Civic Intelligence

Optivest Legacy Foundation

EIN 99-4920246 • Dana Point, CA

Pub. 78 Eligible

24921 Dana Point Harbor Dr Ste B220Dana Point, CA 92629

Siviq Scores

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

Higher debt load relative to assets than 54% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher debt load relative to revenue than 48% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

No value available

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

Source year 2024

No value available

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

Source year 2024

Balance Sheet

Liabilities / Assets54th percentile

Assets

$2,314,902

No earlier filing loaded for comparison.

Liabilities

$74,935

No earlier filing loaded for comparison.

Net Assets

$2,239,967

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue48th percentile Net Margin98th percentile

Revenue

$2,886,721

No earlier filing loaded for comparison.

Expenses

$74,935

No earlier filing loaded for comparison.

Net Income

$2,811,786

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2024

Assets$2,314,902

Liabilities$74,935

Net Assets$2,239,967

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2024

Revenue$2,886,721

Expenses$74,935

Net Income$2,811,786

Open 2024 Filing

Filings

Most recent year

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

Assets: $2,314,902
Liabilities: $74,935
Net assets: $2,239,967
Revenue: $2,886,721
Expenses: $74,935
Net income: $2,811,786

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.31	$0.07	$2.24	$2.89	$0.07	$2.81

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Sep 12, 2024 to Dec 31, 2024
Signed: Nov 17, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay53rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Shannon Kavlich	Secretary	PT	$18,151	-	$18,151
Mark Van Mourick	President	-	$0	-	-
Tricia Van Mourick	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Optivest Legacy Foundation
EIN: 99-4920246
Phone: 9493638686
Address: 24921 Dana Point Harbor Dr Ste B220, Dana Point, CA 92629

Signing Officer

Name: Tricia Van Mourick
Title: Treasurer
Signed: 2025-11-17
Discuss with paid preparer: Yes

Preparer

Firm: Wertz & Company LLP
Address: 5450 Trabuco Road, Irvine, CA 92620
Preparer: J Katie Sterling
Phone: 9497565000

Raw XML Appendix273 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.

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SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	Van Mourick Diversified LP
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	1	Mark Van Mourick
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	2	187 Monarch Bay
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	Las Vegas
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	1	Dana Point
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	2	Dana Point
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	NV
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	1	CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	2	CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	89101
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	1	92629
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	2	92629
TaxesSchedule/TaxesDetail/Amt	0	31621
TaxesSchedule/TaxesDetail/CategoryTxt	0	Excise Tax
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Tricia Van Mourick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Optivest Legacy Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	OPTI
ReturnHeader/Filer/EIN	0	994920246
ReturnHeader/Filer/PhoneNum	0	9493638686
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	24921 Dana Point Harbor Dr Ste B220
ReturnHeader/Filer/USAddress/CityNm	0	Dana Point
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92629
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	020639624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92620
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	J Katie Sterling
ReturnHeader/ReturnTs	0	2025-11-17T15:56:28-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-09-12
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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