Civic Intelligence

Casa Carino

990 • Fiscal year 2014 • EIN 33-0477632

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

408 Elm Ave90802

(562) 595-7567

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.23x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

2.35x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

28th percentile

-2.9%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$2,104,389

Down $62,911 (-2.9%) from 2013

Net Assets

Down

$1,617,097

Down $62,798 (-3.7%) from 2013

Liabilities

Down

$487,292

Down $113 (-0.0%) from 2013

Revenue

$206,924

No earlier filing loaded for comparison.

Expenses

Up

$269,722

Up $23,718 (+9.6%) from 2013

Net Income

-$62,798

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,251,987Liabilities 2011: $451,243Net Assets 2011: $1,800,7442011Assets 2012: $2,231,028Liabilities 2012: $504,685Net Assets 2012: $1,726,3432012Assets 2013: $2,167,300Liabilities 2013: $487,405Net Assets 2013: $1,679,8952013Assets 2014: $2,104,389Liabilities 2014: $487,292Net Assets 2014: $1,617,0972014Assets 2015: $2,046,360Liabilities 2015: $510,393Net Assets 2015: $1,535,9672015Assets 2016: $1,957,277Liabilities 2016: $494,241Net Assets 2016: $1,463,0362016Assets 2017: $1,905,874Liabilities 2017: $500,635Net Assets 2017: $1,405,2392017Assets 2018: $1,876,141Liabilities 2018: $544,431Net Assets 2018: $1,331,7102018Assets 2019: $1,807,936Liabilities 2019: $533,698Net Assets 2019: $1,274,2382019Assets 2020: $1,809,229Liabilities 2020: $530,964Net Assets 2020: $1,278,2652020Assets 2021: $1,800,390Liabilities 2021: $534,649Net Assets 2021: $1,265,7412021Assets 2022: $1,761,090Liabilities 2022: $834,867Net Assets 2022: $926,2232022Assets 2023: $1,691,254Liabilities 2023: $879,119Net Assets 2023: $812,1352023Assets 2024: $1,579,750Liabilities 2024: $891,206Net Assets 2024: $688,5442024Assets 2025: $1,529,521Liabilities 2025: $913,949Net Assets 2025: $615,5722025

Highlighted filing

2014

Assets$2,104,389
Liabilities$487,292
Net Assets$1,617,097

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $235,0252011Expenses 2012: $267,2302012Expenses 2013: $246,0042013Revenue 2014: $206,924Expenses 2014: $269,722Net Income 2014: -$62,7982014Revenue 2015: $211,834Expenses 2015: $292,964Net Income 2015: -$81,1302015Revenue 2016: $228,679Expenses 2016: $301,610Net Income 2016: -$72,9312016Revenue 2017: $233,659Expenses 2017: $291,455Net Income 2017: -$57,7962017Revenue 2018: $237,885Expenses 2018: $311,414Net Income 2018: -$73,5292018Revenue 2019: $253,080Expenses 2019: $310,554Net Income 2019: -$57,4742019Revenue 2020: $340,976Expenses 2020: $336,949Net Income 2020: $4,0272020Revenue 2021: $306,223Expenses 2021: $318,747Net Income 2021: -$12,5242021Revenue 2022: $312,452Expenses 2022: $373,252Net Income 2022: -$60,8002022Revenue 2023: $332,208Expenses 2023: $446,296Net Income 2023: -$114,0882023Revenue 2024: $343,369Expenses 2024: $466,960Net Income 2024: -$123,5912024Revenue 2025: $356,318Expenses 2025: $429,290Net Income 2025: -$72,9722025

Highlighted filing

2014

Revenue$206,924
Expenses$269,722
Net Income-$62,798
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$206,924
Mission and Program Overview

Mission

Low-income handicapped housing

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$2,592,700$2,592,700→ $0
Land, Buildings, and Equipment, Net$2,048,217$2,016,721▼ $31,496
Savings and Temporary Cash Investments$113,056$83,455▼ $29,601
Prepaid Expenses and Deferred Charges$3,561$3,762▲ $201
Accounts Receivable$2,266$251▼ $2,015
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Rtn Earn Endowment Incm Other Fnds$-912,805$-975,603▼ $62,798
Total Assets$2,167,300$2,104,389▼ $62,911
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$286,228$286,228→ $0
Accounts Payable and Accrued Expenses$190,623$190,089▼ $534
Other Liabilities$9,664$10,067▲ $403
Deferred Revenue$890$908▲ $18
Total Liabilities$487,405$487,292▼ $113
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,679,895$1,617,097▼ $62,798
Total Liabilities and Net Assets / Fund Balance$2,167,300$2,104,389▼ $62,911

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,544,486$963,677$2,508,163
Land$425,000-$425,000
Equipment$47,235$28,555$75,790
Other Land Buildings-$35,632$35,632
Compensation and Service Providers

Board Members and Trustees

NameTitle
Arthur LylesPresident
Toki KatsukiVice President
Alex CalvoDirector
Angela MadsenDirector
Gary PetilloDirector
John SmithDirector
Mike DeboseDirector
Robert OliverDirector
Robert SotoDirector
Jacqueline BaskettSecretary
Raymond MonzonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$204,083
Investment Income
$50
Other Revenue
$2,791
Change in Net Assets
$-62,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,998
Salaries, Compensation, and Employee Benefits$52,724
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$79,046$8,783-$87,829
Depreciation Depletion$59,243$6,583-$65,826
Other Salaries and Wages$16,624$23,779-$40,403
Fees for Services Management-$24,574-$24,574
Fees for Services Accounting-$10,415-$10,415
Office Expenses$9,464--$9,464
Interest$8,587--$8,587
Other Employee Benefits$3,018$4,317-$7,335
Insurance$3,816$1,971-$5,787
Payroll Taxes$1,556$2,227-$3,783
Information Technology-$2,725-$2,725
Pension Plan Contributions$495$708-$1,203
Fees for Services Legal-$769-$769
Other Expenses$517--$517
Conferences and Meetings-$415-$415
Travel-$90-$90
Total Functional Expenses$182,366$87,356$0$269,722
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
Tenant Security Deposits$10,066
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
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

Management company (LOMCO) acts as the rental agent and performs such services as selecting tenants, collecting rents and managing the project on a daily basis.

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

President reviews and notifies preparer of any necessary corrections prior to signing the authorization for efiling the return.

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

Upon request.

Filing and Contact Details

Filer

EIN
33-0477632
Phone
5625957567

Signing Officer

Name
Arthur Lyles
Title
President
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
5

Preparer

Preparer
Heather R Chambers
Phone
5624244301
Raw XML AppendixShowing 400 of 486 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/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/OccupancyGrp/TotalAmt087829
IRS990/OfficeExpensesGrp/ProgramServicesAmt09464
IRS990/OfficeExpensesGrp/TotalAmt09464
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04317
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03018
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07335
IRS990/OtherExpensesGrp/Desc0Permits/Licenses
IRS990/OtherExpensesGrp/ProgramServicesAmt0517
IRS990/OtherExpensesGrp/TotalAmt0517
IRS990/OtherLiabilitiesGrp/BOYAmt09664
IRS990/OtherLiabilitiesGrp/EOYAmt010067
IRS990/OtherRevenueMiscGrp/BusinessCd0812300
IRS990/OtherRevenueMiscGrp/BusinessCd1811000
IRS990/OtherRevenueMiscGrp/Desc0Laundry Income
IRS990/OtherRevenueMiscGrp/Desc1Misc-Fire Ins Settlement
IRS990/OtherRevenueMiscGrp/Desc2Misc-Resident R&M
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01954
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1837
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01954
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1837
IRS990/OtherRevenueTotalAmt02791
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023779
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016624
IRS990/OtherSalariesAndWagesGrp/TotalAmt040403
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02227
IRS990/PayrollTaxesGrp/ProgramServicesAmt01556
IRS990/PayrollTaxesGrp/TotalAmt03783
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02592700
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02592700
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0708
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0495
IRS990/PensionPlanContributionsGrp/TotalAmt01203
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03561
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03762
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/Desc1Resident Rent
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0129516
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt174567
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0129516
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt174567
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt049
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0204946
IRS990/PYOtherRevenueAmt01293
IRS990/PYProgramServiceRevenueAmt0198216
IRS990/PYRevenuesLessExpensesAmt0-46446
IRS990/PYSalariesCompEmpBnftPaidAmt041058
IRS990/PYTotalExpensesAmt0246004
IRS990/PYTotalRevenueAmt0199558
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-62798
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0206875
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-912805
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-975603
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113056
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083455
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0206874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0199507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0192795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0196309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0197483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0992968
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0313
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0992968
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0206874
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0199507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0192795
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0196309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0197483
IRS990ScheduleA/Total509Grp/TotalAmt0992968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0206924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0199556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0192829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0196409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0197563
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0993281
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01544486
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0963677
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02508163
IRS990ScheduleD/EquipmentGrp/BookValueAmt047235
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028555
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt075790
IRS990ScheduleD/LandGrp/BookValueAmt0425000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0425000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt035632

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$0.91$0.62$0.36$0.43$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.89$0.69$0.34$0.47$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.88$0.81$0.33$0.45$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.83$0.93$0.31$0.37$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.53$1.27$0.31$0.32$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.53$1.28$0.34$0.34$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.53$1.27$0.25$0.31$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.54$1.33$0.24$0.31$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.50$1.41$0.23$0.29$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.49$1.46$0.23$0.30$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.51$1.54$0.21$0.29$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.49$1.62$0.21$0.27$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.49$1.68$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.50$1.73$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.45$1.80$0.24