Civic Intelligence

Niguel Botanical Preserve

990EZ • Fiscal year 2017 • EIN 33-0045387

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileN/A
29751 Crown Valley ParkwayLaguna Niguel, CA 92677

(949) 499-4612

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

95th percentile

189%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,055

Up $40,555 (+189%) from 2016

Net Assets

Up

$62,055

Up $40,555 (+189%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$149,925

Up $57,323 (+62%) from 2016

Expenses

Up

$109,370

Up $10,536 (+11%) from 2016

Net Income

Up

$40,555

Up $46,787 (+751%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$200K$150K$100K$50K$0Assets 2013: $17,991Net Assets 2013: $17,9912013Assets 2014: $17,285Net Assets 2014: $17,2852014Assets 2015: $19,965Net Assets 2015: $19,9652015Assets 2016: $21,500Net Assets 2016: $21,5002016Assets 2017: $62,055Net Assets 2017: $62,0552017Assets 2018: $77,197Net Assets 2018: $77,1972018Assets 2019: $86,792Net Assets 2019: $86,7922019Assets 2020: $143,498Net Assets 2020: $143,4982020Assets 2021: $157,473Net Assets 2021: $157,4732021Assets 2022: $164,499Net Assets 2022: $164,4992022Assets 2023: $145,113Net Assets 2023: $145,1132023Assets 2024: $120,833Net Assets 2024: $120,8332024

Highlighted filing

2017

Assets$62,055
Liabilities-
Net Assets$62,055
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $91,920Expenses 2013: $100,634Net Income 2013: -$8,7142013Revenue 2014: $91,027Expenses 2014: $91,733Net Income 2014: -$7062014Revenue 2015: $111,893Expenses 2015: $109,213Net Income 2015: $2,6802015Revenue 2016: $92,602Expenses 2016: $98,834Net Income 2016: -$6,2322016Revenue 2017: $149,925Expenses 2017: $109,370Net Income 2017: $40,5552017Revenue 2018: $147,973Expenses 2018: $126,204Net Income 2018: $21,7692018Revenue 2019: $119,463Expenses 2019: $109,868Net Income 2019: $9,5952019Revenue 2020: $150,027Expenses 2020: $100,717Net Income 2020: $49,3102020Revenue 2021: $104,448Expenses 2021: $88,635Net Income 2021: $15,8132021Revenue 2022: $111,060Expenses 2022: $111,268Net Income 2022: -$2082022Revenue 2023: $139,417Expenses 2023: $165,075Net Income 2023: -$25,6582023Revenue 2024: $156,729Expenses 2024: $139,317Net Income 2024: $17,4122024

Highlighted filing

2017

Revenue$149,925
Expenses$109,370
Net Income$40,555
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$149,925
Mission and Program Overview

Mission

Operation of the preserve and the maintenance of 18 acres of plants and landscape. We are funded primarily by the city of laguna niguel.

Program Services

DescriptionGrantsExpenses
PROVIDED MAINTENANCE OF 16 ACRES OF LANDSCAPING$108,637-
PROVIDED FOR VOLUNTEER EARTH DAY - MAINTENACE AND SERVICES--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONTY MCDIVITTPresidentPT$0--
DIANA SCHLESINGERTreasurerPT$0--
JOHN ULRICHSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Niguel Botanical Preserve
EIN
33-0045387
Phone
9494994612
Address
29751 CROWN VALLEY PARKWAY, LAGUNA NIGUEL, CA 92677

Signing Officer

Name
Diana Schlesinger
Title
Treasurer
Signed
2018-05-15
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.1009

“Depreciation $1593”

Other Expenses.1

“Garden Maintenance $48830”

Other Expenses.2

“Chilean Garden Installation $40147”

Other Expenses.3

“Earth Day Expenses $8503”

Other Expenses.4

“Irrigation $6003”

Other Expenses.5

“Scouts expense $3545”

Other Expenses.6

“Fall Planting Event $2313”

Other Expenses.7

“Equipment Rental & Maintenance $1858”

Other Expenses.8

“Greenhouse Expense $1848”

Other Expenses.9

“Garden Signage $1180”

Other Expenses.10

“Chamber of Commerce - LN $577”

Other Expenses.11

“Membership products $467”

Other Expenses.12

“Pest Control $447”

Other Expenses.13

“Rose Garden $379”

Other Expenses.14

“Citizen of the Year $353”

Other Expenses.15

“Materials & Supplies $350”

Other Expenses.16

“Christmas party $240”

Other Expenses.18

“Taxes $95”

Other Expenses.19

“Bank Service Charges $88”

Other Expenses.21

“Adjustment $-862”

Other Expenses.22

“Celebrate the Preserve $-9290”

Other Assets.1003

“Machinery and Equipment - Beginning $7767 Machinery and Equipment - Ending $6174”

Raw XML Appendix175 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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IRS990EZ/BooksInCareOfDetail/PersonNm0DIANA SCHLESINGER
IRS990EZ/BooksInCareOfDetail/PhoneNum09494994612
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAGUNA NIGUEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092677
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013733
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022261
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0149925
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt040555
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0554
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021500
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062055
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0149925
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021500
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062055
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062055
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONTY MCDIVITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA SCHLESINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ULRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07767
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06174
IRS990EZ/OtherExpensesTotalAmt0108664
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPERATION OF THE PRESERVE AND THE MAINTENANCE OF 18 ACRES OF PLANTS AND LANDSCAPE. WE ARE FUNDED PRIMARILY BY THE CITY OF LAGUNA NIGUEL.
IRS990EZ/PrintingPublicationsPostageAmt0152
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MAINTENANCE OF 16 ACRES OF LANDSCAPING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FOR VOLUNTEER EARTH DAY - MAINTENACE AND SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0108637
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109370
IRS990EZ/TotalProgramServiceExpensesAmt0108637
IRS990EZ/TotalRevenueAmt0149925
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0148468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt092602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0111893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt091920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0535910
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0535910
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0148468
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0111893
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt091920
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0535910
IRS990ScheduleA/TotalSupportAmt0535910
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $1593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Garden Maintenance $48830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Chilean Garden Installation $40147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Earth Day Expenses $8503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Irrigation $6003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scouts expense $3545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fall Planting Event $2313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Equipment Rental & Maintenance $1858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Greenhouse Expense $1848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Garden Signage $1180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Chamber of Commerce - LN $577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership products $467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Pest Control $447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Rose Garden $379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Citizen of the Year $353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Materials & Supplies $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Christmas party $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Taxes $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Bank Service Charges $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Adjustment $-862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Celebrate the Preserve $-9290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Machinery and Equipment - Beginning $7767 Machinery and Equipment - Ending $6174
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1003
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA SCHLESINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NIGUEL BOTANICAL PRESERVE
ReturnHeader/Filer/BusinessNameControlTxt0NIGU
ReturnHeader/Filer/EIN0330045387
ReturnHeader/Filer/PhoneNum09494994612
ReturnHeader/Filer/USAddress/AddressLine1Txt029751 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/ReturnTs02018-05-15T13:40:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,055
Liabilities
-
Net assets
$62,055
Revenue
$149,925
Expenses
$109,370
Net income
$40,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$1.21$1.57$1.39$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.45$1.45$1.39$1.65$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.64$1.64$1.11$1.11$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.57$1.57$1.04$0.89$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.50$1.01$0.49
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.19$1.10$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.48$1.26$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.50$1.09$0.41
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.93$0.99$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.20$1.12$1.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.91$0.92$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.92$1.01$0.09