Civic Intelligence

Casa De Las Campanas Inc.

990 • Fiscal year 2022 • EIN 33-0371280

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 14, 2023

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

81st percentile

0.74x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

3.40x

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

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

26th percentile

$297,624

Higher top officer pay than 26% of similar nonprofits.

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

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

13th percentile

-13%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$226,057,893

Down $35,023,225 (-13%) from 2021

Net Assets

Down

$57,915,328

Down $29,389,251 (-34%) from 2021

Liabilities

Down

$168,142,565

Down $5,633,974 (-3.2%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin75th percentile

Revenue

Up

$49,519,449

Up $7,601,418 (+18%) from 2021

Expenses

Up

$39,563,155

Up $2,872,873 (+7.8%) from 2021

Net Income

Up

$9,956,294

Up $4,728,545 (+90%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2022

Assets$226,057,893
Liabilities$168,142,565
Net Assets$57,915,328
Open 2022 Filing

Operations Trend

Revenue Growth75th 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

2022

Revenue$49,519,449
Expenses$39,563,155
Net Income$9,956,294
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 14, 2023
Return Version
2021v4.2
Gross Receipts
$60,608,032
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$106,324,065$92,853,949▼ $13,470,116
Land, Buildings, and Equipment, Net$121,515,942$90,932,575▼ $30,583,367
Savings and Temporary Cash Investments$25,950,367$25,389,658▼ $560,709
Prepaid Expenses and Deferred Charges$1,428,463$2,301,790▲ $873,327
Accounts Receivable$1,100,686$924,631▼ $176,055
Cash and Non-Interest-Bearing Accounts$671,390$818,940▲ $147,550
Intangible Assets$862,307$787,569▼ $74,738
Inventories for Sale or Use$494,650$385,309▼ $109,341
Investments Other Securities$104,088$90,023▼ $14,065
Total Assets$261,081,118$226,057,893▼ $35,023,225
Other Assets Total$2,629,160$11,573,449▲ $8,944,289
Liabilities
Mortgage Notes Payable Secured by Investment Property$73,865,721$71,977,704▼ $1,888,017
Deferred Revenue$57,170,236$57,019,195▼ $151,041
Other Liabilities$36,865,031$33,433,985▼ $3,431,046
Accounts Payable and Accrued Expenses$5,875,551$5,711,681▼ $163,870
Total Liabilities$173,776,539$168,142,565▼ $5,633,974
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,304,579$51,954,952▼ $35,349,627
Net Assets With Donor Restrictions-$5,960,376-
Total Net Assets Fund Balance$87,304,579$57,915,328▼ $29,389,251
Total Liabilities and Net Assets / Fund Balance$261,081,118$226,057,893▼ $35,023,225

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$67,611,516$70,226,568$137,838,084
Land$18,130,556-$18,130,556
Equipment$3,560,372$9,166,075$12,726,447
Other Land Buildings$1,627,192$1,075,960$2,703,152
Leasehold Improvements$2,939$327$3,266
Other Assets Org$11,256,871--
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim DominyExecutive DirectorFT$233,917$63,707$297,624
David JohnsonCFOFT$202,089$58,186$260,275
Teodenia AgonoyRegistered NurseFT$134,272$3,834$138,106
Patricia NiemeyerFood & Beverage DirectorFT$130,351$3,824$134,175
Ginger LyonHuman Resources DirectorFT$117,425$3,693$121,118
Stacy ArmacostMarketing DirectorFT$114,254$3,580$117,834
Shila JuradoDirector of Residential Continuing CareFT$114,327$2,567$116,894

Board Members and Trustees

NameTitle
Craig BrownChairman
Jim RothVice Chair
Alex MonroeDirector
Janette PiankoffDirector
Jim SeifertDirector
Megan TannerDirector
Sonny GooginsDirector
Steve SpearDirector
Vernon PertelleDirector
Jay RiordanDirector (term End 12/09/2021)
Kathy FredricksDirector (term End 12/09/2021)
Kathy LordSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Life Care ServicesManagement Services400 LOCUST STREET STE 800, Des Moines, IA 50309$1,177,404
Quality RehabTherapy Provider8477 S SUNCOAST BLVD, Homosassa, FL 34446$813,728
Kasdan Turner Thomson Booth LLPLegal Service18100 VON KARMAN AVE STE 570, Irvine, CA 92612$363,119
Dpr ConstructionContractor5010 SHOREHAM PL, San Diego, CA 92122$328,382
Domusstudio ArchitectureArchitecture Service2800 THIRD AVE, San Diego, CA 92103$295,410
Revenue and Support

Revenue Composition

Contributions and Grants
$3,045,897
Program Service Revenue
$36,265,013
Investment Income
$9,914,527
Other Revenue
$294,012
All Other Contributions
$9,760
Change in Net Assets
$9,956,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,285,584
Salaries, Compensation, and Employee Benefits$17,267,074
Grants and Similar Amounts Paid$10,497
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,847,925$2,292,628-$14,140,553
Depreciation Depletion$6,953,439--$6,953,439
Occupancy$5,061,922--$5,061,922
Other Employee Benefits$1,129,687$129,903-$1,259,590
Office Expenses$1,154,794$77,447-$1,232,241
Insurance$1,124,148--$1,124,148
Payroll Taxes$922,647$115,351-$1,037,998
Fees for Services Legal-$908,616-$908,616
Fees for Services Management-$809,500-$809,500
Fees for Services Other$483,900$250,186-$734,086
Current Officers, Directors, Trustees, and Key Employees-$587,180-$587,180
Advertising$416,621--$416,621
Information Technology$406,597--$406,597
Pension Plan Contributions$214,665$27,088-$241,753
Other Expenses$158,958--$158,958
Travel$140,897$17,094-$157,991
Fees for Services Accounting-$102,406-$102,406
Conferences and Meetings$13,476$17,226-$30,702
Grants to Domestic Orgs$10,497--$10,497
Total Functional Expenses$34,228,530$5,334,625$0$39,563,155
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa Resident AssociationSan Diego, CA-To Engage Seniors W/art & Education$10,497

International Summary

Offices
0
Employees
0
Spending
$217,220

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$217,220
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$29,369,129
Long Term Debt$1,813,296
Contracts$1,627,985
Waitlist Deposits$520,526
Capital Leases$99,049
Refunds to Residents$4,000

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-$3,209,000$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
2023-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Johnson
Formed
1988
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
501
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. Loss on impairment of project under construction -31,397,072.”

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, 2022 and 2021, the organization had no uncertain tax positions requiring accrual.”

Raw XML AppendixShowing 400 of 807 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/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/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt126980
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1327984
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt143834
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt163693
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt172567
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt183580
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IRS990/Form990PartVIISectionAGrp/PersonNm1JIM ROTH
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHY LORD
IRS990/Form990PartVIISectionAGrp/PersonNm3SONNY GOOGINS
IRS990/Form990PartVIISectionAGrp/PersonNm4ALEX MONROE
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM SEIFERT
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE SPEAR
IRS990/Form990PartVIISectionAGrp/PersonNm7JANETTE PIANKOFF
IRS990/Form990PartVIISectionAGrp/PersonNm8MEGAN TANNER
IRS990/Form990PartVIISectionAGrp/PersonNm9VERNON PERTELLE
IRS990/Form990PartVIISectionAGrp/PersonNm10JAY RIORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm11KATHY FREDRICKS
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm13KIM DOMINY
IRS990/Form990PartVIISectionAGrp/PersonNm14TEODENIA AGONOY
IRS990/Form990PartVIISectionAGrp/PersonNm15PATRICIA NIEMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm16GINGER LYON
IRS990/Form990PartVIISectionAGrp/PersonNm17SHILA JURADO
IRS990/Form990PartVIISectionAGrp/PersonNm18STACY ARMACOST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12253295
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13269640
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14134272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15130351
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16117425
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17114327
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18114254
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (TERM END 12/09/2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (TERM END 12/09/2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt15FOOD & BEVERAGE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16HUMAN RESOURCES DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF RESIDENTIAL CONTINUING CARE
IRS990/Form990PartVIISectionAGrp/TitleTxt18MARKETING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-9649
IRS990/GainOrLossGrp/SecuritiesAmt01791723
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt02940613
IRS990/GrantAmt010497
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010497
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010497
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012870657
IRS990/GrossReceiptsAmt060608032
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0406597
IRS990/InformationTechnologyGrp/TotalAmt0406597
IRS990/InsuranceGrp/ProgramServicesAmt01124148
IRS990/InsuranceGrp/TotalAmt01124148
IRS990/IntangibleAssetsGrp/BOYAmt0862307
IRS990/IntangibleAssetsGrp/EOYAmt0787569
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0494650
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0385309
IRS990/InvestmentIncomeGrp/ExclusionAmt08132453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08132453
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0104088
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt090023
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0106324065
IRS990/InvestmentsPubTradedSecGrp/EOYAmt092853949
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt059
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt080468930
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0121515942
IRS990/LandBldgEquipBasisNetGrp/EOYAmt090932575
IRS990/LandBldgEquipCostOrOtherBssAmt0171401505
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt09649
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011078934
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CASA 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt073865721
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt071977704
IRS990/NetAssetsOrFundBalancesBOYAmt087304579
IRS990/NetAssetsOrFundBalancesEOYAmt057915328
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01782074
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01782074
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7957220
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt087304579
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt051954952
IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt077447
IRS990/OfficeExpensesGrp/ProgramServicesAmt01154794
IRS990/OfficeExpensesGrp/TotalAmt01232241
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02629160
IRS990/OtherAssetsTotalGrp/EOYAmt011573449
IRS990/OtherChangesInNetAssetsAmt0-31388325
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01129687
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01259590
IRS990/OtherExpensesGrp/Desc0FOOD COSTS
IRS990/OtherExpensesGrp/Desc1OUTSIDE MEDICAL COSTS
IRS990/OtherExpensesGrp/Desc2WORKERS COMPENSATION
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt02429390
IRS990/OtherExpensesGrp/ProgramServicesAmt11226640
IRS990/OtherExpensesGrp/ProgramServicesAmt2532327
IRS990/OtherExpensesGrp/ProgramServicesAmt3158958
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IRS990/OtherExpensesGrp/TotalAmt11226640
IRS990/OtherExpensesGrp/TotalAmt2532327
IRS990/OtherExpensesGrp/TotalAmt3158958
IRS990/OtherLiabilitiesGrp/BOYAmt036865031
IRS990/OtherLiabilitiesGrp/EOYAmt033433985
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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherRevenueMiscGrp/ExclusionAmt139785
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt139785
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2258
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0258
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02292628
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011847925
IRS990/OtherSalariesAndWagesGrp/TotalAmt014140553
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0115351
IRS990/PayrollTaxesGrp/ProgramServicesAmt0922647
IRS990/PayrollTaxesGrp/TotalAmt01037998
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt027088
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0214665
IRS990/PensionPlanContributionsGrp/TotalAmt0241753
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01428463
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02301790
IRS990/PrincipalOfficerNm0DAVID JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036265013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036265013
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,057,893
Liabilities
$168,142,565
Net assets
$57,915,328
Revenue
$49,519,449
Expenses
$39,563,155
Net income
$9,956,294
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
2022Detailed filing. Detailed filing data is available for this year.$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