LAGUNA BEACH EDUCATION ENDOWMENT AND CAP

Address
PO BOX 19
LAGUNA BEACH, CA 92652
Contact
Website: http://www.lbschoolpower.org
Phone: +1 (949) 494-6811
Nonprofit
NTEE: B128 - Education
EIN: 93-1021970

Mission

THE MISSION OF THE LAGUNA BEACH EDUCATION ENDOWMENT AND CAPITAL FUND IS TO PROMOTE EDUCATIONAL EXCELLENCE IN OUR PUBLIC SCHOOLS THROUGH LONG-TERM PRIVATE FUNDING.
 20172016201520142013
Basic features of the organization
Year of formation1990
Subsection code03
PF filing required0    
Metropolitan statistical area4472
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers2525252525
Number of highly compensated contractors0000 
Personnel
Addis, Tom
TitleDirectorPresident & CEODirectorDirectorDirector
Name of key/compensated personTOM ADDISTOM ADDISTOM ADDISTOM ADDISTOM ADDIS
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Anderson, Nichole
Title Director   
Name of key/compensated person NICHOLE ANDERSON   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Average hours per week working for related orgs 0.00   
Anderson, Nicole
TitleSecretary    
Name of key/compensated personNICOLE ANDERSON    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Clarke, Chris
TitlePresident & CEODirectorDirector  
Name of key/compensated personCHRIS CLARKECHRIS CLARKECHRIS CLARKE  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
Clarke, Kendall
Title   DirectorDirector
Name of key/compensated person   KENDALL CLARKEKENDALL CLARKE
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.000.00
Gregory, Lynn
Title   DirectorDirector
Name of key/compensated person   LYNN GREGORYLYNN GREGORY
Average hours per week working for org   0.000.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.000.00
Houlahan, Mike
TitleDirector    
Name of key/compensated personMIKE HOULAHAN    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Jenkins, Gary
Title   SecretarySecretary
Name of key/compensated person   GARY JENKINSGARY JENKINS
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.000.00
Jones, Jim
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personJIM JONESJIM JONESJIM JONESJIM JONESJIM JONES
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Kramer, Amy
Title DirectorDirector  
Name of key/compensated person AMY KRAMERAMY KRAMER  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 1.001.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.000.00  
Landseidel, Bill
Title    Director
Name of key/compensated person    BILL LANDSEIDEL
Average hours per week working for org    0.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    0.00
Landseidel, William
Title DirectorDirectorDirector 
Name of key/compensated person WILLIAM LANDSEIDELWILLIAM LANDSEIDELWILLIAM LANDSEIDEL 
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 0.000.000.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Average hours per week working for related orgs 0.000.000.00 
Martini, Brent
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personBRENT MARTINIBRENT MARTINIBRENT MARTINIBRENT MARTINIBRENT MARTINI
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Moore, Bill
Title  PresidentPresidentPresident
Name of key/compensated person  BILL MOOREBILL MOOREBILL MOORE
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.000.00
Motherway, Tom
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personTOM MOTHERWAYTOM MOTHERWAYTOM MOTHERWAYTOM MOTHERWAYTOM MOTHERWAY
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Nozzarella, Mike
TitleTreasurerTreasurerDirector  
Name of key/compensated personMIKE NOZZARELLAMIKE NOZZARELLAMIKE NOZZARELLA  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
O'Hare, William
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personWILLIAM O'HAREWILLIAM O'HAREWILLIAM O'HAREWILLIAM O'HAREWILLIAM O'HARE
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Pietig, Peggy
TitleCFOCFO   
Name of key/compensated personPEGGY PIETIGPEGGY PIETIG   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Pillsbury, Taylor
TitleDirectorDirector   
Name of key/compensated personTAYLOR PILLSBURYTAYLOR PILLSBURY   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Pinto, Michael
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personMICHAEL PINTOMICHAEL PINTOMICHAEL PINTOMICHAEL PINTOMICHAEL PINTO
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Rounaghi, Robin
TitleExecutive Dir.Executive Dir.Executive Dir.Executive Dir.Executive Dir.
Name of key/compensated personROBIN ROUNAGHIROBIN ROUNAGHIROBIN ROUNAGHIROBIN ROUNAGHIROBIN ROUNAGHI
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Tarbox, Laura
Title  TreasurerTreasurerTreasurer
Name of key/compensated person  LAURA TARBOXLAURA TARBOXLAURA TARBOX
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.000.00
Winter, Kristin
TitleVice President    
Name of key/compensated personKRISTIN WINTER    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Wolff, Peggy
Title  DirectorDirectorDirector
Name of key/compensated person  PEGGY WOLFFPEGGY WOLFFPEGGY WOLFF
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.000.000.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.000.00
Wolfson, Greg
Title  DirectorDirectorDirector
Name of key/compensated person  GREG WOLFSONGREG WOLFSONGREG WOLFSON
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  0.000.000.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.000.00
Wood, George
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personGEORGE WOODGEORGE WOODGEORGE WOODGEORGE WOODGEORGE WOOD
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTHE MISSION OF THE LAGUNA BEACH EDUCATION ENDOWMENT AND CAPITAL FUND IS TO PROMOTE EDUCATIONAL EXCELLENCE IN OUR PUBLIC SCHOOLS THROUGH LONG-TERM PRIVATE FUNDING.THE MISSION OF THE LAGUNA BEACH EDUCATION ENDOWMENT AND CAPITAL FUND IS TO PROMOTE EDUCATIONAL EXCELLENCE IN OUR PUBLIC SCHOOLS THROUGH LONG-TERM PRIVATE FUNDING.THE MISSION OF THE LAGUNA BEACH EDUCATION ENDOWMENT AND CAPITAL FUND IS TO PROMOTE EDUCATIONAL EXCELLENCE IN OUR PUBLIC SCHOOLS THROUGH LONG-TERM PRIVATE FUNDING.THE MISSION OF THE LAGUNA BEACH EDUCATION ENDOWMENT AND CAPITAL FUND IS TO PROMOTE EDUCATIONAL EXCELLENCE IN OUR PUBLIC SCHOOLS THROUGH LONG-TERM PRIVATE FUNDING.THE MISSION OF THE LAGUNA BEACH EDUCATION ENDOWMENT AND CAPITAL FUND IS TO PROMOTE EDUCATIONAL EXCELLENCE IN OUR PUBLIC SCHOOLS THROUGH LONG-TERM PRIVATE FUNDING.
Program service expenses, total$417,579.00$276,284.00$182,417.00$231,254.00$222,858.00
Programs, including revenue & expenses
ENDOWMENT AND CAPITAL FUND FOR THE LONG TERM BENEFIT OF THE LAGUNA BEACH UNIFIED SCHOOL DISTRICT. INCOME FROM FUND TO BE USED TO ASSIST THE SCHOOL DISTRICT.
Program expenses$417,579.00$276,284.00$182,417.00$231,254.00$222,858.00
Grants and allocations made$417,579.00 $182,417.00$231,254.00$222,669.00
Program descriptionENDOWMENT AND CAPITAL FUND FOR THE LONG TERM BENEFIT OF THE LAGUNA BEACH UNIFIED SCHOOL DISTRICT. INCOME FROM FUND TO BE USED TO ASSIST THE SCHOOL DISTRICT.ENDOWMENT AND CAPITAL FUND FOR THE LONG TERM BENEFIT OF THE LAGUNA BEACH UNIFIED SCHOOL DISTRICT. INCOME FROM FUND TO BE USED TO ASSIST THE SCHOOL DISTRICT.ENDOWMENT AND CAPITAL FUND FOR THE LONG TERM BENEFIT OF THE LAGUNA BEACH UNIFIED SCHOOL DISTRICT. INCOME FROM FUND TO BE USED TO ASSIST THE SCHOOL DISTRICT.ENDOWMENT AND CAPITAL FUND FOR THE LONG TERM BENEFIT OF THE LAGUNA BEACH UNIFIED SCHOOL DISTRICT. INCOME FROM FUND TO BE USED TO ASSIST THE SCHOOL DISTRICT.ENDOWMENT AND CAPITAL FUND FOR THE LONG TERM BENEFIT OF THE LAGUNA BEACH UNIFIED SCHOOL DISTRICT. INCOME FROM FUND TO BE USED TO ASSIST THE SCHOOL DISTRICT.
Financial data
Revenue
Total revenue$137,250.00$239,534.00$152,992.00$263,792.00$240,193.00
Revenue from contributions (total)$98,576.00$111,204.00$106,734.00$130,328.00$224,774.00
Investment income, current yr$38,674.00$128,330.00$46,258.00$133,464.00$15,419.00
Total revenue from grants, etc., current yr$98,576.00$111,204.00$106,734.00$130,328.00$224,774.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$0.00$0.00$0.00$0.00$0.00
Gross receipts$137,250.00$239,534.00$152,992.00$263,792.00$240,193.00
Sources of contributions
Revenue from all other contributions$98,576.00$111,204.00$106,734.00$130,328.00$224,774.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00$0.00$0.00
Miscellaneous revenue (total)$0.00$0.00$0.00$0.00$0.00
Net revenue from gaming (total)$0.00$0.00$0.00$0.00$0.00
Income from dividends, interest, and similar investments$38,674.00$93,930.00$9,509.00$14,018.00$15,419.00
Net rental income$0.00$0.00$0.00$0.00$0.00
Net income from fundraising events$0.00$0.00$0.00$0.00$0.00
Net inventory sales (total)$0.00$0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$435,278.00$293,784.00$199,639.00$259,537.00$229,985.00
Total functional expenses: program service $417,579.00$276,284.00$182,417.00$231,254.00$222,858.00
Total functional expenses: management and general$17,699.00$17,500.00$17,222.00$28,283.00$7,127.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00$0.00$0.00
Legal fees (total)$0.00$0.00$0.00$0.00$0.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$0.00$240.00$97.00$0.00$0.00
Assets and liabilities
Total assets$3,613,655.00$3,509,352.00$3,563,601.00$3,576,451.00$3,209,251.00
Total assets, beginning of year$3,509,352.00$3,563,601.00$3,576,451.00$3,209,251.00$2,901,713.00
Total liabilities$0.00$1.00$0.00$0.00$0.00
Total liabilities, beginning of year$1.00    
Pledges & accounts receivable, net$0.00$0.00$0.00$0.00$0.00
Loans & receivables from key persons$0.00$0.00$0.00$0.00$0.00
Net assets$3,613,655.00$3,509,351.00$3,563,601.00$3,576,451.00$3,209,251.00
Net assets, beginning of year$3,509,351.00$3,563,601.00$3,576,451.00$3,209,251.00$2,901,713.00
Other liabilities $1.00   
Intangible assets$0.00$0.00$0.00$0.00$0.00
Other assets$0.00$0.00$0.00$0.00$0.00
Investments: other securities$0.00$0.00$0.00$0.00$0.00
Investments: publicly traded securities$0.00$0.00$0.00$0.00$0.00
Cash: non-interest bearing$84,203.00$121,616.00$112,355.00$120,996.00$161,200.00
Cash: non-interest bearing, beginning of year$121,616.00$112,355.00$120,996.00$161,200.00$246,100.00
Investments -- program-related$0.00$0.00$0.00$0.00$0.00
Inventories for sale or use$0.00$0.00$0.00$0.00$0.00
Other financial variables
Revenue less expenses-$298,028.00-$54,250.00-$46,647.00$4,255.00$10,208.00
Advertising (total)$0.00$0.00$0.00$0.00$0.00
Savings & temp cash investment$3,529,452.00$3,387,736.00$3,451,246.00$3,455,455.00$3,048,051.00
Accounts receivable, net$0.00$0.00$0.00$0.00$0.00
Prepaid expenses & deferred charges$0.00$0.00$0.00$0.00$0.00
Total net assets or fund balances$3,613,655.00$3,509,351.00$3,563,601.00$3,576,451.00$3,209,251.00
Depreciation, depletion, amortization$0.00$0.00$0.00$0.00$0.00
Payment to affiliates$0.00$0.00$0.00$0.00$0.00
Governance and accountability
Number of voting members1414161616
Number of independent voting members1414141414
Cash accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-05-302017-04-112016-07-132015-02-232014-04-09
IRS schema version2016v3.02015v2.02014v6.02013v4.02012v2.0
Filing identifier201841359349306334201643199349310129201610479349301636201500429349301620201410439349300911
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