Civic Intelligence

La Palma Community Foundation

990EZ • Fiscal year 2021 • EIN 37-1840024

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 30, 2022

P O Box 1260Cypress, CA 90630-9998

(562) 743-8791

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

44th percentile

4.6%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$56,983

Up $168 (+0.3%) from 2020

Net Assets

Up

$56,983

Up $168 (+0.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$3,652

Down $184,111 (-98%) from 2020

Expenses

Down

$3,484

Down $194,690 (-98%) from 2020

Net Income

Up

$168

Up $10,579 (+102%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2018: $216,398Liabilities 2018: $166,900Net Assets 2018: $49,4982018Assets 2019: $67,226Liabilities 2019: $0Net Assets 2019: $67,2262019Assets 2020: $56,815Liabilities 2020: $0Net Assets 2020: $56,8152020Assets 2021: $56,983Liabilities 2021: $0Net Assets 2021: $56,9832021Assets 2022: $55,320Liabilities 2022: $0Net Assets 2022: $55,3202022Assets 2023: $56,521Liabilities 2023: $0Net Assets 2023: $56,5212023Assets 2024: $65,834Net Assets 2024: $65,8342024

Highlighted filing

2021

Assets$56,983
Liabilities$0
Net Assets$56,983

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $194,357Expenses 2018: $170,282Net Income 2018: $24,0752018Revenue 2019: $202,434Expenses 2019: $184,706Net Income 2019: $17,7282019Revenue 2020: $187,763Expenses 2020: $198,174Net Income 2020: -$10,4112020Revenue 2021: $3,652Expenses 2021: $3,484Net Income 2021: $1682021Revenue 2022: $271,138Expenses 2022: $272,801Net Income 2022: -$1,6632022Revenue 2023: $16,328Expenses 2023: $15,127Net Income 2023: $1,2012023Revenue 2024: $152,365Expenses 2024: $143,052Net Income 2024: $9,3132024

Highlighted filing

2021

Revenue$3,652
Expenses$3,484
Net Income$168
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 30, 2022
Return Version
2021v4.0
Gross Receipts
$3,652
Mission and Program Overview

Mission

To provide public safety and youth programs aimed at local students in the city of la palma, california

Public safety programs aimed at students in la palma, california

Program Services

DescriptionGrantsExpenses
PROVIDE FOOD FOR LOCAL NEEDY FAMILIES THROUGHOUT THE YEAR AND FUND PROJECTS FRO HOLIDAYS FOR NEEDY FAMILIES.$1,236$1,236
POLICE LUNCHES AND CONCERTS IN THE PARK FOR THE LA PALMA COMMUNITY-$1,190
AWARDED SCHOLARSHIPS TO TWO GRADUATING HIGH SCHOOL STUDENTS IN THE SIT WHO ARE ATTENDING POST SECONDARY INSTITUTIONS WITH A FIELD OF STUDY RELATED TO PUBLIC SAFETY.$1,000$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE STEGGELLPresident-$0--
NOELLA LEWVice Preside-$0--
GREGORY GOODYEARTreasurer-$0--
SHARON GUTJHARSecretary-$0--
TERRY KIMDirector-$0--
NITESH PATELDirector-$0--
LORI DINWIDDIEDirector-$0--
SHEILA AGOSTODirector-$0--
CONNEL MCNAMARADirector-$0--
ALICEYN JOHNSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
La Palma Community Foundation
EIN
37-1840024
Phone
5627438791
Address
P O BOX 1260, CYPRESS, CA 90630-9998

Signing Officer

Name
Michele Steggell
Title
President
Phone
7142704133
Signed
2022-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE AVE, OAKLAND, CA 94602-2327
Preparer
Marjorie Williams-jones
Phone
5104826204
Supplemental Narrative

Additional Explanations

Form 990-ez

Full mission statement: to provide public safety and youth programs aimed at local students in the city of la palma, california

Form 990-ez, Part I, Line 16

Expenses concerts in the park adverti 250 supplies 200 regulatory fees (ca state) 51 bank and anedot fees 7 auto expense - gas 100 police lunches/snacks 565 misc - get well flowers 75 total 1,248

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 1,000 1,000 total 1,000 1,000

Raw XML Appendix169 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/USAddress/CityNm0CYPRESS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELE STEGGELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NOELLA LEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREGORY GOODYEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON GUTJHAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRY KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NITESH PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LORI DINWIDDIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHEILA AGOSTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CONNEL MCNAMARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALICEYN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt01248
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SAFETY PROGRAMS AIMED AT STUDENTS IN LA PALMA, CALIFORNIA
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2POLICE LUNCHES AND CONCERTS IN THE PARK FOR THE LA PALMA COMMUNITY
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.LAPALMACARES.ORG/
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 9,141
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1LA PALMA COMMUNITY FOUNDATION WAS ACKNOWLEDGED BY IRS ON NOVEMBER 24, 2016 AS A 501C3 PUBLIC CHARITY UNDER SECTION 170(B)(1)(A)(VI). THE CURRENT PUB 78 DATABASE RECORD CONTINUES TO SHOW THE AGENCY UNDER THAT SECTION. THE 990S FILED FOR THE FISCAL YEARS OF YR2018, YR2019 AND YR2020 WERE PREPARED REPORTING THE AGENCY AS SECTION 509(A)(2). THE SCHEDULE A FOR THIS YR2021 HAS BEEN PREPARED BASED ON THE SECTION 170 (B)(1)(A)(VI) PER THE IRS RECORDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0615501
IRS990ScheduleA/TotalSupportAmt0624642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FULL MISSION STATEMENT: TO PROVIDE PUBLIC SAFETY AND YOUTH PROGRAMS AIMED AT LOCAL STUDENTS IN THE CITY OF LA PALMA, CALIFORNIA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONCERTS IN THE PARK ADVERTI 250 SUPPLIES 200 REGULATORY FEES (CA STATE) 51 BANK AND ANEDOT FEES 7 AUTO EXPENSE - GAS 100 POLICE LUNCHES/SNACKS 565 MISC - GET WELL FLOWERS 75 TOTAL 1,248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 1,000 1,000 TOTAL 1,000 1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/DeclarationDesc0DID THE ORGANIZATION RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT? -- ANSWER - NO DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT? -- ANSWER - NO
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE STEGGELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07142704133
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA PALMA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAPA
ReturnHeader/Filer/EIN0371840024
ReturnHeader/Filer/PhoneNum05627438791
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1260
ReturnHeader/Filer/USAddress/CityNm0CYPRESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0906309998
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454570537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARJTAX INCORPORATED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03542 FRUITVALE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946022327
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-30T20:02:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEGGELL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits