Civic Intelligence

Casa De Las Campanas Inc.

990 • Fiscal year 2021 • EIN 33-0371280

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 13, 2022

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

0.67x

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

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

92nd percentile

4.15x

Higher debt load relative to revenue than 92% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Net Margin

59th percentile

12%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

14th percentile

$304,955

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Asset Growth

57th percentile

15%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-7.6%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$261,081,118

Up $33,965,237 (+15%) from 2020

Net Assets

Up

$87,304,579

Up $23,385,901 (+37%) from 2020

Liabilities

Up

$173,776,539

Up $10,579,336 (+6.5%) from 2020

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin59th percentile

Revenue

Down

$41,918,031

Down $3,439,957 (-7.6%) from 2020

Expenses

Down

$36,690,282

Down $1,836,817 (-4.8%) from 2020

Net Income

Down

$5,227,749

Down $1,603,140 (-23%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2021

Assets$261,081,118
Liabilities$173,776,539
Net Assets$87,304,579
Open 2021 Filing

Operations Trend

Revenue Growth13th 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

2021

Revenue$41,918,031
Expenses$36,690,282
Net Income$5,227,749
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 13, 2022
Return Version
2020v4.2
Gross Receipts
$62,346,906
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$115,784,205$121,515,942▲ $5,731,737
Investments in Publicly Traded Securities$84,936,121$106,324,065▲ $21,387,944
Savings and Temporary Cash Investments$19,772,269$25,950,367▲ $6,178,098
Prepaid Expenses and Deferred Charges$1,184,537$1,428,463▲ $243,926
Accounts Receivable$974,388$1,100,686▲ $126,298
Intangible Assets$2,660,277$862,307▼ $1,797,970
Cash and Non-Interest-Bearing Accounts$741,957$671,390▼ $70,567
Inventories for Sale or Use$479,567$494,650▲ $15,083
Investments Other Securities$136,768$104,088▼ $32,680
Total Assets$227,115,881$261,081,118▲ $33,965,237
Other Assets Total$445,792$2,629,160▲ $2,183,368
Liabilities
Mortgage Notes Payable Secured by Investment Property-$73,865,721-
Tax Exempt Bond Liabilities$58,642,888$0▼ $58,642,888
Deferred Revenue$61,435,133$57,170,236▼ $4,264,897
Other Liabilities$37,618,444$36,865,031▼ $753,413
Accounts Payable and Accrued Expenses$5,500,738$5,875,551▲ $374,813
Total Liabilities$163,197,203$173,776,539▲ $10,579,336
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$63,918,678$87,304,579▲ $23,385,901
Total Net Assets Fund Balance$63,918,678$87,304,579▲ $23,385,901
Total Liabilities and Net Assets / Fund Balance$227,115,881$261,081,118▲ $33,965,237

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$67,658,108$65,422,387$133,080,495
Other Land Buildings$32,431,894$1,028,397$33,460,291
Land$17,979,552-$17,979,552
Equipment$3,446,388$9,558,696$13,005,084
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim DominyExecutive DirectorFT$216,611$88,344$304,955
David JohnsonCFOFT$177,388$58,203$235,591
Joel AlbertoFormer Director of NursingFT$149,525$19,323$168,848
Patricia NiemeyerDirector of DiningFT$124,841$11,035$135,876
Teodenia AgonoyRegistered NurseFT$129,704$4,649$134,353
Ginger LyonDirector of HrFT$120,714$10,755$131,469
Leonida HernandezRegistered NurseFT$117,825$10,376$128,201
Myrna AlmueteRegistered NurseFT$115,294$2,334$117,628

Board Members and Trustees

NameTitle
Craig BrownChairman
Jim RothVice Chair
Alex MonroeDirector
Jay RiordanDirector
Jim SeifertDirector
Sonny GooginsDirector
Steve SpearDirector
Kathy LordSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Dpr ConstructionContractor5010 SHOREHAM PL, San Diego, CA 92122$2,055,207
Life Care ServicesManagement Services400 LOCUST STREET STE 800, Des Moines, IA 50309$1,430,428
Quality RehabTherapy Provider8477 S SUNCOAST BLVD, Homosassa, FL 34446$1,041,421
Alex Gomez PaintingPainting Services629 11TH STREET, Ramona, CA 92065$216,300
Palomar Medical CenterMedical Services2185 CITRACADO PARKWAY, Escondito, CA 92029$106,213
Revenue and Support

Revenue Composition

Contributions and Grants
$453,434
Program Service Revenue
$38,607,558
Investment Income
$2,671,374
Other Revenue
$185,665
Change in Net Assets
$5,227,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,526,037
Salaries, Compensation, and Employee Benefits$16,150,542
Grants and Similar Amounts Paid$13,703
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,276,594$1,703,120-$12,979,714
Depreciation Depletion$6,539,941--$6,539,941
Occupancy$4,350,484--$4,350,484
Other Employee Benefits$1,261,622$189,136-$1,450,758
Office Expenses$1,215,080$52,953-$1,268,033
Payroll Taxes$940,485$74,854-$1,015,339
Insurance$999,917--$999,917
Fees for Services Management-$830,723-$830,723
Other Expenses$549,961--$549,961
Current Officers, Directors, Trustees, and Key Employees-$462,846-$462,846
Advertising$430,525--$430,525
Fees for Services Other$357,363$43,235-$400,598
Information Technology$391,696--$391,696
Pension Plan Contributions$223,118$18,767-$241,885
Fees for Services Legal-$94,786-$94,786
Travel$83,622$3,853-$87,475
Fees for Services Accounting-$78,497-$78,497
Conferences and Meetings$4,017$13,758-$17,775
Grants to Domestic Orgs$13,703--$13,703
Total Functional Expenses$33,123,754$3,566,528$0$36,690,282
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa Resident AssociationSan Diego, CA-To Engage Seniors W/art & Education$13,703

International Summary

Offices
0
Employees
0
Spending
$268,683

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$268,683
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$28,244,670
Ppp Loan Payable$2,915,100
Contracts$1,861,894
Long Term Debt$1,770,279
Refunds Payable$1,009,302
Refunds to Residents$473,960
Waitlist Deposits$462,630
Capital Leases$127,196

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-$1,364,000$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
2022-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Johnson
Formed
1988
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
499
Volunteers
50

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 -8,747.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

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, 2021 and 2020, the organization had no uncertain tax positions requiring accrual.”

Raw XML AppendixShowing 400 of 790 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF DINING
IRS990/Form990PartVIISectionAGrp/TitleTxt12REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt14REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER DIR. OF NURSING
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IRS990/IndivRcvdGreaterThan100KCnt011
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc1OUTSIDE MEDICAL COSTS
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3WORKERS COMPENSATION
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IRS990/OtherExpensesGrp/ProgramServicesAmt2723387
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,081,118
Liabilities
$173,776,539
Net assets
$87,304,579
Revenue
$41,918,031
Expenses
$36,690,282
Net income
$5,227,749
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
2021Detailed filing. Detailed filing data is available for this year.$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