Civic Intelligence

Ladera Oaks

990 • Fiscal year 2019 • EIN 94-1476241

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 14, 2020

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

34th percentile

0.23x

Higher debt load relative to assets than 34% of similar nonprofits.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.73x

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

2019 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2019

Net Margin

27th percentile

-3.4%

Higher net margin than 27% of similar nonprofits.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

14th percentile

$143,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2019

Asset Growth

13th percentile

-4.1%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

2.8%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$10,944,823

Down $470,342 (-4.1%) from 2018

Net Assets

Down

$8,423,145

Down $164,086 (-1.9%) from 2018

Liabilities

Down

$2,521,678

Down $306,256 (-11%) from 2018

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin27th percentile

Revenue

Up

$3,476,969

Up $95,782 (+2.8%) from 2018

Expenses

Up

$3,594,179

Up $307,597 (+9.4%) from 2018

Net Income

Down

-$117,210

Down $211,815 (-224%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2019

Assets$10,944,823
Liabilities$2,521,678
Net Assets$8,423,145
Open 2019 Filing

Operations Trend

Revenue Growth51st 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

2019

Revenue$3,476,969
Expenses$3,594,179
Net Income-$117,210
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 14, 2020
Return Version
2019v5.1
Gross Receipts
$3,568,523
Mission and Program Overview

Mission

Mutual benefit social club

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,476,140$9,254,880▼ $221,260
Savings and Temporary Cash Investments$1,387,684$1,094,538▼ $293,146
Cash and Non-Interest-Bearing Accounts$223,160$330,738▲ $107,578
Accounts Receivable$309,541$235,090▼ $74,451
Prepaid Expenses and Deferred Charges$13,388$23,320▲ $9,932
Inventories for Sale or Use$5,253$6,257▲ $1,004
Total Assets$11,415,166$10,944,823▼ $470,343
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,631,997$2,290,510▼ $341,487
Accounts Payable and Accrued Expenses$193,162$179,331▼ $13,831
Deferred Revenue-$50,833-
Other Liabilities$2,775$1,004▼ $1,771
Total Liabilities$2,827,934$2,521,678▼ $306,256
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,587,232$8,423,145▼ $164,087
Total Net Assets Fund Balance$8,587,232$8,423,145▼ $164,087
Total Liabilities and Net Assets / Fund Balance$11,415,166$10,944,823▼ $470,343

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,009,713$4,743,039$13,752,752
Equipment$109,449$490,921$600,370
Other Land Buildings$88,080$313,889$401,969
Land$47,638-$47,638
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leigh Ann DennisClub ManagerFT$137,500$5,500$143,000
Ray BilseyTennis ProFT$134,129$5,398$139,527
Kimberly WilcoxFinance ManagerFT$76,192-$76,192

Board Members and Trustees

NameTitle
Kai GrayPresident
David MadisonVice President
Brian PyleDirector
Cathy SutherlandDirector
Emilie ReeslundDirector
Erin GrantDirector
Tres EvansDirector
Milana McculaghSecretary
Mark WeinswigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,449,475
Investment Income
$30,860
Other Revenue
$-3,366
Change in Net Assets
$-117,210

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,537,663
Revenue Not Reported on Financial Statements
$-60,694
Revenue Not Reported on Form 990
$-2,711
Other Revenue Adjustments
$-60,694
Total Revenue per Audited Statements
$3,534,952
Total Revenue per Form 990
$3,476,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,951,131
Salaries, Compensation, and Employee Benefits$1,643,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,165,824
Depreciation Depletion---$498,609
Current Officers, Directors, Trustees, and Key Employees---$219,192
All Other Expenses---$195,498
Other Expenses---$143,195
Other Employee Benefits---$121,523
Payroll Taxes---$118,507
Interest---$104,923
Fees for Services Accounting---$97,740
Insurance---$53,290
Pension Plan Contributions---$18,002
Information Technology---$14,705
Occupancy---$13,562
Office Expenses---$8,312
Fees for Services Legal---$4,958
Total Functional Expenses$0$0$0$3,594,179

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,654,873
Total Expenses per Form 990$3,594,179
Expenses per Audited Statements$3,563,319
Expenses Not Reported on Form 990$91,554
Expenses Not Reported on Financial Statements$30,860
Other Expense Adjustments$30,860
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$504
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 35% controlled entity
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
Mark Weinswig
Title
Treasurer
Phone
6508543101
Signed
2020-08-14
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
4200 BOHANNON DRIVE SUITE 250, MENLO PARK, CA 94025-1021
Preparer
Tamara L Mcinerney
Phone
6508556800
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Interest revenue net with interest expense 30,860. Cogs -91,554.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“COGS 91,554.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Interest revenue net with interest expense 30,860.”

Raw XML AppendixShowing 400 of 428 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/NoDonorRestrictionNetAssetsGrp/BOYAmt08587232
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08423145
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt013562
IRS990/OfficeExpensesGrp/TotalAmt08312
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0121523
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
IRS990/OtherExpensesGrp/TotalAmt0302796
IRS990/OtherExpensesGrp/TotalAmt1257443
IRS990/OtherExpensesGrp/TotalAmt2256100
IRS990/OtherExpensesGrp/TotalAmt3143195
IRS990/OtherLiabilitiesGrp/BOYAmt02775
IRS990/OtherLiabilitiesGrp/EOYAmt01004
IRS990/OtherOrganizationDsc01958
IRS990/OtherSalariesAndWagesGrp/TotalAmt01165824
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0118507
IRS990/PensionPlanContributionsGrp/TotalAmt018002
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013388
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023320
IRS990/PrincipalOfficerNm0TONY ABBIS
IRS990/PriorPeriodAdjustmentsAmt0-44166
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/Desc3CAPITAL ASSESSMENT
IRS990/ProgramServiceRevenueGrp/Desc4CLUBHOUSE AND LOCKER R
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01730556
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1584507
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2403296
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3292825
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt433021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01730556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1984067
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2403296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3292825
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt438731
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0399560
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt15710
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019085
IRS990/PYOtherExpensesAmt02053810
IRS990/PYOtherRevenueAmt05952
IRS990/PYProgramServiceRevenueAmt03356150
IRS990/PYRevenuesLessExpensesAmt094605
IRS990/PYSalariesCompEmpBnftPaidAmt01232772
IRS990/PYTotalExpensesAmt03286582
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03381187
IRS990/ReconcilationRevenueExpnssAmt0-117210
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01387684
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01094538
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09009713
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04743039
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013752752
IRS990ScheduleD/EquipmentGrp/BookValueAmt0109449
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0490921
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0600370
IRS990ScheduleD/ExpensesNotReportedAmt091554
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030860
IRS990ScheduleD/ExpensesSubtotalAmt03563319
IRS990ScheduleD/LandGrp/BookValueAmt047638
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt047638
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2711
IRS990ScheduleD/OtherExpensesIncludedAmt091554
IRS990ScheduleD/OtherExpensesNotIncludedAmt030860
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt088080
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0313889
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0401969
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS FROM WAITING-IN MEMBERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO LEAVING MEMBERS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-60694
IRS990ScheduleD/RevenueNotReportedAmt0-2711
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-60694
IRS990ScheduleD/RevenueSubtotalAmt03537663
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INTEREST REVENUE NET WITH INTEREST EXPENSE 30,860. COGS -91,554.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COGS 91,554.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INTEREST REVENUE NET WITH INTEREST EXPENSE 30,860.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09254880
IRS990ScheduleD/TotalExpensesPerForm990Amt03594179
IRS990ScheduleD/TotalLiabilityAmt01004
IRS990ScheduleD/TotalRevenuePerForm990Amt03476969
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03534952
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03654873
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/ExplanationTxt7THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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/FormAndLineReferenceDesc7PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011415166
IRS990/TotalAssetsEOYAmt010944823
IRS990/TotalAssetsGrp/BOYAmt011415166
IRS990/TotalAssetsGrp/EOYAmt010944823
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt078
IRS990/TotalFunctionalExpensesGrp/TotalAmt03594179
IRS990/TotalGrossUBIAmt0436130
IRS990/TotalLiabilitiesBOYAmt02827934
IRS990/TotalLiabilitiesEOYAmt02521678
IRS990/TotalLiabilitiesGrp/BOYAmt02827934
IRS990/TotalLiabilitiesGrp/EOYAmt02521678
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08587232
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08423145
IRS990/TotalOtherCompensationAmt010898
IRS990/TotalProgramServiceRevenueAmt03449475
IRS990/TotalReportableCompFromOrgAmt0347821
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03040839
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03476969
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0436130
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011415166
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010944823
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/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WEINSWIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508543101
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADERA OAKS

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,944,823
Liabilities
$2,521,678
Net assets
$8,423,145
Revenue
$3,476,969
Expenses
$3,594,179
Net income
-$117,210
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