Civic Intelligence

Casa Montego II Inc.

990 • Fiscal year 2016 • EIN 20-0601087

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 05, 2017

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

96th percentile

1.25x

Higher debt load relative to assets than 96% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

30.11x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$212,257

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 75.2% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.0%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-0.5%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$6,781,071

Down $140,912 (-2.0%) from 2015

Net Assets

Down

-$1,715,647

Down $230,517 (-16%) from 2015

Liabilities

Up

$8,496,718

Up $89,605 (+1.1%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin4th percentile

Revenue

Down

$282,196

Down $1,430 (-0.5%) from 2015

Expenses

Up

$512,713

Up $8,845 (+1.8%) from 2015

Net Income

Down

-$230,517

Down $10,275 (-4.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2016

Assets$6,781,071
Liabilities$8,496,718
Net Assets-$1,715,647
Open 2016 Filing

Operations Trend

Revenue Growth39th 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

2016

Revenue$282,196
Expenses$512,713
Net Income-$230,517
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 5, 2017
Return Version
2015v3.0
Gross Receipts
$282,196
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$6,629,009$6,447,044▼ $181,965
Savings and Temporary Cash Investments$256,774$280,515▲ $23,741
Cash and Non-Interest-Bearing Accounts$22,403$36,784▲ $14,381
Prepaid Expenses and Deferred Charges$12,632$13,348▲ $716
Accounts Receivable$1,165$3,380▲ $2,215
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$6,921,983$6,781,071▼ $140,912
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,694,556$7,694,556→ $0
Accounts Payable and Accrued Expenses$702,598$792,132▲ $89,534
Other Liabilities$8,043$8,705▲ $662
Deferred Revenue$1,916$1,325▼ $591
Total Liabilities$8,407,113$8,496,718▲ $89,605
Net Assets / Fund Balance
Unrestricted Net Assets$-1,485,130$-1,715,647▼ $230,517
Total Net Assets Fund Balance$-1,485,130$-1,715,647▼ $230,517
Total Liabilities and Net Assets / Fund Balance$6,921,983$6,781,071▼ $140,912

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,835,771$1,370,575$7,206,346
Land$610,638-$610,638
Other Land Buildings$635$81,920$82,555
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Anthony BarronChairman
Mike JacobVice Chair
Susan FriedlandExecutive Director
Jeff HodosCFO
Alfred ReynoldsMember
David GreensfelderMember
James ReillyMember
Joy MooreMember
Karen JacobsMember
Ralph HaywardMember
Rauly ButlerMember
Sage B FosterMember
Scott SmithMember
Smitha SeshadriMember
Treva ReidMember
Francine WilliamsSecretary
Ron RidleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$183,241
Program Service Revenue
$98,782
Investment Income
$173
Other Revenue
$0
Change in Net Assets
$-230,517

Audited Revenue Reconciliation

Revenue per Audited Statements
$282,196
Total Revenue per Audited Statements
$282,196
Total Revenue per Form 990
$282,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$439,256
Salaries, Compensation, and Employee Benefits$73,457
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$192,356--$192,356
Depreciation Depletion$181,965--$181,965
Other Salaries and Wages$53,489$2,031-$55,520
Fees for Services Management$28,179$3,131-$31,310
Fees for Services Accounting$12,277$1,364-$13,641
Other Employee Benefits$13,179--$13,179
Office Expenses$8,733$937-$9,670
Payroll Taxes$4,342--$4,342
Travel$440--$440
Pension Plan Contributions$416--$416
Other Expenses$367--$367
Conferences and Meetings$140--$140
Advertising$63--$63
Fees for Services Legal$18--$18
Total Functional Expenses$505,250$7,463$0$512,713

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$512,713
Total Expenses per Audited Statements$512,713
Total Expenses per Form 990$512,713
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$8,705
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
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 and cfo are compensated employees of satellite affordable housing associates (saha), a related california nonprofit public benefit corporation. Their salaries from saha are subject to annual review by saha's board of directors and the board determines the salaries.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

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

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
2017-01-05
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
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, 2015, 2014, 2013 and 2012 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/TitleTxt5MEMBER
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc1TENANT SERVICE EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BAD DEBT
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IRS990/OtherExpensesGrp/ProgramServicesAmt12731
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0180726
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,781,071
Liabilities
$8,496,718
Net assets
-$1,715,647
Revenue
$282,196
Expenses
$512,713
Net income
-$230,517
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