Civic Intelligence

Casa Abrego Preservation Foundation

990PF • Fiscal year 2017 • EIN 03-0474967

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 22, 2018

Organization Profile
PO Box 222501Carmel, CA 93922

(831) 646-8931

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

-1.0%

Higher net margin than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$123,782

Down $167 (-0.1%) from 2016

Net Assets

Down

$123,782

Down $167 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin39th percentile

Revenue

Down

$17,018

Down $3,197 (-16%) from 2016

Expenses

Up

$17,185

Up $11,688 (+213%) from 2016

Net Income

Down

-$167

Down $14,885 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$123,782
Liabilities$0
Net Assets$123,782
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$17,018
Expenses$17,185
Net Income-$167
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 22, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frances GaverPresidentPT$0--
Beverly HamiltonVP/Co-TreasurerPT$0--
Nancy TostevinRecording Sec.PT$0--
Susanne TylerCorrespond Sec.PT$0--
Patsy SchulteCo-TreasurerPT$0--
Maureen SandersDirectorPT$0--
Celeste FalorDirectorPT$0--
Judy ClarkDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Casa Abrego Preservation Foundation
EIN
03-0474967
Phone
8316468931
Address
PO BOX 222501, Carmel, CA 93922

Signing Officer

Name
Celeste Falor
Title
President
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Raw XML Appendix273 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt01825
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01825
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.
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt043
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Susanne Tyler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Patsy Schulte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Maureen Sanders
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Celeste Falor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Judy Clark
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Margaret Patsy Schulte
IRS990PF/StatementsRegardingActyGrp/PhoneNum08316468931
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/Expenses1Amt014856
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
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07325
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07325
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01177
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1485
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt25869
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PO BOX Rental
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Printing & Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REPAIR AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt094
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01177
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt194
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2485
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35869
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Filing Fee
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0400
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Celeste Falor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Casa Abrego Preservation Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0030474967
ReturnHeader/Filer/PhoneNum08316468931
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 222501
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770460195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGilloway Ray Brown & Kaufman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0379 WEST MARKET STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALINAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093901
ReturnHeader/PreparerPersonGrp/PhoneNum08313733337
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia M Kaufman CPA
ReturnHeader/ReturnTs02018-10-22T16:50:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,782
Liabilities
$0
Net assets
$123,782
Revenue
$17,018
Expenses
$17,185
Net income
-$167
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