Civic Intelligence

Old Mission San Luis Ray Historic

EIN 20-8266652 • 501(c)3 • Rancho Santa Fe, CA

Profile

See exempt purpose description below

PO Box 5005 55Rancho Santa Fe, CA 92067

www.sanluisreyhistoricfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

37th percentile

-4.1%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

53rd percentile

-0.3%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-23%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$49,935

Down $133 (-0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$49,935

Down $133 (-0.3%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin37th percentile

Revenue

Down

$3,210

Down $940 (-23%) from 2017

Expenses

Down

$3,343

Down $494 (-13%) from 2017

Net Income

Down

-$133

Down $446 (-142%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $611,952Liabilities 2011: $0Net Assets 2011: $611,9522011Assets 2012: $68,134Net Assets 2012: $68,1342012Assets 2013: $63,902Net Assets 2013: $63,9022013Assets 2014: $58,243Liabilities 2014: $0Net Assets 2014: $58,2432014Assets 2015: $50,835Liabilities 2015: $0Net Assets 2015: $50,8352015Assets 2016: $51,407Liabilities 2016: $0Net Assets 2016: $51,4072016Assets 2017: $50,068Liabilities 2017: $0Net Assets 2017: $50,0682017Assets 2018: $49,935Liabilities 2018: $0Net Assets 2018: $49,9352018

Highlighted filing

2018

Assets$49,935
Liabilities$0
Net Assets$49,935
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $14,2432011Revenue 2012: $18,021Expenses 2012: $570,927Net Income 2012: -$552,9062012Revenue 2013: $4,365Expenses 2013: $10,493Net Income 2013: -$6,1282013Revenue 2014: $21,127Expenses 2014: $26,786Net Income 2014: -$5,6592014Revenue 2015: $15,645Expenses 2015: $23,053Net Income 2015: -$7,4082015Revenue 2016: $4,078Expenses 2016: $3,506Net Income 2016: $5722016Revenue 2017: $4,150Expenses 2017: $3,837Net Income 2017: $3132017Revenue 2018: $3,210Expenses 2018: $3,343Net Income 2018: -$1332018

Highlighted filing

2018

Revenue$3,210
Expenses$3,343
Net Income-$133
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,935
Liabilities
$0
Net assets
$49,935
Revenue
$3,210
Expenses
$3,343
Net income
-$133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.03$0.03$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.04$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.16$0.23$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.21$0.27$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.64$0.04$0.10$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.68$0.18$5.71$5.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$0.00$6.12$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Mar 5, 2019
Return Version
2017v2.2
Gross Receipts
$3,210
Mission and Program Overview

Mission

See exempt purpose description below

Program Services

DescriptionGrantsExpenses
Student Awards-$1,293
Grants for the maintenance preservation restoration and enhancement of the physical structure of the Old Mission San Luis Rey--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joe BearPresident-$0--
Lynette OwensTreasurer-$0--
Mike McCarthySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Old Mission San Luis Ray Historic
EIN
20-8266652
Address
PO Box 5005 55, Rancho Santa Fe, CA 92067

Signing Officer

Name
Lynette Owens
Title
Treasurer
Phone
6195403636
Signed
2019-03-05
Discuss with paid preparer
No

Preparer

Firm
Tax Preparation Services
Address
2755 Jefferson Street Suite 102, Carlsbad, CA 92008
Preparer
Gregory Hood
Phone
7604384590
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountInvestment Gain 1,186”

Description of other expenses Part I line 16

“Description AmountAdvertising and Promotion 96Office Supplies 48Student Awards 1,293Insurance 1,077Book Comm 34”

Raw XML Appendix135 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Lynette Owens
IRS990EZ/BooksInCareOfDetail/PhoneNum06195403636
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 5005 55
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rancho Santa Fe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050068
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049935
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02024
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-133
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0795
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050068
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049935
IRS990EZ/GrossReceiptsAmt03210
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050068
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049935
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050068
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049935
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joe Bear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lynette Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mike McCarthy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02548
IRS990EZ/OtherRevenueTotalAmt01186
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See exempt purpose description below
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants for the maintenance preservation restoration and enhancement of the physical structure of the Old Mission San Luis Rey
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Awards
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01293
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03343
IRS990EZ/TotalProgramServiceExpensesAmt01293
IRS990EZ/TotalRevenueAmt03210
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sanluisreyhistoricfoundation.com/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt047024
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt047024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021127
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt047024
IRS990ScheduleA/TotalSupportAmt047024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInvestment Gain 1,186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertising and Promotion 96Office Supplies 48Student Awards 1,293Insurance 1,077Book Comm 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynette Owens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06195403636
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Old Mission San Luis Ray Historic
ReturnHeader/Filer/BusinessNameControlTxt0OLDM
ReturnHeader/Filer/EIN0208266652
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5005 55
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BFC169E3F6425741AA36ABE36513D285824300C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BFC169E3F6425741AA36ABE36513D285824300C9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03018052019064k33jf32
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.190.2.177
ReturnHeader/FilingSecurityInformation/IPDt02019-03-05
ReturnHeader/FilingSecurityInformation/IPTm017:53:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043839469
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Preparation Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02755 Jefferson Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07604384590
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory Hood
ReturnHeader/ReturnTs02019-03-05T16:52:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

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