Civic Intelligence

Laguna Niguel Military Support Foundation

990EZ • Fiscal year 2020 • EIN 32-0241114

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 08, 2021

Organization ProfileN/A
30111 Crown Valley ParkwayLaguna Niguel, CA 92677

(949) 362-4300

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

35%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

68%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,240

Up $15,928 (+35%) from 2019

Net Assets

Up

$61,240

Up $15,928 (+35%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$62,659

Up $25,415 (+68%) from 2019

Expenses

Down

$46,731

Down $19,411 (-29%) from 2019

Net Income

Up

$15,928

Up $44,826 (+155%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$100K$50K$0Assets 2013: $27,190Net Assets 2013: $27,1902013Assets 2014: $40,769Net Assets 2014: $40,7692014Assets 2015: $53,925Net Assets 2015: $53,9252015Assets 2016: $47,651Net Assets 2016: $47,6512016Assets 2017: $52,751Net Assets 2017: $52,7512017Assets 2018: $74,210Net Assets 2018: $74,2102018Assets 2019: $45,312Net Assets 2019: $45,3122019Assets 2020: $61,240Net Assets 2020: $61,2402020Assets 2021: $42,836Net Assets 2021: $42,8362021Assets 2022: $76,496Liabilities 2022: $0Net Assets 2022: $76,4962022Assets 2023: $86,493Liabilities 2023: $0Net Assets 2023: $86,4932023Assets 2024: $57,777Liabilities 2024: $0Net Assets 2024: $57,7772024Assets 2025: $54,300Liabilities 2025: $0Net Assets 2025: $54,3002025

Highlighted filing

2020

Assets$61,240
Liabilities-
Net Assets$61,240
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $9,708Expenses 2013: $27,033Net Income 2013: -$17,3252013Revenue 2014: $85,765Expenses 2014: $72,186Net Income 2014: $13,5792014Revenue 2015: $104,069Expenses 2015: $90,913Net Income 2015: $13,1562015Revenue 2016: $57,436Expenses 2016: $64,051Net Income 2016: -$6,6152016Revenue 2017: $66,515Expenses 2017: $61,415Net Income 2017: $5,1002017Revenue 2018: $73,048Expenses 2018: $51,589Net Income 2018: $21,4592018Revenue 2019: $37,244Expenses 2019: $66,142Net Income 2019: -$28,8982019Revenue 2020: $62,659Expenses 2020: $46,731Net Income 2020: $15,9282020Revenue 2021: $17,120Expenses 2021: $35,524Net Income 2021: -$18,4042021Revenue 2022: $79,775Expenses 2022: $46,115Net Income 2022: $33,6602022Revenue 2023: $80,633Expenses 2023: $70,636Net Income 2023: $9,9972023Revenue 2024: $13,267Expenses 2024: $41,983Net Income 2024: -$28,7162024Revenue 2025: $32,238Expenses 2025: $35,715Net Income 2025: -$3,4772025

Highlighted filing

2020

Revenue$62,659
Expenses$46,731
Net Income$15,928
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 8, 2021
Return Version
2020v4.0
Gross Receipts
$62,659
Mission and Program Overview

Mission

Provide assistance to the spouses and dependents of military personnel when they are in need of support and financial assistance especially to the military personnel in combat and overseas.

Provide assistance to the spouses and the dependents of military personnel when they are in need of support and financial assistance especially to the miltary personnel in combat and overseas.

Program Services

DescriptionGrantsExpenses
Provide assistance to the spouses and the dependents of military personnel when they are in need of support and financial assistance especially to the military personnel in combat and overseas.$46,731-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY WORELDirector-$0--
ROBERT D MINGPresident-$0--
WILLIAM J KELLEY IIISect./TreasurerPT$0--
ADAM LIQUORIDirector-$0--
LINDA LINDHOLMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Laguna Niguel Military Support
EIN
32-0241114
Phone
9493624300
Address
30111 CROWN VALLEY PARKWAY, LAGUNA NIGUEL, CA 92677

Signing Officer

Name
William J Kelley Iii
Title
Secretary
Signed
2021-07-08
Discuss with paid preparer
Yes

Preparer

Firm
James P Ferrara Ea
Address
23151 Moulton Pkwy, Laguna Hills, CA 92653
Preparer
James P Ferrara EA
Phone
9497705276
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Program Expense - Supplies $41248”

Other Expenses.2

“Credit Card Fees $653”

Other Expenses.3

“Internet/Website Expense $550”

Other Expenses.4

“Recreation Expense $500”

Other Expenses.5

“Community Organizations $195”

Other Expenses.6

“Registration & Filing fees $25”

Other Expenses.7

“Taxes - FTB $10”

Other Expenses.8

“Rounding adjustment $1”

Other Assets.1

“Undeposited Funds - Beginning $15 Undeposited Funds - Ending $200”

Raw XML Appendix161 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/PhoneNum09496225577
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
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IRS990EZ/GrossReceiptsAmt062659
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRY WOREL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT D MING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM J KELLEY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADAM LIQUORI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA LINDHOLM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECT./TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0200
IRS990EZ/OtherExpensesTotalAmt043182
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ASSISTANCE TO THE SPOUSES AND THE DEPENDENTS OF MILITARY PERSONNEL WHEN THEY ARE IN NEED OF SUPPORT AND FINANCIAL ASSISTANCE ESPECIALLY TO THE MILTARY PERSONNEL IN COMBAT AND OVERSEAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide assistance to the spouses and the dependents of military personnel when they are in need of support and financial assistance especially to the military personnel in combat and overseas.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046731
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046731
IRS990EZ/TotalProgramServiceExpensesAmt046731
IRS990EZ/TotalRevenueAmt062659
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0138533
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0138533
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt031791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017554
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0138533
IRS990ScheduleA/TotalSupportAmt0138533
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Expense - Supplies $41248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Credit Card Fees $653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Internet/Website Expense $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Recreation Expense $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Organizations $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Registration & Filing fees $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Taxes - FTB $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rounding adjustment $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Undeposited Funds - Beginning $15 Undeposited Funds - Ending $200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J KELLEY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAGUNA NIGUEL MILITARY SUPPORT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAGU
ReturnHeader/Filer/EIN0320241114
ReturnHeader/Filer/PhoneNum09493624300
ReturnHeader/Filer/USAddress/AddressLine1Txt030111 CROWN VALLEY PARKWAY
ReturnHeader/Filer/USAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092677
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES P FERRARA EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023151 Moulton Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09497705276
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James P Ferrara EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-08T12:37:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM J KELLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0III
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$61,240
Liabilities
-
Net assets
$61,240
Revenue
$62,659
Expenses
$46,731
Net income
$15,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.32$0.36$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.13$0.42$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.81$0.71$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.80$0.46$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.17$0.36$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.63$0.47$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.37$0.66$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.73$0.52$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.67$0.61$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.57$0.64$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.54$1.04$0.91$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.86$0.72$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.10$0.27$0.17