Liabilities / Assets
4th percentile
Higher debt load relative to assets than 4% of similar nonprofits.
Montecedro Inc
990 • Fiscal year 2012 • 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
1st percentile
Faster asset growth than 1% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$13,808,432
Down $9,590,031 (-41%) from 2011
Net Assets
Down$13,806,798
Down $9,588,131 (-41%) from 2011
Liabilities
Down$1,634
Down $1,900 (-54%) from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$6,298,093
Up $3,452,197 (+121%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2011 to Jun 30, 2012
- Signed
- May 1, 2013
- Return Version
- 2011v1.5
- Gross Receipts
- $17,525,929
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 $121,099 toward ecs facilities. These restricted funds were disbursed to fund special capital projects on the campuses, consistent with donor intent.
- Activity 3
- Smf provided $69,047 toward programs to benefit ecs residents, including exercise classes, art instruction, concerts, and other enriching activities. In addition, smf provided $31,615 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 547 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 |
|---|---|---|
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| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 1634 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/Activity2/Description | 0 | SMF PROVIDED $121,099 TOWARD ECS FACILITIES. THESE RESTRICTED FUNDS WERE DISBURSED TO FUND SPECIAL CAPITAL PROJECTS ON THE CAMPUSES, CONSISTENT WITH DONOR INTENT. |
| IRS990/Activity2/Expense | 0 | 121099 |
| IRS990/Activity2/Grants | 0 | 121099 |
| IRS990/Activity3/Description | 0 | SMF PROVIDED $69,047 TOWARD PROGRAMS TO BENEFIT ECS RESIDENTS, INCLUDING EXERCISE CLASSES, ART INSTRUCTION, CONCERTS, AND OTHER ENRICHING ACTIVITIES. IN ADDITION, SMF PROVIDED $31,615 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 | 100662 |
| IRS990/Activity3/Grants | 0 | 100662 |
| IRS990/ActivityOrMissionDescription | 0 | THE FOUNDATION SUPPORTS VIBRANT COMMUNITY FOR SENIORS THROUGH BENEVOLENCE AND INNOVATION. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 1111 S ARROYO PARKWAY STE 230 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | PASADENA |
| IRS990/AddressPrincipalOfficerUS/State | 0 | CA |
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| IRS990/Description | 0 | SMF PROVIDED $5,632,461 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 2012, ECS PROVIDED CHARITABLE CARE TO 22 INDEPENDENT LIVING RESIDENTS, 32 ASSISTED LIVING RESIDENTS AND 35 SKILLED NURSING RESIDENTS - A TOTAL OF 89 INDIVIDUALS. BENEVOLENT SUPPORT WAS FUNDED PARTIALLY BY CASH CONTRIBUTIONS. THERE WERE 1,811 SEPARATE GIFTS FROM 333 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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| IRS990ScheduleD/ExpensesSubtotal | 0 | 6298093 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/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/Form990ScheduleDPartXIV/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/Form990ScheduleDPartXIV/Explanation | 2 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,723. TRANSFER OF NET ASSETS TO EPISCOPAL COMMUNITIES & SERVICES -4,379,412. TOTAL TO SCHEDULE D, PART XI, LINE 8: -4,385,135. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 3 | CHANGE IN VALUE ON SPLIT INTEREST AGREEMENTS -5,723. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 1 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 2 | PART XI, LINE 8 - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 3 | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | PART V, LINE 4: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 1 | PART X: |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | -83023 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | -83023 |
| IRS990ScheduleD/OtherAmount | 0 | -4385135 |
| IRS990ScheduleD/OtherRevenues | 0 | -5723 |
| IRS990ScheduleD/PermanentEndowmentEOYBalance | 0 | 0.15600 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | -88746 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 1178120 |
| IRS990ScheduleD/TermEndowmentEOYBalance | 0 | 0.00020 |
| IRS990ScheduleD/TotalAdjustments | 0 | -4468158 |
| IRS990ScheduleD/TotalExpenses | 0 | 6298093 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 6298093 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalRevenue | 0 | 1178120 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 1178120 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 6298093 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 1089374 |
| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | SCHEDULE I, PART I, LINE 2: THE SOPHIE MILLER FOUNDATION IS A SUPPORTING ORGANIZATION FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 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. 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/City | 0 | PASADENA |
| IRS990ScheduleI/RecipientTable/AddressUS/State | 0 | CA |
| IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode | 0 | 91105 |
| IRS990ScheduleI/RecipientTable/AmountOfCashGrant | 0 | 5854222 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 0 | 951642373 |
| IRS990ScheduleI/RecipientTable/IRCSection | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 0 | TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS. |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 0 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS |
| IRS990ScheduleI/RecordsMaintained | 0 | 1 |
| IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants | 0 | 1 |
| IRS990ScheduleI/TotalNbrOfOtherOrganizations | 0 | 0 |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | 0 |
| IRS990ScheduleJ/BoardOrCommitteeApproval | 0 | X |
| IRS990ScheduleJ/CompBasedNetEarningsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/CompensationCommittee | 0 | X |
| IRS990ScheduleJ/CompensationSurvey | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
| IRS990ScheduleJ/Form990OfOtherOrganizations | 0 | X |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 136172 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 7376 |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation | 0 | THE PRESIDENT OF THE SOPHIE MILLER FOUNDATION WAS EMPLOYED BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS, THE SUPPORTED ORGANIZATION. THE PRESIDENT'S SALARY AND BENEFITS ARE ALLOCATED TO THE SOPHIE MILLER FOUNDATION AND ARE REPORTED IN FORM 990 PART IX. |
| IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier | 0 | SUPPLEMENTAL INFORMATION |
| IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference | 0 | PART III |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | JANELLE MORTON |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 6722 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 16243 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 166513 |
| IRS990ScheduleJ/IndependentConsultant | 0 | X |
| IRS990ScheduleJ/InitialContractException | 0 | 0 |
| IRS990/ScheduleJRequired | 0 | 1 |
| IRS990ScheduleJ/SeverancePayment | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 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 THE 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 | COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES' COMPENSATION COMMITTEE. THE COMMITTEE UTILIZES THE LEADERSHIP COMPENSATION SURVEY CO-SPONSORED BY AAHSA/CEMO, AND THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT IN ORDER TO ENSURE COMPLIANCE WITH IRS GUIDELINES FOR EXECUTIVE COMPENSATION IN TAX EXEMPT ORGANIZATIONS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | 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 | 4 | NET UNREALIZED LOSSES ON INVESTMENTS: -83,023. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,723. TRANSFER OF NET ASSETS TO EPISCOPAL COMMUNITIES & SERVICES -4,379,412. TOTAL TO FORM 990, PART XI, LINE 5: -4,468,158. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | 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: |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $13,808,432
- Liabilities
- $1,634
- Net assets
- $13,806,798
- Revenue
- -
- Expenses
- $6,298,093
- Net income
- -