Civic Intelligence

Casa Montego II Inc.

990 • Fiscal year 2015 • EIN 20-0601087

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 12, 2016

Organization ProfileWWW.SAHAHOMES.ORG
1835 Alcatraz AvenueBerkeley, CA 94703

(510) 647-0700

Siviq Scores

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

Liabilities / Assets

95th percentile

1.21x

Higher debt load relative to assets than 95% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

99th percentile

29.64x

Higher debt load relative to revenue than 99% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

4th percentile

-78%

Higher net margin than 4% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

77th percentile

$203,188

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 71.6% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

0.7%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$6,921,983

Down $136,241 (-1.9%) from 2014

Net Assets

Down

-$1,485,130

Down $220,242 (-17%) from 2014

Liabilities

Up

$8,407,113

Up $84,001 (+1.0%) from 2014

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin4th percentile

Revenue

Up

$283,626

Up $1,964 (+0.7%) from 2014

Expenses

Down

$503,868

Down $34,539 (-6.4%) from 2014

Net Income

Up

-$220,242

Up $36,503 (+14%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $7,545,748Liabilities 2011: $8,074,899Net Assets 2011: -$529,1512011Assets 2012: $7,370,869Liabilities 2012: $8,134,643Net Assets 2012: -$763,7742012Assets 2013: $7,228,712Liabilities 2013: $8,236,855Net Assets 2013: -$1,008,1432013Assets 2014: $7,058,224Liabilities 2014: $8,323,112Net Assets 2014: -$1,264,8882014Assets 2015: $6,921,983Liabilities 2015: $8,407,113Net Assets 2015: -$1,485,1302015Assets 2016: $6,781,071Liabilities 2016: $8,496,718Net Assets 2016: -$1,715,6472016Assets 2017: $6,609,113Liabilities 2017: $8,591,923Net Assets 2017: -$1,982,8102017Assets 2018: $6,435,251Liabilities 2018: $8,670,767Net Assets 2018: -$2,235,5162018Assets 2019: $6,260,720Liabilities 2019: $8,745,502Net Assets 2019: -$2,484,7822019Assets 2020: $6,110,436Liabilities 2020: $8,839,883Net Assets 2020: -$2,729,4472020Assets 2021: $5,968,709Liabilities 2021: $8,942,995Net Assets 2021: -$2,974,2862021Assets 2022: $5,845,553Liabilities 2022: $9,010,256Net Assets 2022: -$3,164,7032022Assets 2023: $5,695,043Liabilities 2023: $9,075,402Net Assets 2023: -$3,380,3592023Assets 2024: $5,583,085Liabilities 2024: $9,115,784Net Assets 2024: -$3,532,6992024

Highlighted filing

2015

Assets$6,921,983
Liabilities$8,407,113
Net Assets-$1,485,130
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $236,124Expenses 2011: $503,489Net Income 2011: -$267,3652011Revenue 2012: $274,375Expenses 2012: $508,998Net Income 2012: -$234,6232012Revenue 2013: $274,368Expenses 2013: $518,737Net Income 2013: -$244,3692013Revenue 2014: $281,662Expenses 2014: $538,407Net Income 2014: -$256,7452014Revenue 2015: $283,626Expenses 2015: $503,868Net Income 2015: -$220,2422015Revenue 2016: $282,196Expenses 2016: $512,713Net Income 2016: -$230,5172016Revenue 2017: $295,028Expenses 2017: $562,191Net Income 2017: -$267,1632017Revenue 2018: $307,799Expenses 2018: $560,505Net Income 2018: -$252,7062018Revenue 2019: $314,913Expenses 2019: $564,179Net Income 2019: -$249,2662019Revenue 2020: $317,191Expenses 2020: $561,856Net Income 2020: -$244,6652020Revenue 2021: $347,454Expenses 2021: $592,293Net Income 2021: -$244,8392021Revenue 2022: $399,353Expenses 2022: $589,770Net Income 2022: -$190,4172022Revenue 2023: $440,900Expenses 2023: $656,556Net Income 2023: -$215,6562023Revenue 2024: $486,644Expenses 2024: $638,984Net Income 2024: -$152,3402024

Highlighted filing

2015

Revenue$283,626
Expenses$503,868
Net Income-$220,242
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jan 12, 2016
Return Version
2014v6.0
Gross Receipts
$283,626
Mission and Program Overview

Mission

To provide low-income elderly persons and handicapped persons with affordable housing facilities and services specially designed to meet their physical, social and psychological needs, and to promote their health, security, happiness and usefulness in longer living on a nonprofit basis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,811,251$6,629,009▼ $182,242
Savings and Temporary Cash Investments$234,745$256,774▲ $22,029
Cash and Non-Interest-Bearing Accounts$10,284$22,403▲ $12,119
Prepaid Expenses and Deferred Charges$182$12,632▲ $12,450
Accounts Receivable$1,762$1,165▼ $597
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,058,224$6,921,983▼ $136,241
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,694,556$7,694,556→ $0
Accounts Payable and Accrued Expenses$618,361$702,598▲ $84,237
Other Liabilities$8,859$8,043▼ $816
Deferred Revenue$1,336$1,916▲ $580
Total Liabilities$8,323,112$8,407,113▲ $84,001
Net Assets / Fund Balance
Unrestricted Net Assets$-1,264,888$-1,485,130▼ $220,242
Total Net Assets Fund Balance$-1,264,888$-1,485,130▼ $220,242
Total Liabilities and Net Assets / Fund Balance$7,058,224$6,921,983▼ $136,241

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,017,457$1,188,889$7,206,346
Land$610,638-$610,638
Other Land Buildings$914$81,641$82,555
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Scott SmithChairman
Ralph HaywardVice Chairman
Susan FriedlandExecutive Director
Alfred ReynoldsMember
David GreensfelderMember
Francine WilliamsMember
James ReillyMember
Joy MooreMember
Karen JacobsMember
Liz OgbuMember
Mike JacobMember
Rauly ButlerMember
Sage B FosterMember
Smitha SeshadriMember
Treva ReidMember
Anthony BarronSecretary
Ron RidleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$184,921
Program Service Revenue
$98,405
Investment Income
$300
Other Revenue
$0
Change in Net Assets
$-220,242

Audited Revenue Reconciliation

Revenue per Audited Statements
$283,626
Total Revenue per Audited Statements
$283,626
Total Revenue per Form 990
$283,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$425,674
Salaries, Compensation, and Employee Benefits$78,194
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$182,242--$182,242
Occupancy$176,379--$176,379
Other Salaries and Wages$61,290$1,872-$63,162
Fees for Services Management$28,253$3,139-$31,392
Fees for Services Accounting$11,578$1,287-$12,865
Other Employee Benefits$11,374--$11,374
Office Expenses$8,320$917-$9,237
Payroll Taxes$2,831--$2,831
Fees for Services Other$2,171$29-$2,200
Other Expenses$883--$883
Pension Plan Contributions$827--$827
Conferences and Meetings$281--$281
Travel$187--$187
Advertising$175--$175
Fees for Services Legal$58--$58
Total Functional Expenses$496,624$7,244$0$503,868

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$503,868
Total Expenses per Audited Statements$503,868
Total Expenses per Form 990$503,868
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposit$8,043
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The project is managed by satellite affordable housing associates property management (saha pm), a nonprofit public benefit corporation related to the corporation by common members of the board of directors and/or the power to appoint directors. Saha pm is responsible for the day to day operations of the low income housing project, including maintenance of accounting records, rent collection, facility maintenance, etc.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Prior to filing, the 990 is reviewed by the executive director and chief financial officer of satellite affordable housing associates property management which is related to the organization by common members of the board of directors.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually, a conflict of interest disclosure form is distributed to each Board Member to complete and sign. These are reviewed for any conflicts of interest and are kept on file.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The corporation does not pay compensation, either as an employee or independent contractor, to the executive director or any officer.the corporation's executive director is a compensated employee of satellite affordable housing associates (saha), a related california nonprofit public benefit corporation. The executive director's salary from saha is subject to annual review by saha's board of directors and the board determines the salary.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
Casa Montego II Inc
EIN
20-0601087
Phone
5106470700
Address
1835 Alcatraz Avenue, Berkeley, CA 94703

Signing Officer

Name
Susan Friedland
Title
Executive Director
Signed
2016-01-12
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Spiteri Narasky & Daley LLP
Address
1024 Country Club Dr, Moraga, CA 94556
Preparer
Claude A Persons
Phone
9253762195
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The corporation has been granted tax-exempt status by the internal revenue service under code section 501(c)(3) and by the california franchise tax board under code section 23701(d). The corporation believes that it does not have any uncertain tax positions that are material to the financial statements. The federal and state information returns for the years ending september 30, 2014, 2013, 2012 and 2011 are subject to examination by regulatory agencies, generally for three years and four years after they were filed for the federal and state returns, respectively.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Dir.
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToOrganizationsInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InsuranceGrp/TotalAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentCnt06
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0176379
IRS990/OccupancyGrp/TotalAmt0176379
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0917
IRS990/OfficeExpensesGrp/ProgramServicesAmt08320
IRS990/OfficeExpensesGrp/TotalAmt09237
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011374
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011374
IRS990/OtherExpensesGrp/Desc0TENANT SERVICE EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2WORKERS COMPENSATION
IRS990/OtherExpensesGrp/Desc3CABLE TV
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IRS990/OtherExpensesGrp/ProgramServicesAmt13254
IRS990/OtherExpensesGrp/ProgramServicesAmt23069
IRS990/OtherExpensesGrp/ProgramServicesAmt3883
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IRS990/OtherExpensesGrp/TotalAmt13254
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IRS990/OtherExpensesGrp/TotalAmt3883
IRS990/OtherLiabilitiesGrp/BOYAmt08859
IRS990/OtherLiabilitiesGrp/EOYAmt08043
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01872
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt061290
IRS990/OtherSalariesAndWagesGrp/TotalAmt063162
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt02831
IRS990/PayrollTaxesGrp/TotalAmt02831
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0827
IRS990/PensionPlanContributionsGrp/TotalAmt0827
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012632
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0SCOTT SMITH
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IRS990/PYTotalRevenueAmt0281662
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0181546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0180576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0180726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0884169
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0299
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0288
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0153

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,921,983
Liabilities
$8,407,113
Net assets
-$1,485,130
Revenue
$283,626
Expenses
$503,868
Net income
-$220,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$9.12$3.53$0.49$0.64$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.70$9.08$3.38$0.44$0.66$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.85$9.01$3.16$0.40$0.59$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.97$8.94$2.97$0.35$0.59$0.24
2020Detailed filing. Detailed filing data is available for this year.$6.11$8.84$2.73$0.32$0.56$0.24
2019Detailed filing. Detailed filing data is available for this year.$6.26$8.75$2.48$0.31$0.56$0.25
2018Detailed filing. Detailed filing data is available for this year.$6.44$8.67$2.24$0.31$0.56$0.25
2017Detailed filing. Detailed filing data is available for this year.$6.61$8.59$1.98$0.30$0.56$0.27
2016Detailed filing. Detailed filing data is available for this year.$6.78$8.50$1.72$0.28$0.51$0.23
2015Detailed filing. Detailed filing data is available for this year.$6.92$8.41$1.49$0.28$0.50$0.22
2014Summary only. Only limited summary data is available for this year.$7.06$8.32$1.26$0.28$0.54$0.26
2013Summary only. Only limited summary data is available for this year.$7.23$8.24$1.01$0.27$0.52$0.24
2012Summary only. Only limited summary data is available for this year.$7.37$8.13$0.76$0.27$0.51$0.23
2011Summary only. Only limited summary data is available for this year.$7.55$8.07$0.53$0.24$0.50$0.27