Civic Intelligence

Casa Foundation Inc

990 • Fiscal year 2012 • EIN 33-0632829

Aug 01, 2011 to Jul 31, 2012 • Filed on Jun 06, 2013

Organization ProfileN/A
18655 West Bernardo Drive92127-3002
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,909,240

Up $413,356 (+7.5%) from 2011

Net Assets

Up

$5,819,322

Up $435,995 (+8.1%) from 2011

Liabilities

Down

$89,918

Down $22,639 (-20%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$334,591

Up $101,577 (+44%) from 2011

Net Income

-

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.

$15M$10M$5.0M$0Assets 2010: $4,319,018Liabilities 2010: $90,469Net Assets 2010: $4,228,5492010Assets 2011: $5,495,884Liabilities 2011: $112,557Net Assets 2011: $5,383,3272011Assets 2012: $5,909,240Liabilities 2012: $89,918Net Assets 2012: $5,819,3222012Assets 2013: $6,420,513Liabilities 2013: $94,399Net Assets 2013: $6,326,1142013Assets 2014: $6,962,333Liabilities 2014: $84,731Net Assets 2014: $6,877,6022014Assets 2015: $7,244,799Liabilities 2015: $72,197Net Assets 2015: $7,172,6022015Assets 2016: $7,126,872Liabilities 2016: $66,826Net Assets 2016: $7,060,0462016Assets 2017: $7,993,540Liabilities 2017: $71,544Net Assets 2017: $7,921,9962017Assets 2018: $8,918,547Liabilities 2018: $68,882Net Assets 2018: $8,849,6652018Assets 2019: $10,097,219Liabilities 2019: $58,051Net Assets 2019: $10,039,1682019Assets 2020: $10,576,313Liabilities 2020: $26,690Net Assets 2020: $10,549,6232020Assets 2021: $12,899,243Liabilities 2021: $34,498Net Assets 2021: $12,864,7452021Assets 2022: $11,784,363Liabilities 2022: $70,228Net Assets 2022: $11,714,1352022Assets 2023: $12,473,234Liabilities 2023: $63,196Net Assets 2023: $12,410,0382023Assets 2024: $14,304,863Liabilities 2024: $55,847Net Assets 2024: $14,249,0162024

Highlighted filing

2012

Assets$5,909,240
Liabilities$89,918
Net Assets$5,819,322
Open 2012 Filing

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $257,6822010Expenses 2011: $233,0142011Expenses 2012: $334,5912012Expenses 2013: $325,4822013Revenue 2014: $648,429Expenses 2014: $339,791Net Income 2014: $308,6382014Revenue 2015: $979,768Expenses 2015: $390,473Net Income 2015: $589,2952015Revenue 2016: $485,456Expenses 2016: $336,340Net Income 2016: $149,1162016Revenue 2017: $625,842Expenses 2017: $385,911Net Income 2017: $239,9312017Revenue 2018: $1,262,121Expenses 2018: $400,154Net Income 2018: $861,9672018Revenue 2019: $1,900,014Expenses 2019: $426,828Net Income 2019: $1,473,1862019Revenue 2020: $1,391,550Expenses 2020: $675,084Net Income 2020: $716,4662020Revenue 2021: $936,717Expenses 2021: $364,417Net Income 2021: $572,3002021Revenue 2022: $1,542,283Expenses 2022: $250,943Net Income 2022: $1,291,3402022Revenue 2023: $919,123Expenses 2023: $430,229Net Income 2023: $488,8942023Revenue 2024: $1,868,206Expenses 2024: $423,691Net Income 2024: $1,444,5152024

Highlighted filing

2012

Revenue-
Expenses$334,591
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
Jun 6, 2013
Return Version
2011v1.2
Gross Receipts
$1,007,652
Mission and Program Overview

Mission

See Statement 4

Filing and Contact Details

Filer

EIN
33-0632829
Raw XML AppendixShowing 400 of 527 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Art collection is displayed throughout the facility for the enjoyment of the Residents.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1Various endowments for healthcare, transportation, activities and scholarships held by Casa Foundation for non-profit programs.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2The organization is exempt from Federal & California income taxes under Section 501 (c) (3) of the IRC (Internal Revenue Code)& corresponding California provisions, except to the extent of unrelated business taxable income (UBTI) as defined by the IRC. Casa & the Foundation maintain their tax exempt status
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3THROUGH DEVOTING THEIR RESOURCES TO MEET THE PRIMARY NEEDS OF AGED PERSONS, HOUSING, HEALTH CARE & FINANCIAL SECURITY. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS THROUGH ITS REVIEW OF THE SOURCES OF INCOME TO IDENTIFY UBI & 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 ESTIMATABLE. AS OF JULY 31, 2012 & 2011, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITION
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IRS990ScheduleO/GeneralExplanation/Explanation0Conflict of Interest Statement & Financials are available upon request.
IRS990ScheduleO/GeneralExplanation/Explanation1Conflict of Interest Statements are filed annually.
IRS990ScheduleO/GeneralExplanation/Explanation2Administration & Accounting closely monitor its vendor relations.
IRS990ScheduleO/GeneralExplanation/Explanation3These schedules are available upon request.
IRS990ScheduleO/GeneralExplanation/Explanation4Casa Foundation does not have any employees. Management
IRS990ScheduleO/GeneralExplanation/Explanation5consists of volunteers on the Board & the CFO\Treasurer
IRS990ScheduleO/GeneralExplanation/Explanation6& a key employee from a related organization, Casa de las Campanas.
IRS990ScheduleO/GeneralExplanation/Explanation7Copies provided to Board and upon their approval filed subsequently.
IRS990ScheduleO/GeneralExplanation/Explanation8Consists of unrealized investment gains and change in
IRS990ScheduleO/GeneralExplanation/Explanation9value of CRT's, Pooled Income Funds & Gift Annuity contracts.
IRS990ScheduleO/GeneralExplanation/Explanation10Life Care Services, LLC is a FOR-PROFIT Iowa LIMITED LIABILITY
IRS990ScheduleO/GeneralExplanation/Explanation11COMPANY WHICH OPERATES AND MANAGES a variety of CONTINUING CARE
IRS990ScheduleO/GeneralExplanation/Explanation12RETIREMENT COMMUNITIES nationwide, INCLUDING CASA DE LAS
IRS990ScheduleO/GeneralExplanation/Explanation13CAMPANAS, INC. CASA DE LAS CAMPANAS, INC. IS GOVERNED BY
IRS990ScheduleO/GeneralExplanation/Explanation14AN INDEPENDENT BOARD OF DIRECTORS AND IS ADVISED BY A RESIDENTS
IRS990ScheduleO/GeneralExplanation/Explanation15COUNCIL ELECTED BY THE COMMUNITY RESIDENTS. The CASA FOUNDATION INC
IRS990ScheduleO/GeneralExplanation/Explanation16BOARD OF DIRECTORS CONSISTS OF FIVE MEMBERS, THREE OF WHICH
IRS990ScheduleO/GeneralExplanation/Explanation17ARE CASA DE LAS CAMPANAS BOARD MEMBERS AND THE OTHER TWO ARE
IRS990ScheduleO/GeneralExplanation/Explanation18CASA RESIDENTS.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier4Pt VI, Line 15
IRS990ScheduleO/GeneralExplanation/Identifier5Pt VI, Line 15
IRS990ScheduleO/GeneralExplanation/Identifier6Pt VI, Line 15
IRS990ScheduleO/GeneralExplanation/Identifier7Pt VI, Line 11a

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,909,240
Liabilities
$89,918
Net assets
$5,819,322
Revenue
-
Expenses
$334,591
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.06$14.2$1.87$0.42$1.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.06$12.4$0.92$0.43$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.07$11.7$1.54$0.25$1.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.03$12.9$0.94$0.36$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.03$10.5$1.39$0.68$0.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.06$10.0$1.90$0.43$1.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$0.07$8.85$1.26$0.40$0.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$0.07$7.92$0.63$0.39$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.07$7.06$0.49$0.34$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.24$0.07$7.17$0.98$0.39$0.59
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.08$6.88$0.65$0.34$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$0.09$6.33$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.09$5.82$0.33
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.50$0.11$5.38$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.09$4.23$0.26