Civic Intelligence

Casa Foundation Inc

990 • Fiscal year 2024 • EIN 33-0632829

Aug 01, 2023 to Jul 31, 2024 • Filed on Jun 12, 2025

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

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$295,746

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

103%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$14,304,863

Up $1,831,629 (+15%) from 2023

Net Assets

Up

$14,249,016

Up $1,838,978 (+15%) from 2023

Liabilities

Down

$55,847

Down $7,349 (-12%) from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin96th percentile

Revenue

Up

$1,868,206

Up $949,083 (+103%) from 2023

Expenses

Down

$423,691

Down $6,538 (-1.5%) from 2023

Net Income

Up

$1,444,515

Up $955,621 (+195%) from 2023

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

2024

Assets$14,304,863
Liabilities$55,847
Net Assets$14,249,016
Open 2024 Filing

Operations Trend

Revenue Growth92nd 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

2024

Revenue$1,868,206
Expenses$423,691
Net Income$1,444,515
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 12, 2025
Return Version
2023v6.0
Gross Receipts
$4,650,345
Mission and Program Overview

Mission

See Statement 4

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,314,078$13,771,201▲ $2,457,123
Other Notes and Loans Receivable, Net$797,702$404,489▼ $393,213
Inventories for Sale or Use$300,678$59,807▼ $240,871
Cash and Non-Interest-Bearing Accounts$46,765$51,829▲ $5,064
Prepaid Expenses and Deferred Charges$14,011$17,537▲ $3,526
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$12,473,234$14,304,863▲ $1,831,629
Liabilities
Deferred Revenue$34,770$31,337▼ $3,433
Accounts Payable and Accrued Expenses$28,426$24,510▼ $3,916
Total Liabilities$63,196$55,847▼ $7,349
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,027,121$7,243,544▲ $1,216,423
Net Assets Without Donor Restrictions$6,382,917$7,005,472▲ $622,555
Total Net Assets Fund Balance$12,410,038$14,249,016▲ $1,838,978
Total Liabilities and Net Assets / Fund Balance$12,473,234$14,304,863▲ $1,831,629

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$8,581$8,581
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$9,641,633$51,010▲ $1,077,663$238,736$10,531,570
2022$9,158,984$30,282▲ $503,784$51,417$9,641,633
2021$10,193,020$131,344▼ $907,644$257,736$9,158,984
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
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleOtherTotal
Kim DominyMember$295,746$295,746
David JohnsonCFO/Treasurer$266,716$266,716

Board Members and Trustees

NameTitle
Kathy Lord term 1223Chair
Sonny GooginsChair
Janette PiankoffVice Chair
Alex Monroe term 124-
David Johnson-
Kathy Lord term 1223-
Kim Dominy-
Vernon Pertell term 1223-
Alex Monroe term 124Member
Garry ButterfieldMember
Tom LeeMember
Vernon Pertell term 1223Member
Megan TannerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Jim EckelConsulting services18655 W Bernardo, San Diego, CA 92127$112,800
Revenue and Support

Revenue Composition

Contributions and Grants
$1,210,891
Program Service Revenue
$0
Investment Income
$657,315
Other Revenue
$0
All Other Contributions
$1,210,891
Change in Net Assets
$1,444,515

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-$42,820Sales price
Cars and Other Vehicles1$5,000Sales price
Total Noncash Contributions1$47,820-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$248,178
Other Expenses$175,513
Total Fundraising Expense$36,693
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$248,178--$248,178
Fees for Services Other$36,693$36,694$36,693$110,080
Fees for Services Accounting$0$42,000$0$42,000
Information Technology$0$11,732$0$11,732
Office Expenses$1,505$8,529$0$10,034
Total Functional Expenses$288,043$98,955$36,693$423,691
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa de las Campanas IncSan Diego, CA501(c)3General Support$205,671
Casa Resident AssociationSan Diego, CA503(c)7General Support$42,507
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
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
2025-06-12

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, Administrative support & Program support as a Consultant for $110,080.”

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 CRTs & Pooled Income Funds $50,226, Disposal of Fixed Assets - Art $240,871 & gift annuities <$30,039>.”

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, 2024 & 2023, the organization had no uncertain tax positions requiring accrual.”

Raw XML AppendixShowing 400 of 639 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt023688
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023688
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0615057
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06382917
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07005472
IRS990/NoncashContributionsAmt047820
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08529
IRS990/OfficeExpensesGrp/ProgramServicesAmt01505
IRS990/OfficeExpensesGrp/TotalAmt010034
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-220684
IRS990/OtherExpensesGrp/Desc0Sales Tax
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt01667
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt01667
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0797702
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0404489
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014011
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017537
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0David Johnson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0270624
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0266595
IRS990/PYInvestmentIncomeAmt0648499
IRS990/PYOtherExpensesAmt0163634
IRS990/PYRevenuesLessExpensesAmt0488894
IRS990/PYTotalExpensesAmt0430229
IRS990/PYTotalRevenueAmt0919123
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01444515
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/SupportAmt0205672
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt142507
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Casa de las Campanas Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Casa Resident Association
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0248179
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/AssetsIncludedAmt059807
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.46630
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0Art Collection in common areas
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09641633
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt051010
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010531570
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01077663
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0238736
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09158984
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt030282
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09641633
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0503784
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt051417
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010193020
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0131344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09158984
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-907644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0257736
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08203577
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0274961
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010193020
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01933938
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0219456
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08050766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0186146
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08203577
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195699
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0229034
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08581
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08581
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.53370
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, 2024 & 2023, 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
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0205671
IRS990ScheduleI/RecipientTable/CashGrantAmt142507
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1503(c)7
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Casa de las Campanas Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Casa Resident Association

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,304,863
Liabilities
$55,847
Net assets
$14,249,016
Revenue
$1,868,206
Expenses
$423,691
Net income
$1,444,515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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