Civic Intelligence

La Luz Center

990 • Fiscal year 2014 • EIN 68-0228235

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 26, 2015

Organization Profilelaluzcenter.org
17560 Greger StreetSonoma, CA 95476

(707) 938-5131

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

66th percentile

9.5%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

64th percentile

$87,624

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,257,798

Up $1,257,798 from 2013

Net Assets

$1,234,028

No earlier filing loaded for comparison.

Liabilities

Up

$23,770

Up $23,770 from 2013

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin66th percentile

Revenue

Up

$700,387

Up $700,387 from 2013

Expenses

Up

$634,123

Up $634,123 from 2013

Net Income

Up

$66,264

Up $66,264 from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2011: $990,390Liabilities 2011: $131,049Net Assets 2011: $859,3412011Assets 2012: $979,672Liabilities 2012: $118,247Net Assets 2012: $861,4252012Assets 2013: $0Liabilities 2013: $02013Assets 2014: $1,257,798Liabilities 2014: $23,770Net Assets 2014: $1,234,0282014Assets 2015: $2,650,868Liabilities 2015: $42,829Net Assets 2015: $2,608,0392015Assets 2016: $2,963,051Liabilities 2016: $52,713Net Assets 2016: $2,910,3382016Assets 2017: $3,864,985Liabilities 2017: $246,549Net Assets 2017: $3,618,4362017Assets 2018: $5,607,869Liabilities 2018: $118,286Net Assets 2018: $5,489,5832018Assets 2019: $6,908,277Liabilities 2019: $127,840Net Assets 2019: $6,780,4372019Assets 2020: $7,608,835Liabilities 2020: $112,353Net Assets 2020: $7,496,4822020Assets 2021: $8,984,168Liabilities 2021: $396,726Net Assets 2021: $8,587,4422021Assets 2022: $7,858,858Liabilities 2022: $251,152Net Assets 2022: $7,607,7062022Assets 2023: $7,342,619Liabilities 2023: $156,878Net Assets 2023: $7,185,7412023Assets 2024: $7,134,944Liabilities 2024: $284,607Net Assets 2024: $6,850,3372024

Highlighted filing

2014

Assets$1,257,798
Liabilities$23,770
Net Assets$1,234,028
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $501,016Expenses 2011: $556,446Net Income 2011: -$55,4302011Revenue 2012: $500,721Expenses 2012: $498,230Net Income 2012: $2,4912012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $700,387Expenses 2014: $634,123Net Income 2014: $66,2642014Revenue 2015: $2,281,272Expenses 2015: $870,345Net Income 2015: $1,410,9272015Revenue 2016: $1,256,310Expenses 2016: $971,228Net Income 2016: $285,0822016Revenue 2017: $1,986,406Expenses 2017: $1,309,669Net Income 2017: $676,7372017Revenue 2018: $3,592,291Expenses 2018: $1,692,581Net Income 2018: $1,899,7102018Revenue 2019: $3,099,042Expenses 2019: $1,828,478Net Income 2019: $1,270,5642019Revenue 2020: $2,989,619Expenses 2020: $2,516,077Net Income 2020: $473,5422020Revenue 2021: $3,948,094Expenses 2021: $3,043,584Net Income 2021: $904,5102021Revenue 2022: $2,411,294Expenses 2022: $2,967,280Net Income 2022: -$555,9862022Revenue 2023: $1,813,654Expenses 2023: $2,622,956Net Income 2023: -$809,3022023Revenue 2024: $2,587,211Expenses 2024: $3,268,525Net Income 2024: -$681,3142024

Highlighted filing

2014

Revenue$700,387
Expenses$634,123
Net Income$66,264
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 26, 2015
Return Version
2014v5.0
Gross Receipts
$973,775
Mission and Program Overview

Mission

Strengthen community through family services, economic advancement, and community engagement. Our vision is: one Sonoma Valley community working together where all have equal opportunity to succeed.

Be the catalyst for change in the lives of families of Sonoma Valley by focusing efforts on wellness, education, community engagement and economic success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,052$595,616▲ $593,564
Land, Buildings, and Equipment, Net$563,284$501,704▼ $61,580
Investments in Publicly Traded Securities$159,566$0▼ $159,566
Cash and Non-Interest-Bearing Accounts$407,117$59,202▼ $347,915
Accounts Receivable$1,250$4,119▲ $2,869
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,193,857$1,257,798▲ $63,941
Other Assets Total$60,588$97,157▲ $36,569
Liabilities
Accounts Payable and Accrued Expenses$22,058$23,770▲ $1,712
Deferred Revenue$2,000--
Total Liabilities$24,058$23,770▼ $288
Net Assets / Fund Balance
Unrestricted Net Assets$896,046$870,503▼ $25,543
Temporarily Rstr Net Assets$273,753$363,525▲ $89,772
Total Net Assets Fund Balance$1,169,799$1,234,028▲ $64,229
Total Liabilities and Net Assets / Fund Balance$1,193,857$1,257,798▲ $63,941

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$348,664$233,917$582,581
Land$149,316-$149,316
Equipment$3,724$42,238$45,962
Other Land Buildings-$10,580$10,580
Other Assets Org$47,268--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juan Hernandez IIIExec. DirectorFT$77,664$9,960$87,624

Board Members and Trustees

NameTitle
Anna PierDirector
Beth TudorDirector
J Patrick HendersonDirector
John PerezDirector
Kathleen HillDirector
Ken AdelsonDirector
Kimberly BlattnerDirector
Lisa NevinsDirector
Maite IturriDirector
Marcelo DefreitasDirector
Sal ChavezDirector
Vicki StollmeyerDirector
Ligia BookerDirector Emeritus
Martha RosenblattPres./Director
Rayne DessayerSec./Director
Dave StollmeyerTreas./Director
Kathe HodgsonV.P./Director
Revenue and Support

Revenue Composition

Contributions and Grants
$704,147
Program Service Revenue
$23,491
Investment Income
$-7,930
Other Revenue
$-19,321
All Other Contributions
$286,810
Change in Net Assets
$66,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$418,121
Other Expenses$216,002
Total Fundraising Expense$54,754
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$200,805$38,585$27,643$267,033
Current Officers, Directors, Trustees, and Key Employees$48,193$21,906$17,525$87,624
Fees for Services Other$33,281$13,559$1,344$48,184
Payroll Taxes$30,398$7,240$5,390$43,028
Depreciation Depletion$6,319$18,954-$25,273
Occupancy$9,968$10,350-$20,318
Pension Plan Contributions$12,948$1,899$1,273$16,120
Fees for Services Accounting-$15,832-$15,832
All Other Expenses$12,893$2,406$202$15,501
Insurance$11,810--$11,810
Other Expenses$12,340$9,247$331$9,578
Fees for Services Legal-$7,264-$7,264
Office Expenses$1,361$4,070-$5,431
Other Employee Benefits$3,049$726$541$4,316
Advertising--$505$505
Total Functional Expenses$427,331$152,038$54,754$634,123
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$72,071
Fundraising Gross Income$52,750
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Noche del Luna$387,725$52,750$12,675$40,075
Total Events$387,725$52,750$72,071$-19,321
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Two of the organization's Board Members - Dave Stollmeyer and Vicki Stollmeyer - are married to each other.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the Form 990 is provided to all Board Members for inspection and comment prior to its due date.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Executive Director's compensation is determined by the Board of Directors after consulting with comparability studies.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The organization has no other compensated officers or key employees.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Copies of the organization's governing policies, conflict of interest policy and financial statements are kept in the Executive Director's office and are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
La Luz Center
EIN
68-0228235
Phone
7079385131
Address
17560 Greger Street, Sonoma, CA 95476

Signing Officer

Name
Juan Hernandez III
Title
Exec. Director
Signed
2015-10-26
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
16
Employees
15
Volunteers
125

Preparer

Firm
Jeffrey M Dreyer CPA
Address
811 West Napa Street Suite A, Sonoma, CA 95476
Preparer
Jeffrey M Dreyer
Phone
7079382273
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in Value of Sonoma Community Foundation Funds = -$2035”

Form 990, Part X, Line 15 - Other Assets

“La Luz Center has transferred assets to Community Foundation Sonoma County to be administered as component parts of Community Foundation Sonoma County under Treasury Regulations Section 1.170A-9(e)(11). La Luz Center has accounted for these transfers in accordance with SFAS No. 136 for organizations naming themselves as beneficiary. The decrease in value of this asset of $2,035 has accordingly been accounted for as a change in unrestricted net assets.”

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IRS990/Desc0La Luz Center provides English language training and financial support services, teaches computer skills, distributes food, hosts medical and legal services, offers crisis counseling, and supports events that celebrate the multicultural richness of the community. The quantity and quality of La Luz Center services ensure that Sonoma Valley residents facing all types of challenges have the opportunity to actively participate in shaping the economic, social, and cultural aspects of our society. La Luz Center has become the "go to" place for local families seeking assistance in managing and improving their lives. La Luz and its collaborative partners currently serve over 7,000 children, youth and adults every year.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Sec./Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir. Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treas./Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Pres./Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15V.P./Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Exec. Director
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IRS990/FormationYr01990
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt072071
IRS990/FundraisingGrossIncomeAmt052750
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IRS990/GainOrLossGrp/SecuritiesAmt04816
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/InsuranceGrp/TotalAmt011810
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03386
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IRS990/LandBldgEquipAccumDeprecAmt0286735
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0501704
IRS990/LandBldgEquipCostOrOtherBssAmt0788439
IRS990/LegalDomicileStateCd0CA
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0165010
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Be the catalyst for change in the lives of families of Sonoma Valley by focusing efforts on wellness, education, community engagement and economic success.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01234028
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04795
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-16111
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-11316
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-19321
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-19321
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ProgramServicesAmt09968
IRS990/OccupancyGrp/TotalAmt020318
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04070
IRS990/OfficeExpensesGrp/ProgramServicesAmt01361
IRS990/OfficeExpensesGrp/TotalAmt05431
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt060588
IRS990/OtherAssetsTotalGrp/EOYAmt097157
IRS990/OtherChangesInNetAssetsAmt0-2035
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0541
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0726
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03049
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04316
IRS990/OtherExpensesGrp/Desc0Health & Wellbeing
IRS990/OtherExpensesGrp/Desc1Educational Programs
IRS990/OtherExpensesGrp/Desc2Community Events
IRS990/OtherExpensesGrp/Desc3Miscellaneous
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09247
IRS990/OtherExpensesGrp/ProgramServicesAmt022424
IRS990/OtherExpensesGrp/ProgramServicesAmt121542
IRS990/OtherExpensesGrp/ProgramServicesAmt212340
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IRS990/OtherExpensesGrp/TotalAmt121542
IRS990/OtherExpensesGrp/TotalAmt212340
IRS990/OtherExpensesGrp/TotalAmt39578
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt027643
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038585
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0200805
IRS990/OtherSalariesAndWagesGrp/TotalAmt0267033
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05390
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07240
IRS990/PayrollTaxesGrp/ProgramServicesAmt030398
IRS990/PayrollTaxesGrp/TotalAmt043028
IRS990/PensionPlanContributionsGrp/FundraisingAmt01273
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01899
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012948
IRS990/PensionPlanContributionsGrp/TotalAmt016120
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Revenue
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023491
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05679
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IRS990/PYOtherExpensesAmt0165728
IRS990/PYOtherRevenueAmt023064
IRS990/PYProgramServiceRevenueAmt038506
IRS990/PYRevenuesLessExpensesAmt0233671
IRS990/PYSalariesCompEmpBnftPaidAmt0420814
IRS990/PYTotalExpensesAmt0586542
IRS990/PYTotalRevenueAmt0820213
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,257,798
Liabilities
$23,770
Net assets
$1,234,028
Revenue
$700,387
Expenses
$634,123
Net income
$66,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.13$0.28$6.85$2.59$3.27$0.68
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.16$7.19$1.81$2.62$0.81
2022Detailed filing. Detailed filing data is available for this year.$7.86$0.25$7.61$2.41$2.97$0.56
2021Detailed filing. Detailed filing data is available for this year.$8.98$0.40$8.59$3.95$3.04$0.90
2020Detailed filing. Detailed filing data is available for this year.$7.61$0.11$7.50$2.99$2.52$0.47
2019Detailed filing. Detailed filing data is available for this year.$6.91$0.13$6.78$3.10$1.83$1.27
2018Detailed filing. Detailed filing data is available for this year.$5.61$0.12$5.49$3.59$1.69$1.90
2017Detailed filing. Detailed filing data is available for this year.$3.86$0.25$3.62$1.99$1.31$0.68
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.05$2.91$1.26$0.97$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.65$0.04$2.61$2.28$0.87$1.41
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.02$1.23$0.70$0.63$0.07
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.98$0.12$0.86$0.50$0.50$0.00
2011Summary only. Only limited summary data is available for this year.$0.99$0.13$0.86$0.50$0.56$0.06