Civic Intelligence

Casa De Redwood Foundation

990 • Fiscal year 2014 • EIN 23-7061992

Nov 01, 2013 to Oct 31, 2014 • Filed on Mar 12, 2015

Organization ProfileWWW.BARCELON.COM
1280 Veterans Blvd94063

(925) 627-7000

Siviq Scores

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

Liabilities / Assets

45th percentile

0.08x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.13x

Higher debt load relative to revenue than 53% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

66th percentile

9.2%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

35th percentile

-1.5%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$2,814,395

Down $42,797 (-1.5%) from 2013

Net Assets

Up

$2,598,535

Up $149,033 (+6.1%) from 2013

Liabilities

Down

$215,860

Down $191,830 (-47%) from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin66th percentile

Revenue

$1,691,818

No earlier filing loaded for comparison.

Expenses

Up

$1,536,428

Up $70,688 (+4.8%) from 2013

Net Income

$155,390

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2014

Assets$2,814,395
Liabilities$215,860
Net Assets$2,598,535
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$1,691,818
Expenses$1,536,428
Net Income$155,390
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Mar 12, 2015
Return Version
2013v4.0
Gross Receipts
$1,691,818
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.

To provide low-cost 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$1,538,415$1,561,409▲ $22,994
Cash and Non-Interest-Bearing Accounts$566$128,037▲ $127,471
Prepaid Expenses and Deferred Charges$61,161$46,588▼ $14,573
Accounts Receivable$658$2,598▲ $1,940
Savings and Temporary Cash Investments-$0-
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$2,857,192$2,814,395▼ $42,797
Other Assets Total$1,256,392$1,075,763▼ $180,629
Liabilities
Mortgage Notes Payable Secured by Investment Property$284,351$99,450▼ $184,901
Accounts Payable and Accrued Expenses$67,193$57,979▼ $9,214
Other Liabilities$55,914$55,635▼ $279
Deferred Revenue$232$2,796▲ $2,564
Total Liabilities$407,690$215,860▼ $191,830
Net Assets / Fund Balance
Unrestricted Net Assets$2,449,502$2,586,035▲ $136,533
Temporarily Rstr Net Assets-$12,500-
Total Net Assets Fund Balance$2,449,502$2,598,535▲ $149,033
Total Liabilities and Net Assets / Fund Balance$2,857,192$2,814,395▼ $42,797

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,091,299$2,734,717$3,826,016
Other Land Buildings$304,348$368,513$672,861
Land$148,286-$148,286
Equipment$2,752$55,688$58,440
Leasehold Improvements$14,724$32,495$47,219
Other Assets Org$59,489--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Howard MacwayPresident
Ellen HassVice President
Andy FrischMember
Bennett KuhnMember
Carol ChiversMember
Ginny HughesMember
Jerome LuceyMember
John GuilhametMember
Liliane LaMotteMember
Maynard NonnemacherMember
William Van CleveMember
Thom MacwaySecretary
Rosanne FoustTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
GM Catering LLCDining Services-$244,960
Revenue and Support

Revenue Composition

Contributions and Grants
$42,162
Program Service Revenue
$1,645,384
Investment Income
$4,272
Other Revenue
$0
All Other Contributions
$42,162
Change in Net Assets
$155,390

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,691,818
Total Revenue per Audited Statements
$1,691,818
Total Revenue per Form 990
$1,691,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,203,121
Salaries, Compensation, and Employee Benefits$333,307
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$230,331$25,592-$255,923
Depreciation Depletion$151,236$16,804-$168,040
All Other Expenses$106,701$7,184-$113,885
Fees for Services Management$73,440$8,160-$81,600
Other Expenses$61,817$6,869-$68,686
Insurance$52,417$5,824-$58,241
Other Employee Benefits$50,914$5,657-$56,571
Office Expenses$32,902$3,656-$36,558
Occupancy$20,545$2,283-$22,828
Payroll Taxes$18,732$2,081-$20,813
Fees for Services Accounting$17,721$1,969-$19,690
Fees for Services Legal$2,266$252-$2,518
Advertising$1,850$205-$2,055
Total Functional Expenses$1,412,110$124,318$0$1,536,428

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,536,428
Total Expenses per Audited Statements$1,536,428
Total Expenses per Form 990$1,536,428
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 Liability$55,635
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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 2: Description of Business or Family Relationship of Officers, Directors, Et

“Two board members, Thom Macway and Howard Macway, have a family relationship.”

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

“Barcelon Associates Management Corp. (BMAC) performed management operations for the organization”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The First Congregational Church of Redwood City, California, a religious organization, is the sponsor of the organization.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The governing body of the organization is a board of directors chosen from the membership of the sponsor, as well as residents of the community. At least one third of the board must consist of members of 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 Form 990 is done by the Director of Asset Management Company. The return is then presented to the Board of Directors for final approval.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board Members are required to disclose all conflicts of interest immediately as they occur. The Board then evaluates the conflict and determines appropriate action.”

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

“These documents are available upon request at the organization's place of business.”

Filing and Contact Details

Filer

EIN
23-7061992
Phone
9256277000

Signing Officer

Name
Howard Macway
Title
President
Signed
2015-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard Macway
Formed
1966
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
1

Preparer

Preparer
Annise Brokstein
Phone
9259308108
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The process for oversight of the audit has not changed from the prior year.”

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IRS990/MissionDesc0To provide low-cost 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.
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6357
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02283
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03656
IRS990/OfficeExpensesGrp/ProgramServicesAmt032902
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt056571
IRS990/OtherExpensesGrp/Desc0Food costs
IRS990/OtherExpensesGrp/Desc1Utilities
IRS990/OtherExpensesGrp/Desc2Contracts
IRS990/OtherExpensesGrp/Desc3Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023454
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114328
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26869
IRS990/OtherExpensesGrp/ProgramServicesAmt0251194
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IRS990/OtherExpensesGrp/ProgramServicesAmt2128953
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0255923
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02081
IRS990/PayrollTaxesGrp/ProgramServicesAmt018732
IRS990/PayrollTaxesGrp/TotalAmt020813
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046588
IRS990/PrincipalOfficerNm0Howard Macway
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11419177
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IRS990/PYOtherExpensesAmt01139094
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0853308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0880897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0900410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0906023
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02559
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04414

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,814,395
Liabilities
$215,860
Net assets
$2,598,535
Revenue
$1,691,818
Expenses
$1,536,428
Net income
$155,390
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