Civic Intelligence

Casa De Las Campanas Inc

EIN 33-0371280 • 501(c)3 • San Diego, CA

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Profile

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.

18655 West Bernardo DriveSan Diego, CA 92127

www casadelascampanas.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.72x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

3.79x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

4.1%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

23rd percentile

-3.2%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$245,173,656

Up $19,115,763 (+8.5%) from 2022

Liabilities

Up

$175,619,983

Up $7,477,418 (+4.4%) from 2022

Net Assets

Up

$69,553,673

Up $11,638,345 (+20%) from 2022

Operations
Liabilities / Revenue90th percentileNet Margin46th percentile

Revenue

Down

$46,397,113

Down $3,122,336 (-6.3%) from 2022

Expenses

Up

$45,068,247

Up $5,505,092 (+14%) from 2022

Net Income

Down

$1,328,866

Down $8,627,428 (-87%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$245,173,656
Liabilities$175,619,983
Net Assets$69,553,673
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$46,397,113
Expenses$45,068,247
Net Income$1,328,866
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$245,173,656
Liabilities
$175,619,983
Net assets
$69,553,673
Revenue
$46,397,113
Expenses
$45,068,247
Net income
$1,328,866
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Gross Receipts
$56,602,610
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
Land, Buildings, and Equipment, Net$100,954,188$110,044,359▲ $9,090,171
Investments in Publicly Traded Securities$80,008,168$95,530,400▲ $15,522,232
Savings and Temporary Cash Investments$24,244,207$18,147,483▼ $6,096,724
Cash and Non-Interest-Bearing Accounts$1,384,659$2,927,723▲ $1,543,064
Accounts Receivable$3,219,510$1,864,811▼ $1,354,699
Prepaid Expenses and Deferred Charges$2,386,213$313,658▼ $2,072,555
Inventories for Sale or Use$404,331$308,832▼ $95,499
Investments Other Securities$38,916--
Total Assets$229,676,947$245,173,656▲ $15,496,709
Other Assets Total$17,036,755$16,036,390▼ $1,000,365
Liabilities
Tax Exempt Bond Liabilities$71,187,287$69,328,224▼ $1,859,063
Deferred Revenue$55,227,743$63,880,065▲ $8,652,322
Other Liabilities$31,307,378$36,032,193▲ $4,724,815
Accounts Payable and Accrued Expenses$7,125,111$6,379,501▼ $745,610
Total Liabilities$164,847,519$175,619,983▲ $10,772,464
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$58,802,308$62,310,131▲ $3,507,823
Net Assets With Donor Restrictions$6,027,120$7,243,542▲ $1,216,422
Total Net Assets Fund Balance$64,829,428$69,553,673▲ $4,724,245
Total Liabilities and Net Assets / Fund Balance$229,676,947$245,173,656▲ $15,496,709

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$83,032,545$79,967,940$163,000,485
Land$18,788,181-$18,788,181
Equipment$5,628,417$11,139,688$16,768,105
Other Land Buildings$2,593,583$1,241,060$3,834,643
Leasehold Improvements$1,633$1,633$3,266
Other Assets Org$27,567--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim DominyExecutive DirectorFT$244,385$51,361$295,746
David JohnsonCFOFT$214,610$52,106$266,716
Baran DorotaRegistered NurseFT$164,736$7,407$172,143
Spina DaynaSenior Residency & Sales CounselorFT$78,775$81,555$160,330
Patricia NiemeyerFood & Beverage DirectorFT$140,345$4,925$145,270
Cupples Bao-vanDirector of MarketingFT$144,559$337$144,896
Anabo JanetRegistered NurseFT$137,023$4,689$141,712

Board Members and Trustees

NameTitle
Craig Brown Term 1223Chairman
Jim SeifertChairman
Janette PiankoffVice Chair
Alex Monroe Term 0124Director
Brian McleanDirector
Carl HainesDirector
Megan TannerDirector
Sonny GooginsDirector
Steve Spear Term 1223Director
Vernon PertelleDirector
Jim RothSecretary
Kathy Lord Term 1223Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
ProcopioLegal Service200 SPECTRUM CENTER DR SUITE 1650, Irvine, CA 92618$1,888,159
Life Care ServicesManagement Services400 LOCUST STREET STE 800, Des Moines, IA 50309$1,727,973
Quality RehabTherapy Provider8477 S SUNCOAST BLVD, Homosassa, FL 34446$813,473
Sunrise ProduceFood Service500 BURNING TREE ROD, Fullerton, CA 92833$563,983
Domusstudio ArchitectureArchitecture Service2800 THIRD AVE, San Diego, CA 92103$313,694
Revenue and Support

Revenue Composition

Contributions and Grants
$200,329
Program Service Revenue
$42,119,510
Investment Income
$3,858,861
Other Revenue
$218,413
Change in Net Assets
$1,328,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,456,775
Salaries, Compensation, and Employee Benefits$17,608,663
Grants and Similar Amounts Paid$2,809
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,434,787$162,365-$14,597,152
Depreciation Depletion$8,484,795--$8,484,795
Occupancy$6,821,293$71,910-$6,893,203
Insurance$2,782,881--$2,782,881
Office Expenses$1,104,081$84,534-$1,188,615
Payroll Taxes$1,023,968$126,799-$1,150,767
Other Employee Benefits$977,753$115,765-$1,093,518
Fees for Services Legal$870,201$44,349-$914,550
Fees for Services Management-$873,600-$873,600
Fees for Services Other$456,371$116,690-$573,061
Current Officers, Directors, Trustees, and Key Employees-$553,962-$553,962
Advertising$540,084--$540,084
Information Technology$188,745$269,961-$458,706
Other Expenses$133,996$79,999-$213,995
Pension Plan Contributions$191,146$22,118-$213,264
Travel$147,969$30,157-$178,126
Fees for Services Accounting-$158,263-$158,263
Conferences and Meetings$24,433$40,728-$65,161
Grants to Domestic Orgs$2,809--$2,809
Total Functional Expenses$42,284,107$2,784,140$0$45,068,247
International Activity

International Summary

Offices
0
Employees
0
Spending
$115,820

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America & the CaribbeanInvestments-00$115,820
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Refundable Entrance Fees$30,086,851
Waitlist Deposits$4,391,908
Obligations - Gift Annuity Contracts$1,517,848
Capital Lease Liability - Financing$35,586

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACA Enterprise Development Authority2020-09-01$77,000,000Refinance and finance cost of improvements and renovations

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$77,000,000$60,767,264$7,028,000$880,964

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
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, Section A, Line 3

“Line 3 explanation - life care services (lcs) performs management duties for the organization.”

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - the form 990 is reviewed by management. After management's approval copies are provided to the board and upon their approval tax returns are filed subsequently.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest statements are filed annually. Administration and accounting closely monitors vendor relations. If a person with a conflict arises they are not allowed to vote on the transaction.”

Form 990, Part VI, Section B, Line 15

“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. The process is documented.”

Form 990, Part VI, Section C, Line 19

“Conflict of interest statements and financials available upon request.”

Filing and Contact Details

Filer

Filer Name
Casa De Las Campanas Inc
EIN
33-0371280
Phone
8585921885
Address
18655 WEST BERNARDO DRIVE, SAN DIEGO, CA 92127

Signing Officer

Name
David Johnson
Title
CFO
Phone
8585921885
Signed
2025-06-11
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
482
Volunteers
30

Preparer

Firm
Cliftonlarsonallen Llp
Address
2875 MICHELLE DRIVE 300, IRVINE, CA 92606
Preparer
Lisa N Ryssel CPA
Phone
7149781300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in interest - casa foundation 5,374. Loss on impairment of project under construction -271,790.”

Financial Statement Notes

PART X, LINE 2:

“Casa and the foundation are exempt from federal and california income taxes under section 501(c)(3) of the internal revenue code ("irc") and corresponding california provisions, except to the extent of unrelated business taxable income ("ubti") as defined by the irc. Casa and 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 and reasonably estimable. As of july 31, 2024 and 2023, the organization had no uncertain tax positions requiring accrual.”

Raw XML AppendixShowing 400 of 834 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/AccountantCompileOrReviewInd00
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06379501
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IRS990/AccountsReceivableGrp/EOYAmt01864811
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CASA 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.
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PROCOPIO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1LIFE CARE SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2QUALITY REHAB
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3SUNRISE PRODUCE
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IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc1MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2THERAPY PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc3FOOD SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc4ARCHITECTURE SERVICE
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