Civic Intelligence

Ladera Foundation

990PF • Fiscal year 2021 • EIN 26-3877688

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
160 Commonwealth Ave Unit U2Boston, MA 02116-2349

(617) 262-8300

Siviq Scores

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

Liabilities / Assets

87th percentile

0.60x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

3.27x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

94th percentile

81%

Higher net margin than 94% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

98th percentile

305%

Faster asset growth than 98% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

101%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$8,721,265

Up $6,567,287 (+305%) from 2020

Net Assets

Up

$3,462,906

Up $1,308,928 (+61%) from 2020

Liabilities

Up

$5,258,359

Up $5,258,359 from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin94th percentile

Revenue

Up

$1,609,791

Up $810,585 (+101%) from 2020

Expenses

Down

$300,863

Down $482,763 (-62%) from 2020

Net Income

Up

$1,308,928

Up $1,293,348 (+8301%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2021

Assets$8,721,265
Liabilities$5,258,359
Net Assets$3,462,906
Open 2021 Filing

Operations Trend

Revenue Growth83rd 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

2021

Revenue$1,609,791
Expenses$300,863
Net Income$1,308,928
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RASHAD WAREHPresident/Director-$0--
Filing and Contact Details

Filer

Filer Name
Ladera Foundation
EIN
26-3877688
Phone
6172628300
Address
160 COMMONWEALTH AVE UNIT U2, BOSTON, MA 02116-2349

Signing Officer

Name
Rashad Wareh
Title
President
Phone
6172628300
Signed
2022-11-14
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 Appendix372 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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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/AppliedToCurrentYearAmt0227993
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0227993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0579933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0203550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0437956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0239881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0986750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0986750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01491450
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0579933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0203550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0437956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0239881
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0258123
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030130
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02478200
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02448070
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MILAGRO DE LADERA (DE) LP
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1DELAWARE LADERA MANAGEMENT COMPANY INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1160 COMMONWEALTH AVE UNIT U2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002116
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102116
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0229012
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1125000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1139
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0437
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0485
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11389
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01024201
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt112925
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt281752
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt365118
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt470793
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/Desc4OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01024201
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt281752
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt365118
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt470793
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01024201
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt112925
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt281752
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt365118
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt470793
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEEMED GAIN DEFERRED DUE TO NONCONSTRUCTIVE RECEIPT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt05258359
TaxesSchedule/TaxesDetail/Amt012261
TaxesSchedule/TaxesDetail/Amt11401
TaxesSchedule/TaxesDetail/Amt2950
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/NetInvestmentIncomeAmt11401
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RASHAD WAREH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06172628300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADERA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LADE
ReturnHeader/Filer/EIN0263877688
ReturnHeader/Filer/PhoneNum06172628300
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 COMMONWEALTH AVE UNIT U2
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/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG M FRYE
ReturnHeader/ReturnTs02022-11-15T17:21:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RASHAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAREH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,721,265
Liabilities
$5,258,359
Net assets
$3,462,906
Revenue
$1,609,791
Expenses
$300,863
Net income
$1,308,928
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