Civic Intelligence

Laguna Beach Education Endowment Fund

990 • Fiscal year 2016 • EIN 93-1021970

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 04, 2016

Organization Profilewww.lbschoolpower.org
PO Box 19Laguna Beach, CA 92652

(949) 494-6811

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

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

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

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

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

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

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

90th percentile

57%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,509,352

Down $54,249 (-1.5%) from 2015

Net Assets

Down

$3,509,351

Down $54,250 (-1.5%) from 2015

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin14th percentile

Revenue

Up

$239,534

Up $86,542 (+57%) from 2015

Expenses

Up

$293,784

Up $94,145 (+47%) from 2015

Net Income

Down

-$54,250

Down $7,603 (-16%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,811,448Liabilities 2011: $0Net Assets 2011: $2,811,4482011Assets 2012: $2,901,713Liabilities 2012: $0Net Assets 2012: $2,901,7132012Assets 2013: $3,209,251Liabilities 2013: $0Net Assets 2013: $3,209,2512013Assets 2014: $3,576,451Liabilities 2014: $0Net Assets 2014: $3,576,4512014Assets 2015: $3,563,601Liabilities 2015: $0Net Assets 2015: $3,563,6012015Assets 2016: $3,509,352Liabilities 2016: $1Net Assets 2016: $3,509,3512016Assets 2017: $3,613,655Liabilities 2017: $0Net Assets 2017: $3,613,6552017Assets 2018: $3,870,821Liabilities 2018: $0Net Assets 2018: $3,870,8212018Assets 2019: $4,037,043Liabilities 2019: $0Net Assets 2019: $4,037,0432019Assets 2020: $4,030,837Liabilities 2020: $0Net Assets 2020: $4,030,8372020Assets 2021: $5,031,179Liabilities 2021: $0Net Assets 2021: $5,031,1792021Assets 2022: $4,338,678Liabilities 2022: $0Net Assets 2022: $4,338,6782022Assets 2023: $4,771,832Liabilities 2023: $0Net Assets 2023: $4,771,8322023Assets 2024: $5,262,365Liabilities 2024: $0Net Assets 2024: $5,262,3652024

Highlighted filing

2016

Assets$3,509,352
Liabilities$1
Net Assets$3,509,351
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $201,918Expenses 2011: $110,805Net Income 2011: $91,1132011Revenue 2012: $268,417Expenses 2012: $169,935Net Income 2012: $98,4822012Expenses 2013: $229,9852013Revenue 2014: $263,792Expenses 2014: $259,537Net Income 2014: $4,2552014Revenue 2015: $152,992Expenses 2015: $199,639Net Income 2015: -$46,6472015Revenue 2016: $239,534Expenses 2016: $293,784Net Income 2016: -$54,2502016Revenue 2017: $137,250Expenses 2017: $435,278Net Income 2017: -$298,0282017Revenue 2018: $187,574Expenses 2018: $127,149Net Income 2018: $60,4252018Revenue 2019: $372,812Expenses 2019: $99,286Net Income 2019: $273,5262019Revenue 2020: $197,412Expenses 2020: $155,804Net Income 2020: $41,6082020Revenue 2021: $299,269Expenses 2021: $126,396Net Income 2021: $172,8732021Revenue 2022: $255,723Expenses 2022: $28,267Net Income 2022: $227,4562022Revenue 2023: $157,424Expenses 2023: $21,101Net Income 2023: $136,3232023Revenue 2024: $124,000Expenses 2024: $168,701Net Income 2024: -$44,7012024

Highlighted filing

2016

Revenue$239,534
Expenses$293,784
Net Income-$54,250
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 4, 2016
Return Version
2015v2.0
Gross Receipts
$239,534
Mission and Program Overview

Mission

The mission of the laguna beach education endowment and capital fund is to promote educational excellence in our public schools through long-term private funding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,563,601$3,509,351▼ $54,250
Savings and Temporary Cash Investments$3,451,246$3,387,736▼ $63,510
Cash and Non-Interest-Bearing Accounts$112,355$121,616▲ $9,261
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,563,601$3,509,352▼ $54,249
Other Assets Total-$0-
Liabilities
Other Liabilities-$1-
Total Liabilities$0$1▲ $1
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,563,601$3,509,351▼ $54,250
Total Liabilities and Net Assets / Fund Balance$3,563,601$3,509,352▼ $54,249
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Tom AddisPresident & CEO
Amy KramerDirector
Brent MartiniDirector
Chris ClarkeDirector
George WoodDirector
Jim JonesDirector
Michael PintoDirector
Nichole AndersonDirector
Taylor PillsburyDirector
Tom MotherwayDirector
WILLIAM O'HAREDirector
William LandseidelDirector
Robin RounaghiExecutive Director
Peggy PietigCFO
Mike NozzarellaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$111,204
Program Service Revenue
$0
Investment Income
$128,330
Other Revenue
$0
All Other Contributions
$111,204
Change in Net Assets
$-54,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$276,284
Other Expenses$17,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$276,284--$276,284
Other Expenses-$15,000-$15,000
Insurance-$1,650-$1,650
Fees for Services Accounting-$610-$610
Fees for Service Investment Mgmnt Fees-$240-$240
Total Functional Expenses$276,284$17,500$0$293,784
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Laguna Beach Unified School DistLaguna Beach, CA-Grants to Classroom Teachers$276,284
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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, Line 6: Explanation of Classes of Members or Shareholder

“Single shareholder, laguna beach endowment”

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

“Review and approval by board of directors at regular meeting”

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

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Laguna Beach Education Endowment and Cap
EIN
93-1021970
Phone
9494946811
Address
PO BOX 19, LAGUNA BEACH, CA 92652

Signing Officer

Name
Tom Addis
Title
President & CEO
Signed
2016-11-04
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
25

Preparer

Firm
Robert L Gamez CPA
Address
920 Glenneyre St Suite D, Laguna Beach, CA 92651
Preparer
Robert L Gamez CPA
Phone
9494941034
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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE LAGUNA BEACH EDUCATION ENDOWMENT AND CAPITAL FUND IS TO PROMOTE EDUCATIONAL EXCELLENCE IN OUR PUBLIC SCHOOLS THROUGH LONG-TERM PRIVATE FUNDING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03563601
IRS990/NetAssetsOrFundBalancesEOYAmt03509351
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt034400
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034400
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OVERHEAD SCHOOLPOWER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015000
IRS990/OtherExpensesGrp/TotalAmt015000
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0106734
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0182417
IRS990/PYInvestmentIncomeAmt046258
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017222
IRS990/PYRevenuesLessExpensesAmt0-46647
IRS990/PYTotalExpensesAmt0199639
IRS990/PYTotalRevenueAmt0152992
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-54250
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03563601
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03509351
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03451246
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03387736
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0111204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0106734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0130328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0224774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0250965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0824005
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029683
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09509
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014310
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt082938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029683
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09509
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014310
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt082938
IRS990ScheduleA/InvestmentIncomeCYPct00.09140
IRS990ScheduleA/InvestmentIncomePYPct00.06870
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90860
IRS990ScheduleA/PublicSupportPY509Pct00.93130
IRS990ScheduleA/PublicSupportTotal509Amt0824005
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0106734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0224774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0250965
IRS990ScheduleA/Total509Grp/TotalAmt0824005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0140887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0116243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0144346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0240192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0265275
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0906943
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0276284
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANTS TO CLASSROOM TEACHERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LAGUNA BEACH UNIFIED SCHOOL DIST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0675 BLUMONT
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAGUNA BEACH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092651
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SINGLE SHAREHOLDER, LAGUNA BEACH ENDOWMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW AND APPROVAL BY BOARD OF DIRECTORS AT REGULAR MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,509,352
Liabilities
$1
Net assets
$3,509,351
Revenue
$239,534
Expenses
$293,784
Net income
-$54,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.12$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.16$0.02$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.00$4.34$0.26$0.03$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.30$0.13$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.20$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.37$0.10$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.19$0.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.14$0.44$0.30
2016Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.24$0.29$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.15$0.20$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.26$0.26$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.00$3.21$0.23
2012Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.27$0.17$0.10
2011Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.20$0.11$0.09