Civic Intelligence

Casa De Amma Inc.

990 • Fiscal year 2023 • EIN 26-0030511

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization ProfileWWW.CASADEAMMA.ORG

View Organization Page

27231 Calle ArroyoSan Juan Capistrano, CA 92675

(949) 496-9001

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.07x

Higher debt load relative to assets than 33% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.25x

Higher debt load relative to revenue than 50% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

30th percentile

-3.0%

Higher net margin than 30% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$286,406

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

36th percentile

1.8%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

10%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$10,704,358

Up $190,320 (+1.8%) from 2022

Net Assets

Up

$9,982,999

Up $112,594 (+1.1%) from 2022

Liabilities

Up

$721,359

Up $77,726 (+12%) from 2022

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin30th percentile

Revenue

Up

$2,934,973

Up $278,281 (+10%) from 2022

Expenses

Up

$3,021,941

Up $266,518 (+9.7%) from 2022

Net Income

Up

-$86,968

Up $11,763 (+12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,202,026Liabilities 2010: $503,601Net Assets 2010: $8,698,4252010Assets 2011: $9,286,121Liabilities 2011: $517,604Net Assets 2011: $8,768,5172011Assets 2012: $9,546,355Liabilities 2012: $576,238Net Assets 2012: $8,970,1172012Assets 2013: $9,646,019Liabilities 2013: $549,711Net Assets 2013: $9,096,3082013Assets 2014: $9,647,034Liabilities 2014: $397,017Net Assets 2014: $9,250,0172014Assets 2015: $9,729,523Liabilities 2015: $314,337Net Assets 2015: $9,415,1862015Assets 2016: $9,901,782Liabilities 2016: $375,086Net Assets 2016: $9,526,6962016Assets 2017: $10,025,464Liabilities 2017: $366,748Net Assets 2017: $9,658,7162017Assets 2018: $10,213,617Liabilities 2018: $419,478Net Assets 2018: $9,794,1392018Assets 2019: $10,370,435Liabilities 2019: $477,695Net Assets 2019: $9,892,7402019Assets 2020: $10,699,069Liabilities 2020: $786,148Net Assets 2020: $9,912,9212020Assets 2021: $10,682,793Liabilities 2021: $672,752Net Assets 2021: $10,010,0412021Assets 2022: $10,514,038Liabilities 2022: $643,633Net Assets 2022: $9,870,4052022Assets 2023: $10,704,358Liabilities 2023: $721,359Net Assets 2023: $9,982,9992023Assets 2024: $10,802,892Liabilities 2024: $791,126Net Assets 2024: $10,011,7662024

Highlighted filing

2023

Assets$10,704,358
Liabilities$721,359
Net Assets$9,982,999
Open 2023 Filing

Operations Trend

Revenue Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,707,9332010Expenses 2011: $1,706,8442011Expenses 2012: $1,676,4202012Revenue 2013: $1,920,353Expenses 2013: $1,794,162Net Income 2013: $126,1912013Revenue 2014: $2,038,982Expenses 2014: $1,885,273Net Income 2014: $153,7092014Revenue 2015: $2,122,230Expenses 2015: $1,957,061Net Income 2015: $165,1692015Revenue 2016: $2,183,539Expenses 2016: $2,075,398Net Income 2016: $108,1412016Revenue 2017: $2,301,668Expenses 2017: $2,168,173Net Income 2017: $133,4952017Revenue 2018: $2,453,023Expenses 2018: $2,318,945Net Income 2018: $134,0782018Revenue 2019: $2,482,744Expenses 2019: $2,373,763Net Income 2019: $108,9812019Revenue 2020: $2,598,118Expenses 2020: $2,567,477Net Income 2020: $30,6412020Revenue 2021: $2,674,850Expenses 2021: $2,577,730Net Income 2021: $97,1202021Revenue 2022: $2,656,692Expenses 2022: $2,755,423Net Income 2022: -$98,7312022Revenue 2023: $2,934,973Expenses 2023: $3,021,941Net Income 2023: -$86,9682023Revenue 2024: $2,853,388Expenses 2024: $3,213,744Net Income 2024: -$360,3562024

Highlighted filing

2023

Revenue$2,934,973
Expenses$3,021,941
Net Income-$86,968
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$3,530,558
Mission and Program Overview

Mission

See mission statement on schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,634,135$5,444,317▼ $189,818
Investments in Publicly Traded Securities$2,371,369$3,233,572▲ $862,203
Savings and Temporary Cash Investments$1,866,949$1,511,746▼ $355,203
Cash and Non-Interest-Bearing Accounts$400,641$240,527▼ $160,114
Prepaid Expenses and Deferred Charges$38,633$43,384▲ $4,751
Accounts Receivable$800$15,899▲ $15,099
Total Assets$10,514,038$10,704,358▲ $190,320
Other Assets Total$201,511$214,913▲ $13,402
Liabilities
Other Liabilities$358,629$423,049▲ $64,420
Accounts Payable and Accrued Expenses$183,137$194,160▲ $11,023
Deferred Revenue$101,867$104,150▲ $2,283
Total Liabilities$643,633$721,359▲ $77,726
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,540,202$9,691,985▲ $151,783
Net Assets With Donor Restrictions$330,203$291,014▼ $39,189
Total Net Assets Fund Balance$9,870,405$9,982,999▲ $112,594
Total Liabilities and Net Assets / Fund Balance$10,514,038$10,704,358▲ $190,320

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,880,518$3,701,872$7,582,390
Land$1,390,503-$1,390,503
Equipment$173,296$906,966$1,080,262
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron VorellExecutive DirectorFT$255,950$30,456$286,406

Board Members and Trustees

NameTitle
Bill TillettDirector
Dawn Hunter PhdDirector
Gregg DornerDirector
James WilliamsDirector
Joel LautenschlegerDirector
Katie LeatherbyDirector
Ken YoodDirector
Russell LeatherbyDirector
Tina SapounakisDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$443,842
Program Service Revenue
$2,318,713
Investment Income
$170,077
Other Revenue
$2,341
All Other Contributions
$50,237
Change in Net Assets
$-86,968

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,921,891
Revenue Not Reported on Financial Statements
$13,082
Revenue Not Reported on Form 990
$199,562
Total Revenue per Audited Statements
$3,121,453
Total Revenue per Form 990
$2,934,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,018,908
Other Expenses$1,003,033
Total Fundraising Expense$49,975
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,046,618$304,649$20,502$1,371,769
Current Officers, Directors, Trustees, and Key Employees$218,519$63,606$4,281$286,406
Depreciation Depletion$229,417$12,334$4,934$246,685
Other Employee Benefits$104,605$30,448$2,049$137,102
Payroll Taxes$89,342$27,039$1,175$117,556
Insurance$60,934$54,907$152$115,993
Pension Plan Contributions$80,932$23,558$1,585$106,075
Occupancy$80,854$12,222$940$94,016
Fees for Services Accounting-$81,693-$81,693
Office Expenses-$70,458$10,158$80,616
Other Expenses$23,661$12,444$3,111$23,661
Fees for Service Investment Mgmnt Fees-$13,082-$13,082
All Other Expenses$6,008$6,875-$12,883
Travel-$9,182-$9,182
Fees for Services Other-$1,645$1,088$2,733
Total Functional Expenses$2,247,824$724,142$49,975$3,021,941

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,021,941
Expenses per Audited Statements$3,008,859
Total Expenses per Audited Statements$3,008,859
Expenses Not Reported on Financial Statements$13,082
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$110,090
Fundraising Gross Income$110,090
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit Dinner$503,695$110,090$22,408$87,682
Total Events$503,695$110,090$110,090$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$252,549
Security Deposits$170,500
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 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Russell leatherby and katie leatherby have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The board of directors reviews the form 990 prior to its filing on an annual basis.”

Form 990, Part VI, Section B, Line 12C

“The organization maintains a conflict of interest policy with annual disclosure questionnaires.”

Form 990, Part VI, Section B, Line 15

“The organization has adopted an executive compensation policy. Organization uses compensation committee, compensation surveys/studies, and obtains approval by board or compensation committee to establish that compensation is reasonable. Compensation process was used to establish compensation for the executive director and director of human resources. The process was last undertaken for both these positions in 2023.”

Form 990, Part VI, Section C, Line 19

“The form 1023 and form 990 are available for public inspection upon request. The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Casa De Amma
EIN
26-0030511
Phone
9494969001
Address
27231 CALLE ARROYO, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Aaron Vorell
Title
Executive Director
Phone
9494969001
Signed
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron Vorell
Formed
2002
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
37
Volunteers
9

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Eleanor a Livingston CPA Mst
Phone
9498529433
Supplemental Narrative

Additional Explanations

FORM 990: PART I, LINE 1 & PART III, LINE 1: MISSION STATEMENT

“Casa de amma nurtures the abilities and independence of adults with special needs. We provide a broad spectrum of vocational, residential, educational and social opportunities in a responsive and caring environment. At casa de amma we focus on three main support areas living, learning and belonging. Our programs are designed to meet the unique needs of each resident and provide a meaningful experience for the entire family because we understand families are happier when their member with special needs is living the best life possible. Casa de amma is a long term independent apartment community that strives to meet the needs of each resident as they age and mature. Casa de amma is also dedicated to supporting other individuals, families and professionals who seek to replicate the unique casa model in order to meet the needs of the many adults that cannot be supported directly by casa de amma. This support includes informative tours, sharing information on how we got started, consulting, and participating with other nonprofit independent apartment communities in educating others about the unique casa model.”

Financial Statement Notes

PART X, LINE 2:

“The organization qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code and under section 23701(d) of the california revenue and taxation code. The organization recognizes the financial statement benefit of tax positions, such as a filing status of tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The organization is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal and california purposes is generally three and four years, respectively.”

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IRS990/Desc0CASA DE AMMA IS A NON-PROFIT SUPPORTED LIVING RESIDENCE FOR ADULTS WITH LEARNING DISABILITIES AND RELATED CHALLENGES. CASA DE AMMA'S MISSION IS TO NURTURE THE ABILITIES AND INDEPENDENCE OF PEOPLE WITH LEARNING CHALLENGES BY PROVIDING A BROAD SPECTRUM OF VOCATIONAL, RESIDENTIAL AND EDUCATIONAL OPPORTUNITIES. THERE ARE A TOTAL OF 35 UNITS AVAILABLE DURING THE YEAR OF WHICH 35 WERE OCCUPIED IN 2023. CASA DE AMMA ALSO SUPPORTS A LIMITED NUMBER OF OFFSITE CLIENTS THROUGH CASA'S COMMUNITY SUPPORTS. THIS SERVICE OFFERS SUPPORTED LIVING SERVICES AND ACCESS TO THE CASA COMMUNITY WHILE THE INDIVIDUAL SECURES HOUSING WITHIN WALKING DISTANCE.
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IRS990/InvestmentIncomeGrp/ExclusionAmt0164113
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0164113
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02371369
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03233572
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04608838
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05634135
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05444317
IRS990/LandBldgEquipCostOrOtherBssAmt010053155
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0485495
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE MISSION STATEMENT ON SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09870405
IRS990/NetAssetsOrFundBalancesEOYAmt09982999
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05964
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05964
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0199562
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09540202
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09691985
IRS990/NoncashContributionsAmt019535
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0940
IRS990/OccupancyGrp/ManagementAndGeneralAmt012222
IRS990/OccupancyGrp/ProgramServicesAmt080854
IRS990/OccupancyGrp/TotalAmt094016
IRS990/OfficeExpensesGrp/FundraisingAmt010158
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt070458
IRS990/OfficeExpensesGrp/TotalAmt080616
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0201511
IRS990/OtherAssetsTotalGrp/EOYAmt0214913
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02049
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030448
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0104605
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0137102
IRS990/OtherExpensesGrp/Desc0MAINTENANCE
IRS990/OtherExpensesGrp/Desc1RESIDENT SERVICES
IRS990/OtherExpensesGrp/Desc2FOOD AND BEVERAGE
IRS990/OtherExpensesGrp/Desc3AUTO EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt03111
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012444
IRS990/OtherExpensesGrp/ProgramServicesAmt0139987
IRS990/OtherExpensesGrp/ProgramServicesAmt193100
IRS990/OtherExpensesGrp/ProgramServicesAmt273847
IRS990/OtherExpensesGrp/ProgramServicesAmt323661
IRS990/OtherExpensesGrp/TotalAmt0155542
IRS990/OtherExpensesGrp/TotalAmt193100
IRS990/OtherExpensesGrp/TotalAmt273847
IRS990/OtherExpensesGrp/TotalAmt323661
IRS990/OtherLiabilitiesGrp/BOYAmt0358629
IRS990/OtherLiabilitiesGrp/EOYAmt0423049
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt02341
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02341
IRS990/OtherRevenueTotalAmt02341
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020502
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0304649
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01046618
IRS990/OtherSalariesAndWagesGrp/TotalAmt01371769
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01175
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027039
IRS990/PayrollTaxesGrp/ProgramServicesAmt089342
IRS990/PayrollTaxesGrp/TotalAmt0117556
IRS990/PensionPlanContributionsGrp/FundraisingAmt01585
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt023558
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt080932
IRS990/PensionPlanContributionsGrp/TotalAmt0106075
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038633
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043384
IRS990/PrincipalOfficerNm0AARON VORELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02318713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02318713
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0434048
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt060543
IRS990/PYOtherExpensesAmt0857973
IRS990/PYOtherRevenueAmt06017
IRS990/PYProgramServiceRevenueAmt02156084
IRS990/PYRevenuesLessExpensesAmt0-98731
IRS990/PYSalariesCompEmpBnftPaidAmt01897450
IRS990/PYTotalExpensesAmt02755423
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02656692
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-86968
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02318713
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01866949
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01511746
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONSULTING - 2020 AMOUNT: $ 2,500. OTHER INCOME - 2019 AMOUNT: $ 1,110. 2020 AMOUNT: $ 5,649. 2022 AMOUNT: $ 6,017. 2023 AMOUNT: $ 2,341. EMPLOYEE RETENTION CREDIT - 2020 AMOUNT: $ 29,231.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0443842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0434048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0689525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0519012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0535045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02621472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0164113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035674
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt049158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt084022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0332967
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010365560
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02341
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06017
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt037380
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01110
IRS990ScheduleA/OtherIncome170Grp/TotalAmt046848
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78050
IRS990ScheduleA/PublicSupportPY170Pct00.81070
IRS990ScheduleA/PublicSupportTotal170Amt02342402
IRS990ScheduleA/SubstantialContributorsTotAmt0279070
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0443842
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0434048
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0689525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0519012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0535045
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02621472
IRS990ScheduleA/TotalSupportAmt03001287
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03880518
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03701872
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07582390
IRS990ScheduleD/EquipmentGrp/BookValueAmt0173296
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0906966
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01080262
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013082
IRS990ScheduleD/ExpensesSubtotalAmt03008859
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013082
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013082
IRS990ScheduleD/LandGrp/BookValueAmt01390503
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01390503
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0199562
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0170500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1252549
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION
IRS990ScheduleD/RevenueNotReportedAmt0199562
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013082
IRS990ScheduleD/RevenueSubtotalAmt02921891
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS A FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05444317
IRS990ScheduleD/TotalExpensesPerForm990Amt03021941
IRS990ScheduleD/TotalLiabilityAmt0423049
IRS990ScheduleD/TotalRevenuePerForm990Amt02934973
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03121453
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03008859
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0393605
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0393605
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0110090
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04045
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04045
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BENEFIT DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt083637
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt083637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0503695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0503695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0110090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0110090
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022408
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022408
IRS990ScheduleJ/AnyNonFixedPaymentsInd00

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,704,358
Liabilities
$721,359
Net assets
$9,982,999
Revenue
$2,934,973
Expenses
$3,021,941
Net income
-$86,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.79$10.0$2.85$3.21$0.36
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.72$9.98$2.93$3.02$0.09
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.64$9.87$2.66$2.76$0.10
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.67$10.0$2.67$2.58$0.10
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.79$9.91$2.60$2.57$0.03
2019Detailed filing. Detailed filing data is available for this year.$10.4$0.48$9.89$2.48$2.37$0.11
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.42$9.79$2.45$2.32$0.13
2017Detailed filing. Detailed filing data is available for this year.$10.0$0.37$9.66$2.30$2.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$9.90$0.38$9.53$2.18$2.08$0.11
2015Detailed filing. Detailed filing data is available for this year.$9.73$0.31$9.42$2.12$1.96$0.17
2014Detailed filing. Detailed filing data is available for this year.$9.65$0.40$9.25$2.04$1.89$0.15
2013Detailed filing. Detailed filing data is available for this year.$9.65$0.55$9.10$1.92$1.79$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.55$0.58$8.97$1.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.29$0.52$8.77$1.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.20$0.50$8.70$1.71