Civic Intelligence

Ladera Oaks

990 • Fiscal year 2017 • EIN 94-1476241

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

45th percentile

0.28x

Higher debt load relative to assets than 45% of similar nonprofits.

2017 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.96x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2017

Net Margin

61st percentile

4.1%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

18th percentile

$140,591

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2017 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2017

Asset Growth

28th percentile

-1.7%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

0.1%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$11,688,538

Down $206,246 (-1.7%) from 2016

Net Assets

Up

$8,450,372

Up $207,723 (+2.5%) from 2016

Liabilities

Down

$3,238,166

Down $413,969 (-11%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin61st percentile

Revenue

Up

$3,375,899

Up $2,794 (+0.1%) from 2016

Expenses

Down

$3,237,114

Down $251,299 (-7.2%) from 2016

Net Income

Up

$138,785

Up $254,093 (+220%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2017

Assets$11,688,538
Liabilities$3,238,166
Net Assets$8,450,372
Open 2017 Filing

Operations Trend

Revenue Growth31st 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

2017

Revenue$3,375,899
Expenses$3,237,114
Net Income$138,785
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$3,444,858
Mission and Program Overview

Mission

Mutual benefit social club

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,904,851$9,767,092▼ $137,759
Rtn Earn Endowment Incm Other Fnds$5,954,149$6,161,872▲ $207,723
Cap Stk Tr Prin Current Funds$2,288,500$2,288,500→ $0
Savings and Temporary Cash Investments$925,727$1,320,539▲ $394,812
Cash and Non-Interest-Bearing Accounts$900,527$360,217▼ $540,310
Accounts Receivable$143,719$222,080▲ $78,361
Prepaid Expenses and Deferred Charges$13,152$14,525▲ $1,373
Intangible Assets$6,808$4,085▼ $2,723
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$11,894,784$11,688,538▼ $206,246
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,355,929$2,971,866▼ $384,063
Accounts Payable and Accrued Expenses$265,651$246,950▼ $18,701
Other Liabilities$30,555$19,350▼ $11,205
Total Liabilities$3,652,135$3,238,166▼ $413,969
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,242,649$8,450,372▲ $207,723
Total Liabilities and Net Assets / Fund Balance$11,894,784$11,688,538▼ $206,246

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,577,706$3,924,216$13,501,922
Equipment$133,575$387,549$521,124
Other Land Buildings$8,173$274,684$282,857
Land$47,638-$47,638
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ray BilseyTennis ProFT$132,565$8,026$140,591
Leigh Ann DennisGeneral ManagerFT$125,000$78$125,078

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
$3,368,031
Investment Income
$4,893
Other Revenue
$2,975
Change in Net Assets
$138,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,050,924
Salaries, Compensation, and Employee Benefits$1,186,190
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$903,529
Depreciation Depletion---$492,797
All Other Expenses---$464,502
Other Expenses---$174,057
Occupancy---$154,926
Interest---$134,042
Current Officers, Directors, Trustees, and Key Employees---$125,078
Payroll Taxes---$101,848
Other Employee Benefits---$55,735
Fees for Services Legal---$51,733
Insurance---$49,100
Fees for Services Accounting---$42,508
Office Expenses---$12,234
Information Technology---$5,066
Total Functional Expenses$0$0$0$3,237,114
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
Due to Leaving Members$18,000
Advanced Payments From Members$850
Deposits From Waiting-in Members$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
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
2018-05-15
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
78
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

“Socials expense 147,284. Supplies 94,967. Linen expenses 85,945. Garden 41,910. Workers' compensation insurance 23,581. Dues, fees & subscriptions 16,432. Other 14,114. Entry & registration fees 13,939. Bank charges 12,241. Bad debt 10,488. Staff development 2,493. Equipment lease 1,273. Membership promotion -165.”

Raw XML AppendixShowing 400 of 402 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
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013152
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014525
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/RelatedOrExemptFuncIncomeAmt01757337
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1615732
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2394125
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3293250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt435993
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01757337
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1880326
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2394125
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3293250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt442993
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0264594
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt17000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06839
IRS990/PYOtherExpensesAmt02373189
IRS990/PYOtherRevenueAmt0-5299
IRS990/PYProgramServiceRevenueAmt03371565
IRS990/PYRevenuesLessExpensesAmt0-115308
IRS990/PYSalariesCompEmpBnftPaidAmt01115224
IRS990/PYTotalExpensesAmt03488413
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03373105
IRS990/ReconcilationRevenueExpnssAmt0138785
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05954149
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06161872
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0925727
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01320539
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09577706
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03924216
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013501922
IRS990ScheduleD/EquipmentGrp/BookValueAmt0133575
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0387549
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0521124
IRS990ScheduleD/LandGrp/BookValueAmt047638
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt047638
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08173
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0274684
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0282857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt218000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADVANCED PAYMENTS FROM MEMBERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSITS FROM WAITING-IN MEMBERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO LEAVING MEMBERS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09767092
IRS990ScheduleD/TotalLiabilityAmt019350
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/ExplanationTxt7SOCIALS EXPENSE 147,284. SUPPLIES 94,967. LINEN EXPENSES 85,945. GARDEN 41,910. WORKERS' COMPENSATION INSURANCE 23,581. DUES, FEES & SUBSCRIPTIONS 16,432. OTHER 14,114. ENTRY & REGISTRATION FEES 13,939. BANK CHARGES 12,241. BAD DEBT 10,488. STAFF DEVELOPMENT 2,493. EQUIPMENT LEASE 1,273. MEMBERSHIP PROMOTION -165.
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/TotalAssetsBOYAmt011894784
IRS990/TotalAssetsEOYAmt011688538
IRS990/TotalAssetsGrp/BOYAmt011894784
IRS990/TotalAssetsGrp/EOYAmt011688538
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt078
IRS990/TotalFunctionalExpensesGrp/TotalAmt03237114
IRS990/TotalGrossUBIAmt0276487
IRS990/TotalLiabilitiesBOYAmt03652135
IRS990/TotalLiabilitiesEOYAmt03238166
IRS990/TotalLiabilitiesGrp/BOYAmt03652135
IRS990/TotalLiabilitiesGrp/EOYAmt03238166
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08242649
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08450372
IRS990/TotalOtherCompensationAmt08104
IRS990/TotalProgramServiceRevenueAmt03368031
IRS990/TotalReportableCompFromOrgAmt0257565
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03099412
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03375899
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0276487
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011894784
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011688538
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MAROUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508543101
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.184.139.130
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:09:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 SOUTH MARKET STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04089616300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STEPHEN SCHAFFER
ReturnHeader/ReturnTs02018-05-15T18:34:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,688,538
Liabilities
$3,238,166
Net assets
$8,450,372
Revenue
$3,375,899
Expenses
$3,237,114
Net income
$138,785
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