Civic Intelligence

Casa Adobe Foundation

990PF • Fiscal year 2017 • EIN 20-5189156

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

PO Box 523Hollister, CA 95024

(831) 638-3838

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$269,769

Up $25,169 (+10%) from 2016

Net Assets

Up

$269,769

Up $25,169 (+10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$7,153

Down $6,183 (-46%) from 2016

Expenses

Down

$2,314

Down $66 (-2.8%) from 2016

Net Income

Down

$4,839

Down $6,117 (-56%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $234,332Liabilities 2011: $02011Assets 2012: $234,727Liabilities 2012: $02012Assets 2013: $233,482Liabilities 2013: $02013Assets 2014: $239,150Liabilities 2014: $02014Assets 2015: $243,499Liabilities 2015: $02015Assets 2016: $244,600Liabilities 2016: $0Net Assets 2016: $244,6002016Assets 2017: $269,769Liabilities 2017: $0Net Assets 2017: $269,7692017Assets 2018: $281,603Liabilities 2018: $0Net Assets 2018: $281,6032018Assets 2019: $279,466Liabilities 2019: $0Net Assets 2019: $279,4662019Assets 2020: $283,433Liabilities 2020: $0Net Assets 2020: $283,4332020Assets 2021: $380,024Liabilities 2021: $0Net Assets 2021: $380,0242021Assets 2022: $342,418Liabilities 2022: $0Net Assets 2022: $342,4182022Assets 2023: $345,623Liabilities 2023: $0Net Assets 2023: $345,6232023Assets 2024: $372,296Liabilities 2024: $0Net Assets 2024: $372,2962024

Highlighted filing

2017

Assets$269,769
Liabilities$0
Net Assets$269,769

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $3,576Expenses 2011: $6,275Net Income 2011: -$2,6992011Revenue 2012: $4,418Expenses 2012: $8,104Net Income 2012: -$3,6862012Revenue 2013: $8,867Expenses 2013: $10,112Net Income 2013: -$1,2452013Revenue 2014: -$1,211Expenses 2014: $3,337Net Income 2014: -$4,5482014Revenue 2015: $6,915Expenses 2015: $2,566Net Income 2015: $4,3492015Revenue 2016: $13,336Expenses 2016: $2,380Net Income 2016: $10,9562016Revenue 2017: $7,153Expenses 2017: $2,314Net Income 2017: $4,8392017Revenue 2018: $13,155Expenses 2018: $5,991Net Income 2018: $7,1642018Revenue 2019: $9,702Expenses 2019: $10,947Net Income 2019: -$1,2452019Revenue 2020: $17,481Expenses 2020: $18,958Net Income 2020: -$1,4772020Revenue 2021: $80,684Expenses 2021: $13,381Net Income 2021: $67,3032021Revenue 2022: $17,819Expenses 2022: $17,366Net Income 2022: $4532022Revenue 2023: $14,757Expenses 2023: $16,588Net Income 2023: -$1,8312023Revenue 2024: $8,908Expenses 2024: $10,333Net Income 2024: -$1,4252024

Highlighted filing

2017

Revenue$7,153
Expenses$2,314
Net Income$4,839
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALVADOR LOPEZ AGREDANOTrustee-$0--
IRENE GOMEZ AGREDANOTrustee-$0--
IRENE AGREDANO TURTURICITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Casa Adobe Foundation
EIN
20-5189156
Phone
8316383838
Address
PO BOX 523, HOLLISTER, CA 95024

Signing Officer

Name
Irene Agredano Turturici
Title
Trustee
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
9252486800
Raw XML Appendix264 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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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0150955
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0100
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0102
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020330
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET FLUCTUATION
TaxesSchedule/TaxesDetail/Amt0475
TaxesSchedule/TaxesDetail/Amt1142
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0RUSTIC PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2FTB
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE AGREDANO TURTURICI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA ADOBE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0205189156
ReturnHeader/Filer/PhoneNum08316383838
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 523
ReturnHeader/Filer/USAddress/CityNm0HOLLISTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943206957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09252486800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T11:49:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.15$0.17$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.18$0.17$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.81$0.13$0.67
2020Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.17$0.19$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.13$0.06$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.07$0.02$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.13$0.02$0.11
2015Summary only. Only limited summary data is available for this year.$2.43$0.00$0.07$0.03$0.04
2014Summary only. Only limited summary data is available for this year.$2.39$0.00$0.01$0.03$0.05
2013Summary only. Only limited summary data is available for this year.$2.33$0.00$0.09$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$2.35$0.00$0.04$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$0.04$0.06$0.03