Civic Intelligence

Casa De Las Campanas Inc.

990 • Fiscal year 2020 • EIN 33-0371280

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 11, 2021

Organization Profilecasadelascampanas.com

View Organization Page

18655 West Bernardo DriveSan Diego, CA 92127

(858) 592-1885

Siviq Scores

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

Liabilities / Assets

79th percentile

0.72x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

3.60x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$299,390

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

37th percentile

2.0%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

4.4%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$227,115,881

Up $4,370,550 (+2.0%) from 2019

Net Assets

Up

$63,918,678

Up $7,249,712 (+13%) from 2019

Liabilities

Down

$163,197,203

Down $2,879,162 (-1.7%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin75th percentile

Revenue

Up

$45,357,988

Up $1,899,940 (+4.4%) from 2019

Expenses

Up

$38,527,099

Up $1,126,378 (+3.0%) from 2019

Net Income

Up

$6,830,889

Up $773,562 (+13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2020

Assets$227,115,881
Liabilities$163,197,203
Net Assets$63,918,678
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

2020

Revenue$45,357,988
Expenses$38,527,099
Net Income$6,830,889
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 11, 2021
Return Version
2019v5.0
Gross Receipts
$68,710,679
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$110,215,299$115,784,205▲ $5,568,906
Investments in Publicly Traded Securities$85,393,239$84,936,121▼ $457,118
Savings and Temporary Cash Investments$19,253,694$19,772,269▲ $518,575
Intangible Assets$2,843,875$2,660,277▼ $183,598
Prepaid Expenses and Deferred Charges$1,171,293$1,184,537▲ $13,244
Accounts Receivable$1,498,883$974,388▼ $524,495
Cash and Non-Interest-Bearing Accounts$1,422,077$741,957▼ $680,120
Inventories for Sale or Use$287,506$479,567▲ $192,061
Investments Other Securities$210,376$136,768▼ $73,608
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-
Total Assets$222,745,331$227,115,881▲ $4,370,550
Other Assets Total$449,089$445,792▼ $3,297
Liabilities
Deferred Revenue$64,836,745$61,435,133▼ $3,401,612
Tax Exempt Bond Liabilities$57,080,834$55,727,788▼ $1,353,046
Other Liabilities$37,186,376$37,618,444▲ $432,068
Accounts Payable and Accrued Expenses$6,972,410$5,500,738▼ $1,471,672
Unsecured Notes Loans Payable-$2,915,100-
Total Liabilities$166,076,365$163,197,203▼ $2,879,162
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$56,668,966$63,918,678▲ $7,249,712
Total Net Assets Fund Balance$56,668,966$63,918,678▲ $7,249,712
Total Liabilities and Net Assets / Fund Balance$222,745,331$227,115,881▲ $4,370,550

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$64,743,196$60,596,665$125,339,861
Other Land Buildings$31,093,482$986,539$32,080,021
Land$16,659,178-$16,659,178
Equipment$3,288,349$9,655,543$12,943,892
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim DominyExecutive DirectorFT$299,390$88,396$299,390
David JohnsonCFO/TreasurerFT$243,981$30,538$274,519
Stacy ArmacostMarketing DirectorFT$128,883$13,278$217,279
Joel A AlbertoDirector of NursinFT$153,629$17,659$171,288
Ginger LyonHR DirectorFT$129,617$20,942$150,559
Myrna AlmueteR.nFT$110,912$10,769$121,681
Kristine LuceroR.nFT$103,089$9,234$112,323

Board Members and Trustees

NameTitle
Jay RiordanChairman
Kathy FrederickChairman
Craig BrownVice Chair
Don SmithDirector
Jim RothDirector
Kathy LordDirector
Mike StelmanDirector
Sonny GooginsDirector
Steve DematteoDirector
Steve SpearDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
DPR ConstructionContractor5010 Shoreham Pl, San Diego, CA 92122$3,340,142
Savvy BuildersContractor4230 Lomo del Sur, La Mesa, CA 91941$2,814,372
Morrison ManagementDining ManagementPO Box 102289, Atlanta, GA 30368$1,457,765
MW MechanicalContractor1941 Don Lee Place Ste A, Escondido, CA 92029$1,450,533
Tecta America Southern CAContractor1217 E Wakeham Ave, Santa Ana, CA 92705$1,266,590
Revenue and Support

Revenue Composition

Contributions and Grants
$1,506,237
Program Service Revenue
$39,880,855
Investment Income
$3,899,460
Other Revenue
$71,436
Change in Net Assets
$6,830,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,329,218
Salaries, Compensation, and Employee Benefits$17,182,011
Grants and Similar Amounts Paid$15,870
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,687,520$1,053,042-$13,740,562
Depreciation Depletion$6,169,449--$6,169,449
Occupancy$5,757,366--$5,757,366
Other Employee Benefits$1,330,265$190,093-$1,520,358
Office Expenses$1,302,288$52,838-$1,355,126
Payroll Taxes$1,039,745$86,552-$1,126,297
Insurance$773,749$52,536-$826,285
Fees for Services Management-$804,500-$804,500
Current Officers, Directors, Trustees, and Key Employees-$535,643-$535,643
Other Expenses$453,033$67,414-$520,447
Fees for Services Other$364,021$47,088-$411,109
Advertising$345,770--$345,770
Information Technology$122,825$157,938-$280,763
Pension Plan Contributions$229,084$30,067-$259,151
Fees for Services Accounting-$89,357-$89,357
Travel$75,696$12,004-$87,700
Conferences and Meetings$14,272$51,063-$65,335
Fees for Services Legal-$57,167-$57,167
Grants to Domestic Orgs$15,870--$15,870
Total Functional Expenses$35,202,173$3,324,926$0$38,527,099
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa Resident AssociationSan Diego, CA-To engage seniors w/art & education$15,870

International Summary

Spending
$164,160

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$164,160
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
Estimated Refundable Entrance Fees$29,267,403
Long Term Debt$4,444,445
Contracts$1,925,129
Refunds Payable$1,512,490
Waitlist Deposits$448,288
Capital Leases$20,689

Bond Issues

BondIssuerIssuedIssue PricePurpose
AABAG Finance Authority2010-01-14$54,014,461Refinance Retirement Home
CCA Enterprise Development2017-08-01$39,000,000Financing the Cost of Improv.
BCA Enterprise Development2014-12-03$19,000,000Financing the Cost of Improv.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$54,310,000-$11,005,000$745,626
C$39,000,000--$51,000
B$19,000,000-$2,005,000$417,241

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, Line 3: Description of Delegated Duties to Management Company

“Life Care Services (LCS) performs management duties for the organization.”

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

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, 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. The process is documented.”

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

“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
Signed
2021-06-11
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
501
Volunteers
23

Preparer

Firm
Cliftonlarsonallen Llp
Address
2875 MICHELLE STE 300, IRVINE, CA 92606
Preparer
Candace M Raffa CPA
Phone
7149781300
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“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, 2019 and 2018, 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director of Nursin
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$227,115,881
Liabilities
$163,197,203
Net assets
$63,918,678
Revenue
$45,357,988
Expenses
$38,527,099
Net income
$6,830,889
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
2020Detailed filing. Detailed filing data is available for this year.$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