Liabilities / Assets
2nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Montecedro Inc
990 • Fiscal year 2013 • EIN 27-0707394
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
98th percentile
Faster asset growth than 98% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$35,126,327
Up $21,317,895 (+154%) from 2012
Net Assets
Up$35,126,327
Up $21,319,529 (+154%) from 2012
Liabilities
Down$0
Down $1,634 (-100%) from 2012
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$8,653,466
Up $2,355,373 (+37%) from 2012
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2012 to Jun 30, 2013
- Signed
- May 2, 2014
- Return Version
- 2012v2.1
- Gross Receipts
- $33,901,083
Mission and Program Overview
Mission
Montecedro, inc. ("mcinc") develops and operates housing specially designed for older adults (the montecedro), with arrangements for residents' health care and financial security, and otherwise to promote the interest and serve the needs of older adults, provided that such activities are consistent with its exempt purposes.
Major Activities
- Activity 2
- Smf provided $5,727,615 toward ecs facilities. These designated funds were disbursed for the development of a new community. The restricted funds were disbursed to fund special capital projects on the campuses, consistent with donor intent.
- Activity 3
- Smf provided $394,500 to support community housing management services, an affiliate that provides property management services, wellness programming and other support to affordable housing communities serving low-income older adults in southern california.smf also provided 139,600 to support the pasadena village, a separate 501(c)(3) organization dedicated to making it easier, safer and more satisfying for older adults to remain in their homes throughout the pasadena area as they age. Smf provided $137,526 toward programs to benefit ecs residents and training of volunteers to serve as compassionate companions for those who are at the end of life.in addition, smf provided $36,130 toward programs to benefit ecs employees, providing financial assistance for employee education opportunities as well as emergency funds through the staff assistance fund for emergencies ("safe").
Filing and Contact Details
Filer
- EIN
- 27-0707394
Raw XML AppendixShowing 400 of 521 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 |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 1634 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/Activity2/Description | 0 | SMF PROVIDED $5,727,615 TOWARD ECS FACILITIES. THESE DESIGNATED FUNDS WERE DISBURSED FOR THE DEVELOPMENT OF A NEW COMMUNITY. THE RESTRICTED FUNDS WERE DISBURSED TO FUND SPECIAL CAPITAL PROJECTS ON THE CAMPUSES, CONSISTENT WITH DONOR INTENT. |
| IRS990/Activity2/Expense | 0 | 5727615 |
| IRS990/Activity2/Grants | 0 | 5727615 |
| IRS990/Activity3/Description | 0 | SMF PROVIDED $394,500 TO SUPPORT COMMUNITY HOUSING MANAGEMENT SERVICES, AN AFFILIATE THAT PROVIDES PROPERTY MANAGEMENT SERVICES, WELLNESS PROGRAMMING AND OTHER SUPPORT TO AFFORDABLE HOUSING COMMUNITIES SERVING LOW-INCOME OLDER ADULTS IN SOUTHERN CALIFORNIA.SMF ALSO PROVIDED 139,600 TO SUPPORT THE PASADENA VILLAGE, A SEPARATE 501(C)(3) ORGANIZATION DEDICATED TO MAKING IT EASIER, SAFER AND MORE SATISFYING FOR OLDER ADULTS TO REMAIN IN THEIR HOMES THROUGHOUT THE PASADENA AREA AS THEY AGE. SMF PROVIDED $137,526 TOWARD PROGRAMS TO BENEFIT ECS RESIDENTS AND TRAINING OF VOLUNTEERS TO SERVE AS COMPASSIONATE COMPANIONS FOR THOSE WHO ARE AT THE END OF LIFE.IN ADDITION, SMF PROVIDED $36,130 TOWARD PROGRAMS TO BENEFIT ECS EMPLOYEES, PROVIDING FINANCIAL ASSISTANCE FOR EMPLOYEE EDUCATION OPPORTUNITIES AS WELL AS EMERGENCY FUNDS THROUGH THE STAFF ASSISTANCE FUND FOR EMERGENCIES ("SAFE"). |
| IRS990/Activity3/Expense | 0 | 707756 |
| IRS990/Activity3/Grants | 0 | 707756 |
| IRS990/ActivityOrMissionDescription | 0 | THE FOUNDATION SUPPORTS VIBRANT COMMUNITY FOR SENIORS THROUGH BENEVOLENCE AND INNOVATION. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 1111 S ARROYO PARKWAY STE 230 |
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| IRS990/Description | 0 | SMF PROVIDED $1,989,444 IN BENEVOLENT SUPPORT TO EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS ("ECS") RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THE ACCOMMODATIONS, CARE AND SERVICES PROVIDED THEM. DURING FISCAL YEAR 2013, ECS PROVIDED CHARITABLE CARE TO 17 INDEPENDENT LIVING RESIDENTS, 28 ASSISTED LIVING RESIDENTS AND 16 SKILLED NURSING RESIDENTS - A TOTAL OF 61 INDIVIDUALS. BENEVOLENT SUPPORT WAS FUNDED PARTIALLY BY CASH CONTRIBUTIONS. THERE WERE 1,865 SEPARATE GIFTS FROM 339 DONORS. |
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| IRS990/MissionDescription | 0 | THE SOPHIE MILLER FOUNDATION ("SMF") SUPPORTS VIBRANT COMMUNITY FOR SENIORS THROUGH BENEVOLENCE AND INNOVATION. |
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| IRS990/NameOfPrincipalOfficerPerson | 0 | JAMES S ROTHROCK |
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| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | THE SOPHIE MILLER FOUNDATION USES THE ENDOWMENT FUNDS TO MAINTAIN THE LEVEL OF PROGRAMS AND SERVICES PROVIDED BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 1 | SMF CONSIDERS MANY FACTORS WHEN EVALUATING AND ESTIMATING ITS TAX POSITIONS AND TAX BENEFITS, WHICH MAY REQUIRE PERIODIC ADJUSTMENTS AND WHICH MAY NOT ACCURATELY ANTICIPATE ACTUAL OUTCOMES. SMF EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS IN CONFORMITY WITH U.S. GAAP. THESE STANDARDS REQUIRE MANAGEMENT TO PERFORM AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING SMF'S TAX RETURNS. MANAGEMENT BELIEVES THE TAX POSITIONS TAKEN MORE LIKELY THAN NOT WILL BE SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAX AUTHORITIES. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF SMF AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE TAXING AUTHORITIES WILL NOT CHALLENGE SMF'S TAX RETURNS, OR THAT SMF WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. GENERALLY, SMF'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR FEDERAL TAX EXAMINATION AND FOUR YEARS FOR STATE TAX EXAMINATION. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 2 | CHANGE IN VALUE ON SPLIT INTEREST AGREEMENTS 198. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 1 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 2 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | PART V, LINE 4: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 1 | PART X, LINE 2: |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | -559344 |
| IRS990ScheduleD/OtherRevenues | 0 | 198 |
| IRS990ScheduleD/PermanentEndowmentEOYBalance | 0 | 0.05880 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | -559146 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 2522726 |
| IRS990ScheduleD/TermEndowmentEOYBalance | 0 | 0.00010 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 8653466 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 2522726 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 8653466 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 1963580 |
| IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1 | 0 | 39210 |
| IRS990ScheduleG/EventsInformation/CharitableContributionsTotal | 0 | 39210 |
| IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1 | 0 | 49610 |
| IRS990ScheduleG/EventsInformation/GrossReceiptsTotal | 0 | 49610 |
| IRS990ScheduleG/EventsInformation/GrossRevenueEvent1 | 0 | 10400 |
| IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents | 0 | 10400 |
| IRS990ScheduleG/EventsInformation/NameOfEvent1 | 0 | GALA |
| IRS990ScheduleG/EventsInformation/NetIncomeSummary | 0 | 10400 |
| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | SCHEDULE I, PART I, LINE 2: THE SOPHIE MILLER FOUNDATION IS A SUPPORTING ORGANIZATION FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS AND ITS SUBSIDIARIES AS INDICATED IN SCHEDULE R. THE SOPHIE MILLER FOUNDATION'S BOARD OF TRUSTEES REVIEWS AND APPROVES ALL GRANTS AND OTHER SUPPORT FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS AND ITS SUBSIDIARIES. REPORTS DETAILING THE USE OF GRANTS AND OTHER SUPPORT ARE MADE BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS TO THE SOPHIE MILLER FOUNDATION'S BOARD OF TRUSTEES ON A REGULAR BASIS. |
| IRS990ScheduleI/Form990ScheduleIPartIV/Identifier | 0 | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: |
| IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference | 0 | PART I, LINE 2: |
| IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1 | 0 | 1111 S ARROYO PARKWAY |
| IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1 | 1 | 4698 EAST PACIFIC COAST HIGHWAY B |
| IRS990ScheduleI/RecipientTable/AddressUS/City | 0 | PASADENA |
| IRS990ScheduleI/RecipientTable/AddressUS/City | 1 | LONG BEACH |
| IRS990ScheduleI/RecipientTable/AddressUS/State | 0 | CA |
| IRS990ScheduleI/RecipientTable/AddressUS/State | 1 | CA |
| IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode | 0 | 91105 |
| IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode | 1 | 90804 |
| IRS990ScheduleI/RecipientTable/AmountOfCashGrant | 0 | 8086241 |
| IRS990ScheduleI/RecipientTable/AmountOfCashGrant | 1 | 338574 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 0 | 951642373 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 1 | 330204306 |
| IRS990ScheduleI/RecipientTable/IRCSection | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSection | 1 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 0 | TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS. |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 1 | TO PROVIDE SUPPORT FOR PROPERTY MANAGEMENT SERVICES, WELLNESS PROGRAMING AND OTHER SUPPORT. |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 0 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 1 | COMMUNITY HOUSING MANAGEMENT SERVICES |
| IRS990ScheduleI/RecordsMaintained | 0 | 1 |
| IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants | 0 | 2 |
| IRS990ScheduleI/TotalNbrOfOtherOrganizations | 0 | 0 |
| IRS990/ScheduleJRequired | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND PRESENTED TO THE BOARD OF DIRECTORS' AUDIT COMMITTEE. THE BOARD OF DIRECTORS' AUDIT COMMITTEE REVIEWS THE FORM 990 AND RECOMMENDS ITS APPROVAL TO THE ENTIRE BOARD OF DIRECTORS. THE AUDIT COMMITTEE NOTIFIES THE BOARD OF DIRECTORS OF THE FILING OF FORM 990 AND MAKES THE FORM 990 AVAILABLE TO ALL DIRECTORS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | AT LEAST ANNUALLY, THE AUDIT COMMITTEE EXAMINES COMPLETED CONFLICT OF INTEREST STATEMENTS AND RECOMMENDS TO THE BOARD ANY ACTION NEEDED TO COMPLY WITH LEGAL REQUIREMENTS OR FOUNDATION POLICY REGARDING CONFLICTS OF INTEREST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE FORM 990 IS AVAILABLE UPON REQUEST AND AT THE ATTORNEY GENERAL'S WEBSITE. THE GOVERNING/ORGANIZATION DOCUMENTS, FINANCIAL STATEMENTS, AND WRITTEN CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 198. TRANSFER OF NET ASSETS FROM EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 28,009,415. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT OR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CHANGES IN NET ASSETS OR FUND BALANCES: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART XI, LINE 9: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990 PART XII LINE 2C |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/DividendsRelatedOrganization | 0 | 0 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 1111 S ARROYO PARKWAY STE 230 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 1 | 1111 S ARROYO PARKWAY STE 230 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | PASADENA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 1 | PASADENA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | CA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 1 | CA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 91105 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 1 | 91105 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 1 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 0 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 951642373 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 1 | 330204306 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 1 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | CA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 1 | CA |
Document Assets
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Filings
Displayed year
2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $35,126,327
- Liabilities
- $0
- Net assets
- $35,126,327
- Revenue
- -
- Expenses
- $8,653,466
- Net income
- -