Civic Intelligence

Casa Foundation Inc

990 • Fiscal year 2021 • EIN 33-0632829

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 13, 2022

Organization Profilethecasafoundation.org
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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.04x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

90th percentile

61%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$304,955

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 32.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

74th percentile

22%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-33%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$12,899,243

Up $2,322,930 (+22%) from 2020

Net Assets

Up

$12,864,745

Up $2,315,122 (+22%) from 2020

Liabilities

Up

$34,498

Up $7,808 (+29%) from 2020

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin90th percentile

Revenue

Down

$936,717

Down $454,833 (-33%) from 2020

Expenses

Down

$364,417

Down $310,667 (-46%) from 2020

Net Income

Down

$572,300

Down $144,166 (-20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2021

Assets$12,899,243
Liabilities$34,498
Net Assets$12,864,745
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$936,717
Expenses$364,417
Net Income$572,300
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 13, 2022
Return Version
2020v4.1
Gross Receipts
$1,852,278
Mission and Program Overview

Mission

See Statement 4

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,513,051$11,486,279▲ $1,973,228
Other Notes and Loans Receivable, Net$675,315$892,221▲ $216,906
Inventories for Sale or Use$300,678$300,678→ $0
Accounts Receivable-$177,810-
Cash and Non-Interest-Bearing Accounts$19,879$34,297▲ $14,418
Prepaid Expenses and Deferred Charges$59,770$5,644▼ $54,126
Pledges and Grants Receivable$7,620$2,314▼ $5,306
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$10,576,313$12,899,243▲ $2,322,930
Liabilities
Deferred Revenue$14,785$22,411▲ $7,626
Accounts Payable and Accrued Expenses$11,824$12,087▲ $263
Other Liabilities$81$0▼ $81
Total Liabilities$26,690$34,498▲ $7,808
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,375,076$6,516,963▲ $1,141,887
Net Assets Without Donor Restrictions$5,174,547$6,347,782▲ $1,173,235
Total Net Assets Fund Balance$10,549,623$12,864,745▲ $2,315,122
Total Liabilities and Net Assets / Fund Balance$10,576,313$12,899,243▲ $2,322,930

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$12,131$12,131

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$8,203,577$274,961▲ $1,933,938$219,456$10,193,020
2019$8,050,766$186,146▲ $195,699$229,034$8,203,577
2018$6,882,321$1,189,128▲ $115,906$136,589$8,050,766
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
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleOtherTotal
Kim DominyMember$304,955$304,955
David JohnsonCFO/Treasurer$235,591$235,591

Board Members and Trustees

NameTitle
Mike StelmanChair
Jim RothVice Chair
David Johnson-
Kim Dominy-
Mike Stelman-
Steve DeMatteo-
-Member
Garry ButterfieldMember
Kathy LordMember
Steve DeMatteoMember
Ethel NeichinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$438,098
Program Service Revenue
$0
Investment Income
$498,619
Other Revenue
$0
All Other Contributions
$438,098
Change in Net Assets
$572,300

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
Securities Publicly Traded3$76,220Average market price
Clothing and Household Goods-$15,625Sales Price
Cars and Other Vehicles2$9,001Sales Price
Total Noncash Contributions5$100,846-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$183,278
Other Expenses$181,139
Total Fundraising Expense$42,634
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$183,278--$183,278
Fees for Services Other$42,635$42,635$42,634$127,904
Fees for Services Accounting$0$36,000$0$36,000
Office Expenses$7,370$497$0$7,867
Information Technology$0$5,273$0$5,273
Fees for Services Legal$0$3,000$0$3,000
Total Functional Expenses$234,378$87,405$42,634$364,417
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa de las Campanas IncSan Diego, CA501(c)(3)generalsupport$168,933
Casa Resident AssociationSan Diego, CA501(c)(7)general support$14,345
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$0
Related due to Casa de las Campanas$0
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 35% controlled entity
No
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 FoundationInc
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
2022-06-13

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
Preparer
David Johnson
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

“Pt IX, Line 11g:Fundraising Consulting for $127,904.”

Pt VI, Line 19

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

Pt XI

“Line 9, Other Changes in Net Assets represents change in value for CRT's $123,465, pooled income fund <$433> & gift annuities $177,513.”

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, 2021 & 2020, the organization had no uncertain tax positions requiring accrual.”

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IRS990/OtherLiabilitiesGrp/BOYAmt081
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0675315
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0892221
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07620
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02314
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059770
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05644
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0David Johnson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01070235
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0506047
IRS990/PYInvestmentIncomeAmt0321315
IRS990/PYOtherExpensesAmt0169037
IRS990/PYRevenuesLessExpensesAmt0716466
IRS990/PYTotalExpensesAmt0675084
IRS990/PYTotalRevenueAmt01391550
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0572300
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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/InvestmentIncomeCYPct00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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/SupportAmt0168933
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt114345
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Casa de las Campanas Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Casa Resident Association
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0183278
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/AssetsIncludedAmt0300678
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.48000
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0Art Collection in common areas
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08203577
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0274961
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010193020
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01933938
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0219456
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08050766
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0186146
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08203577
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195699
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0229034
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06882321
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01189128
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08050766
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0115906
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0136589
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06118031
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0551648
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06882321
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0358563
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0145921
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05547621
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0134897
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06118031
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0561867
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0126354
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012131
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012131
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal Income Tax
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Related due to Casa de las Campanas
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.52000
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, 2021 & 2020, 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/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0168933
IRS990ScheduleI/RecipientTable/CashGrantAmt114345
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(7)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,899,243
Liabilities
$34,498
Net assets
$12,864,745
Revenue
$936,717
Expenses
$364,417
Net income
$572,300
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
2021Detailed filing. Detailed filing data is available for this year.$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