Nonprofit · EIN 99-4920246
OPTIVEST LEGACY FOUNDATION
Tax-exempt · DANA POINT, CA 92629
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,886,721 | $74,935 | $2,811,786 | $2,314,902 | $74,935 | $2,239,967 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,852,520
- Other income
- $34,201
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $18,151
- Excise tax on investment income
- $31,621
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $2,314,902
- Total liabilities, end of year
- $74,935
- Net assets, end of year
- $2,239,967
- Fair market value of assets
- $2,314,902
- Net investment income
- $2,274,896
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shannon Kavlich 24921 Dana Point Harbor B220, Dana Point, CA 92629 | Secretary | 8 | $18,151 |
| Mark Van Mourick 24921 Dana Point Harbor B220, Dana Point, CA 92629 | President | 2 | $0 |
| Tricia Van Mourick 24921 Dana Point Harbor B220, Dana Point, CA 92629 | Treasurer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 24921 DANA POINT HARBOR DR STE B220, DANA POINT, CA 92629-2933
- Signed the 990-PF
- Tricia Van Mourick, Treasurer
- Phone
- (949) 363-8686
- Return prepared by
- Wertz & Company LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 99-4920246 or by the name OPTIVEST LEGACY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 99-4920246
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $2,314,902
- Income (IRS master file)
- $2,886,721
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,886,721 | $74,935 | $2,314,902 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-4920246).
Questions about OPTIVEST LEGACY FOUNDATION
- What is the EIN of OPTIVEST LEGACY FOUNDATION?
- The employer identification number (EIN) of OPTIVEST LEGACY FOUNDATION is 99-4920246.
- Is OPTIVEST LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to OPTIVEST LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does OPTIVEST LEGACY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OPTIVEST LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPTIVEST LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of OPTIVEST LEGACY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $18,151 (Shannon Kavlich, Secretary).
- How much revenue does OPTIVEST LEGACY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,886,721, expenses of $74,935 and total assets of $2,314,902 at year end.
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All nonprofits in DANA POINT · California · Philanthropy, voluntarism and grantmaking foundations