Civic Intelligence

Casa De Redwood Foundation

990 • Fiscal year 2019 • EIN 23-7061992

Nov 01, 2018 to Oct 31, 2019 • Filed on Feb 13, 2020

Organization ProfileWWW.BARCELON.COM
590 Lennon Lane Suite 110Walnut Creek, CA 94598

(925) 951-0762

Siviq Scores

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

Liabilities / Assets

46th percentile

0.06x

Higher debt load relative to assets than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.09x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

64th percentile

9.3%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

5.5%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$4,183,007

Up $396,954 (+10%) from 2018

Net Assets

Up

$3,927,356

Up $354,985 (+9.9%) from 2018

Liabilities

Up

$255,651

Up $41,969 (+20%) from 2018

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin64th percentile

Revenue

Up

$2,728,186

Up $142,315 (+5.5%) from 2018

Expenses

Up

$2,475,521

Up $39,170 (+1.6%) from 2018

Net Income

Up

$252,665

Up $103,145 (+69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$10M$5.0M$0Assets 2010: $3,391,785Liabilities 2010: $880,360Net Assets 2010: $2,511,4252010Assets 2011: $3,204,653Liabilities 2011: $622,382Net Assets 2011: $2,582,2712011Assets 2012: $3,102,254Liabilities 2012: $472,694Net Assets 2012: $2,629,5602012Assets 2013: $2,857,192Liabilities 2013: $407,690Net Assets 2013: $2,449,5022013Assets 2014: $2,814,395Liabilities 2014: $215,860Net Assets 2014: $2,598,5352014Assets 2015: $3,259,312Liabilities 2015: $223,421Net Assets 2015: $3,035,8912015Assets 2016: $3,458,385Liabilities 2016: $225,130Net Assets 2016: $3,233,2552016Assets 2017: $3,742,525Liabilities 2017: $267,195Net Assets 2017: $3,475,3302017Assets 2018: $3,786,053Liabilities 2018: $213,682Net Assets 2018: $3,572,3712018Assets 2019: $4,183,007Liabilities 2019: $255,651Net Assets 2019: $3,927,3562019Assets 2020: $5,094,120Liabilities 2020: $220,779Net Assets 2020: $4,873,3412020Assets 2021: $5,973,260Liabilities 2021: $227,472Net Assets 2021: $5,745,7882021Assets 2022: $6,366,793Liabilities 2022: $222,281Net Assets 2022: $6,144,5122022Assets 2023: $7,530,812Liabilities 2023: $230,622Net Assets 2023: $7,300,1902023Assets 2024: $9,381,337Liabilities 2024: $279,620Net Assets 2024: $9,101,7172024

Highlighted filing

2019

Assets$4,183,007
Liabilities$255,651
Net Assets$3,927,356
Open 2019 Filing

Operations Trend

Revenue Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $1,131,6362010Expenses 2011: $1,270,8402011Expenses 2012: $1,377,8772012Expenses 2013: $1,465,7402013Revenue 2014: $1,691,818Expenses 2014: $1,536,428Net Income 2014: $155,3902014Revenue 2015: $2,459,618Expenses 2015: $1,994,555Net Income 2015: $465,0632015Revenue 2016: $2,496,411Expenses 2016: $2,310,203Net Income 2016: $186,2082016Revenue 2017: $2,434,275Expenses 2017: $2,300,750Net Income 2017: $133,5252017Revenue 2018: $2,585,871Expenses 2018: $2,436,351Net Income 2018: $149,5202018Revenue 2019: $2,728,186Expenses 2019: $2,475,521Net Income 2019: $252,6652019Revenue 2020: $2,718,045Expenses 2020: $1,848,071Net Income 2020: $869,9742020Revenue 2021: $2,770,109Expenses 2021: $2,133,953Net Income 2021: $636,1562021Revenue 2022: $3,034,142Expenses 2022: $2,081,739Net Income 2022: $952,4032022Revenue 2023: $3,163,967Expenses 2023: $2,046,329Net Income 2023: $1,117,6382023Revenue 2024: $3,386,936Expenses 2024: $2,113,366Net Income 2024: $1,273,5702024

Highlighted filing

2019

Revenue$2,728,186
Expenses$2,475,521
Net Income$252,665
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Feb 13, 2020
Return Version
2018v3.1
Gross Receipts
$2,728,186
Mission and Program Overview

Mission

To provide low-income rental housing for the elderly, including related facilities and services, which are specifically designed to meet the physical, social and psychological needs of the aged and to contribute to their health, security, happiness and usefulness in longer living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,847,554$1,723,741▼ $123,813
Savings and Temporary Cash Investments$209,011$1,484,043▲ $1,275,032
Cash and Non-Interest-Bearing Accounts$213,883$495,872▲ $281,989
Investments in Publicly Traded Securities$1,440,689$298,173▼ $1,142,516
Prepaid Expenses and Deferred Charges$37,065$46,243▲ $9,178
Accounts Receivable$21,725$22,029▲ $304
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,786,053$4,183,007▲ $396,954
Other Assets Total$16,126$112,906▲ $96,780
Liabilities
Mortgage Notes Payable Secured by Investment Property$99,450$99,450→ $0
Accounts Payable and Accrued Expenses$49,903$96,475▲ $46,572
Other Liabilities$56,095$56,899▲ $804
Deferred Revenue$8,234$2,827▼ $5,407
Total Liabilities$213,682$255,651▲ $41,969
Net Assets / Fund Balance
Unrestricted Net Assets$3,572,371$3,927,356▲ $354,985
Total Net Assets Fund Balance$3,572,371$3,927,356▲ $354,985
Total Liabilities and Net Assets / Fund Balance$3,786,053$4,183,007▲ $396,954

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,120,640$3,405,668$4,526,308
Other Land Buildings$305,567$1,141,621$1,447,188
Leasehold Improvements$149,248$81,600$230,848
Land$148,286-$148,286
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Ellen HaasPresident
Rosanne FoustVice President
Andrew FrischMember
Ann EckersdorfMember
Carol ChiversMember
Howard MacwayMember
John GuilhametMember
Paul MichelMember
Bennett KuhnSecretary
Liliane LamotteTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Makena Catering LLCDining Services1552 SIERRA STREET, Redwood City, CA 94061$401,480
Revenue and Support

Revenue Composition

Contributions and Grants
$1,845,329
Program Service Revenue
$848,512
Investment Income
$34,345
Other Revenue
$0
Change in Net Assets
$252,665

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,723,999
Revenue Not Reported on Financial Statements
$4,187
Revenue Not Reported on Form 990
$102,320
Other Revenue Adjustments
$4,187
Total Revenue per Audited Statements
$2,826,319
Total Revenue per Form 990
$2,728,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,893,258
Salaries, Compensation, and Employee Benefits$582,243
Grants and Similar Amounts Paid$20
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$805,446--$805,446
Other Salaries and Wages$491,798--$491,798
Depreciation Depletion$326,693--$326,693
Fees for Services Legal$127,336--$127,336
Fees for Services Management-$103,224-$103,224
Office Expenses$64,330--$64,330
Other Employee Benefits$51,353--$51,353
Payroll Taxes$38,401--$38,401
Information Technology$19,787--$19,787
Other Expenses$11,717$1,934-$11,717
Fees for Services Accounting-$9,950-$9,950
All Other Expenses$6,461--$6,461
Fees for Services Other-$5,947-$5,947
Conferences and Meetings-$4,132-$4,132
Insurance$2,457--$2,457
Advertising$941--$941
Pension Plan Contributions$691--$691
Grants to Domestic Orgs$20--$20
Total Functional Expenses$2,298,444$177,077$0$2,475,521

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,475,521
Expenses per Audited Statements$2,471,334
Total Expenses per Audited Statements$2,471,334
Expenses Not Reported on Financial Statements$4,187
Other Expense Adjustments$4,187
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 Deposits$56,899
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

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

“The project is managed by barcelon associates management corporation (bamc). Bamc 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 7A: How Members or Shareholders Elect Governing Body

“The board shall consist of twelve directors of the corporation, at least one-third of whom shall be members of the first congregational church of redwood city, california ("the sponsor").”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“No candidate proposed to serve as a representative of the sponsor may be submitted to the board for nomination unless previously approved by the "church council" of the sponsor.”

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

“The initial review of the 990 is performed by the director of asset management of bamc. The return is then presented to the board of directors for final approval.”

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

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Casa de Redwood Inc
EIN
23-7061992
Phone
9259510762
Address
590 Lennon Lane Suite 110, Walnut Creek, CA 94598

Signing Officer

Name
Ellen Haas
Title
President
Signed
2020-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Haas
Formed
1966
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
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 organization 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 october 31, 2018, 2017, 2016 and 2015 are subject to examination by regulatory agencies, generally for three and four years after they were filed for the federal and state returns, respectively.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Board account asset management fees $4187”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Board account asset management fees $4187”

Raw XML AppendixShowing 400 of 562 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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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114932
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/ReconcilationRevenueExpnssAmt0252665
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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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
$4,183,007
Liabilities
$255,651
Net assets
$3,927,356
Revenue
$2,728,186
Expenses
$2,475,521
Net income
$252,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.38$0.28$9.10$3.39$2.11$1.27
2023Detailed filing. Detailed filing data is available for this year.$7.53$0.23$7.30$3.16$2.05$1.12
2022Detailed filing. Detailed filing data is available for this year.$6.37$0.22$6.14$3.03$2.08$0.95
2021Detailed filing. Detailed filing data is available for this year.$5.97$0.23$5.75$2.77$2.13$0.64
2020Detailed filing. Detailed filing data is available for this year.$5.09$0.22$4.87$2.72$1.85$0.87
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.26$3.93$2.73$2.48$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.79$0.21$3.57$2.59$2.44$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.74$0.27$3.48$2.43$2.30$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.23$3.23$2.50$2.31$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.22$3.04$2.46$1.99$0.47
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.22$2.60$1.69$1.54$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.41$2.45$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.47$2.63$1.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.62$2.58$1.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.88$2.51$1.13