlier filing loaded for comparison.

Expenses

$182,353

No earlier filing loaded for comparison.

Net Income

$225,538

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.

$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

2024

Assets$229,492
Liabilities$14,494
Net Assets$214,998
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2024

Revenue$407,891
Expenses$182,353
Net Income$225,538
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 16, 2025
Return Version
2024v5.1
Gross Receipts
$557,336
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$-10,540$214,998▲ $225,538
Savings and Temporary Cash Investments-$189,388-
Cash and Non-Interest-Bearing Accounts$2,460$40,104▲ $37,644
Loans From Officers Directors$13,000$13,000→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,460$229,492▲ $227,032
Other Assets Total-$0-
Liabilities
Other Liabilities-$1,494-
Total Liabilities$13,000$14,494▲ $1,494
Net Assets / Fund Balance
Total Net Assets Fund Balance$-10,540$214,998▲ $225,538
Total Liabilities and Net Assets / Fund Balance$2,460$229,492▲ $227,032
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hailey BellmerSecretaryPT$20,270$20,270
Francine HardyCEOFT$20,223$20,223
Heather LuDirectorFT$18,450$18,450
Brigitte ErwinDirectorFT$17,700$17,700
Kate BagleyTreasurerFT$15,391$15,391

Board Members and Trustees

NameTitle
Jared Austin-
Scott Erwin-
Sheri Silk-
Revenue and Support

Revenue Composition

Contributions and Grants
$348,301
Program Service Revenue
$63,557
Investment Income
$-3,967
Other Revenue
$0
All Other Contributions
$348,301
Change in Net Assets
$225,538

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$148,504Fmw
Total Noncash Contributions2$148,504-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$100,300
Other Expenses$82,053
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,493$17,700-$58,193
Current Officers, Directors, Trustees, and Key Employees$33,841--$33,841
Occupancy-$25,069-$25,069
All Other Expenses$8,451$4,606-$13,057
Payroll Taxes-$8,266-$8,266
Fees for Services Legal-$7,500-$7,500
Insurance-$3,897-$3,897
Advertising-$3,422-$3,422
Other Expenses$2,920$4,980-$2,920
Fees for Services Other-$2,768-$2,768
Fees for Services Accounting-$1,350-$1,350
Office Expenses-$1,332-$1,332
Total Functional Expenses$101,463$80,890$0$182,353
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$13,000$13,000→ $0
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank of America Cc$1,494
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Chief Executive Officer prepares Form 990 in collaboration with the organization?s CPA. The full draft is reviewed and approved by the Board of Directors prior to submission.”

Form 990, Part VI, Section B, Line 12C

“The Board discusses potential conflicts annually and as needed during meetings. Any declared conflicts are reviewed and appropriate recusal is documented in meeting minutes.”

Form 990, Part VI, Section B, Line 15A

“Final compensation decisions are incorporated into the annual organizational budget, which includes all hiring and salary recommendations. The full board reviews and approves the annual budget, thereby formally approving executive compensation. This process ensures transparency and accountability in line with nonprofit governance best practices.”

Form 990, Part VI, Section B, Line 15B

“Final compensation decisions are incorporated into the annual organizational budget, which includes all hiring and salary recommendations. The full board reviews and approves the annual budget, thereby formally approving executive compensation. This process ensures transparency and accountability in line with nonprofit governance best practices.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Kate Bagley
Title
CEO
Signed
2025-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Bagley
Formed
2023
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
2
Employees
5
Volunteers
1

Preparer

Firm
Megan Higuera
Address
17711 E Bentley Ct, Linden, CA 95236
Preparer
Megan Higuera
Phone
2094050136
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01494
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BANK OF AMERICA CC
IRS990ScheduleD/TotalLiabilityAmt01494
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
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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
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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMW
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Chief Executive Officer prepares Form 990 in collaboration with the organization?s CPA. The full draft is reviewed and approved by the Board of Directors prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board discusses potential conflicts annually and as needed during meetings. Any declared conflicts are reviewed and appropriate recusal is documented in meeting minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Final compensation decisions are incorporated into the annual organizational budget, which includes all hiring and salary recommendations. The full board reviews and approves the annual budget, thereby formally approving executive compensation. This process ensures transparency and accountability in line with nonprofit governance best practices.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Final compensation decisions are incorporated into the annual organizational budget, which includes all hiring and salary recommendations. The full board reviews and approves the annual budget, thereby formally approving executive compensation. This process ensures transparency and accountability in line with nonprofit governance best practices.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01750 PRAIRIE CITY ROAD 130
IRS990/USAddress/CityNm0FOLSOM
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095630
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IRS990/WebsiteAddressTxt0www.apogeesacramento.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE BAGLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY COLLABORATIVE
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0934154266
ReturnHeader/Filer/PhoneNum09165424780
ReturnHeader/Filer/USAddress/AddressLine1Txt01750 PRAIRIE CITY ROAD 130
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Megan Higuera

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$229,492
Liabilities
$14,494
Net assets
$214,998
Revenue
$407,891
Expenses
$182,353
Net income
$225,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.17$1.22$1.03$1.96$0.93
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.14$2.15$4.08$1.82$2.26