Civic Intelligence

La Luz Center

990 • Fiscal year 2016 • EIN 68-0228235

Jan 01, 2016 to Dec 31, 2016 • Filed on Dec 08, 2017

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

33rd percentile

0.04x

Higher debt load relative to revenue than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

70th percentile

$103,515

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,963,051

Up $312,183 (+12%) from 2015

Net Assets

Up

$2,910,338

Up $302,299 (+12%) from 2015

Liabilities

Up

$52,713

Up $9,884 (+23%) from 2015

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

Down

$1,256,310

Down $1,024,962 (-45%) from 2015

Expenses

Up

$971,228

Up $100,883 (+12%) from 2015

Net Income

Down

$285,082

Down $1,125,845 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2016

Assets$2,963,051
Liabilities$52,713
Net Assets$2,910,338
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

2016

Revenue$1,256,310
Expenses$971,228
Net Income$285,082
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Dec 8, 2017
Return Version
2016v3.0
Gross Receipts
$1,393,204
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
Land, Buildings, and Equipment, Net$494,579$2,000,389▲ $1,505,810
Savings and Temporary Cash Investments$542,527$570,641▲ $28,114
Investments in Publicly Traded Securities$1,358,685$329,564▼ $1,029,121
Accounts Receivable$31,243$10,851▼ $20,392
Prepaid Expenses and Deferred Charges-$2,839-
Cash and Non-Interest-Bearing Accounts$5,410$312▼ $5,098
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-
Total Assets$2,650,868$2,963,051▲ $312,183
Other Assets Total$218,424$48,455▼ $169,969
Liabilities
Accounts Payable and Accrued Expenses$42,829$52,713▲ $9,884
Total Liabilities$42,829$52,713▲ $9,884
Net Assets / Fund Balance
Unrestricted Net Assets$1,064,387$2,386,652▲ $1,322,265
Temporarily Rstr Net Assets$1,543,652$523,686▼ $1,019,966
Total Net Assets Fund Balance$2,608,039$2,910,338▲ $302,299
Total Liabilities and Net Assets / Fund Balance$2,650,868$2,963,051▲ $312,183

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,790,074$282,413$2,072,487
Land$149,316-$149,316
Other Land Buildings$50,719$14,203$64,922
Equipment$10,280$49,820$60,100
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juan Hernandez IIIExec. DirectorFT$97,092$6,423$103,515

Board Members and Trustees

NameTitle
Bob KowalDirector
Kathe HodgsonDirector
Kathleen HillDirector
Ken AdelsonDirector
Kimberly BlattnerDirector
Maite IturriDirector
Marcie WaldronDirector
Martha RosenblattDirector
Sal ChavezDirector
Vicki StollmeyerDirector
Ligia BookerDirector Emeritus
Marcelo DefreitasPres./Director
Rayne DessayerSec./Director
Tim FreemanTreas./Director
Lisa NevinsV.P./Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,275,674
Program Service Revenue
$4,678
Investment Income
$11,607
Other Revenue
$-35,649
All Other Contributions
$725,418
Change in Net Assets
$285,082

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$67,245Fair Market Value
Total Noncash Contributions5$67,245-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$623,191
Other Expenses$348,037
Total Fundraising Expense$127,209
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$342,054$57,698$46,270$446,022
Current Officers, Directors, Trustees, and Key Employees$46,814$26,008$31,210$104,032
Payroll Taxes$35,060$7,901$6,420$49,381
Depreciation Depletion$32,204$3,384$2,850$38,438
Fees for Services Other-$5,430$28,320$33,750
Occupancy$22,375$8,704$1,415$32,494
All Other Expenses$17,343$11,590$1,545$30,478
Fees for Services Accounting$9,951$18,529$1,636$30,116
Other Employee Benefits$19,141$2,600$2,015$23,756
Insurance$14,583$2,996$2,397$19,976
Other Expenses$19,100--$19,100
Office Expenses$3,276$580$464$4,320
Fees for Services Legal-$3,389-$3,389
Advertising--$2,667$2,667
Total Functional Expenses$695,210$148,809$127,209$971,228
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$69,649
Fundraising Gross Income$34,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Noche del Luna$440,770$34,000$6,594$27,406
Total Events$440,770$34,000$69,649$-35,649
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
Audit committee
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 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
Executive Director
Signed
2017-12-08
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
14
Volunteers
110

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

Client Note 1

“Client Note 1 - EXTENSION OF TIME UNTIL JANUARY 31, 2018 - THE ORGANIZATION IS LOCATED IN THE CALIFORNIA WILDFIRE DISASTER AREA AND, THEREFORE, QUALIFIES FOR AUTOMATIC RELIEF FROM THE NOVEMBER 15, 2017 EXTENSION FILING DEADLINE.”

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 generally accepted accounting principles for organizations naming themselves as beneficiary. The investment gain in this fund in 2016 was $3,337.”

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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/TitleTxt1Sec./Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir. Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt4Pres./Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6V.P./Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treas./Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Exec. Director
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IRS990/OtherExpensesGrp/Desc2Computer Center
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IRS990/OtherExpensesGrp/ProgramServicesAmt148471
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IRS990/OtherExpensesGrp/ProgramServicesAmt319100
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02339290

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,963,051
Liabilities
$52,713
Net assets
$2,910,338
Revenue
$1,256,310
Expenses
$971,228
Net income
$285,082
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