Civic Intelligence

Ladera Foundation

990PF • Fiscal year 2020 • EIN 26-3877688

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
160 Commonwealth AveBoston, MA 02116-2349

(617) 262-8300

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

44th percentile

1.9%

Higher net margin than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

0.7%

Faster asset growth than 41% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

3.3%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,153,978

Up $15,580 (+0.7%) from 2019

Net Assets

Up

$2,153,978

Up $15,580 (+0.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin44th percentile

Revenue

Up

$799,206

Up $25,874 (+3.3%) from 2019

Expenses

Up

$783,626

Up $375,470 (+92%) from 2019

Net Income

Down

$15,580

Down $349,596 (-96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$10M$5.0M$0Assets 2015: $2,834,932Liabilities 2015: $0Net Assets 2015: $2,834,9322015Assets 2016: $2,012,282Liabilities 2016: $0Net Assets 2016: $2,012,2822016Assets 2017: $2,009,115Liabilities 2017: $1,403Net Assets 2017: $2,007,7122017Assets 2018: $1,782,658Liabilities 2018: $9,436Net Assets 2018: $1,773,2222018Assets 2019: $2,138,398Liabilities 2019: $0Net Assets 2019: $2,138,3982019Assets 2020: $2,153,978Liabilities 2020: $0Net Assets 2020: $2,153,9782020Assets 2021: $8,721,265Liabilities 2021: $5,258,359Net Assets 2021: $3,462,9062021Assets 2022: $8,080,053Liabilities 2022: $0Net Assets 2022: $8,080,0532022Assets 2023: $7,737,018Liabilities 2023: $0Net Assets 2023: $7,737,0182023Assets 2024: $7,613,782Liabilities 2024: $38Net Assets 2024: $7,613,7442024

Highlighted filing

2020

Assets$2,153,978
Liabilities$0
Net Assets$2,153,978
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $838,195Expenses 2015: $46,659Net Income 2015: $791,5362015Revenue 2016: $312,921Expenses 2016: $1,135,571Net Income 2016: -$822,6502016Revenue 2017: $403,230Expenses 2017: $407,800Net Income 2017: -$4,5702017Revenue 2018: $435,373Expenses 2018: $669,863Net Income 2018: -$234,4902018Revenue 2019: $773,332Expenses 2019: $408,156Net Income 2019: $365,1762019Revenue 2020: $799,206Expenses 2020: $783,626Net Income 2020: $15,5802020Revenue 2021: $1,609,791Expenses 2021: $300,863Net Income 2021: $1,308,9282021Revenue 2022: $5,711,761Expenses 2022: $1,094,614Net Income 2022: $4,617,1472022Revenue 2023: $847,879Expenses 2023: $1,190,914Net Income 2023: -$343,0352023Revenue 2024: $364,841Expenses 2024: $169,115Net Income 2024: $195,7262024

Highlighted filing

2020

Revenue$799,206
Expenses$783,626
Net Income$15,580
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MYERS KAUPPILAPresident/Director-$0--
Filing and Contact Details

Filer

Filer Name
Ladera Foundation
EIN
26-3877688
Phone
6172628300
Address
160 COMMONWEALTH AVE, BOSTON, MA 02116-2349

Signing Officer

Name
Mary Myers Kauppila
Title
President
Phone
6172628300
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Rose Snyder & Jacobs Llp
Address
15821 VENTURA BLVD SUITE 490, ENCINO, CA 91436
Preparer
Craig M Frye
Phone
8184610600
Raw XML Appendix383 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LAACO LTD PARTNERSHIP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY MYERS KAUPPILA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0515 BELLEVILLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1434 GALVEZ MALL STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21875 I STREET NW S-500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3185 DEVONSHIRE STREET SUITE 1101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 20466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt511921 ROCKVILLE PIKE SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64301 WEST MARKHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW BEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ROCKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LITTLE ROCK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd672205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0762285
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0183111
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0183111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0203550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0437956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0239881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0986750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02448070
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0579933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0203550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0437956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0239881
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0986750
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0763044
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0579933
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02448070
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01868137
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MILAGRO DE LADERA (DE) LP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0160 COMMONWEALTH AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002116
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0290775
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt046
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0419
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0465
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt144
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0424594
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt127133
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt277950
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-25048
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LEGACY VENTURE V (QP), LLC - PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LAACO, LTD - PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2LAACO, LTD - PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3LEGACY VENTURE IX, LLC - PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0424594
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt277950
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-25048
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0424594
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt127133
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt277950
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-25048
TaxesSchedule/TaxesDetail/Amt09580
TaxesSchedule/TaxesDetail/Amt1581
TaxesSchedule/TaxesDetail/Amt23586
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1581
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MYERS KAUPPILA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06172628300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADERA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARY MYERS KAUPPILA
ReturnHeader/Filer/BusinessNameControlTxt0LADE
ReturnHeader/Filer/EIN0263877688
ReturnHeader/Filer/PhoneNum06172628300
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 COMMONWEALTH AVE
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021162349
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454095250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSE SNYDER & JACOBS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015821 VENTURA BLVD SUITE 490
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08184610600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG M FRYE
ReturnHeader/ReturnTs02021-11-15T15:29:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MYERS KAUPPILA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,153,978
Liabilities
$0
Net assets
$2,153,978
Revenue
$799,206
Expenses
$783,626
Net income
$15,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.36$0.17$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.85$1.19$0.34
2022Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$5.71$1.09$4.62
2021Detailed filing. Detailed filing data is available for this year.$8.72$5.26$3.46$1.61$0.30$1.31
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.80$0.78$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.77$0.41$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.01$1.77$0.44$0.67$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.40$0.41$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.31$1.14$0.82
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.84$0.05$0.79