Civic Intelligence

Casa De Las Campanas Inc.

990 • Fiscal year 2014 • EIN 33-0371280

Aug 01, 2013 to Jul 31, 2014 • Filed on Jun 15, 2015

Organization Profilewww.casadelascampanas.com

View Organization Page

18655 West Bernardo Drive92127

(858) 592-1885

Siviq Scores

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

Liabilities / Assets

84th percentile

0.82x

Higher debt load relative to assets than 84% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

3.40x

Higher debt load relative to revenue than 89% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

14th percentile

$216,143

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

63rd percentile

8.5%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$159,862,069

Up $29,615,232 (+23%) from 2012

Net Assets

Up

$29,474,085

Up $15,483,609 (+111%) from 2012

Liabilities

Up

$130,387,984

Up $14,131,623 (+12%) from 2012

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin65th percentile

Revenue

$38,388,244

No earlier filing loaded for comparison.

Expenses

Up

$34,340,631

Up $3,137,300 (+10%) from 2012

Net Income

$4,047,613

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$300M$200M$100M$0Assets 2010: $113,948,268Liabilities 2010: $104,926,849Net Assets 2010: $9,021,4192010Assets 2012: $130,246,837Liabilities 2012: $116,256,361Net Assets 2012: $13,990,4762012Assets 2014: $159,862,069Liabilities 2014: $130,387,984Net Assets 2014: $29,474,0852014Assets 2015: $180,520,549Liabilities 2015: $149,585,168Net Assets 2015: $30,935,3812015Assets 2016: $185,475,157Liabilities 2016: $152,303,562Net Assets 2016: $33,171,5952016Assets 2017: $204,632,986Liabilities 2017: $161,830,303Net Assets 2017: $42,802,6832017Assets 2018: $215,617,456Liabilities 2018: $164,210,395Net Assets 2018: $51,407,0612018Assets 2019: $222,745,331Liabilities 2019: $166,076,365Net Assets 2019: $56,668,9662019Assets 2020: $227,115,881Liabilities 2020: $163,197,203Net Assets 2020: $63,918,6782020Assets 2021: $261,081,118Liabilities 2021: $173,776,539Net Assets 2021: $87,304,5792021Assets 2022: $226,057,893Liabilities 2022: $168,142,565Net Assets 2022: $57,915,3282022Assets 2024: $245,173,656Liabilities 2024: $175,619,983Net Assets 2024: $69,553,6732024

Highlighted filing

2014

Assets$159,862,069
Liabilities$130,387,984
Net Assets$29,474,085
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0Expenses 2010: $29,235,4752010Expenses 2012: $31,203,3312012Revenue 2014: $38,388,244Expenses 2014: $34,340,631Net Income 2014: $4,047,6132014Revenue 2015: $38,138,085Expenses 2015: $34,709,420Net Income 2015: $3,428,6652015Revenue 2016: $37,720,942Expenses 2016: $35,385,004Net Income 2016: $2,335,9382016Revenue 2017: $39,292,413Expenses 2017: $35,857,338Net Income 2017: $3,435,0752017Revenue 2018: $43,046,838Expenses 2018: $36,122,400Net Income 2018: $6,924,4382018Revenue 2019: $43,458,048Expenses 2019: $37,400,721Net Income 2019: $6,057,3272019Revenue 2020: $45,357,988Expenses 2020: $38,527,099Net Income 2020: $6,830,8892020Revenue 2021: $41,918,031Expenses 2021: $36,690,282Net Income 2021: $5,227,7492021Revenue 2022: $49,519,449Expenses 2022: $39,563,155Net Income 2022: $9,956,2942022Revenue 2024: $46,397,113Expenses 2024: $45,068,247Net Income 2024: $1,328,8662024

Highlighted filing

2014

Revenue$38,388,244
Expenses$34,340,631
Net Income$4,047,613
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Jun 15, 2015
Return Version
2013v4.0
Gross Receipts
$46,045,929
Mission and Program Overview

Mission

Casa is a not-for-profit continuing care retirement community providing seniors with the highest quality of care and services, honoring their dignity and promoting independence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$70,322,984$82,848,588▲ $12,525,604
Land, Buildings, and Equipment, Net$64,548,754$63,686,880▼ $861,874
Savings and Temporary Cash Investments$3,144,114$4,267,718▲ $1,123,604
Investments Other Securities$3,248,524$3,304,182▲ $55,658
Prepaid Expenses and Deferred Charges$3,215,647$3,055,304▼ $160,343
Accounts Receivable$1,629,508$1,480,582▼ $148,926
Cash and Non-Interest-Bearing Accounts$1,062,771$982,218▼ $80,553
Inventories for Sale or Use$220,281$236,597▲ $16,316
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$147,392,583$159,862,069▲ $12,469,486
Other Assets Total-$0-
Liabilities
Other Liabilities$68,843,669$73,210,429▲ $4,366,760
Tax Exempt Bond Liabilities$51,453,436$50,409,550▼ $1,043,886
Accounts Payable and Accrued Expenses$5,840,154$6,768,005▲ $927,851
Total Liabilities$126,137,259$130,387,984▲ $4,250,725
Net Assets / Fund Balance
Unrestricted Net Assets$21,255,324$29,474,085▲ $8,218,761
Total Net Assets Fund Balance$21,255,324$29,474,085▲ $8,218,761
Total Liabilities and Net Assets / Fund Balance$147,392,583$159,862,069▲ $12,469,486

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$42,702,887$51,970,369$94,673,256
Equipment$5,648,862$12,138,016$17,786,878
Land$15,092,900-$15,092,900
Other Land Buildings$242,231$523,227$765,458
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim DominyExecutive DirectorFT$129,331$156,456$216,143
David JohnsonCFOFT$151,624$47,107$198,731
Marge PronovostMarketing DirectorFT$82,975$12,347$164,966
Mike ConeryPlant DirectorFT$118,936$18,674$137,610
Caryn OutwaterMarketing RepresentativeFT$111,857$15,222$127,079
Monique NeelMarketing RepresentativeFT$111,777$7,656$119,433
Aileen PuaDirector of NursesFT$102,449$4,088$106,537

Board Members and Trustees

NameTitle
Steve RiddleChairman
Craig BrownDirector
Steve SpearDirector
Don HaughtMember
James BeemanMember
Jay RiordanMember
Kathy FrederickMember
Marcy KayeMember
Mike StelmanMember
Patricia SchmidtMember
Robin JensenMember
Wendy CohenMember
William CarlsonMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison ManagementDining Management-$2,235,575
Life Care ServicesManagement Services-$1,002,913
Sundance RehabTherapy Services-$872,850
Hanson Bridgett Marcus Vlahos Rudy LLPLegal Services-$689,419
BNB BuildersContractors-$531,613
Revenue and Support

Revenue Composition

Contributions and Grants
$108,343
Program Service Revenue
$35,828,532
Investment Income
$2,243,941
Other Revenue
$207,428
Change in Net Assets
$4,047,613

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,388,244
Revenue Not Reported on Form 990
$-33,613
Total Revenue per Audited Statements
$38,354,631
Total Revenue per Form 990
$38,388,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,361,958
Salaries, Compensation, and Employee Benefits$13,978,673
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,842,319$1,897,389-$10,739,708
Occupancy$5,783,917--$5,783,917
Depreciation Depletion$5,489,074--$5,489,074
Fees for Services Other$1,569,958$940-$1,570,898
Office Expenses$1,153,536$21,974-$1,175,510
Other Employee Benefits$1,054,147$107,635-$1,161,782
Current Officers, Directors, Trustees, and Key Employees$244,147$826,352-$1,070,499
Payroll Taxes$772,711$101,773-$874,484
Insurance$402,230$305,945-$708,175
Fees for Services Legal-$689,075-$689,075
Fees for Services Management-$601,091-$601,091
Advertising$404,942--$404,942
Pension Plan Contributions$98,546$33,654-$132,200
Fees for Services Accounting-$49,000-$49,000
Travel$37,840--$37,840
Information Technology-$32,509-$32,509
Other Expenses$27,291$32,111-$27,291
All Other Expenses$25,770--$25,770
Interest$3,715--$3,715
Total Functional Expenses$29,131,028$5,209,603$0$34,340,631

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$34,340,631
Total Expenses per Audited Statements$34,340,631
Total Expenses per Form 990$34,340,631
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue from Entrance Fees$53,557,629
Estimated Refundable Entrance Fees$15,261,466
Current Portion of Refundable Entrance F$2,197,865
Obligations under Gift Annuity Contracts$1,361,023
Wait List Deposits$438,924
Obligations under Gift Annuity Contracts$314,885
Capital Leases - Long Term$54,504
Capital Leases - Current$24,133

Bond Issues

BondIssuerIssuedIssue PricePurpose
A94-31301232010-01-14$54,014,461Refinance Retirement Home

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$54,014,461-$3,655,000$2,947,996

Bond Financing Compliance

Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Life Care Services, LLC acts in the capacity of the facility management company of Casa de las Campanas, Inc with three administrative staff. Additionally, Morrison Food Services manages our food service department and dining rooms.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Copies provided to Board and upon their approval tax returns are filed subsequently.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflicts of Interest Statements are filed annually.Administration and Accounting closely monitor its vendor relations.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Casa has a separate compensation committee and several independent sources are utilized, including wage surveys, duties, size of facility and operations, and other comparable data in determining compensation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Conflict of Interest Statement and Financials available upon request.”

Filing and Contact Details

Filer

EIN
33-0371280
Phone
8585921885

Signing Officer

Name
David Johnson
Title
CFO
Signed
2015-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Johnson
Formed
1988
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
523
Volunteers
10

Preparer

Preparer
Gary R Belz CPA
Phone
7149781300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“Audit Committee selects audit firm and assumes responsibility for oversight of the audit committee. The Audit of Casa required per bond financing documents.”

Financial Statement Notes

Part X : FIN48 Footnote

“The organization is exempt from federal and California income taxes under Section 501(c)(3) of the IRC (Internal Revenue Code) & corresponding California provisions, except to the extent of unrelated business taxable income (UBTI) as defined by IRC. Casa & the Foundation maintain their tax exempt status through devoting their resources to meet the primary needs of aged persons, housing, health care, and financial security. The organization evaluates uncertain tax positions through its review of the sources of income to identify UBTI and certain other matters, including those which may affect its tax exempt status. The effect of the uncertainty would be recorded if the outcome was considered probable & reasonably estimatable. As of July 31, 2014 & 2013 the Organization had no uncertain tax positions requiring accrual.”

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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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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,862,069
Liabilities
$130,387,984
Net assets
$29,474,085
Revenue
$38,388,244
Expenses
$34,340,631
Net income
$4,047,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$245$176$69.6$46.4$45.1$1.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$168$57.9$49.5$39.6$9.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$261$174$87.3$41.9$36.7$5.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$227$163$63.9$45.4$38.5$6.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$223$166$56.7$43.5$37.4$6.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$216$164$51.4$43.0$36.1$6.92
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$205$162$42.8$39.3$35.9$3.44
2016Detailed filing. Detailed filing data is available for this year.$185$152$33.2$37.7$35.4$2.34
2015Detailed filing. Detailed filing data is available for this year.$181$150$30.9$38.1$34.7$3.43
2014Detailed filing. Detailed filing data is available for this year.$160$130$29.5$38.4$34.3$4.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$116$14.0$31.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$105$9.02$29.2