Civic Intelligence

Casa De Las Campanas Inc.

990 • Fiscal year 2023 • EIN 33-0371280

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 07, 2024

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

80th percentile

0.72x

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

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

3.76x

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

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

57th percentile

5.0%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$288,858

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

32nd percentile

1.6%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Up

$229,676,947

Up $3,619,054 (+1.6%) from 2022

Net Assets

Up

$64,829,428

Up $6,914,100 (+12%) from 2022

Liabilities

Down

$164,847,519

Down $3,295,046 (-2.0%) from 2022

Revenue

Down

$43,836,827

Down $5,682,622 (-11%) from 2022

Expenses

Up

$41,628,145

Up $2,064,990 (+5.2%) from 2022

Net Income

Down

$2,208,682

Down $7,747,612 (-78%) from 2022

Historical Trend

Balance Sheet Trend

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 2023: $229,676,947Liabilities 2023: $164,847,519Net Assets 2023: $64,829,4282023Assets 2024: $245,173,656Liabilities 2024: $175,619,983Net Assets 2024: $69,553,6732024

Highlighted filing

2023

Assets$229,676,947
Liabilities$164,847,519
Net Assets$64,829,428

Operations Trend

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 2023: $43,836,827Expenses 2023: $41,628,145Net Income 2023: $2,208,6822023Revenue 2024: $46,397,113Expenses 2024: $45,068,247Net Income 2024: $1,328,8662024

Highlighted filing

2023

Revenue$43,836,827
Expenses$41,628,145
Net Income$2,208,682
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 7, 2024
Return Version
2022v5.0
Gross Receipts
$63,437,043
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$90,932,575$100,954,188▲ $10,021,613
Investments in Publicly Traded Securities$92,853,949$80,008,168▼ $12,845,781
Savings and Temporary Cash Investments$25,389,658$24,244,207▼ $1,145,451
Accounts Receivable$924,631$3,219,510▲ $2,294,879
Prepaid Expenses and Deferred Charges$2,301,790$2,386,213▲ $84,423
Cash and Non-Interest-Bearing Accounts$818,940$1,384,659▲ $565,719
Intangible Assets$787,569--
Inventories for Sale or Use$385,309$404,331▲ $19,022
Investments Other Securities$90,023$38,916▼ $51,107
Total Assets$226,057,893$229,676,947▲ $3,619,054
Other Assets Total$11,573,449$17,036,755▲ $5,463,306
Liabilities
Mortgage Notes Payable Secured by Investment Property$71,977,704$71,187,287▼ $790,417
Deferred Revenue$57,019,195$55,227,743▼ $1,791,452
Other Liabilities$33,433,985$31,307,378▼ $2,126,607
Accounts Payable and Accrued Expenses$5,711,681$7,125,111▲ $1,413,430
Total Liabilities$168,142,565$164,847,519▼ $3,295,046
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$51,954,952$58,802,308▲ $6,847,356
Net Assets With Donor Restrictions$5,960,376$6,027,120▲ $66,744
Total Net Assets Fund Balance$57,915,328$64,829,428▲ $6,914,100
Total Liabilities and Net Assets / Fund Balance$226,057,893$229,676,947▲ $3,619,054

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$72,559,560$76,106,835$148,666,395
Land$18,622,332-$18,622,332
Equipment$3,734,804$10,017,409$13,752,213
Other Land Buildings$6,035,206$1,165,423$7,200,629
Leasehold Improvements$2,286$980$3,266
Other Assets Org$53,014--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim DominyExecutive DirectorFT$241,407$47,451$288,858
David JohnsonCFOFT$202,407$53,855$256,262
Aileen PuaDirector of NursingFT$147,270$11,367$158,637
Patricia NiemeyerFood & Beverage DirectorFT$135,816$12,492$148,308
Shila JuradoDirector of Res Continuing CareFT$133,532$14,724$148,256
Irene EladRegistered NurseFT$130,296$4,317$134,613
Leonida HernandezRegistered NurseFT$128,729$5,218$133,947

Board Members and Trustees

NameTitle
Craig BrownChairman
Jim RothVice Chair
Alex MonroeDirector
Janette PiankoffDirector
Jim SeifertDirector
Megan TannerDirector
Sonny GooginsDirector
Steve SpearDirector
Vernon PertelleDirector
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
$256,974
Program Service Revenue
$40,013,543
Investment Income
$3,429,237
Other Revenue
$137,073
All Other Contributions
$14,212
Change in Net Assets
$2,208,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,872,256
Salaries, Compensation, and Employee Benefits$16,740,590
Grants and Similar Amounts Paid$15,299
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,121,886$651,174-$13,773,060
Depreciation Depletion$7,460,481--$7,460,481
Occupancy$5,583,980$58,866-$5,642,846
Insurance$1,968,660--$1,968,660
Fees for Services Other$1,253,768$68,151-$1,321,919
Office Expenses$1,127,362$69,316-$1,196,678
Other Employee Benefits$1,083,957$59,854-$1,143,811
Payroll Taxes$973,948$102,688-$1,076,636
Fees for Services Management-$842,000-$842,000
Current Officers, Directors, Trustees, and Key Employees-$494,261-$494,261
Advertising$448,610--$448,610
Information Technology$432,897--$432,897
Fees for Services Legal-$381,930-$381,930
Pension Plan Contributions$227,703$25,119-$252,822
Other Expenses$126,325$61,448-$187,773
Travel$139,752$22,695-$162,447
Fees for Services Accounting-$132,522-$132,522
Conferences and Meetings$15,940$63,326-$79,266
Grants to Domestic Orgs$15,299--$15,299
Total Functional Expenses$38,546,602$3,081,543$0$41,628,145
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa Resident AssociationSan Diego, CA-To Engage Seniors W/art & Education$15,299

International Summary

Offices
0
Employees
0
Spending
$191,857

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$191,857
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$28,947,652
Obligations - Gift Annuity Contracts$1,468,999
Waitlist Deposits$825,700
Capital Lease Liability - Financing$65,027

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$1,303,652$5,098,000$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
2024-06-07
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
437
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 -794,386.

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, 2023 and 2022, the organization had no uncertain tax positions requiring accrual.

Raw XML AppendixShowing 400 of 829 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/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt07555
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt141476
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt211367
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt312492
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt414724
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt55218
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt64317
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1KIM DOMINY
IRS990/Form990PartVIISectionAGrp/PersonNm2AILEEN PUA
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA NIEMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm4SHILA JURADO
IRS990/Form990PartVIISectionAGrp/PersonNm5LEONIDA HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6IRENE ELAD
IRS990/Form990PartVIISectionAGrp/PersonNm7CRAIG BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM ROTH
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHY LORD
IRS990/Form990PartVIISectionAGrp/PersonNm10SONNY GOOGINS
IRS990/Form990PartVIISectionAGrp/PersonNm11ALEX MONROE
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM SEIFERT
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVE SPEAR
IRS990/Form990PartVIISectionAGrp/PersonNm14JANETTE PIANKOFF
IRS990/Form990PartVIISectionAGrp/PersonNm15MEGAN TANNER
IRS990/Form990PartVIISectionAGrp/PersonNm16VERNON PERTELLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0248707
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1247382
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2147270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3135816
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4133532
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5128729
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6130296
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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/TitleTxt0CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt3FOOD & BEVERAGE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR OF RES CONTINUING CARE
IRS990/Form990PartVIISectionAGrp/TitleTxt5REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt6REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-595950
IRS990/GainOrLossGrp/SecuritiesAmt0490714
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt015299
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt015299
IRS990/GrantsToDomesticOrgsGrp/TotalAmt015299
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019494980
IRS990/GrossReceiptsAmt063437043
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0432897
IRS990/InformationTechnologyGrp/TotalAmt0432897
IRS990/InsuranceGrp/ProgramServicesAmt01968660
IRS990/InsuranceGrp/TotalAmt01968660
IRS990/IntangibleAssetsGrp/BOYAmt0787569
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0385309
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0404331
IRS990/InvestmentIncomeGrp/ExclusionAmt03534473
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03534473
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt090023
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt038916
IRS990/InvestmentsPubTradedSecGrp/BOYAmt092853949
IRS990/InvestmentsPubTradedSecGrp/EOYAmt080008168
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0143
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt087290647
IRS990/LandBldgEquipBasisNetGrp/BOYAmt090932575
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0100954188
IRS990/LandBldgEquipCostOrOtherBssAmt0188244835
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0595950
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019004266
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/BOYAmt071977704
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt071187287
IRS990/NetAssetsOrFundBalancesBOYAmt057915328
IRS990/NetAssetsOrFundBalancesEOYAmt064829428
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-105236
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-105236
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05505178
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt051954952
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt058802308
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt058866
IRS990/OccupancyGrp/ProgramServicesAmt05583980
IRS990/OccupancyGrp/TotalAmt05642846
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt069316
IRS990/OfficeExpensesGrp/ProgramServicesAmt01127362
IRS990/OfficeExpensesGrp/TotalAmt01196678
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011573449
IRS990/OtherAssetsTotalGrp/EOYAmt017036755
IRS990/OtherChangesInNetAssetsAmt0-799760
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt059854
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01083957
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01143811
IRS990/OtherExpensesGrp/Desc0FOOD COSTS
IRS990/OtherExpensesGrp/Desc1OUTSIDE MEDICAL COSTS
IRS990/OtherExpensesGrp/Desc2WORKERS COMPENSATION
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019484
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt128709
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt261448
IRS990/OtherExpensesGrp/ProgramServicesAmt02522530
IRS990/OtherExpensesGrp/ProgramServicesAmt11656665
IRS990/OtherExpensesGrp/ProgramServicesAmt2386839
IRS990/OtherExpensesGrp/ProgramServicesAmt3126325
IRS990/OtherExpensesGrp/TotalAmt02542014
IRS990/OtherExpensesGrp/TotalAmt11656665
IRS990/OtherExpensesGrp/TotalAmt2415548
IRS990/OtherExpensesGrp/TotalAmt3187773
IRS990/OtherLiabilitiesGrp/BOYAmt033433985
IRS990/OtherLiabilitiesGrp/EOYAmt031307378
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1REFUND AND REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc2K-1 PASSTHROUGH INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0108090
IRS990/OtherRevenueMiscGrp/ExclusionAmt128800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0108090
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt128800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2183
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0183
IRS990/OtherRevenueTotalAmt0137073
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0651174
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013121886
IRS990/OtherSalariesAndWagesGrp/TotalAmt013773060
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0102688
IRS990/PayrollTaxesGrp/ProgramServicesAmt0973948
IRS990/PayrollTaxesGrp/TotalAmt01076636
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025119
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0227703
IRS990/PensionPlanContributionsGrp/TotalAmt0252822
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02301790
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02386213
IRS990/PrincipalOfficerNm0DAVID JOHNSON
IRS990/ProfessionalFundraisingInd00

Document Assets

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Filings

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
2023Detailed filing. Detailed filing data is available for this year.$230$165$64.8$43.8$41.6$2.21
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