Civic Intelligence

Casa Abrego Preservation Foundation

EIN 03-0474967 • Carmel, CA

PO Box 222501Carmel, CA 93922
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-71%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$162,993

Up $28,439 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$162,993

Up $28,439 (+21%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin92nd percentile

Revenue

Down

$44,730

Down $111,305 (-71%) from 2023

Expenses

Down

$16,291

Down $170,979 (-91%) from 2023

Net Income

Up

$28,439

Up $59,674 (+191%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$200K$150K$100K$50K$0Assets 2011: $81,334Liabilities 2011: $02011Assets 2012: $69,023Liabilities 2012: $12012Assets 2013: $77,440Liabilities 2013: $02013Assets 2014: $100,052Liabilities 2014: $0Net Assets 2014: $100,0522014Assets 2015: $109,231Liabilities 2015: $0Net Assets 2015: $109,2312015Assets 2016: $123,949Liabilities 2016: $0Net Assets 2016: $123,9492016Assets 2017: $123,782Liabilities 2017: $0Net Assets 2017: $123,7822017Assets 2018: $137,804Liabilities 2018: $0Net Assets 2018: $137,8042018Assets 2019: $139,936Liabilities 2019: $0Net Assets 2019: $139,9362019Assets 2020: $146,272Liabilities 2020: $0Net Assets 2020: $146,2722020Assets 2021: $163,029Liabilities 2021: $0Net Assets 2021: $163,0292021Assets 2022: $165,789Liabilities 2022: $0Net Assets 2022: $165,7892022Assets 2023: $134,554Liabilities 2023: $0Net Assets 2023: $134,5542023Assets 2024: $162,993Liabilities 2024: $0Net Assets 2024: $162,9932024

Highlighted filing

2024

Assets$162,993
Liabilities$0
Net Assets$162,993
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$200K$100K$0-$100KRevenue 2011: $20,867Expenses 2011: $3,049Net Income 2011: $17,8182011Revenue 2012: $14,317Expenses 2012: $26,629Net Income 2012: -$12,3122012Revenue 2013: $12,855Expenses 2013: $4,437Net Income 2013: $8,4182013Revenue 2014: $24,615Expenses 2014: $2,003Net Income 2014: $22,6122014Revenue 2015: $23,180Expenses 2015: $14,001Net Income 2015: $9,1792015Revenue 2016: $20,215Expenses 2016: $5,497Net Income 2016: $14,7182016Revenue 2017: $17,018Expenses 2017: $17,185Net Income 2017: -$1672017Revenue 2018: $21,358Expenses 2018: $7,336Net Income 2018: $14,0222018Revenue 2019: $22,713Expenses 2019: $20,581Net Income 2019: $2,1322019Revenue 2020: $28,817Expenses 2020: $22,481Net Income 2020: $6,3362020Revenue 2021: $42,240Expenses 2021: $25,483Net Income 2021: $16,7572021Revenue 2022: $12,158Expenses 2022: $9,398Net Income 2022: $2,7602022Revenue 2023: $156,035Expenses 2023: $187,270Net Income 2023: -$31,2352023Revenue 2024: $44,730Expenses 2024: $16,291Net Income 2024: $28,4392024

Highlighted filing

2024

Revenue$44,730
Expenses$16,291
Net Income$28,439
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$162,993
Liabilities
$0
Net assets
$162,993
Revenue
$44,730
Expenses
$16,291
Net income
$28,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.45$0.16$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.56$1.87$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.12$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.42$0.25$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.29$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.23$0.21$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.21$0.07$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.17$0.17$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.20$0.05$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.23$0.14$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.25$0.02$0.23
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.13$0.04$0.08
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.14$0.27$0.12
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.21$0.03$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol PoolePresidentPT$0--
Beverly HamiltonDirector-$0--
Betsy KlasssenSecretary-$0--
Valera LylesDirector-$0--
Christine ChinDirector-$0--
Maureen SandersVice President-$0--
Susan LansburyTreasurer-$0--
Lena ClarkDirector-$0--
Joan LittleDirector-$0--
Demi BriscoeDirector-$0--
Filing and Contact Details

Filer

Filer Name
Casa Abrego Preservation Foundation
EIN
03-0474967
Phone
8312244222
Address
PO BOX 222501, Carmel, CA 93922

Signing Officer

Name
Carol Poole
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Raw XML Appendix303 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01395
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CashDeemedCharitableExplnStmt/ShortExplanationTxt0The entity keeps on average 5.50% cash on hand for sudden necessary repairs and maintenance of the historic adobe known as Casa Abrego located in Monterey, CA.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Carol Poole
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Beverly Hamilton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Betsy Klasssen
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Maureen Sanders
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Lena Clark
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Joan Little
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Vice President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 222501
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Carmel
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093922
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Susan Lansbury
IRS990PF/StatementsRegardingActyGrp/PhoneNum08312244222
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Since its inception Casa Abrego Preservation Foundation has been actively engaged in the maintenance and preservation of the historical adobe known as Casa Abrego, which is located at 592 Abrego Street in Monterey, California, and which is listed on the California Register of Historical Resources http://ohp.parks.ca.gov/ListedResources/. The Foundation directly expends its funds in support of such maintenance and preservation, and oversees such preservation and maintenance.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt016291
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Sally Lucas
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Bertie Bialek Elliott
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Susan Landsbury
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 222501
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 222501
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2PO BOX 222501
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Carmel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Carmel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Carmel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093922
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd193922
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd293922
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0506
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0506
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Preservation
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11577
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt212500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11577
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3238
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Poole
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Casa Abrego Preservation Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0030474967
ReturnHeader/Filer/PhoneNum08312244222
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 222501
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770460195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGilloway Ray Brown & Kaufman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 Garden Road Suite A-180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313733337
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia M Kaufman CPA
ReturnHeader/ReturnTs02025-05-13T14:01:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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