Civic Intelligence

Casa Foundation Inc

990 • Fiscal year 2018 • EIN 33-0632829

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 11, 2019

Organization ProfileN/A
18655 West Bernardo DriveSan Diego, CA 92127-3002

(858) 592-1885

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.05x

Higher debt load relative to revenue than 25% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

86th percentile

$276,832

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

102%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$8,918,547

Up $925,007 (+12%) from 2017

Net Assets

Up

$8,849,665

Up $927,669 (+12%) from 2017

Liabilities

Down

$68,882

Down $2,662 (-3.7%) from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Up

$1,262,121

Up $636,279 (+102%) from 2017

Expenses

Up

$400,154

Up $14,243 (+3.7%) from 2017

Net Income

Up

$861,967

Up $622,036 (+259%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$8,918,547
Liabilities$68,882
Net Assets$8,849,665
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

2018

Revenue$1,262,121
Expenses$400,154
Net Income$861,967
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 11, 2019
Return Version
2017v2.2
Gross Receipts
$1,236,970
Mission and Program Overview

Mission

See Statement 4

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,664,518$7,411,425▲ $746,907
Other Notes and Loans Receivable, Net$944,450$849,847▼ $94,603
Inventories for Sale or Use$346,558$349,905▲ $3,347
Pledges and Grants Receivable$32,481$267,763▲ $235,282
Cash and Non-Interest-Bearing Accounts$2,060$35,445▲ $33,385
Accounts Receivable$3,473$4,162▲ $689
Total Assets$7,993,540$8,918,547▲ $925,007
Liabilities
Deferred Revenue$63,188$58,042▼ $5,146
Accounts Payable and Accrued Expenses$8,356$10,840▲ $2,484
Total Liabilities$71,544$68,882▼ $2,662
Net Assets / Fund Balance
Unrestricted Net Assets$3,544,057$4,282,143▲ $738,086
Permanently Rstr Net Assets$3,118,964$3,184,842▲ $65,878
Temporarily Rstr Net Assets$1,258,975$1,382,680▲ $123,705
Total Net Assets Fund Balance$7,921,996$8,849,665▲ $927,669
Total Liabilities and Net Assets / Fund Balance$7,993,540$8,918,547▲ $925,007

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,131$12,131

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,118,031$551,648▲ $358,563$145,921$6,882,321
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
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
Kim DominyMember$276,832$276,832
David JohnsonCFO/Treasurer$232,288$232,288

Board Members and Trustees

NameTitle
Steve DematteoChair
Mike StelmanVice Chair
David Johnson-
Kim Dominy-
Kathy FrederickMember
Ken WatersMember
Ethel NeichinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$916,100
Program Service Revenue
$0
Investment Income
$320,870
Other Revenue
$25,151
All Other Contributions
$916,100
Change in Net Assets
$861,967

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
Cars and Other Vehicles4$37,537Sales price
Clothing and Household Goods-$21,615Sales price
Securities Publicly Traded2$17,054Average market price
Works of Art27$4,440Market value
Total Noncash Contributions33$80,646-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$260,199
Other Expenses$139,955
Total Fundraising Expense$31,822
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$260,199--$260,199
Fees for Services Other$31,822$36,264$31,822$99,908
Fees for Services Accounting$0$27,000$0$27,000
Office Expenses$6,357$629$0$6,986
Information Technology$0$4,507$0$4,507
Total Functional Expenses$299,932$68,400$31,822$400,154
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa de las Campanas IncSan Diego, CA501(c)(3)generalsupport$203,999
Casa Resident AssociationSan Diego, CA501(c)(7)general support$56,201
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
No
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

Filer Name
Casa Foundation Inc
EIN
33-0632829
Phone
8585921885
Address
18655 West Bernardo Drive, San Diego, CA 92127-3002

Signing Officer

Name
David Johnson
Title
CFO
Phone
8585921885
Signed
2019-06-11

Organization Details

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

Preparer

Firm
Casa de las Campanas INC
Address
25573 Via Solis, San Juan Capo, CA 92675
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is shared with the Board of Directors at a Board meeting prior to filing with brief review and question & answer session.”

Pt VI, Line 12C

“Annually the Board completes a conflict of interest form.”

Other

“Form IX line 11 g represents $4,441 for Trustee Fees and”

Other

“Fundraising Consulting for $95,467.”

Pt VI, Line 19

“Conflict of Interest Statements, governing documents and financial statements are available by request.”

Financial Statement Notes

Pt III, Line 4

“Art collection is displayed throughout the facility for”

Pt III, Line 4

“the enjoyment of the Residents.”

Pt V, Line 4

“Various endowments for healthcare, transportation, activities, hardships, scholarships for non-profit programs.”

Pt X, Line 2

“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, 2018 & 2017, the organization had no uncertain tax positions requiring accrual.”

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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0330371280
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1061775568
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0203999
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt156201
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Casa de las Campanas Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Casa Resident Association
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0260200
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0349905
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt04440
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.46300
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0Art Collection in common areas
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06118031
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0551648
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06882321
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0358563
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0145921
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05547621
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0134897
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06118031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0561867
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0126354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05583876
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0103875
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05547621
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18497
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0121633
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05226114
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0505516
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05583876
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-61489
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt086265
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04673724
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0355163
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05226114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0348719
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0151492
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012131
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012131
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal Income Tax
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.46300
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Art collection is displayed throughout the facility for
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1the enjoyment of the Residents.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Various endowments for healthcare, transportation, activities, hardships, scholarships for non-profit programs.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Casa 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, 2018 & 2017, the organization had no uncertain tax positions requiring accrual.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt X, Line 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.07400
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0203999
IRS990ScheduleI/RecipientTable/CashGrantAmt156201
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(7)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0generalsupport
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1general support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Casa de las Campanas Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Casa Resident Association
IRS990ScheduleI/RecipientTable/RecipientEIN0330371280
IRS990ScheduleI/RecipientTable/RecipientEIN1061775568
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt018655 W Bernardo Dr
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt118655 W Bernardo Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Diego
IRS990ScheduleI/RecipientTable/USAddress/CityNm1San Diego
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092127
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192127
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The 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/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0true
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt027477
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt137323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0170852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1166319
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16718
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt033760
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt11086
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt036176
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt126968
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KIM DOMINY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0276832
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1238414
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Part 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/ExplanationTxt1Incentive bonus compensation for the related organization was partially based on the related organization net operating income.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 6b
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/CarsAndOtherVehiclesGrp/ContributionCnt04
IRS990ScheduleM/CarsAndOtherVehiclesGrp/MethodOfDeterminingRevenuesTxt0Sales price
IRS990ScheduleM/CarsAndOtherVehiclesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/CarsAndOtherVehiclesGrp/NoncashContributionsRptF990Amt037537
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0Sales price
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt021615
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Average market price
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt017054
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990ScheduleM/WorksOfArtGrp/ContributionCnt027
IRS990ScheduleM/WorksOfArtGrp/MethodOfDeterminingRevenuesTxt0Market value
IRS990ScheduleM/WorksOfArtGrp/NonCashCheckboxInd0X
IRS990ScheduleM/WorksOfArtGrp/NoncashContributionsRptF990Amt04440
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is shared with the Board of Directors at a Board meeting prior to filing with brief review and question & answer session.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually the Board completes a conflict of interest form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form IX line 11 g represents $4,441 for Trustee Fees and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fundraising Consulting for $95,467.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conflict of Interest Statements, governing documents and financial statements are available by request.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,918,547
Liabilities
$68,882
Net assets
$8,849,665
Revenue
$1,262,121
Expenses
$400,154
Net income
$861,967
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
2018Detailed filing. Detailed filing data is available for this year.$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