Civic Intelligence

Aquilla House

990EZ • Fiscal year 2019 • EIN 30-0166860

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 14, 2020

1908 Friendship DriveEl Cajon, CA 92020

(619) 938-2864

Siviq Scores

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

Liabilities / Assets

96th percentile

1.38x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

4.84x

Higher debt load relative to revenue than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

5.1%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$389,442

Down $2,620 (-0.7%) from 2018

Net Assets

Down

-$148,987

Down $15,351 (-11%) from 2018

Liabilities

Up

$538,429

Up $12,731 (+2.4%) from 2018

Revenue

Up

$111,338

Up $5,401 (+5.1%) from 2018

Expenses

Up

$126,689

Up $8,409 (+7.1%) from 2018

Net Income

Down

-$15,351

Down $3,008 (-24%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2010: $469,165Liabilities 2010: $540,719Net Assets 2010: -$71,5542010Assets 2012: $452,377Liabilities 2012: $521,401Net Assets 2012: -$69,0242012Assets 2013: $457,341Liabilities 2013: $534,260Net Assets 2013: -$76,9192013Assets 2014: $433,366Liabilities 2014: $520,095Net Assets 2014: -$86,7292014Assets 2015: $422,438Liabilities 2015: $520,077Net Assets 2015: -$97,6392015Assets 2016: $413,964Liabilities 2016: $522,560Net Assets 2016: -$108,5962016Assets 2017: $402,729Liabilities 2017: $524,022Net Assets 2017: -$121,2932017Assets 2018: $392,062Liabilities 2018: $525,698Net Assets 2018: -$133,6362018Assets 2019: $389,442Liabilities 2019: $538,429Net Assets 2019: -$148,9872019Assets 2020: $377,397Liabilities 2020: $534,254Net Assets 2020: -$156,8572020Assets 2021: $384,853Liabilities 2021: $545,182Net Assets 2021: -$160,3292021

Highlighted filing

2019

Assets$389,442
Liabilities$538,429
Net Assets-$148,987

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $64,682Expenses 2010: $87,522Net Income 2010: -$22,8402010Revenue 2012: $79,675Expenses 2012: $89,640Net Income 2012: -$9,9652012Revenue 2013: $86,120Expenses 2013: $94,015Net Income 2013: -$7,8952013Revenue 2014: $89,264Expenses 2014: $99,073Net Income 2014: -$9,8092014Revenue 2015: $90,198Expenses 2015: $101,108Net Income 2015: -$10,9102015Revenue 2016: $92,283Expenses 2016: $103,240Net Income 2016: -$10,9572016Revenue 2017: $95,555Expenses 2017: $108,252Net Income 2017: -$12,6972017Revenue 2018: $105,937Expenses 2018: $118,280Net Income 2018: -$12,3432018Revenue 2019: $111,338Expenses 2019: $126,689Net Income 2019: -$15,3512019Revenue 2020: $125,712Expenses 2020: $133,582Net Income 2020: -$7,8702020Revenue 2021: $141,442Expenses 2021: $144,914Net Income 2021: -$3,4722021

Highlighted filing

2019

Revenue$111,338
Expenses$126,689
Net Income-$15,351
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 14, 2020
Return Version
2018v3.1
Gross Receipts
$111,338
Mission and Program Overview

Mission

To provide disabled persons with housing facilities and services especially designed to meet their physical, social and psychological needs and to promote their health, security, happiness and usefulness in longer living.

Program Services

DescriptionGrantsExpenses
TO PROVIDE LICENSED (DEPARTMENT OF PUBLIC HEALTH) RESIDENTIAL HOUSING TO SIX LOW INCOME INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND WELL-BEING IN A HOME SUBSIDIZED BY THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.$0$126,689
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE WALKERPresident-$0--
STUART SCOTTVice President-$0--
SUSAN K FIKESecretary & Treasurer-$0--
DEBBI MCNEILDirector-$0--
MIKE FAUSETTDirector-$0--
JUDITH SHAPLINDirector-$0--
MARK KLAUSPresident & CEO-$0--
JAN ADAMSChief Financial Officer-$0--
Filing and Contact Details

Filer

Filer Name
Aquilla House
EIN
30-0166860
Phone
6199382864
Address
1908 FRIENDSHIP DRIVE, EL CAJON, CA 92020

Signing Officer

Name
Mark Klaus
Title
President & CEO
Phone
6199382864
Signed
2020-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
7676 HAZARD CENTER DRIVE STE 1300, SAN DIEGO, CA 92108
Preparer
Elsa a Romero
Phone
6198104940
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 12.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: interest. Amount: 31,110. Description: depreciation. Amount: 13,191. Description: communication. Amount: 4,193. Description: license fees & miscellaneous. Amount: 7,171. Total to form 990-ez, line 16: 55,665.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 5,600. End of year amount: 18,330. Description: refundable tenant deposit. Beg. Of year amount: 1,598. End of year amount: 1,599. Description: refundable advance. Beg. Of year amount: 518,500. End of year amount: 518,500.

Raw XML Appendix194 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVE WALKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHIEF FINANCIAL OFFICER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE DISABLED PERSONS WITH HOUSING FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
IRS990EZ/ProgramServiceRevenueAmt060216
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTEREST. AMOUNT: 31,110. DESCRIPTION: DEPRECIATION. AMOUNT: 13,191. DESCRIPTION: COMMUNICATION. AMOUNT: 4,193. DESCRIPTION: LICENSE FEES & MISCELLANEOUS. AMOUNT: 7,171. TOTAL TO FORM 990-EZ, LINE 16: 55,665.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,600. END OF YEAR AMOUNT: 18,330. DESCRIPTION: REFUNDABLE TENANT DEPOSIT. BEG. OF YEAR AMOUNT: 1,598. END OF YEAR AMOUNT: 1,599. DESCRIPTION: REFUNDABLE ADVANCE. BEG. OF YEAR AMOUNT: 518,500. END OF YEAR AMOUNT: 518,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK KLAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06199382864
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AQUILLA HOUSE
ReturnHeader/Filer/BusinessNameControlTxt0AQUI
ReturnHeader/Filer/EIN0300166860
ReturnHeader/Filer/PhoneNum06199382864
ReturnHeader/Filer/USAddress/AddressLine1Txt01908 FRIENDSHIP DRIVE
ReturnHeader/Filer/USAddress/CityNm0EL CAJON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00DE9128E9BBC3671A0CA23DD894ECB384F61914A
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.30.50.66
ReturnHeader/FilingSecurityInformation/IPDt02020-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:20:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 HAZARD CENTER DRIVE STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06198104940
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELSA A ROMERO
ReturnHeader/ReturnTs02020-02-19T18:51:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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