Civic Intelligence

Laguna Board of Realtors Caf

EIN 20-1438786 • 501(c)3 • Laguna Beach, CA

1278 Glennyre Street STE 63Laguna Beach, CA 92651

www.lbr-caf.info

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-4071%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-29%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-96%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$34,701

Down $14,496 (-29%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$34,701

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$353

Down $8,294 (-96%) from 2023

Expenses

Up

$14,724

Up $2,814 (+24%) from 2023

Net Income

Down

-$14,371

Down $11,108 (-340%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2009: $28,881Liabilities 2009: $02009Assets 2010: $33,665Net Assets 2010: $33,6652010Assets 2011: $21,899Liabilities 2011: $02011Assets 2012: $24,925Liabilities 2012: $02012Assets 2013: $34,159Liabilities 2013: $02013Assets 2014: $46,758Liabilities 2014: $0Net Assets 2014: $46,7582014Assets 2015: $49,007Liabilities 2015: $0Net Assets 2015: $49,0072015Assets 2016: $59,982Liabilities 2016: $02016Assets 2017: $77,104Liabilities 2017: $0Net Assets 2017: $77,1042017Assets 2018: $92,180Liabilities 2018: $0Net Assets 2018: $92,1802018Assets 2019: $104,610Liabilities 2019: $0Net Assets 2019: $104,6102019Assets 2020: $89,723Liabilities 2020: $02020Assets 2021: $57,003Liabilities 2021: $0Net Assets 2021: $57,0032021Assets 2022: $52,460Liabilities 2022: $0Net Assets 2022: $52,4602022Assets 2023: $49,197Liabilities 2023: $02023Assets 2024: $34,701Liabilities 2024: $0Net Assets 2024: $34,7012024

Highlighted filing

2024

Assets$34,701
Liabilities$0
Net Assets$34,701
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50KRevenue 2009: $16,987Expenses 2009: $7,219Net Income 2009: $9,7682009Revenue 2010: $13,047Expenses 2010: $8,263Net Income 2010: $4,7842010Revenue 2011: $5,899Expenses 2011: $17,665Net Income 2011: -$11,7662011Revenue 2012: $10,334Expenses 2012: $7,308Net Income 2012: $3,0262012Revenue 2013: $20,948Expenses 2013: $11,714Net Income 2013: $9,2342013Revenue 2014: $113,377Expenses 2014: $100,778Net Income 2014: $12,5992014Revenue 2015: $111,144Expenses 2015: $108,895Net Income 2015: $2,2492015Revenue 2016: $93,915Expenses 2016: $82,940Net Income 2016: $10,9752016Revenue 2017: $88,771Expenses 2017: $71,649Net Income 2017: $17,1222017Revenue 2018: $94,454Expenses 2018: $79,378Net Income 2018: $15,0762018Revenue 2019: $73,102Expenses 2019: $60,672Net Income 2019: $12,4302019Revenue 2020: -$166Expenses 2020: $14,721Net Income 2020: -$14,8872020Revenue 2021: $530Expenses 2021: $33,250Net Income 2021: -$32,7202021Revenue 2022: $4,084Expenses 2022: $8,627Net Income 2022: -$4,5432022Revenue 2023: $8,647Expenses 2023: $11,910Net Income 2023: -$3,2632023Revenue 2024: $353Expenses 2024: $14,724Net Income 2024: -$14,3712024

Highlighted filing

2024

Revenue$353
Expenses$14,724
Net Income-$14,371
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$34,701
Liabilities
$0
Net assets
$34,701
Revenue
$353
Expenses
$14,724
Net income
-$14,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00$0.15$0.14
2023Summary only. Only limited summary data is available for this year.$0.49$0.00$0.09$0.12$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.04$0.09$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.01$0.33$0.33
2020Summary only. Only limited summary data is available for this year.$0.90$0.00$0.00$0.15$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.73$0.61$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.94$0.79$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.89$0.72$0.17
2016Summary only. Only limited summary data is available for this year.$0.60$0.00$0.94$0.83$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$1.11$1.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.13$1.01$0.13
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.21$0.12$0.09
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.10$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.06$0.18$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.34$0.13$0.08$0.05
2009Summary only. Only limited summary data is available for this year.$0.29$0.00$0.17$0.07$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$353
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Provided charitable assistance to various individuals and organizations to provide charitable assistance to the local community-$13,263
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy LinebackSecretaryPT$0--
Michael LaRichPresidentPT$0--
Nancy PooleyTreasurerPT$0--
Gayle WaiteVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Laguna Real Estate Charitable Assistance Fund
EIN
20-1438786
In Care Of
% Nancy Pooley
Phone
9494902699
Address
1278 Glennyre Street STE 63, Laguna Beach, CA 92651

Signing Officer

Name
Nancy Pooley
Title
Treasurer
Phone
9492303353
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Accounting and Tax Solutions
Address
1000 N COAST HWY SUITE 1, LAGUNA BEACH, CA 92651
Preparer
Todd Hammett CPA
Phone
9496795700
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountEvent Expenses 11,798Advertising and Promo 148Bank Fees 79Reimbursed Expenses 203Subscriptions 938Legal & Professional Fees 1,461Taxes & Licenses 75Computer & Website 22”

Other changes in net assets or fund balances Part I line 20

“Description AmountFederal Taxes (125)”

General explanation attachment

“The organizations purpose is to raise and administer funds and assets that are donated, bequethed or devised by any lawful manner in order to provide charitable assistance to the local community, including donations to other non-profit organizations and providing financial assistance to individuals in need.”

Raw XML Appendix160 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/PersonNm0Nancy Pooley
IRS990EZ/BooksInCareOfDetail/PhoneNum09494902699
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01278 Glennyre Street Ste 63
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguna Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092651
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049197
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034701
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0297
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14371
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049197
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034701
IRS990EZ/GrossReceiptsAmt0353
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt056
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049197
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034701
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049197
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034701
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tracy Lineback
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael LaRich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nancy Pooley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gayle Waite
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-125
IRS990EZ/OtherExpensesTotalAmt014724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided charitable assistance to various individuals and organizations to provide charitable assistance to the local community
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013263
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014724
IRS990EZ/TotalProgramServiceExpensesAmt013263
IRS990EZ/TotalRevenueAmt0353
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.LRE-CAF.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0297
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0689
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0311
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0495
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0311
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0495
IRS990ScheduleA/InvestmentIncomeCYPct00.30000
IRS990ScheduleA/InvestmentIncomePYPct00.33000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70090
IRS990ScheduleA/PublicSupportPY509Pct00.66530
IRS990ScheduleA/PublicSupportTotal509Amt01160
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0689
IRS990ScheduleA/Total509Grp/TotalAmt01160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEvent Expenses 11,798Advertising and Promo 148Bank Fees 79Reimbursed Expenses 203Subscriptions 938Legal & Professional Fees 1,461Taxes & Licenses 75Computer & Website 22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFederal Taxes (125)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organizations purpose is to raise and administer funds and assets that are donated, bequethed or devised by any lawful manner in order to provide charitable assistance to the local community, including donations to other non-profit organizations and providing financial assistance to individuals in need.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2General explanation attachment
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY POOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09492303353
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Laguna Real Estate Charitable Assistance Fund
ReturnHeader/Filer/BusinessNameControlTxt0LAGU
ReturnHeader/Filer/EIN0201438786
ReturnHeader/Filer/InCareOfNm0% Nancy Pooley
ReturnHeader/Filer/PhoneNum09494902699
ReturnHeader/Filer/USAddress/AddressLine1Txt01278 Glennyre Street STE 63
ReturnHeader/Filer/USAddress/CityNm0Laguna Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455178250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING AND TAX SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 N COAST HWY SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092651
ReturnHeader/PreparerPersonGrp/PhoneNum09496795700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD HAMMETT CPA
ReturnHeader/ReturnTs02025-05-19T12:15:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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