Civic Intelligence

Laguna Niguel Rotary Foundation Inc.

EIN 33-0849470 • 501(c)3 • Laguna Niguel, CA

Pub. 78 Eligible990-N Coverage

Profile

To support local charities and provide local scholarships.

PO Box 6281Laguna Niguel, CA 92607

n/A

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 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

60th percentile

3.5%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-79%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$234,522

Up $7,893 (+3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$234,522

Up $7,893 (+3.5%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Down

$15,241

Down $56,200 (-79%) from 2022

Expenses

Down

$19,048

Down $63,808 (-77%) from 2022

Net Income

Up

-$3,807

Up $7,608 (+67%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2012: $182,820Liabilities 2012: $0Net Assets 2012: $182,8202012Assets 2013: $202,302Liabilities 2013: $16,150Net Assets 2013: $186,1522013Assets 2014: $186,000Liabilities 2014: $0Net Assets 2014: $186,0002014Assets 2015: $239,164Liabilities 2015: $0Net Assets 2015: $239,1642015Assets 2016: $238,661Liabilities 2016: $0Net Assets 2016: $238,6612016Assets 2017: $235,340Liabilities 2017: $0Net Assets 2017: $235,3402017Assets 2018: $250,742Liabilities 2018: $171Net Assets 2018: $250,5712018Assets 2019: $280,326Liabilities 2019: $171Net Assets 2019: $280,1552019Assets 2020: $370,948Liabilities 2020: $0Net Assets 2020: $370,9482020Assets 2021: $350,774Liabilities 2021: $0Net Assets 2021: $350,7742021Assets 2022: $226,629Liabilities 2022: $0Net Assets 2022: $226,6292022Assets 2023: $234,522Liabilities 2023: $0Net Assets 2023: $234,5222023

Highlighted filing

2023

Assets$234,522
Liabilities$0
Net Assets$234,522
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50KExpenses 2012: $66,7862012Revenue 2013: $52,915Expenses 2013: $52,041Net Income 2013: $8742013Revenue 2014: $45,643Expenses 2014: $45,795Net Income 2014: -$1522014Revenue 2015: $67,199Expenses 2015: $40,172Net Income 2015: $27,0272015Revenue 2016: $40,147Expenses 2016: $54,557Net Income 2016: -$14,4102016Revenue 2017: $30,020Expenses 2017: $38,528Net Income 2017: -$8,5082017Revenue 2018: $38,744Expenses 2018: $23,513Net Income 2018: $15,2312018Revenue 2019: $130,112Expenses 2019: $102,241Net Income 2019: $27,8712019Revenue 2020: $34,977Expenses 2020: $22,027Net Income 2020: $12,9502020Revenue 2021: $29,460Expenses 2021: $49,407Net Income 2021: -$19,9472021Revenue 2022: $71,441Expenses 2022: $82,856Net Income 2022: -$11,4152022Revenue 2023: $15,241Expenses 2023: $19,048Net Income 2023: -$3,8072023

Highlighted filing

2023

Revenue$15,241
Expenses$19,048
Net Income-$3,807
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,522
Liabilities
$0
Net assets
$234,522
Revenue
$15,241
Expenses
$19,048
Net income
-$3,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.15$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.71$0.83$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.29$0.49$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.35$0.22$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.30$1.02$0.28
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.39$0.24$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.30$0.39$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.40$0.55$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.67$0.40$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.46$0.46$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.02$0.16$1.86$0.53$0.52$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.83$0.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 27, 2024
Return Version
2023v5.1
Gross Receipts
$15,241
Mission and Program Overview

Mission

To support local charities and provide local scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$211,535$226,787▲ $15,252
Savings and Temporary Cash Investments$10,471$7,702▼ $2,769
Cash and Non-Interest-Bearing Accounts$4,623$33▼ $4,590
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$226,629$234,522▲ $7,893
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$226,629$234,522▲ $7,893
Total Net Assets Fund Balance$226,629$234,522▲ $7,893
Total Liabilities and Net Assets / Fund Balance$226,629$234,522▲ $7,893
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Michael GerardPresident
Kristen EppersonPresident Elect
Ivy LeesonSecretary
Marilyn CraryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,545
Program Service Revenue
$0
Investment Income
$8,696
Other Revenue
$0
All Other Contributions
$6,545
Change in Net Assets
$-3,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,215
Other Expenses$3,833
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,215--$15,215
Fees for Service Investment Mgmnt Fees-$913-$913
Other Expenses-$390-$390
Office Expenses-$352-$352
All Other Expenses-$120-$120
Total Functional Expenses$15,215$3,833$0$19,048
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ScholarshipsLaguna Niguel, CA-Financial Assistance for Higher Edu$11,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Laguna Niguel Rotary Foundation Inc
EIN
33-0849470
Phone
7148832943
Address
PO Box 6281, Laguna Niguel, CA 92607

Signing Officer

Name
Marilyn Crary
Title
Treasurer
Signed
2024-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Gerard
Formed
2003
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Lavoignet CPA & Associates Inc
Address
1 Polaris Way Ste 100, Aliso Viejo, CA 92656
Preparer
Adam Lavoignet-Martinez
Phone
9494952622
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Other program services 4: other program services 5: other program services 6:”

Raw XML Appendix363 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0114363
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0143675
IRS990ScheduleA/TotalSupportAmt0260949
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt011500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Financial Assistance for Higher Edu
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Scholarships
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0Various
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Laguna Niguel
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092677
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: OTHER PROGRAM SERVICES 6:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0226629
IRS990/TotalAssetsEOYAmt0234522
IRS990/TotalAssetsGrp/BOYAmt0226629
IRS990/TotalAssetsGrp/EOYAmt0234522
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06545
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03833
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015215
IRS990/TotalFunctionalExpensesGrp/TotalAmt019048
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0226629
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0234522
IRS990/TotalOtherProgSrvcExpenseAmt01500
IRS990/TotalProgramServiceExpensesAmt015215
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08696
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015241
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0226629
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0234522
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt033092 Ocean Ridge
IRS990/USAddress/CityNm0Dana Point
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092629
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marilyn Crary
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Laguna Niguel Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LAGU
ReturnHeader/Filer/EIN0330849470
ReturnHeader/Filer/PhoneNum07148832943
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6281
ReturnHeader/Filer/USAddress/CityNm0Laguna Niguel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810761742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lavoignet CPA & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Polaris Way Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aliso Viejo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092656
ReturnHeader/PreparerPersonGrp/PhoneNum09494952622
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Lavoignet-Martinez
ReturnHeader/ReturnTs02024-09-27T13:04:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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