Civic Intelligence

Montecedro Inc

990 • Fiscal year 2011 • EIN 27-0707394

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 20, 2012

Organization ProfileWWW.SOPHIEMILLERFOUNDATION.ORG
1111 South Arroyo Parkway No 23091105
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets4th percentile

Assets

$23,398,463

No earlier filing loaded for comparison.

Net Assets

$23,394,929

No earlier filing loaded for comparison.

Liabilities

$3,534

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,845,896

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200M$150M$100M$50M$0Assets 2011: $23,398,463Liabilities 2011: $3,534Net Assets 2011: $23,394,9292011Assets 2012: $13,808,432Liabilities 2012: $1,634Net Assets 2012: $13,806,7982012Assets 2013: $35,126,327Liabilities 2013: $0Net Assets 2013: $35,126,3272013Assets 2015: $191,402,676Liabilities 2015: $152,793,220Net Assets 2015: $38,609,4562015Assets 2016: $198,921,587Liabilities 2016: $195,254,619Net Assets 2016: $3,666,9682016Assets 2017: $186,120,152Liabilities 2017: $181,102,740Net Assets 2017: $5,017,4122017Assets 2018: $194,952,175Liabilities 2018: $185,100,905Net Assets 2018: $9,851,2702018Assets 2019: $186,444,860Liabilities 2019: $176,728,389Net Assets 2019: $9,716,4712019Assets 2020: $187,499,687Liabilities 2020: $177,750,432Net Assets 2020: $9,749,2552020Assets 2021: $191,107,434Liabilities 2021: $176,939,450Net Assets 2021: $14,167,9842021Assets 2022: $184,409,205Liabilities 2022: $180,006,250Net Assets 2022: $4,402,9552022Assets 2023: $184,046,760Liabilities 2023: $177,246,944Net Assets 2023: $6,799,8162023

Highlighted filing

2011

Assets$23,398,463
Liabilities$3,534
Net Assets$23,394,929
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10M-$20MExpenses 2011: $2,845,8962011Expenses 2012: $6,298,0932012Expenses 2013: $8,653,4662013Revenue 2015: $874,125Expenses 2015: $1,901,460Net Income 2015: -$1,027,3352015Revenue 2016: $2,637,244Expenses 2016: $13,803,023Net Income 2016: -$11,165,7792016Revenue 2017: $12,519,274Expenses 2017: $17,200,347Net Income 2017: -$4,681,0732017Revenue 2018: $16,659,541Expenses 2018: $19,826,062Net Income 2018: -$3,166,5212018Revenue 2019: $17,312,976Expenses 2019: $18,469,170Net Income 2019: -$1,156,1942019Revenue 2020: $19,916,172Expenses 2020: $21,804,445Net Income 2020: -$1,888,2732020Revenue 2021: $25,965,819Expenses 2021: $23,192,046Net Income 2021: $2,773,7732021Revenue 2022: $21,405,449Expenses 2022: $23,493,801Net Income 2022: -$2,088,3522022Revenue 2023: $24,146,502Expenses 2023: $24,533,891Net Income 2023: -$387,3892023

Highlighted filing

2011

Revenue-
Expenses$2,845,896
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 20, 2012
Return Version
2010v3.4
Gross Receipts
$8,766,500
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 $140,156 toward tehc facilities. These restricted funds were disbursed to fund special capital projects on the campuses, consistent with donor intent.
Activity 3
Smf provided $55,204 toward programs to benefit tehc residents, including exercise classes, art instruction, concerts, and other enriching activities. In addition, smf provided $62,376 toward programs to benefit tehc 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 612 raw XML fields

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IRS990ScheduleD/ExpensesSubtotal02845896
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE SOPHIE MILLER FOUNDATION USES THE ENDOWMENT FUNDS TO MAINTAIN THE LEVEL OF PROGRAMS AND SERVICES PROVIDED BY THE EPISCOPAL HOME COMMUNTIES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1SMF 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 OF THE FASB ASC 450, CONTINGENCIES. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 5,563. TRANSFER OF NET ASSETS FROM THE EPISCOPAL HOME COMMUNITIES 189,303. LOSS ON SPECIAL EVENT REVENUE 5,034.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 5,563.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4LOSS ON SPECIAL EVENT -5,034.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments0645295
IRS990ScheduleD/NetUnrealizedGLOnInvestments0645295
IRS990ScheduleD/OtherAmount0199900
IRS990ScheduleD/OtherAssets/BookValue010871699
IRS990ScheduleD/OtherAssets/BookValue128914
IRS990ScheduleD/OtherAssets/BookValue242103
IRS990ScheduleD/OtherAssets/Description0DUE FROM THE EPISCOPAL HOME COMMUNITIES
IRS990ScheduleD/OtherAssets/Description1SPLIT-INTEREST AGREEMENTS
IRS990ScheduleD/OtherAssets/Description2OTHER RECEIVABLES
IRS990ScheduleD/OtherRevenues05563
IRS990ScheduleD/OtherRevenuesNotIncluded0-5034
IRS990ScheduleD/PermanentEndowmentEOYBalance00.09000
IRS990ScheduleD/RevenueNotRptdF9900650858
IRS990ScheduleD/RevenueNotRptdOnFinStmt0-5034
IRS990ScheduleD/RevenueSubtotal01024430
IRS990ScheduleD/TotalAdjustments0845195
IRS990ScheduleD/TotalBookValueOtherAssets010942716
IRS990ScheduleD/TotalExpenses02845896
IRS990ScheduleD/TotalExpensesPerForm99002845896
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue01019396
IRS990ScheduleD/TotalRevenuePerForm99001019396
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt02845896
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01675288
IRS990ScheduleG/EventsInformation/CashPrizesEvent100
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1042364
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal042364
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents027584
IRS990ScheduleG/EventsInformation/EntertainmentEvent102223
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents02223
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1011016
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents011016
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1064914
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal064914

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,398,463
Liabilities
$3,534
Net assets
$23,394,929
Revenue
-
Expenses
$2,845,896
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$184$177$6.80$24.1$24.5$0.39
2022Detailed filing. Detailed filing data is available for this year.$184$180$4.40$21.4$23.5$2.09
2021Detailed filing. Detailed filing data is available for this year.$191$177$14.2$26.0$23.2$2.77
2020Detailed filing. Detailed filing data is available for this year.$187$178$9.75$19.9$21.8$1.89
2019Detailed filing. Detailed filing data is available for this year.$186$177$9.72$17.3$18.5$1.16
2018Detailed filing. Detailed filing data is available for this year.$195$185$9.85$16.7$19.8$3.17
2017Detailed filing. Detailed filing data is available for this year.$186$181$5.02$12.5$17.2$4.68
2016Detailed filing. Detailed filing data is available for this year.$199$195$3.67$2.64$13.8$11.2
2015Detailed filing. Detailed filing data is available for this year.$191$153$38.6$0.87$1.90$1.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.1$0.00$35.1$8.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.00$13.8$6.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$0.00$23.4$2.85