Civic Intelligence

Laguna Woods History Center

EIN 95-3213797 • 501(c)3 • Laguna Hills, CA

Profile

To operate a historical society

PO Box 2220Laguna Hills, CA 92654

lagunawoodshistory.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

60th percentile

7.8%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$587,545

Up $82,020 (+16%) from 2023

Liabilities

Down

$21

Down $224 (-91%) from 2023

Net Assets

Up

$587,524

Up $82,244 (+16%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin84th percentile

Revenue

Down

$33,320

Down $71,346 (-68%) from 2023

Expenses

Up

$21,306

Up $5,544 (+35%) from 2023

Net Income

Down

$12,014

Down $76,890 (-86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2011: $260,837Liabilities 2011: $02011Assets 2012: $279,391Liabilities 2012: $02012Assets 2013: $292,974Liabilities 2013: $02013Assets 2014: $355,678Net Assets 2014: $355,6782014Assets 2015: $358,695Liabilities 2015: $02015Assets 2016: $377,078Liabilities 2016: $102Net Assets 2016: $376,9762016Assets 2017: $381,114Net Assets 2017: $381,1142017Assets 2018: $390,987Net Assets 2018: $390,9872018Assets 2019: $434,110Net Assets 2019: $434,1102019Assets 2020: $426,152Net Assets 2020: $426,1522020Assets 2021: $482,094Liabilities 2021: $0Net Assets 2021: $482,0942021Assets 2022: $483,659Liabilities 2022: $651Net Assets 2022: $483,0082022Assets 2023: $505,525Liabilities 2023: $245Net Assets 2023: $505,2802023Assets 2025: $587,545Liabilities 2025: $21Net Assets 2025: $587,5242025

Highlighted filing

2025

Assets$587,545
Liabilities$21
Net Assets$587,524
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $21,606Expenses 2011: $21,972Net Income 2011: -$3662011Revenue 2012: $34,323Expenses 2012: $15,769Net Income 2012: $18,5542012Revenue 2013: $44,320Expenses 2013: $30,737Net Income 2013: $13,5832013Revenue 2014: $75,654Expenses 2014: $17,511Net Income 2014: $58,1432014Revenue 2015: $23,126Expenses 2015: $13,496Net Income 2015: $9,6302015Revenue 2016: $13,848Expenses 2016: $18,311Net Income 2016: -$4,4632016Revenue 2017: $13,205Expenses 2017: $17,018Net Income 2017: -$3,8132017Revenue 2018: $34,290Expenses 2018: $22,989Net Income 2018: $11,3012018Revenue 2019: $18,768Expenses 2019: $19,340Net Income 2019: -$5722019Revenue 2020: $14,364Expenses 2020: $12,989Net Income 2020: $1,3752020Revenue 2021: $48,653Expenses 2021: $11,526Net Income 2021: $37,1272021Revenue 2022: $14,157Expenses 2022: $13,798Net Income 2022: $3592022Revenue 2023: $104,666Expenses 2023: $15,762Net Income 2023: $88,9042023Revenue 2025: $33,320Expenses 2025: $21,306Net Income 2025: $12,0142025

Highlighted filing

2025

Revenue$33,320
Expenses$21,306
Net Income$12,014
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$587,545
Liabilities
$21
Net assets
$587,524
Revenue
$33,320
Expenses
$21,306
Net income
$12,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$0.00$5.88$0.33$0.21$0.12
2023Summary only. Only limited summary data is available for this year.$5.06$0.00$5.05$1.05$0.16$0.89
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.01$4.83$0.14$0.14$0.00
2021Summary only. Only limited summary data is available for this year.$4.82$0.00$4.82$0.49$0.12$0.37
2020Detailed filing. Detailed filing data is available for this year.$4.26$4.26$0.14$0.13$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$4.34$0.19$0.19$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.91$3.91$0.34$0.23$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$3.81$0.13$0.17$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.14$0.18$0.04
2015Summary only. Only limited summary data is available for this year.$3.59$0.00$0.23$0.13$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.56$3.56$0.76$0.18$0.58
2013Summary only. Only limited summary data is available for this year.$2.93$0.00$0.44$0.31$0.14
2012Summary only. Only limited summary data is available for this year.$2.79$0.00$0.34$0.16$0.19
2011Summary only. Only limited summary data is available for this year.$2.61$0.00$0.22$0.22$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 18, 2026
Return Version
2024v5.2
Gross Receipts
$88,258
Mission and Program Overview

Mission

To collect, conserve and convey information, documentation and artifacts related to the history of Laguna Woods as a public service in perpetuity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$496,334$561,610▲ $65,276
Savings and Temporary Cash Investments$20,301$17,695▼ $2,606
Land, Buildings, and Equipment, Net$7,676$6,348▼ $1,328
Inventories for Sale or Use$1,892$1,892→ $0
Cash and Non-Interest-Bearing Accounts-$0-
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-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$526,203$587,545▲ $61,342
Other Assets Total-$0-
Liabilities
Other Liabilities-$21-
Total Liabilities$0$21▲ $21
Net Assets / Fund Balance
Net Assets With Donor Restrictions$526,203$587,524▲ $61,321
Total Net Assets Fund Balance$526,203$587,524▲ $61,321
Total Liabilities and Net Assets / Fund Balance$526,203$587,545▲ $61,342

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,348$41,824$48,172
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Beth PerakTrustee
Dorothy PacellaTrustee
Joan MillimanTrustee
John ParkerTrustee
Mary StoneTrustee
Catherine BriansCCO
Dean DixonCEO
Gail DixonCFO
Cindy VaughnCGO
Revenue and Support

Revenue Composition

Contributions and Grants
$12,985
Program Service Revenue
$0
Investment Income
$20,335
Other Revenue
$0
All Other Contributions
$11,135
Change in Net Assets
$12,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,196
Grants and Similar Amounts Paid$110
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$1,585$3,298-$4,883
Fees for Service Investment Mgmnt Fees-$4,231-$4,231
Information Technology$2,907$721-$3,628
Insurance$1,439--$1,439
Depreciation Depletion$664$664-$1,328
Advertising$783--$783
All Other Expenses$73$73-$146
Grants to Domestic Orgs$110--$110
Other Expenses$495$77-$77
Total Functional Expenses$12,242$9,064$0$21,306
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
Credit Cards Payable$21
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Dean and Gail Dixon - Family Relationship”

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

“No review was or will be conducted.”

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

“Annual Review with directors and trustees”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Laguna Woods History Center
EIN
95-3213797
Phone
9492060150
Address
PO BOX 2220, LAGUNA HILLS, CA 92654

Signing Officer

Name
Gail Dixon
Title
CFO
Signed
2026-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gail Dixon
Formed
1977
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
12

Preparer

Firm
Summers & Summers
Address
23161 MILL CREEK DR SUITE 360, LAGUNA HILLS, CA 92653
Preparer
Robert D Summers
Phone
9498598988
Raw XML AppendixShowing 400 of 431 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Since its creation, all supporting funds received by the History Center have been from the general public through memberships, donations and endowments.The high amount of investment income is the result of large endowments received over the years from numerous History Center members and contributors.All funds are strictly used to preserve archives and provide daily access to the History Center available to all residents of the Laguna Woods community.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part I, Line 12f: Supported Org Not Named in Organizing Documents
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Dean and Gail Dixon - Family Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual Review with directors and trustees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/USAddress/CityNm0LAGUNA HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0926542220

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