Liabilities / Assets
17th percentile
Higher debt load relative to assets than 17% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Higher debt load relative to assets than 17% of similar nonprofits.
Liabilities / Revenue
41st percentile
Higher debt load relative to revenue than 41% of similar nonprofits.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 42.4% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
80th percentile
Faster revenue growth than 80% of similar nonprofits.
Assets
Up$7,993,540
Up $866,668 (+12%) from 2016
Net Assets
Up$7,921,996
Up $861,950 (+12%) from 2016
Liabilities
Up$71,544
Up $4,718 (+7.1%) from 2016
Revenue
Up$625,842
Up $140,386 (+29%) from 2016
Expenses
Up$385,911
Up $49,571 (+15%) from 2016
Net Income
Up$239,931
Up $90,815 (+61%) from 2016
See Statement 4
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $5,923,382 | $6,664,518 | ▲ $741,136 |
| Other Notes and Loans Receivable, Net | $648,372 | $944,450 | ▲ $296,078 |
| Inventories for Sale or Use | $346,761 | $346,558 | ▼ $203 |
| Pledges and Grants Receivable | - | $32,481 | - |
| Accounts Receivable | $348 | $3,473 | ▲ $3,125 |
| Cash and Non-Interest-Bearing Accounts | $208,009 | $2,060 | ▼ $205,949 |
| Total Assets | $7,126,872 | $7,993,540 | ▲ $866,668 |
| Liabilities | |||
| Deferred Revenue | $60,842 | $63,188 | ▲ $2,346 |
| Accounts Payable and Accrued Expenses | $5,984 | $8,356 | ▲ $2,372 |
| Total Liabilities | $66,826 | $71,544 | ▲ $4,718 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $2,950,212 | $3,544,057 | ▲ $593,845 |
| Permanently Rstr Net Assets | $3,039,562 | $3,118,964 | ▲ $79,402 |
| Temporarily Rstr Net Assets | $1,070,272 | $1,258,975 | ▲ $188,703 |
| Total Net Assets Fund Balance | $7,060,046 | $7,921,996 | ▲ $861,950 |
| Total Liabilities and Net Assets / Fund Balance | $7,126,872 | $7,993,540 | ▲ $866,668 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | - | $12,131 | $12,131 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2016 | $5,547,621 | $134,897 | ▲ $561,867 | $126,354 | $6,118,031 |
| 2015 | $5,583,876 | $103,875 | ▼ $18,497 | $121,633 | $5,547,621 |
| 2014 | $5,226,114 | $505,516 | ▼ $61,489 | $86,265 | $5,583,876 |
| 2013 | $4,673,724 | $355,163 | ▲ $348,719 | $151,492 | $5,226,114 |
| 2012 | $4,195,201 | $136,220 | ▲ $426,210 | $83,907 | $4,673,724 |
| Name | Title | Other | Total |
|---|---|---|---|
| Kim Dominy | Member | $265,202 | $265,202 |
| David Johnson | CFO/Treasurer | $234,547 | $234,547 |
| Name | Title |
|---|---|
| Steve Dematteo | Chair |
| Marcy Kaye | Ex-Chair |
| Kathy Frederick | Vice Chair |
| David Johnson | - |
| Kim Dominy | - |
| Jeannine Mccullagh | Ex-Secretary |
| Ken Waters | Member |
| Mike Stelman | Member |
| Ethel Neichin | Secretary |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 6 | $178,263 | Average mkt price |
| Clothing and Household Goods | - | $35,343 | Sales price |
| Cars and Other Vehicles | 5 | $17,522 | Sales price |
| Works of Art | 70 | $7,540 | market value |
| Total Noncash Contributions | 81 | $238,668 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $245,236 |
| Other Expenses | $140,675 |
| Total Fundraising Expense | $31,743 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $245,236 | - | - | $245,236 |
| Fees for Services Other | $31,743 | $36,041 | $31,743 | $99,527 |
| Fees for Services Accounting | $0 | $27,000 | $0 | $27,000 |
| Office Expenses | $6,958 | $688 | $0 | $7,646 |
| Information Technology | $0 | $2,596 | $0 | $2,596 |
| Fees for Services Legal | $0 | $2,000 | $0 | $2,000 |
| Total Functional Expenses | $285,843 | $68,325 | $31,743 | $385,911 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Casa de las Campanas Inc | San Diego, CA | 501(c)(3) | generalsupport | $161,788 |
| Casa Resident Association | San Diego, CA | 501(c)(7) | general support | $83,448 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Federal Income Tax | - |
“The 990 is shared with the Board of Directors at a Board meeting prior to filing with brief review and question & answer session.”
“Annually the Board completes a conflict of interest form.”
“Form IX line 11 g represents $4,298 for Trustee Fees and”
“Fundraising Consulting for $99,527.”
“Conflict of Interest Statements, governing documents and financial statements are available by request.”
“Art collection is displayed throughout the facility for”
“the enjoyment of the Residents.”
“Various endowments for healthcare, transportation, activities, hardships, scholarships for non-profit programs.”
“Casa de las Campanas & the Foundation are exempt from Federal & California income taxes under section 501 (c) (3) of the IRC & corresponding California provisions, except to the extend UBIT as defined by the IRC. Casa & the Foundation maintain their 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, 2016 & 2015, the organization had no uncertain tax positions requiring accrual.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5984 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 8356 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 348 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 3473 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | See Statement 4 |
| IRS990/AllOtherContributionsAmt | 0 | 513071 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | David Johnson |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8585921885 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 18655 West Bernardo Dr |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | San Diego |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 921273002 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 208009 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2060 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | true |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | true |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 513071 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 245236 |
| IRS990/CYInvestmentIncomeAmt | 0 | 112771 |
| IRS990/CYOtherExpensesAmt | 0 | 140675 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 239931 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 385911 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 31743 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 625842 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | true |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 60842 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 63188 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | PROVIDE SUPPORT TO CASA DE LAS CAMPANAS IN FURTHERANCE OF THEIR EXEMPT ORGANIZATION PURPOSE IN ENHANCING THE LIFE OF OLDER PERSONS THROUGH INNOVATIVE AND SOCIALLY RESPONSIBLE PROGRAMS. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 285843 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 27000 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 27000 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 2000 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 2000 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 31743 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 36041 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 31743 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 99527 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | true |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 59720 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 9783 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MIKE STELMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KEN WATERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | KATHY FREDERICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JEANNINE MCCULLAGH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KIM DOMINY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAVID JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MARCY KAYE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | STEVE DEMATTEO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ETHEL NEICHIN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 205482 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 224764 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Vice Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Ex-Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | CFO/Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Ex-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Secretary |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1994 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | true |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/OtherAmt | 0 | -7743 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -16593 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 245236 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 245236 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 245236 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 650178 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InfoInScheduleOPartXInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 2596 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 2596 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 346761 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 346558 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 137107 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 137107 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5923382 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 6664518 |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 12131 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 12131 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 7743 |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 16593 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | See Statement 4 |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 7060046 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 7921996 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -24336 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -24336 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 622019 |
| IRS990/NoncashContributionsAmt | 0 | 238668 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 688 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 6958 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 7646 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | Sales Tax |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 1906 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1906 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 0 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 648372 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 944450 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 3039562 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 3118964 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 32481 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | David Johnson |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 358400 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 202020 |
| IRS990/PYInvestmentIncomeAmt | 0 | 127056 |
| IRS990/PYOtherExpensesAmt | 0 | 134320 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 149116 |
| IRS990/PYTotalExpensesAmt | 0 | 336340 |
| IRS990/PYTotalRevenueAmt | 0 | 485456 |
| IRS990/QuidProQuoContributionsInd | 0 | true |
| IRS990/QuidProQuoContriDisclInd | 0 | true |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 239931 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 330371280 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 061775568 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | false |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 161788 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 83448 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | Casa de las Campanas Inc |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | Casa Resident Association |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 245236 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt | 0 | 346558 |
| IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt | 0 | 7540 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.42000 |
| IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd | 0 | X |
| IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc | 0 | Art Collection in common areas |
| IRS990ScheduleD/CollectionUsedPubExhibitionInd | 0 | X |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5547621 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 134897 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 6118031 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 561867 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 126354 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5583876 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 103875 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5547621 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -18497 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 121633 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5226114 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 505516 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5583876 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -61489 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 86265 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4673724 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 355163 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5226114 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 348719 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 151492 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4195201 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 136220 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4673724 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 426210 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 83907 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 12131 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 12131 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Federal Income Tax |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.51000 |
| IRS990ScheduleD/SolicitedAssetsSaleInd | 0 | false |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | Art collection is displayed throughout the facility for |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | the enjoyment of the Residents. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | Various endowments for healthcare, transportation, activities, hardships, scholarships for non-profit programs. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 3 | Casa de las Campanas & the Foundation are exempt from Federal & California income taxes under section 501 (c) (3) of the IRC & corresponding California provisions, except to the extend UBIT as defined by the IRC. Casa & the Foundation maintain their 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, 2016 & 2015, the organization had no uncertain tax positions requiring accrual. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt III, Line 4 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt III, Line 4 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt V, Line 4 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt X, Line 2 |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.07000 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 161788 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 83448 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(c)(7) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | generalsupport |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | general support |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | Casa de las Campanas Inc |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | Casa Resident Association |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 330371280 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 061775568 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 18655 W Bernardo Dr |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 18655 W Bernardo Dr |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | San Diego |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | San Diego |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 92127 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 92127 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | The Foundation Board approves an annual budget prior to the beginning of the fiscal year. Any non-budgeted general support expenditures are approved by the Foundation Board. In addition, a committee reviews all results prior to going to the Board and records are kept to substantiate all activities that are subject to an annual audit. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt I Line 2 |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 1 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | true |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 12586 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 1 | 37323 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 141000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 165704 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 1982 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 8393 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 57738 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 1390 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 51896 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 21737 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | KIM DOMINY |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | DAVID JOHNSON |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 265202 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 1 | 234547 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | Part II on the previous page relates to Casa de las Campanas, a related organization. Kim Dominy is an employee of Life Care Services, the management company, and serves as the Executive Director at Casa de las Campanas, a key employee. |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 1 | Incentive bonus compensation for the related organization was partially based on the related organization net operating income. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.