Civic Intelligence

Laguna Beach Rotary Club Foundation

EIN 47-0898802 • 501(c)3 • Laguna Beach, CA

Profile

The Laguna Beach Rotary Club Foundation provides grants to educational, civic and social service organizations.

PO Box 2Laguna Beach, CA 92652

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

34th percentile

-7.0%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

48th percentile

-3.1%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-33%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$129,519

Down $4,111 (-3.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$129,519

Down $4,111 (-3.1%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Down

$59,069

Down $28,598 (-33%) from 2023

Expenses

Up

$63,180

Up $23,057 (+57%) from 2023

Net Income

Down

-$4,111

Down $51,655 (-109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$150K$100K$50K$0Assets 2012: $23,531Liabilities 2012: $02012Assets 2013: $26,720Net Assets 2013: $26,7202013Assets 2014: $28,467Net Assets 2014: $28,4672014Assets 2015: $34,372Net Assets 2015: $34,3722015Assets 2016: $35,738Net Assets 2016: $35,7382016Assets 2017: $43,547Net Assets 2017: $43,5472017Assets 2018: $1Liabilities 2018: $02018Assets 2019: $66,810Net Assets 2019: $66,8102019Assets 2020: $48,593Net Assets 2020: $48,5932020Assets 2021: $68,518Net Assets 2021: $68,5182021Assets 2022: $86,086Net Assets 2022: $86,0862022Assets 2023: $133,630Net Assets 2023: $133,6302023Assets 2024: $129,519Net Assets 2024: $129,5192024

Highlighted filing

2024

Assets$129,519
Liabilities-
Net Assets$129,519
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50KRevenue 2012: $7,591Expenses 2012: $6,100Net Income 2012: $1,4912012Revenue 2013: $8,189Expenses 2013: $5,000Net Income 2013: $3,1892013Revenue 2014: $5,867Expenses 2014: $4,120Net Income 2014: $1,7472014Revenue 2015: $13,405Expenses 2015: $7,500Net Income 2015: $5,9052015Revenue 2016: $12,406Expenses 2016: $11,040Net Income 2016: $1,3662016Revenue 2017: $46,099Expenses 2017: $38,290Net Income 2017: $7,8092017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $81,686Expenses 2019: $74,667Net Income 2019: $7,0192019Revenue 2020: $12,664Expenses 2020: $30,881Net Income 2020: -$18,2172020Revenue 2021: $43,400Expenses 2021: $23,475Net Income 2021: $19,9252021Revenue 2022: $78,618Expenses 2022: $61,050Net Income 2022: $17,5682022Revenue 2023: $87,667Expenses 2023: $40,123Net Income 2023: $47,5442023Revenue 2024: $59,069Expenses 2024: $63,180Net Income 2024: -$4,1112024

Highlighted filing

2024

Revenue$59,069
Expenses$63,180
Net Income-$4,111
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,519
Liabilities
-
Net assets
$129,519
Revenue
$59,069
Expenses
$63,180
Net income
-$4,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.59$0.63$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.88$0.40$0.48
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.79$0.61$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.43$0.23$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.13$0.31$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.82$0.75$0.07
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.46$0.38$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.12$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.13$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.06$0.04$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.08$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.08$0.06$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$95,539
Mission and Program Overview

Mission

The Laguna Beach Rotary Club Foundation provides grants to educational, civic and social service organizations.

Program Services

DescriptionGrantsExpenses
Scholarships and Community Service Grants--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tory ThomasPresident-$0--
Rodney HatterSecretary-$0--
Robert L WardTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grapes 4 Grads$56,876$56,876$33,174$23,702
Total Events$56,876$56,876$33,174$23,702
Filing and Contact Details

Filer

Filer Name
Laguna Beach Rotary Club Foundation
EIN
47-0898802
Phone
9497230757
Address
PO BOX 2, LAGUNA BEACH, CA 92652

Signing Officer

Name
Tory Thomas
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Robert L Ward
Address
2855 E Coast Highway Ste 205, Corona Del Mar, CA 92625
Preparer
Robert L Ward
Phone
9497230757
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Laguna Beach High School Scholarships | Donee's Address: 625 Park Avenue Laguna Beach CA 92651 | Relationship of Donee: None | Cash Amount Given: $60500”

Other Expenses.1

“Tax Preparation $180”

Raw XML Appendix130 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/USAddress/CityNm0Corona del Mar
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092625
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0133630
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0180
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Laguna Beach Rotary Club Foundation provides grants to educational, civic and social service organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships and Community Service Grants
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036470
IRS990EZ/SpecialEventsNetIncomeLossAmt024787
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063180
IRS990EZ/TotalRevenueAmt059069
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0342582
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0342582
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0342582
IRS990ScheduleA/TotalSupportAmt0342582
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033174
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Grapes 4 Grads
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056876
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023702
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033174
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Laguna Beach High School Scholarships | Donee's Address: 625 Park Avenue Laguna Beach CA 92651 | Relationship of Donee: None | Cash Amount Given: $60500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tax Preparation $180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Tory Thomas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAGUNA BEACH ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAGU
ReturnHeader/Filer/EIN0470898802
ReturnHeader/Filer/PhoneNum09497230757
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0384034715
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092625
ReturnHeader/PreparerPersonGrp/PhoneNum09497230757
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert L Ward
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T15:15:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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