Civic Intelligence

Rotary Club of Laguna Beach

EIN 95-0918947 • 501(c)4 • Laguna Beach, CA

Profile

Laguna Beach supports the goals and mission of Rotary International. In addition, Laguna Beach Rotary provides grants to educational, civic and social service organizations.

PO Box 2Laguna Beach, CA 92652

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.09x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-4.1%

Higher net margin than 38% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

48th percentile

-2.4%

Faster asset growth than 48% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-16%

Faster revenue growth than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$57,409

Down $1,408 (-2.4%) from 2023

Liabilities

Up

$3,432

Up $201 (+6.2%) from 2023

Net Assets

Down

$53,977

Down $1,609 (-2.9%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin38th percentile

Revenue

Down

$38,996

Down $7,540 (-16%) from 2023

Expenses

Down

$40,605

Down $3,929 (-8.8%) from 2023

Net Income

Down

-$1,609

Down $3,611 (-180%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $28,387Liabilities 2012: $4,568Net Assets 2012: $23,8192012Assets 2013: $26,434Liabilities 2013: $1,275Net Assets 2013: $25,1592013Assets 2014: $29,155Liabilities 2014: $3,143Net Assets 2014: $26,0122014Assets 2015: $33,768Liabilities 2015: $5,147Net Assets 2015: $28,6212015Assets 2016: $38,463Liabilities 2016: $3,476Net Assets 2016: $34,9872016Assets 2017: $30,082Liabilities 2017: $4,116Net Assets 2017: $25,9662017Assets 2018: $78,449Liabilities 2018: $39,333Net Assets 2018: $39,1162018Assets 2019: $51,481Liabilities 2019: $4,521Net Assets 2019: $46,9602019Assets 2020: $79,298Liabilities 2020: $5,189Net Assets 2020: $74,1092020Assets 2021: $57,171Liabilities 2021: $4,528Net Assets 2021: $52,6432021Assets 2022: $56,841Liabilities 2022: $3,257Net Assets 2022: $53,5842022Assets 2023: $58,817Liabilities 2023: $3,231Net Assets 2023: $55,5862023Assets 2024: $57,409Liabilities 2024: $3,432Net Assets 2024: $53,9772024

Highlighted filing

2024

Assets$57,409
Liabilities$3,432
Net Assets$53,977
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $71,292Expenses 2012: $70,510Net Income 2012: $7822012Revenue 2013: $69,178Expenses 2013: $67,838Net Income 2013: $1,3402013Revenue 2014: $70,384Expenses 2014: $69,531Net Income 2014: $8532014Revenue 2015: $64,942Expenses 2015: $62,332Net Income 2015: $2,6102015Revenue 2016: $77,485Expenses 2016: $71,119Net Income 2016: $6,3662016Revenue 2017: $78,793Expenses 2017: $87,814Net Income 2017: -$9,0212017Revenue 2018: $160,185Expenses 2018: $111,189Net Income 2018: $48,9962018Revenue 2019: $46,894Expenses 2019: $39,050Net Income 2019: $7,8442019Revenue 2020: $51,651Expenses 2020: $24,502Net Income 2020: $27,1492020Revenue 2021: $22,410Expenses 2021: $43,876Net Income 2021: -$21,4662021Revenue 2022: $27,807Expenses 2022: $26,866Net Income 2022: $9412022Revenue 2023: $46,536Expenses 2023: $44,534Net Income 2023: $2,0022023Revenue 2024: $38,996Expenses 2024: $40,605Net Income 2024: -$1,6092024

Highlighted filing

2024

Revenue$38,996
Expenses$40,605
Net Income-$1,609
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,409
Liabilities
$3,432
Net assets
$53,977
Revenue
$38,996
Expenses
$40,605
Net income
-$1,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.03$0.54$0.39$0.41$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.03$0.56$0.47$0.45$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.03$0.54$0.28$0.27$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.05$0.53$0.22$0.44$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.05$0.74$0.52$0.25$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.05$0.47$0.47$0.39$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.39$0.39$1.60$1.11$0.49
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.04$0.26$0.79$0.88$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.03$0.35$0.77$0.71$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.05$0.29$0.65$0.62$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.26$0.70$0.70$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.01$0.25$0.69$0.68$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.05$0.24$0.71$0.71$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$90,614
Mission and Program Overview

Mission

Laguna Beach supports the goals and mission of Rotary International. In addition, Laguna Beach Rotary provides grants to educational, civic and social service organizations.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS, COMMUNITY SERVICE AND ROTARY INTERNATIONAL SERVICE PROJECTS-$1
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith MatassaPresident-$0--
Sharon PlumleyVice President-$0--
Pati StoopTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grapes for Grads$37,418$37,418$41,873$-4,455
Classic Car Show$27,940$27,940$9,745$18,195
Total Events$65,358$65,358$51,618$13,740
Filing and Contact Details

Filer

Filer Name
Rotary Club of Laguna Beach
EIN
95-0918947
Address
PO BOX 2, LAGUNA BEACH, CA 92652

Signing Officer

Name
Robert L Ward
Title
Assistant Treasurer
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Robert L Ward
Address
2855 E Coast Highway Ste 205, Corona Del Mar, CA 92625
Preparer
Robert L Ward
Phone
9497230757
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.12

“| Donee's Name: Rotary Districe 5320 Grants | Donee's Address: 1619 N. Brian, Suite B Orange CA 92867 | Relationship of Donee: None | Cash Amount Given: $5523”

Other Expenses.1

“Convention Costs $5961”

Other Expenses.2

“Rotary International Dues $5692”

Other Expenses.3

“Rotary District Dues $5318”

Other Expenses.4

“Storage $1200”

Other Expenses.5

“District 5320 Meetings $755”

Other Expenses.6

“Training $730”

Other Expenses.7

“Installation Event $710”

Other Expenses.8

“Supplies $707”

Other Expenses.9

“Miscellaneous $392”

Other Expenses.10

“Interact Costs $317”

Other Expenses.11

“Advertising $240”

Other Expenses.12

“Other Costs $201”

Other Expenses.13

“Post Office Box $166”

Other Expenses.14

“Tax Preparation $155”

Other Expenses.15

“Chamber of Commerce Dues $150”

Other Expenses.16

“Special Events $88”

Total Liabilities.1

“International Grant Pledge - Beginning $3000 International Grant Pledge - Ending $3000”

Total Liabilities.2

“Raffle Money - Beginning $231 Raffle Money - Ending $432”

Raw XML Appendix152 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum09496824018
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguna Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0926520002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058817
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057409
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025256
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1609
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt065358
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017823
IRS990EZ/GrossReceiptsAmt090614
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055586
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053977
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055586
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053977
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Keith Matassa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Plumley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Pati Stoop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022782
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Laguna Beach supports the goals and mission of Rotary International. In addition, Laguna Beach Rotary provides grants to educational, civic and social service organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS, COMMUNITY SERVICE AND ROTARY INTERNATIONAL SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt051618
IRS990EZ/SpecialEventsNetIncomeLossAmt013740
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03231
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03432
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040605
IRS990EZ/TotalProgramServiceExpensesAmt01
IRS990EZ/TotalRevenueAmt038996
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt051618
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GRAPES FOR GRADS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLASSIC CAR SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065358
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065358
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013740
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt051618
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041873
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Rotary Districe 5320 Grants | Donee's Address: 1619 N. Brian, Suite B Orange CA 92867 | Relationship of Donee: None | Cash Amount Given: $5523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Convention Costs $5961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rotary International Dues $5692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary District Dues $5318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Storage $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5District 5320 Meetings $755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Training $730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Installation Event $710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies $707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous $392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Interact Costs $317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Advertising $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Costs $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Post Office Box $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Tax Preparation $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Chamber of Commerce Dues $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Special Events $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17International Grant Pledge - Beginning $3000 International Grant Pledge - Ending $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Raffle Money - Beginning $231 Raffle Money - Ending $432
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert L Ward
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LAGUNA BEACH
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0950918947
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092652
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0384034715
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert L Ward
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02855 E Coast Highway Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Corona Del Mar
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092625
ReturnHeader/PreparerPersonGrp/PhoneNum09497230757
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert L Ward
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T15:15:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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