Civic Intelligence

Ladera Oaks

990 • Fiscal year 2016 • EIN 94-1476241

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 18, 2017

Organization Profilewww.laderaoaks.com
3249 Alpine RoadPortola Valley, CA 94028-7522

(650) 854-3101

Siviq Scores

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

Liabilities / Assets

50th percentile

0.31x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

1.08x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2016

Net Margin

27th percentile

-3.4%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

11th percentile

$109,860

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2016 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2016

Asset Growth

19th percentile

-3.4%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

12%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$11,894,784

Down $414,409 (-3.4%) from 2015

Net Assets

Down

$8,242,649

Down $55,641 (-0.7%) from 2015

Liabilities

Down

$3,652,135

Down $358,768 (-8.9%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin27th percentile

Revenue

Up

$3,373,105

Up $360,406 (+12%) from 2015

Expenses

Up

$3,488,413

Up $414,900 (+13%) from 2015

Net Income

Down

-$115,308

Down $54,494 (-90%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$15M$10M$5.0M$0Assets 2011: $13,447,631Liabilities 2011: $5,014,671Net Assets 2011: $8,432,9602011Assets 2012: $13,294,108Liabilities 2012: $4,709,916Net Assets 2012: $8,584,1922012Assets 2013: $12,944,398Liabilities 2013: $4,452,226Net Assets 2013: $8,492,1722013Assets 2014: $12,683,102Liabilities 2014: $4,348,623Net Assets 2014: $8,334,4792014Assets 2015: $12,309,193Liabilities 2015: $4,010,903Net Assets 2015: $8,298,2902015Assets 2016: $11,894,784Liabilities 2016: $3,652,135Net Assets 2016: $8,242,6492016Assets 2017: $11,688,538Liabilities 2017: $3,238,166Net Assets 2017: $8,450,3722017Assets 2018: $11,415,165Liabilities 2018: $2,827,934Net Assets 2018: $8,587,2312018Assets 2019: $10,944,823Liabilities 2019: $2,521,678Net Assets 2019: $8,423,1452019Assets 2020: $10,439,997Liabilities 2020: $1,716,966Net Assets 2020: $8,723,0312020Assets 2021: $10,909,319Liabilities 2021: $1,435,130Net Assets 2021: $9,474,1892021Assets 2022: $10,866,304Liabilities 2022: $1,196,965Net Assets 2022: $9,669,3392022Assets 2023: $11,182,355Liabilities 2023: $1,284,610Net Assets 2023: $9,897,7452023Assets 2024: $10,616,425Liabilities 2024: $866,088Net Assets 2024: $9,750,3372024

Highlighted filing

2016

Assets$11,894,784
Liabilities$3,652,135
Net Assets$8,242,649
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,593,763Expenses 2011: $2,508,117Net Income 2011: $85,6462011Revenue 2012: $2,677,814Expenses 2012: $2,526,582Net Income 2012: $151,2322012Revenue 2013: $2,596,974Expenses 2013: $2,688,994Net Income 2013: -$92,0202013Revenue 2014: $2,786,261Expenses 2014: $2,802,570Net Income 2014: -$16,3092014Revenue 2015: $3,012,699Expenses 2015: $3,073,513Net Income 2015: -$60,8142015Revenue 2016: $3,373,105Expenses 2016: $3,488,413Net Income 2016: -$115,3082016Revenue 2017: $3,375,899Expenses 2017: $3,237,114Net Income 2017: $138,7852017Revenue 2018: $3,381,187Expenses 2018: $3,286,582Net Income 2018: $94,6052018Revenue 2019: $3,476,969Expenses 2019: $3,594,179Net Income 2019: -$117,2102019Revenue 2020: $3,027,113Expenses 2020: $2,718,975Net Income 2020: $308,1382020Revenue 2021: $3,846,709Expenses 2021: $3,117,488Net Income 2021: $729,2212021Revenue 2022: $4,039,755Expenses 2022: $3,884,002Net Income 2022: $155,7532022Revenue 2023: $4,687,578Expenses 2023: $4,474,024Net Income 2023: $213,5542023Revenue 2024: $5,311,745Expenses 2024: $5,510,510Net Income 2024: -$198,7652024

Highlighted filing

2016

Revenue$3,373,105
Expenses$3,488,413
Net Income-$115,308
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$3,457,415
Mission and Program Overview

Mission

Mutual benefit social club

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,296,702$9,904,851▼ $391,851
Rtn Earn Endowment Incm Other Fnds$6,009,790$5,954,149▼ $55,641
Cap Stk Tr Prin Current Funds$2,288,500$2,288,500→ $0
Savings and Temporary Cash Investments$1,360,141$925,727▼ $434,414
Cash and Non-Interest-Bearing Accounts$293,902$900,527▲ $606,625
Accounts Receivable$326,202$143,719▼ $182,483
Prepaid Expenses and Deferred Charges$22,715$13,152▼ $9,563
Intangible Assets$9,531$6,808▼ $2,723
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$12,309,193$11,894,784▼ $414,409
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,727,014$3,355,929▼ $371,085
Accounts Payable and Accrued Expenses$102,641$265,651▲ $163,010
Other Liabilities$181,248$30,555▼ $150,693
Total Liabilities$4,010,903$3,652,135▼ $358,768
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,298,290$8,242,649▼ $55,641
Total Liabilities and Net Assets / Fund Balance$12,309,193$11,894,784▼ $414,409

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,621,806$3,547,658$13,169,464
Equipment$168,570$335,420$503,990
Other Land Buildings$66,837$213,297$280,134
Land$47,638-$47,638
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leigh Ann DennisGeneral ManagerFT$109,808$52$109,860

Board Members and Trustees

NameTitle
Tony AbbisPresident
Allison MarakovicVice President
Dan O'BrienDirector
Joe WelshDirector
Karen GreenlowDirector
Scott SutherlandDirector
Steve McAdamsDirector
Maya SkubatchSecretary
Will MarounTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,371,565
Investment Income
$6,839
Other Revenue
$-5,299
Change in Net Assets
$-115,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,366,266
Revenue Not Reported on Financial Statements
$6,839
Revenue Not Reported on Form 990
$143,977
Other Revenue Adjustments
$6,839
Total Revenue per Audited Statements
$3,510,243
Total Revenue per Form 990
$3,373,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,373,189
Salaries, Compensation, and Employee Benefits$1,115,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$861,055
All Other Expenses---$694,115
Depreciation Depletion---$470,799
Other Expenses---$241,860
Interest---$147,636
Occupancy---$147,261
Current Officers, Directors, Trustees, and Key Employees---$109,860
Payroll Taxes---$97,693
Fees for Services Legal---$64,577
Other Employee Benefits---$46,616
Insurance---$25,920
Fees for Services Accounting---$24,049
Office Expenses---$13,031
Information Technology---$4,829
Total Functional Expenses$0$0$0$3,488,413

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,565,884
Total Expenses per Form 990$3,488,413
Expenses per Audited Statements$3,481,574
Expenses Not Reported on Form 990$84,310
Expenses Not Reported on Financial Statements$6,839
Other Expense Adjustments$6,839
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Payments from Members$22,555
Due to Leaving Members$7,500
Deposits from Waiting-In Members$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Proprietary members of a mutual benefit social club.”

Form 990, Part VI, Section A, line 7A

“Proprietary members of a mutual benefit social club vote.”

Form 990, Part VI, Section A, line 7B

“Proprietary members of a mutual benefit social club vote approval.”

Form 990, Part VI, Section B, line 11B

“Form 990 is prepared by an outside tax professional. The Form is then reviewed by the Organization's finance staff and management staff and questions are referred to the outside tax professional. After a full review (with modifications where necessary), the final version of the tax return is provided to all members of the Organization's voting governing body. A representative of the board authorizes the final Form 990, which is then electronically filed with the Internal Revenue Service.”

Form 990, Part VI, Section B, line 12C

“Proprietary members of a mutual benefit social club know each other.”

Form 990, Part VI, Section B, line 15

“Board of Directors approve.”

Form 990, Part VI, Section C, line 19

“By-laws and newsletter.”

Filing and Contact Details

Filer

Filer Name
Ladera Oaks
EIN
94-1476241
Phone
6508543101
Address
3249 Alpine Road, Portola Valley, CA 94028-7522

Signing Officer

Name
William Maroun
Title
Treasurer
Phone
6508543101
Signed
2017-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Abbis
Formed
1958
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
91
Volunteers
9

Preparer

Firm
Bpm Llp
Address
60 South Market Street Suite 800, San Jose, CA 95113
Preparer
Michael Stephen Schaffer
Phone
4089616300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

“Settlement Expense 210,000. Socials Expense 151,844. Supplies 113,036. LINEN EXPENSES 79,684. Dues, Fees & Subscriptions 25,214. Workers' Compensation Insurance 20,411. Entry & Registration Fees 19,473. Garden 16,397. Bad Debt 15,757. Membership Promotion 13,350. OTHER 12,226. Bank Charges 8,578. Staff Development 5,092. EQUIPMENT LEASE 1,924. EMployment A&D 1,129.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Snacks and Vending - COGS 84,310.”

Part XI, Line 4B - Other Adjustments:

“Interest Income Net of Interest Expense 6,839.”

Part XII, Line 2D - Other Adjustments:

“Snacks and Vending - COGS 84,310.”

Part XII, Line 4B - Other Adjustments:

“Interest Income Net of Interest Expense 6,839.”

Raw XML AppendixShowing 400 of 418 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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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt097693
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022715
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013152
IRS990/PrincipalOfficerNm0Tony Abbis
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713940
IRS990/ProgramServiceRevenueGrp/BusinessCd1713940
IRS990/ProgramServiceRevenueGrp/BusinessCd2713940
IRS990/ProgramServiceRevenueGrp/BusinessCd3713940
IRS990/ProgramServiceRevenueGrp/BusinessCd4713940
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Asse
IRS990/ProgramServiceRevenueGrp/Desc1Department & Sports Re
IRS990/ProgramServiceRevenueGrp/Desc2Membership Transfer Fe
IRS990/ProgramServiceRevenueGrp/Desc3Special Assessment
IRS990/ProgramServiceRevenueGrp/Desc4Clubhouse and Locker R
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01752322
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1564516
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2463667
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3288797
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt437144
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01752322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1829635
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2463667
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3288797
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt437144
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0265119
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01690
IRS990/PYOtherExpensesAmt02045565
IRS990/PYOtherRevenueAmt032
IRS990/PYProgramServiceRevenueAmt03010977
IRS990/PYRevenuesLessExpensesAmt0-60814
IRS990/PYSalariesCompEmpBnftPaidAmt01027948
IRS990/PYTotalExpensesAmt03073513
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03012699
IRS990/ReconcilationRevenueExpnssAmt0-115308
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06009790
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05954149
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01360141
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0925727
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09621806
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03547658
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013169464
IRS990ScheduleD/EquipmentGrp/BookValueAmt0168570
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0335420
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0503990
IRS990ScheduleD/ExpensesNotReportedAmt084310
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06839
IRS990ScheduleD/ExpensesSubtotalAmt03481574
IRS990ScheduleD/LandGrp/BookValueAmt047638
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt047638
IRS990ScheduleD/NetUnrealizedGainsInvstAmt059667
IRS990ScheduleD/OtherExpensesIncludedAmt084310
IRS990ScheduleD/OtherExpensesNotIncludedAmt06839
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt066837
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0213297
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0280134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022555
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Advanced Payments from Members
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Deposits from Waiting-In Members
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO LEAVING MEMBERS
IRS990ScheduleD/OtherRevenueAmt084310
IRS990ScheduleD/OtherRevenuesNotIncludedAmt06839
IRS990ScheduleD/RevenueNotReportedAmt0143977
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06839
IRS990ScheduleD/RevenueSubtotalAmt03366266
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Snacks and Vending - COGS 84,310.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Interest Income Net of Interest Expense 6,839.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Snacks and Vending - COGS 84,310.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Interest Income Net of Interest Expense 6,839.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09904851
IRS990ScheduleD/TotalExpensesPerForm990Amt03488413
IRS990ScheduleD/TotalLiabilityAmt030555
IRS990ScheduleD/TotalRevenuePerForm990Amt03373105
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03510243
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03565884
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Proprietary members of a mutual benefit social club.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Proprietary members of a mutual benefit social club vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Proprietary members of a mutual benefit social club vote approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is prepared by an outside tax professional. The Form is then reviewed by the Organization's finance staff and management staff and questions are referred to the outside tax professional. After a full review (with modifications where necessary), the final version of the tax return is provided to all members of the Organization's voting governing body. A representative of the board authorizes the final Form 990, which is then electronically filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Proprietary members of a mutual benefit social club know each other.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board of Directors approve.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6By-laws and newsletter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Settlement Expense 210,000. Socials Expense 151,844. Supplies 113,036. LINEN EXPENSES 79,684. Dues, Fees & Subscriptions 25,214. Workers' Compensation Insurance 20,411. Entry & Registration Fees 19,473. Garden 16,397. Bad Debt 15,757. Membership Promotion 13,350. OTHER 12,226. Bank Charges 8,578. Staff Development 5,092. EQUIPMENT LEASE 1,924. EMployment A&D 1,129.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012309193
IRS990/TotalAssetsEOYAmt011894784
IRS990/TotalAssetsGrp/BOYAmt012309193
IRS990/TotalAssetsGrp/EOYAmt011894784
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt091
IRS990/TotalFunctionalExpensesGrp/TotalAmt03488413
IRS990/TotalGrossUBIAmt0271958
IRS990/TotalLiabilitiesBOYAmt04010903
IRS990/TotalLiabilitiesEOYAmt03652135
IRS990/TotalLiabilitiesGrp/BOYAmt04010903
IRS990/TotalLiabilitiesGrp/EOYAmt03652135
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08298290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08242649
IRS990/TotalOtherCompensationAmt052
IRS990/TotalProgramServiceRevenueAmt03371565
IRS990/TotalReportableCompFromOrgAmt0109808
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03101147
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03373105
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0271958
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012309193
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011894784
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03249 Alpine Road
IRS990/USAddress/CityNm0Portola Valley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0940287522
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0http://www.laderaoaks.com
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William Maroun
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06508543101
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADERA OAKS
ReturnHeader/Filer/BusinessNameControlTxt0LADE
ReturnHeader/Filer/EIN0941476241
ReturnHeader/Filer/PhoneNum06508543101
ReturnHeader/Filer/USAddress/AddressLine1Txt03249 Alpine Road
ReturnHeader/Filer/USAddress/CityNm0Portola Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940287522
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6251F6FB7123D4B026EB6814EBA84C6E349BAE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,894,784
Liabilities
$3,652,135
Net assets
$8,242,649
Revenue
$3,373,105
Expenses
$3,488,413
Net income
-$115,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.87$9.75$5.31$5.51$0.20
2023Detailed filing. Detailed filing data is available for this year.$11.2$1.28$9.90$4.69$4.47$0.21
2022Detailed filing. Detailed filing data is available for this year.$10.9$1.20$9.67$4.04$3.88$0.16
2021Detailed filing. Detailed filing data is available for this year.$10.9$1.44$9.47$3.85$3.12$0.73
2020Detailed filing. Detailed filing data is available for this year.$10.4$1.72$8.72$3.03$2.72$0.31
2019Detailed filing. Detailed filing data is available for this year.$10.9$2.52$8.42$3.48$3.59$0.12
2018Detailed filing. Detailed filing data is available for this year.$11.4$2.83$8.59$3.38$3.29$0.09
2017Detailed filing. Detailed filing data is available for this year.$11.7$3.24$8.45$3.38$3.24$0.14
2016Detailed filing. Detailed filing data is available for this year.$11.9$3.65$8.24$3.37$3.49$0.12
2015Detailed filing. Detailed filing data is available for this year.$12.3$4.01$8.30$3.01$3.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$12.7$4.35$8.33$2.79$2.80$0.02
2013Summary only. Only limited summary data is available for this year.$12.9$4.45$8.49$2.60$2.69$0.09
2012Summary only. Only limited summary data is available for this year.$13.3$4.71$8.58$2.68$2.53$0.15
2011Summary only. Only limited summary data is available for this year.$13.4$5.01$8.43$2.59$2.51$0.09