Civic Intelligence

Mountain Shadows Foundation

990 • Fiscal year 2017 • EIN 20-0157907

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

970 Los Vallecitos Blvd No 240San Marcos, CA 92069

(760) 743-3714

Siviq Scores

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

Liabilities / Assets

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.33x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-16%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,322,975

Up $68,735 (+5.5%) from 2016

Net Assets

Up

$1,278,561

Up $185,072 (+17%) from 2016

Liabilities

Down

$44,414

Down $116,337 (-72%) from 2016

Revenue

Down

$133,970

Down $25,360 (-16%) from 2016

Expenses

Up

$112,794

Up $36,869 (+49%) from 2016

Net Income

Down

$21,176

Down $62,229 (-75%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $303,644Liabilities 2011: $7,573Net Assets 2011: $296,0712011Assets 2012: $360,061Liabilities 2012: $5,775Net Assets 2012: $354,2862012Assets 2013: $989,464Liabilities 2013: $14,062Net Assets 2013: $975,4022013Assets 2014: $1,083,054Liabilities 2014: $13,834Net Assets 2014: $1,069,2202014Assets 2015: $1,207,410Liabilities 2015: $106,145Net Assets 2015: $1,101,2652015Assets 2016: $1,254,240Liabilities 2016: $160,751Net Assets 2016: $1,093,4892016Assets 2017: $1,322,975Liabilities 2017: $44,414Net Assets 2017: $1,278,5612017Assets 2018: $1,264,881Liabilities 2018: $39,059Net Assets 2018: $1,225,8222018Assets 2019: $1,522,106Liabilities 2019: $84,594Net Assets 2019: $1,437,5122019Assets 2020: $1,780,449Liabilities 2020: $99,397Net Assets 2020: $1,681,0522020Assets 2021: $2,019,084Liabilities 2021: $72,113Net Assets 2021: $1,946,9712021Assets 2022: $1,758,679Liabilities 2022: $84,607Net Assets 2022: $1,674,0722022Assets 2023: $2,083,366Liabilities 2023: $116,041Net Assets 2023: $1,967,3252023Assets 2024: $2,266,773Liabilities 2024: $158,013Net Assets 2024: $2,108,7602024

Highlighted filing

2017

Assets$1,322,975
Liabilities$44,414
Net Assets$1,278,561

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0Revenue 2011: $162,537Expenses 2011: $30,785Net Income 2011: $131,7522011Revenue 2012: $83,324Expenses 2012: $18,540Net Income 2012: $64,7842012Revenue 2013: $613,466Expenses 2013: $26,710Net Income 2013: $586,7562013Revenue 2014: $101,998Expenses 2014: $46,383Net Income 2014: $55,6152014Revenue 2015: $165,473Expenses 2015: $114,432Net Income 2015: $51,0412015Revenue 2016: $159,330Expenses 2016: $75,925Net Income 2016: $83,4052016Revenue 2017: $133,970Expenses 2017: $112,794Net Income 2017: $21,1762017Revenue 2018: $197,290Expenses 2018: $126,794Net Income 2018: $70,4962018Revenue 2019: $204,979Expenses 2019: $173,616Net Income 2019: $31,3632019Revenue 2020: $204,237Expenses 2020: $143,929Net Income 2020: $60,3082020Revenue 2021: $247,070Expenses 2021: $100,440Net Income 2021: $146,6302021Revenue 2022: $246,025Expenses 2022: $97,914Net Income 2022: $148,1112022Revenue 2023: $205,645Expenses 2023: $142,483Net Income 2023: $63,1622023Revenue 2024: $256,604Expenses 2024: $239,142Net Income 2024: $17,4622024

Highlighted filing

2017

Revenue$133,970
Expenses$112,794
Net Income$21,176
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Gross Receipts
$196,255
Mission and Program Overview

Mission

NONE

Programs for mountain shadows support group residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,152,012$1,278,561▲ $126,549
Investments in Publicly Traded Securities$1,116,274$1,251,802▲ $135,528
Cash and Non-Interest-Bearing Accounts$92,376$71,173▼ $21,203
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,208,650$1,322,975▲ $114,325
Liabilities
Other Liabilities$56,638$44,414▼ $12,224
Total Liabilities$56,638$44,414▼ $12,224
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,152,012$1,278,561▲ $126,549
Total Liabilities and Net Assets / Fund Balance$1,208,650$1,322,975▲ $114,325
Compensation and Service Providers

Board Members and Trustees

NameTitle
John MartindaleChairman
Steve CassidyVice Chair
Brenda KritserDirector
Connie CornDirector
David G EricksonDirector
Devan RomeroDirector
Dick MarrsDirector
James SwartoutDirector
Richard SheaDirector
Wade WildeExecutive Director
Robert ChakarianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,606
Program Service Revenue
$0
Investment Income
$39,839
Other Revenue
$57,525
All Other Contributions
$35,856
Change in Net Assets
$21,176

Audited Revenue Reconciliation

Revenue per Audited Statements
$133,970
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$105,373
Total Revenue per Audited Statements
$239,343
Total Revenue per Form 990
$133,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,794
Salaries, Compensation, and Employee Benefits$39,000
Total Fundraising Expense$13,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,750$19,500$9,750$39,000
Fees for Services Accounting-$13,475-$13,475
Fees for Service Investment Mgmnt Fees-$9,682-$9,682
Fees for Services Other$3,600$972$3,600$8,172
Other Expenses$5,000$5,511-$5,000
Conferences and Meetings-$4,139-$4,139
All Other Expenses$1,750$1,521$100$3,371
Advertising-$1,800-$1,800
Office Expenses-$844-$844
Total Functional Expenses$41,900$57,444$13,450$112,794

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$175,079
Expenses per Audited Statements$112,794
Total Expenses per Form 990$112,794
Expenses Not Reported on Form 990$62,285
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$119,810
Fundraising Direct Expenses$62,285
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic Fundraiser$120,560$119,810$25,203$94,607
Total Events$120,560$119,810$62,285$57,525
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Mssg$44,414
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Executive director reviews tax return contents and disclosures with cpa prior to filing.

Form 990, Part VI, Section B, Line 12C

Annual conflict disclosure questionniare is completed and reviewed.

Form 990, Part VI, Section C, Line 19

UPON REQUEST BY MAIL.

Filing and Contact Details

Filer

Filer Name
Mountain Shadows Foundation
EIN
20-0157907
Phone
7607433714
Address
970 LOS VALLECITOS BLVD NO 240, SAN MARCOS, CA 92069

Signing Officer

Name
Robert Chakarian
Title
Treasurer
Phone
7607433714
Signed
2018-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wade Wilde
Formed
2003
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
CHAKARIAN & ASSOCIATES CPA'S INC
Address
3971 GOLDFINCH STREET, SAN DIEGO, CA 92103-2945
Preparer
Erin M Mccabe
Phone
6192974700
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

FUNDRAISING EXPENSES

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 62,285.

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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt081194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0221290
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023404
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt031069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023854
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0124274
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0578630
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64040
IRS990ScheduleA/PublicSupportPY170Pct00.86670
IRS990ScheduleA/PublicSupportTotal170Amt0221290
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056172
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt081194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029560
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0221290
IRS990ScheduleA/TotalSupportAmt0345564
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt062285
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0112794
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0105373
IRS990ScheduleD/OtherExpensesIncludedAmt062285
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt044414
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MSSG
IRS990ScheduleD/RevenueNotReportedAmt0105373
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0133970
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 62,285.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0112794
IRS990ScheduleD/TotalLiabilityAmt044414
IRS990ScheduleD/TotalRevenuePerForm990Amt0133970
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0239343
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0175079
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062285
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF CLASSIC FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt019387
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt019387
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0120560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0119810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0119810
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057525
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03175
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03175
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025203
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt025203
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt014520
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014520
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR REVIEWS TAX RETURN CONTENTS AND DISCLOSURES WITH CPA PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL CONFLICT DISCLOSURE QUESTIONNIARE IS COMPLETED AND REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST BY MAIL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MOUNTAIN SHADOWS SUPPORT GROUP INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330311012
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE HOUSING, CARE AND NURSING SERVICES FOR DEVELOPMENTALLY DISABLED.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0970 LOS VALLECITOS BLVD 240
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN MARCOS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092069
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01208650
IRS990/TotalAssetsEOYAmt01322975
IRS990/TotalAssetsGrp/BOYAmt01208650
IRS990/TotalAssetsGrp/EOYAmt01322975
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt036606
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013450
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057444
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041900
IRS990/TotalFunctionalExpensesGrp/TotalAmt0112794
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt056638
IRS990/TotalLiabilitiesEOYAmt044414
IRS990/TotalLiabilitiesGrp/BOYAmt056638
IRS990/TotalLiabilitiesGrp/EOYAmt044414
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01152012
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01278561
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt041900
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt084564
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012800

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.16$2.11$0.26$0.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.12$1.97$0.21$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.08$1.67$0.25$0.10$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.07$1.95$0.25$0.10$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.10$1.68$0.20$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.08$1.44$0.20$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.23$0.20$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.04$1.28$0.13$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.16$1.09$0.16$0.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.11$1.10$0.17$0.11$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.10$0.05$0.06
2013Summary only. Only limited summary data is available for this year.$0.99$0.01$0.98$0.61$0.03$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.01$0.35$0.08$0.02$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.01$0.30$0.16$0.03$0.13