Civic Intelligence

Casa Montego II Inc.

990 • Fiscal year 2019 • EIN 20-0601087

Oct 01, 2018 to Sep 30, 2019 • Filed on Jul 27, 2020

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

97th percentile

1.40x

Higher debt load relative to assets than 97% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

27.77x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

4th percentile

-79%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

85th percentile

$258,870

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 82.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

25th percentile

-2.7%

Faster asset growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

2.3%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$6,260,720

Down $174,531 (-2.7%) from 2018

Net Assets

Down

-$2,484,782

Down $249,266 (-11%) from 2018

Liabilities

Up

$8,745,502

Up $74,735 (+0.9%) from 2018

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin4th percentile

Revenue

Up

$314,913

Up $7,114 (+2.3%) from 2018

Expenses

Up

$564,179

Up $3,674 (+0.7%) from 2018

Net Income

Up

-$249,266

Up $3,440 (+1.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2019

Assets$6,260,720
Liabilities$8,745,502
Net Assets-$2,484,782
Open 2019 Filing

Operations Trend

Revenue Growth46th 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

2019

Revenue$314,913
Expenses$564,179
Net Income-$249,266
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jul 27, 2020
Return Version
2018v3.1
Gross Receipts
$314,913
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$6,093,250$5,910,368▼ $182,882
Savings and Temporary Cash Investments$301,773$320,319▲ $18,546
Cash and Non-Interest-Bearing Accounts$32,476$23,638▼ $8,838
Prepaid Expenses and Deferred Charges$7,480$6,395▼ $1,085
Accounts Receivable$272$0▼ $272
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$6,435,251$6,260,720▼ $174,531
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,694,556$7,694,556→ $0
Accounts Payable and Accrued Expenses$946,451$1,030,061▲ $83,610
Other Liabilities$29,388$20,885▼ $8,503
Deferred Revenue$372--
Total Liabilities$8,670,767$8,745,502▲ $74,735
Net Assets / Fund Balance
Unrestricted Net Assets$-2,235,516$-2,484,782▼ $249,266
Total Net Assets Fund Balance$-2,235,516$-2,484,782▼ $249,266
Total Liabilities and Net Assets / Fund Balance$6,435,251$6,260,720▼ $174,531

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,299,730$1,917,792$7,217,522
Land$610,638-$610,638
Other Land Buildings-$82,555$82,555
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Mike JacobChairman
Rauly ButlerVice Chair
Susan FriedlandCEO
Alfred ReynoldsMember
Anthony BarronMember
David GreensfelderMember
James ReillyMember
Joy MooreMember
Karen JacobsMember
Sage B FosterMember
Scott SmithMember
Smitha SeshadriMember
Treva ReidMember
Francine WilliamsSecretary
Ron RidleyTreasurer
Steve HermanVP of Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$210,243
Program Service Revenue
$98,293
Investment Income
$6,377
Other Revenue
$0
Change in Net Assets
$-249,266

Audited Revenue Reconciliation

Revenue per Audited Statements
$314,913
Total Revenue per Audited Statements
$314,913
Total Revenue per Form 990
$314,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$470,470
Salaries, Compensation, and Employee Benefits$93,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$215,840--$215,840
Depreciation Depletion$182,882--$182,882
Other Salaries and Wages$72,716--$72,716
Fees for Services Management-$34,152-$34,152
Fees for Services Accounting-$13,608-$13,608
Other Employee Benefits$13,320--$13,320
Office Expenses$11,220--$11,220
Payroll Taxes$5,236--$5,236
Information Technology$2,844--$2,844
Pension Plan Contributions$2,437--$2,437
Fees for Services Other-$1,935-$1,935
Insurance$734--$734
Other Expenses$271--$271
Fees for Services Legal$252--$252
Travel$225--$225
Conferences and Meetings$85$17-$102
Total Functional Expenses$514,467$49,712$0$564,179

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$564,179
Total Expenses per Audited Statements$564,179
Total Expenses per Form 990$564,179
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
PAYABLE TO affiliate$12,888
Tenant Security Deposits$7,997
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
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

“The form 990 is reviewed by the chief executive officer of satellite affordable housing associates, a related california non-profit public benefit corporation, and signed by the chief executive officer.”

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 ceo and vp of finance 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 the executive director or any officer.the corporation's ceo and vp of finance 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

“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
CEO
Signed
2020-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Jacob
Formed
2003
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Spiteri Narasky & Daley LLP
Address
1024 Country Club Dr, Moraga, CA 94556
Preparer
Brieanne E Fairley
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, 2018, 2017, 2016 and 2015 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/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt05236
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,260,720
Liabilities
$8,745,502
Net assets
-$2,484,782
Revenue
$314,913
Expenses
$564,179
Net income
-$249,266
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