Ladera Ranch Community Services FY2023 filing

Not tax-deductible

Irvine, CA501(c)(4)Community DevelopmentEIN 33-0818233Revenue $1.5M in FY2023

On file with the IRSladeralife.com15241 Laguna Canyon Rd, 92618-3146 · Irvine, CATax-exempt since Aug 1999

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To promote social welfare and a sense of Community for over 6,700 residents in Ladera Ranch Community by providing various events and activities. To host and manage laderalife, a Community based intranet for members of Ladera Ranch. On-site staff is available to provide information for new and existing members of the Community.

87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $156K a year · 9% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
64 mo
of spending, in cash
Looks good: 64.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$93K
1.0% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
-23% vs prior year
Spent
$1.7M
To programs
87%
Net assets
$9.3M
By yearFY2021–FY2025
Revenue
$1.5M
FY2023▼ -23%
Tap a bar for its year
Revenue by fiscal year
FY2021$2.1M
FY2022$1.9M
FY2023$1.5M
FY2024$1.4M
FY2025$1.4M
Expenses
$1.7M
FY2023▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2021$928K
FY2022$1.5M
FY2023$1.7M
FY2024$1.7M
FY2025$1.7M
Net assets
$9.3M
FY2023▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2021$9.7M
FY2022$9.7M
FY2023$9.3M
FY2024$9.5M
FY2025$9.4M

From the FY2023 Form 990 (year ending May 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $1.5M Management & general 13% · $233K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Director-At-
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Ladera Ranch Community Services executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fosters community and social welfare through events, activities, and a local intranet.

Provided by the organization

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1 program · $1.5M · in their own filed words · FY2022
01

Provide a variety of social and holiday activities and host laderalife, a community based intranet, and provide information to foster community goodwill.

$1.5Mprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$235K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.5M
Managementcol C$233K
Owns and owesPt X
$9.3M
net assets · Ln 32
Cash and savingsLn 1–2$9.3M
Total assetsLn 16$9.4M
LiabilitiesLn 26$93K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$235K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$918K
SavingsLn 2$8.4M
Cash and savings togetherLn 1–2$9.3M
Total assetsLn 16$9.4M
LiabilitiesLn 26$93K
Net assetsLn 32$9.3M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$9.7M$9.3M
Total assetsLn 16$9.8M$9.4M
LiabilitiesLn 26$67K$93K
Net assetsLn 32$9.7M$9.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$93K$93K
Legal feesLn 11b$8K$8K
Accounting feesLn 11c$1K$1K
Office expensesLn 13$62K$62K
Information technologyLn 14$79K$79K
InsuranceLn 23$27K$27K
Other expenses (24a–d)Ln 24$1.4M$1.4M$34K
All other expensesLn 24e$42K$33K$8K
Total functional expensesLn 25$1.7M$1.5M$233K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.4M$1.7M−$293K$9.4M 990 PDF
FY2024 $1.4M$1.7M−$273K$9.5M 990 PDF
FY2023 Viewing $1.5M$1.7M−$248K$9.3M 990 PDF
FY2022 $1.9M$1.5M$444K$9.7M 990 PDF
FY2021 $2.1M$928K$1.2M$9.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $1,489,203 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,737,768$1,253,825
I-10 Investment incomePrior year $204,586$235,378
I-11 Other revenuePrior year $3,200$0
I-12 Total revenuePrior year $1,945,554$1,489,203
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,501,402$1,737,177
I-18 Total expensesPrior year $1,501,402$1,737,177
I-19 Revenue less expensesPrior year $444,152−$247,974
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,489,203 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,253,825$1,253,825
VIII-3 Investment incomeExcluded from tax $235,378$235,378
VIII-12 Total revenueRelated to mission $1,253,825 · Excluded from tax $235,378$1,489,203
Part IX · Statement of functional expenses $1,737,177 across 8 lines filed
IX-11a Management feesManagement $92,700$92,700
IX-11b Legal feesManagement $7,601$7,601
IX-11c Accounting feesManagement $1,425$1,425
IX-13 Office expensesManagement $62,389$62,389
IX-14 Information technologyPrograms $79,256$79,256
IX-23 InsuranceManagement $27,224$27,224
IX-24 Other expenses (24a–d)Programs $1,391,036 · Management $33,829$1,424,865
IX-24e All other expensesPrograms $33,402 · Management $8,315$41,717
IX-25 Total functional expensesPrograms $1,503,694 · Management $233,483 · Fundraising $0$1,737,177
Part X · Balance sheet $9,353,433 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $1,377,029$917,838
X-2 Savings and temporary cash investmentsStart of year $8,314,609$8,358,625
X-4 Accounts receivableStart of year $6,654$7,433
X-9 Prepaid expenses and deferred chargesStart of year $68,332$69,537
X-16 Total assetsStart of year $9,766,624$9,353,433
X-17 Accounts payable and accrued expensesStart of year $67,090$92,010
X-19 Deferred revenue$1,175
X-26 Total liabilitiesStart of year $67,090$93,185
X-32 Total net assets or fund balancesStart of year $9,699,534$9,260,248
X-33 Total liabilities and net assetsStart of year $9,766,624$9,353,433
Part XI · Reconciliation of net assets $9,260,248 net assets at year end
XI-1 Total revenue$1,489,203
XI-2 Total expenses$1,737,177
XI-3 Revenue less expenses−$247,974
XI-4 Net assets at start of year$9,699,534
XI-5 Net unrealized gains (losses) on investments−$191,312
XI-10 Net assets at end of year$9,260,248

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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