Civic Intelligence

Mission San Juan Capistrano Foundation

EIN 33-0833283 • 501(c)3 • San Juan Capistrano, CA

Pub. 78 Eligible

Profile

To raise funds for specialized and comprehensive preservation work for mission san juan capistrano

26801 Old Mission RoadSan Juan Capistrano, CA 92675

www.missionsjc.com/PRESERVATION-FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.04x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

54th percentile

6.1%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Revenue Growth

52nd percentile

7.8%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,654,719

Up $205,797 (+3.8%) from 2024

Liabilities

Down

$97,795

Down $65,968 (-40%) from 2024

Net Assets

Up

$5,556,924

Up $271,765 (+5.1%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin54th percentile

Revenue

Down

$2,370,373

Down $1,266,732 (-35%) from 2024

Expenses

Up

$2,225,535

Up $993,617 (+81%) from 2024

Net Income

Down

$144,838

Down $2,260,349 (-94%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $988,438Liabilities 2011: $281,156Net Assets 2011: $707,2822011Assets 2012: $1,824,169Liabilities 2012: $24,342Net Assets 2012: $1,799,8272012Assets 2013: $457,363Liabilities 2013: $98,413Net Assets 2013: $358,9502013Assets 2014: $867,776Liabilities 2014: $52,394Net Assets 2014: $815,3822014Assets 2015: $1,068,778Liabilities 2015: $43,433Net Assets 2015: $1,025,3452015Assets 2016: $1,129,932Liabilities 2016: $24,396Net Assets 2016: $1,105,5362016Assets 2017: $1,977,878Liabilities 2017: $191,254Net Assets 2017: $1,786,6242017Assets 2018: $1,874,278Liabilities 2018: $210,564Net Assets 2018: $1,663,7142018Assets 2019: $1,555,638Liabilities 2019: $176,479Net Assets 2019: $1,379,1592019Assets 2020: $1,544,321Liabilities 2020: $13,374Net Assets 2020: $1,530,9472020Assets 2021: $2,042,850Liabilities 2021: $30,513Net Assets 2021: $2,012,3372021Assets 2022: $3,184,050Liabilities 2022: $71,287Net Assets 2022: $3,112,7632022Assets 2023: $3,068,345Liabilities 2023: $265,501Net Assets 2023: $2,802,8442023Assets 2024: $5,448,922Liabilities 2024: $163,763Net Assets 2024: $5,285,1592024Assets 2025: $5,654,719Liabilities 2025: $97,795Net Assets 2025: $5,556,9242025

Highlighted filing

2025

Assets$5,654,719
Liabilities$97,795
Net Assets$5,556,924
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $53,8822011Expenses 2012: $334,6972012Expenses 2013: $2,393,7442013Revenue 2014: $1,351,685Expenses 2014: $895,253Net Income 2014: $456,4322014Revenue 2015: $1,402,369Expenses 2015: $1,192,406Net Income 2015: $209,9632015Revenue 2016: $1,070,374Expenses 2016: $990,181Net Income 2016: $80,1932016Revenue 2017: $1,716,751Expenses 2017: $1,035,662Net Income 2017: $681,0892017Revenue 2018: $1,056,339Expenses 2018: $1,179,249Net Income 2018: -$122,9102018Revenue 2019: $1,113,187Expenses 2019: $1,397,743Net Income 2019: -$284,5562019Revenue 2020: $963,468Expenses 2020: $810,678Net Income 2020: $152,7902020Revenue 2021: $1,029,684Expenses 2021: $551,112Net Income 2021: $478,5722021Revenue 2022: $1,891,421Expenses 2022: $790,995Net Income 2022: $1,100,4262022Revenue 2023: $1,254,282Expenses 2023: $1,564,202Net Income 2023: -$309,9202023Revenue 2024: $3,637,105Expenses 2024: $1,231,918Net Income 2024: $2,405,1872024Revenue 2025: $2,370,373Expenses 2025: $2,225,535Net Income 2025: $144,8382025

Highlighted filing

2025

Revenue$2,370,373
Expenses$2,225,535
Net Income$144,838
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,654,719
Liabilities
$97,795
Net assets
$5,556,924
Revenue
$2,370,373
Expenses
$2,225,535
Net income
$144,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.65$0.10$5.56$2.37$2.23$0.14
2024Detailed filing. Detailed filing data is available for this year.$5.45$0.16$5.29$3.64$1.23$2.41
2023Detailed filing. Detailed filing data is available for this year.$3.07$0.27$2.80$1.25$1.56$0.31
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.07$3.11$1.89$0.79$1.10
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$1.03$0.55$0.48
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$0.96$0.81$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.18$1.38$1.11$1.40$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.21$1.66$1.06$1.18$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.19$1.79$1.72$1.04$0.68
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.11$1.07$0.99$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.04$1.03$1.40$1.19$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.05$0.82$1.35$0.90$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.10$0.36$2.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.02$1.80$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.28$0.71$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 23, 2025
Return Version
2024v5.2
Gross Receipts
$3,687,449
Mission and Program Overview

Mission

To raise funds for specialized and comprehensive preservation work for mission san juan capistrano

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,632,340$4,851,388▲ $219,048
Inventories for Sale or Use$508,684$541,367▲ $32,683
Cash and Non-Interest-Bearing Accounts$298,462$259,775▼ $38,687
Prepaid Expenses and Deferred Charges$8,198$2,189▼ $6,009
Accounts Receivable$1,238--
Total Assets$5,448,922$5,654,719▲ $205,797
Liabilities
Accounts Payable and Accrued Expenses$101,505$87,947▼ $13,558
Other Liabilities$52,989$0▼ $52,989
Deferred Revenue$9,269$9,848▲ $579
Total Liabilities$163,763$97,795▼ $65,968
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,102,060$5,181,072▲ $79,012
Net Assets With Donor Restrictions$183,099$375,852▲ $192,753
Total Net Assets Fund Balance$5,285,159$5,556,924▲ $271,765
Total Liabilities and Net Assets / Fund Balance$5,448,922$5,654,719▲ $205,797
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
GEORGE O'CONNELLPresident
Anthony R MoisoBoardmember
Christine Walker-bowmanBoardmember
Connie SpenuzzaBoardmember
Darren AitkenBoardmember
Ej FarrellBoardmember
Kerry HerbertBoardmember
Paul MikosBoardmember
Rev Msgr Art HolquinBoardmember
Rev Msgr J Michael MckiernanBoardmember
Seth R TeigenBoardmember
Trevor BairdBoardmember
Vicky CarabiniBoardmember
Wylie a AitkenBoardmember
William CvengrosSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,675,481
Program Service Revenue
$0
Investment Income
$92,120
Other Revenue
$602,772
All Other Contributions
$439,936
Change in Net Assets
$144,838

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table29$289,205Comparative Sales
Other Non Cash Contri Table40$3,271Comparative Sales
Other Non Cash Contri Table1$2,660Comparative Sales
Works of Art1$1,800Comparable Sales
Total Noncash Contributions71$296,936-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,702,603
Salaries, Compensation, and Employee Benefits$522,932
Total Fundraising Expense$298,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$532,773--$532,773
Other Salaries and Wages$396,048--$396,048
All Other Expenses$131,549$3,267$51,794$186,610
Fees for Services Other$181,375--$181,375
Other Employee Benefits$80,029--$80,029
Other Expenses$8,487-$58,528$67,015
Payroll Taxes$29,498--$29,498
Pension Plan Contributions$17,357--$17,357
Fees for Services Accounting$11,000--$11,000
Office Expenses$2,871--$2,871
Total Functional Expenses$1,923,994$3,267$298,274$2,225,535
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$327,955
Fundraising Gross Income$202,111
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Romance Event$894,611$202,111-$202,111
Total Events$894,611$202,111$327,955$-125,844
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

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Wylie aitken is the father of darren aitken”

Form 990, Part VI, Section B, Line 11B

“Form 990 is distributed for review to the board of directors before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization reminds the officers, directors and key employees annually to disclose the conflicts of interest when they arise.”

Form 990, Part VI, Section C, Line 18

“UPON REQUEST.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Mission Preservation Foundation
EIN
33-0833283
Phone
9492341328
Address
26801 OLD MISSION ROAD, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Mechelle Lawrence-adams
Title
Executive Director
Phone
9492341328
Signed
2025-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mechelle Lawrence-adams
Formed
1998
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
10
Volunteers
20

Preparer

Firm
Redwitz Inc
Address
3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
Preparer
Kathleen D Espiritu CPA
Phone
9497531514
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The historic mission san juan capistrano and mission preservation foundation are exempt from federal income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. However, income from certain activities not directly related to the mission's tax-exempt purpose is subject to taxation as unrelated business income. Management of the mission considers the likelihood of taxes imposed by taxing authorities and recognizes a liability for or discloses potential significant changes that management believes are more likely than not to occur, including changes to the mission's status as a tax exempt entity. Management believes the mission met requirements to maintain its tax-exempt status and has no income subject to unrelated business income tax; therefore no provision for income taxes has been provided in these financial statements.”

Raw XML AppendixShowing 400 of 523 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE HISTORIC MISSION SAN JUAN CAPISTRANO AND MISSION PRESERVATION FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE MISSION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT OF THE MISSION CONSIDERS THE LIKELIHOOD OF TAXES IMPOSED BY TAXING AUTHORITIES AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE MISSION'S STATUS AS A TAX EXEMPT ENTITY. MANAGEMENT BELIEVES THE MISSION MET REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX; THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROMANCE EVENT
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0CATERING AND AUCTION ITEMS FOR GALA FUNDRAISER AND SERVICES
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1AN ARRAY OF ITEMS DONATED TO THE MISSION STORE (GENERAL MERCHANDISE)
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2CONSTRUCTION SERVICES AT A DISCOUNTED RATE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARATIVE SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1COMPARATIVE SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2COMPARATIVE SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
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IRS990ScheduleM/WorksOfArtGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE SALES
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WYLIE AITKEN IS THE FATHER OF DARREN AITKEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS DISTRIBUTED FOR REVIEW TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REMINDS THE OFFICERS, DIRECTORS AND KEY EMPLOYEES ANNUALLY TO DISCLOSE THE CONFLICTS OF INTEREST WHEN THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00

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