LAGUNA BOARD OF REALTORS CHARITABLE ASSISTANCE FUND: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LAGUNA BOARD OF REALTORS CHARITABLE ASSISTANCE FUND (EIN 20-1438786)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-10
- IRS object ID
- 201802539349200760
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-10T14:07:37-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455178250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCOUNTING AND TAX SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 CORPORATE PLAZA STE 150 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201438786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Laguna Board of Realtors CAF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAGU | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4084 | AddressLine1Txt |
| City | Laguna Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92651 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Pooley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9494972474 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD HAMMETT CPA | PreparerPersonNm |
| PTIN | P01066704 | PTIN |
| Phone | 9493221289 | PhoneNum |
| Preparation | 2018-09-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.231.217.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-10 | IPDt |
| IP Tm | 14:11:39 | IPTm |
| Federal Original Submission Id | 3073082018253bcnhqnf | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-09-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B4A71A780C1AFEE7B26B8AF05F64ABCF2A44078A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4A71A780C1AFEE7B26B8AF05F64ABCF2A44078A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.lbr-caf.info | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $118,263 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,573 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $13 | InvestmentIncomeAmt |
| Fundraising Gross Income | $115,647 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $29,492 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $86,155 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $30 | OtherRevenueTotalAmt |
| Total Revenue | $88,771 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $67,897 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $965 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $2,787 | OtherExpensesTotalAmt |
| Total Expenses | $71,649 | TotalExpensesAmt |
| Excess Or Deficit For Year | $17,122 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $59,982 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,104 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,959 | BOYAmt |
| EOY | $75,418 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,023 | BOYAmt |
| EOY | $1,686 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,982 | BOYAmt |
| EOY | $77,104 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,982 | BOYAmt |
| EOY | $77,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | See Schedule O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Provided charitable assistance to various individiuals and organizations to provide charitable assistance to the local community | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $67,897 | GrantsAndAllocationsAmt |
| Program Service Expenses | $3,752 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,752 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Rick Gold | ||||
| Vice President | 5.00 | $0 | $0 | $0 |
| Deborah Muccillo | ||||
| Secretary | 5.00 | $0 | $0 | $0 |
| Patrick Zellar | ||||
| Treasurer | 5.00 | $0 | $0 | $0 |
| Nancy Pooley | ||||
| President | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Zellar and Nancy Pooley | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 939 Glenneyre St | AddressLine1Txt |
| City | Laguna Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494972474 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,573 | CurrentTaxYearAmt |
| Total | $13,466 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,573 | CurrentTaxYearAmt |
| Total | $13,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $13,466 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13 | CurrentTaxYearAmt |
| Total | $38 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13 | CurrentTaxYearAmt |
| Total | $38 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,586 | CurrentTaxYearAmt |
| Total | $13,504 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99770 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Pet Parade | Event1Nm |
| Gross Receipts Event1 | $22,420 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,420 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $4,304 | OtherDirectExpensesEvent1Amt |
| Event2 | Tste Charity | Event2Nm |
| Gross Receipts Event2 | $104,588 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $104,588 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $770 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $5,753 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $18,665 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $127,008 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $127,008 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $770 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,753 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,969 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,492 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $97,516 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| General explanation attachment | The organizations purpose is to raise and administer funds and assets that are donated, bequethed or devised by any lawful manner in order to provide charitable assistance to the local community, including donations to other non-profit organizations and providing financial assistance to individuals in need. |
| Description of other revenue Part I line 8 | Description AmountOther Income 30 |
| List of grants and similar amounts paid Part I line 10 | Activity Donation Grantee CSP Youth Shelter Street 1221 E Dyer Road STE 120 City, State, Zip Santa Ana, CA 92705Relationship None Amount 13,149Activity Donation Grantee LB Plein Air Painters Assoc Street PO Box 4109 City, State, Zip Laguna Beach, CA 92652Relationship None Amount 13,149Activity Donations Grantee Others less than 5000 each Relationship None Amount 12,250Activity Donation Grantee Pacific Marine Mammal Center Street 20612 Laguna Canyon Road City, State, Zip Laguna Beach, CA 92651Relationship None Amount 5,400Activity Donation Grantee Laguna Beach Animal Shelter Street 20612 Laguna Canyon Road City, State, Zip Laguna Beach, CA 92651Relationship None Amount 5,400Activity Donation Grantee Blue Bell Foundation for Cats Street 20982 Laguna Canyon Road City, State, Zip Laguna Beach, CA 92651Relationship None Amount 5,400Activity Donation Grantee Laguna Food Pantry Street 20652 Laguna Canyon Road City, State, Zip Laguna Beach, CA 92651Relationship None Amount 13,149 |
| Description of other expenses Part I line 16 | Description AmountDepreciation from 4562 337Bank Charges 277Advertising and Promo 166Licenses 20Office Supplies 140QBs Payment fees 1,452Dues 114Meals and Ent 97Awards 184 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearMach and Equip net of Depn 2,023 1,686 |