Civic Intelligence

Casa Abrego Preservation Foundation

990PF • Fiscal year 2019 • EIN 03-0474967

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 15, 2020

Organization Profile
PO Box 222501Carmel, CA 93922

(831) 224-4222

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

63rd percentile

9.4%

Higher net margin than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

6.3%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$139,936

Up $2,132 (+1.5%) from 2018

Net Assets

Up

$139,936

Up $2,132 (+1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin63rd percentile

Revenue

Up

$22,713

Up $1,355 (+6.3%) from 2018

Expenses

Up

$20,581

Up $13,245 (+181%) from 2018

Net Income

Down

$2,132

Down $11,890 (-85%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2019

Assets$139,936
Liabilities$0
Net Assets$139,936
Open 2019 Filing

Operations Trend

Revenue Growth60th 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

2019

Revenue$22,713
Expenses$20,581
Net Income$2,132
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Celeste FalorPresidentPT$0--
Sherry YoungSecretaryPT$0--
Jean ScholefieldAsst. SecretaryPT$0--
Jane GambleDirectorPT$0--
Margaret Cook SchultePast TreasurerPT$0--
Maureen SandersDirectorPT$0--
Susan LansburyDirectorPT$0--
Jean ScholefieldDirectorPT$0--
Liza HorvathSecretaryPT$0--
Carol PooleDirectorPT$0--
Ann MahoneyDirectorPT$0--
Demi BriscoeTreasurerPT$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
Demi Briscoe
Title
Treasurer
Signed
2020-04-15
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
8314242737
Raw XML Appendix297 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/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/PersonNm7Jean Scholefield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Liza Horvath
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Carol Poole
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Ann Mahoney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Demi Briscoe
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt03600
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020546
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020546
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020546
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/BusinessNameLine1Txt0Demi Briscoe
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/Expenses1Amt00
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/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02545
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02545
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Landscaping
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PO BOX Rental
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Printing & Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4REPAIR AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0930
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12247
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2118
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3508
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt413073
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0930
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12247
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3508
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt413073
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0State Tax
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Demi Briscoe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-15
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/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/PhoneNum08314242737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia M Kaufman CPA
ReturnHeader/ReturnTs02020-04-15T10:40:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,936
Liabilities
$0
Net assets
$139,936
Revenue
$22,713
Expenses
$20,581
Net income
$2,132
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