Civic Intelligence

Casa Foundation Inc

990 • Fiscal year 2014 • EIN 33-0632829

Aug 01, 2013 to Jul 31, 2014 • Filed on Mar 30, 2015

Organization ProfileN/A
18655 West Bernardo Drive92127-3002

(858) 592-1885

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.13x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

80th percentile

$216,143

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 33.3% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

67th percentile

8.4%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M 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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,962,333

Up $541,820 (+8.4%) from 2013

Net Assets

Up

$6,877,602

Up $551,488 (+8.7%) from 2013

Liabilities

Down

$84,731

Down $9,668 (-10%) from 2013

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin90th percentile

Revenue

$648,429

No earlier filing loaded for comparison.

Expenses

Up

$339,791

Up $14,309 (+4.4%) from 2013

Net Income

$308,638

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2014

Assets$6,962,333
Liabilities$84,731
Net Assets$6,877,602
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$648,429
Expenses$339,791
Net Income$308,638
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Mar 30, 2015
Return Version
2013v4.0
Gross Receipts
$4,624,701
Mission and Program Overview

Mission

See Statement 4

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,058,811$5,647,453▲ $588,642
Other Notes and Loans Receivable, Net$970,490$965,954▼ $4,536
Land, Buildings, and Equipment, Net$10,730--
Cash and Non-Interest-Bearing Accounts$10,649--
Pledges and Grants Receivable$29,680$4,680▼ $25,000
Prepaid Expenses and Deferred Charges-$2,132-
Total Assets$6,420,513$6,962,333▲ $541,820
Other Assets Total$340,153$342,114▲ $1,961
Liabilities
Deferred Revenue$88,412$82,174▼ $6,238
Accounts Payable and Accrued Expenses$5,987$2,557▼ $3,430
Total Liabilities$94,399$84,731▼ $9,668
Net Assets / Fund Balance
Unrestricted Net Assets$2,933,424$3,153,121▲ $219,697
Permanently Rstr Net Assets$2,279,880$2,526,871▲ $246,991
Temporarily Rstr Net Assets$1,112,810$1,197,610▲ $84,800
Total Net Assets Fund Balance$6,326,114$6,877,602▲ $551,488
Total Liabilities and Net Assets / Fund Balance$6,420,513$6,962,333▲ $541,820

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,131$12,131
Other Assets Org$342,114--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$5,584,030$379,645▲ $365,482$197,804$6,131,353
2012$5,118,123$181,449▲ $520,741$236,283$5,584,030
2011$4,617,060$708,823▼ $88,464$119,296$5,118,123
2010$3,772,040$464,859▲ $428,588$48,427$4,617,060
2009$3,011,080$601,469▲ $236,308$76,817$3,772,040
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleOtherTotal
Kim DominyMember$216,143$216,143
David JohnsonCFO/Treasurer$198,731$198,731

Board Members and Trustees

NameTitle
Marcy KayeChair
David Johnson-
Kim Dominy-
Dorothy RishebergerMember
Jay RiordanMember
Jeannine MccullaghMember
Kathy FrederickMember
Revenue and Support

Revenue Composition

Contributions and Grants
$505,366
Program Service Revenue
$0
Investment Income
$142,985
Other Revenue
$78
All Other Contributions
$505,366
Change in Net Assets
$308,638

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$35,598Sales price
Securities Publicly Traded1$23,750Average of mkt price
Cars and Other Vehicles3$6,892Sales price
Works of Art20$1,961Market Value
Total Noncash Contributions24$68,201-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,535
Other Expenses$138,256
Total Fundraising Expense$30,071
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,535--$201,535
Fees for Services Accounting$0$26,400$0$26,400
Office Expenses$6,414$634$0$7,048
Other Expenses$5,758$0$0$5,758
Information Technology$0$2,891$0$2,891
Fees for Services Legal$0$1,500$0$1,500
Total Functional Expenses$248,224$61,496$30,071$339,791
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
33-0371280-501(c)(3)generalsupport$108,345
06-1775568-501(c)(7)generalsupport$93,190
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
Federal Income Tax-
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
33-0632829
Phone
8585921885

Signing Officer

Name
David Johnson
Title
CFO
Phone
8585921885
Signed
2015-03-30

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
19

Preparer

Preparer
Xsp
Phone
8585921885
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“Conflict of Interest Statement & Financials are available upon request.”

Pt VI, Line 12C

“Conflict of Interest Statements are filed annually.”

Pt VI, Line 12C

“Administration & Accounting closely monitor its vendor relations.”

Pt VI, Line 19

“These schedules are available upon request.”

Pt VI, Line 15A

“Casa Foundation does not have any employees. Management”

Pt VI, Line 15A

“consists of volunteers on the Board & the CFO\Treasurer”

Pt VI, Line 15A

“& a key employee from a related organization, Casa de las Campanas.”

Pt VI, Line 11B

“Copies provided to Board and upon their approval filed subsequently.”

Pt XI

“Consists of change in value of CRT's, Pooled Income”

Pt XI

“funds & Gift Annuity contracts.”

Schedule O

“Life Care Services, LLC is a FOR-PROFIT Iowa LIMITED LIABILITY”

Schedule O

“COMPANY WHICH OPERATES AND MANAGES a variety of CONTINUING CARE”

Schedule O

“RETIREMENT COMMUNITIES nationwide, INCLUDING CASA DE LAS”

Schedule O

“Campanas, inc. Casa de las campanas, inc. Is governed by”

Schedule O

“An independent board of directors and is advised by a residents”

Schedule O

“COUNCIL ELECTED BY THE COMMUNITY RESIDENTS. The CASA FOUNDATION INC”

Schedule O

“Board of directors consists of five members, three of which”

Schedule O

“Are casa de las campanas board members and the other two are”

Schedule O

“CASA RESIDENTS.”

Financial Statement Notes

Pt III Line 4

“Art collection is displayed throughout the facility for the enjoyment of the Residents.”

Pt V Line 4

“Various endowments for healthcare, transportation, activities, hardship and scholarships held for non-profit programs.”

Pt X Line 2

“Casa & the Foundation are exempt from federal & California income taxes under Section 501(c)(3) of the IRC & corresponding California provisions, except to the extent of UBTI as defined by the IRC. Casa & the Foundation maintain their”

Pt X Line 2

“Tax-exempt status through 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 ubti & 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, 2013 & 2012, the organization had no un”

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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0188897
IRS990/PYInvestmentIncomeAmt0119610
IRS990/PYOtherExpensesAmt0136585
IRS990/PYRevenuesLessExpensesAmt0109285
IRS990/PYTotalExpensesAmt0325482
IRS990/PYTotalRevenueAmt0434767
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0308638
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0330371280
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1061775568
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc012
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc113
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0108345
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt193190
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Casa de las Campanas Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11Casa Resident Association Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd1true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0201535
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0342114
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt01961
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.39000
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0Art Collection in common areas
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05584030
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0379645
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06131353
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0365482
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0197804
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05118123
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0181449
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05584030
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0520741
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0236283
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04617060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0708823
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05118123
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-88464
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0119296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03772040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0464859
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04617060
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0428588
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt048427
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03011080
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0601469
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03772040
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0236308
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt076817
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012131
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012131
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0342114
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Art Inventory
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal Income Tax
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.20000
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Art collection is displayed throughout the facility for the enjoyment of the Residents.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Various endowments for healthcare, transportation, activities, hardship and scholarships held for non-profit programs.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Casa & the Foundation are exempt from federal & California income taxes under Section 501(c)(3) of the IRC & corresponding California provisions, except to the extent of UBTI as defined by the IRC. Casa & the Foundation maintain their
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3TAX-EXEMPT STATUS THROUGH 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 UBTI & 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, 2013 & 2012, THE ORGANIZATION HAD NO UN
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt V Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt X Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt X Line 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.41000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0342114
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0108345
IRS990ScheduleI/RecipientTable/CashGrantAmt193190
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(7)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0generalsupport
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1generalsupport
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Casa de las Campanas Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Casa Resident Association
IRS990ScheduleI/RecipientTable/RecipientEIN0330371280
IRS990ScheduleI/RecipientTable/RecipientEIN1061775568
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1018655 W Bernardo Dr
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1118655 W Bernardo Dr
IRS990ScheduleI/RecipientTable/USAddress/City0San Diego
IRS990ScheduleI/RecipientTable/USAddress/City1San Diego
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/State1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode092127
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode192127
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation Board approves an annual budget prior the beginning of
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1all fiscal years. Any non-budgeted general support expenditures are
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2approved by the Foundation Board. In addition, a committee reviews all
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt3requests prior to going to the Board and records are kept to substantiate
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt4all activities that are subject to an annual audit.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0true
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0true
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt019521
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0129331
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1151624
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07262
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt15122
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt027830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt11679
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt051720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt120785
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KIM DOMINY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0216143
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1198731
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Bonus eligible if Net Operating Budget is met for CFO & Executive Director.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1Incentive Compensation for Kim Dominy $0 & Dave Johnson $19,521 from Casa de las Campanas.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 6b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 4c
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/CarsAndOtherVehiclesGrp/ContributionCnt03
IRS990ScheduleM/CarsAndOtherVehiclesGrp/MethodOfDeterminingRevenuesTxt0Sales price
IRS990ScheduleM/CarsAndOtherVehiclesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/CarsAndOtherVehiclesGrp/NoncashContributionsRptF990Amt06892
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0Sales price
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt035598
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,962,333
Liabilities
$84,731
Net assets
$6,877,602
Revenue
$648,429
Expenses
$339,791
Net income
$308,638
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
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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