Civic Intelligence

Mission San Juan Capistrano Foundation

990 • Fiscal year 2022 • EIN 33-0833283

Jul 01, 2021 to Jun 30, 2022 • Filed on May 17, 2023

Organization ProfileWWW.MISSIONSJC.COM/PRESERVATION-FOUNDATION
26801 Ortega HighwaySan Juan Capistrano, CA 92675

(949) 234-1300

Siviq Scores

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

Liabilities / Assets

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

38th percentile

0.04x

Higher debt load relative to revenue than 38% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

89th percentile

56%

Faster asset growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

84%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$3,184,050

Up $1,141,200 (+56%) from 2021

Net Assets

Up

$3,112,763

Up $1,100,426 (+55%) from 2021

Liabilities

Up

$71,287

Up $40,774 (+134%) from 2021

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin92nd percentile

Revenue

Up

$1,891,421

Up $861,737 (+84%) from 2021

Expenses

Up

$790,995

Up $239,883 (+44%) from 2021

Net Income

Up

$1,100,426

Up $621,854 (+130%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$3,184,050
Liabilities$71,287
Net Assets$3,112,763
Open 2022 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$1,891,421
Expenses$790,995
Net Income$1,100,426
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 17, 2023
Return Version
2021v4.2
Gross Receipts
$3,184,877
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,181,466$2,262,877▲ $1,081,411
Savings and Temporary Cash Investments$537,312$538,006▲ $694
Inventories for Sale or Use$313,532$379,647▲ $66,115
Investments Other Securities$7,753--
Prepaid Expenses and Deferred Charges$1,038$3,520▲ $2,482
Accounts Receivable$371--
Total Assets$2,042,850$3,184,050▲ $1,141,200
Other Assets Total$1,378$0▼ $1,378
Liabilities
Accounts Payable and Accrued Expenses$23,606$40,164▲ $16,558
Other Liabilities$0$22,843▲ $22,843
Deferred Revenue$6,907$8,280▲ $1,373
Total Liabilities$30,513$71,287▲ $40,774
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,831,637$2,932,395▲ $1,100,758
Net Assets With Donor Restrictions$180,700$180,368▼ $332
Total Net Assets Fund Balance$2,012,337$3,112,763▲ $1,100,426
Total Liabilities and Net Assets / Fund Balance$2,042,850$3,184,050▲ $1,141,200
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
GEORGE O'CONNELLPresident
Anthony R MoisoBoardmember
Connie SpenuzzaBoardmember
Darren AitkenBoardmember
Don DorkowskiBoardmember
Ej FarrellBoardmember
Kerry HerbertBoardmember
Paul MikosBoardmember
Rev Msgr Art HolquinBoardmember
Rev Msgr J Michael MckiernanBoardmember
Vicky CarabiniBoardmember
Wylie a AitkenBoardmember
William CvengrosSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$787,360
Program Service Revenue
$0
Investment Income
$1,303
Other Revenue
$1,102,758
All Other Contributions
$161,372
Change in Net Assets
$1,100,426

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$219,460Comparative Sales
Total Noncash Contributions$219,460-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$420,051
Salaries, Compensation, and Employee Benefits$370,944
Total Fundraising Expense$99,628
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$330,063--$330,063
Fees for Services Other$98,822--$98,822
All Other Expenses$47,201-$30,861$78,062
Insurance$49,689--$49,689
Other Expenses$6,588-$21,564$28,152
Payroll Taxes$25,003--$25,003
Pension Plan Contributions$15,878--$15,878
Fees for Services Accounting$11,300--$11,300
Office Expenses$3,316-$12$3,328
Total Functional Expenses$691,367$0$99,628$790,995
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$362,968
Fundraising Gross Income$105,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Romance Event----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Historic Mission$22,843
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
No
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 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
9492341300
Address
26801 ORTEGA HIGHWAY, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Mechelle Lawrence-adams
Title
Executive Director
Phone
9492341300
Signed
2023-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mechelle Lawrence-adams
Formed
1998
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
9
Volunteers
102

Preparer

Firm
Redwitz Inc
Address
3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
Preparer
Julie Incorvina CPA Cfe
Phone
9497531514
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional and consulting: program service expenses 98,822. Management and general expenses 0. Fundraising expenses 0. Total expenses 98,822.”

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 488 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/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0639960
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0639960
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01831637
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02932395
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0219460
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt012
IRS990/OfficeExpensesGrp/ProgramServicesAmt03316
IRS990/OfficeExpensesGrp/TotalAmt03328
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01378
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt047191
IRS990/OtherExpensesGrp/FundraisingAmt121564
IRS990/OtherExpensesGrp/ProgramServicesAmt056936
IRS990/OtherExpensesGrp/ProgramServicesAmt16271
IRS990/OtherExpensesGrp/ProgramServicesAmt240300
IRS990/OtherExpensesGrp/ProgramServicesAmt36588
IRS990/OtherExpensesGrp/TotalAmt056936
IRS990/OtherExpensesGrp/TotalAmt153462
IRS990/OtherExpensesGrp/TotalAmt240300
IRS990/OtherExpensesGrp/TotalAmt328152
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt022843
IRS990/OtherRevenueMiscGrp/BusinessCd0561499
IRS990/OtherRevenueMiscGrp/Desc0PAYMENTS FROM AFFILIATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0720266
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0720266
IRS990/OtherRevenueTotalAmt0720266
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0330063
IRS990/OtherSalariesAndWagesGrp/TotalAmt0330063
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt025003
IRS990/PayrollTaxesGrp/TotalAmt025003
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015878
IRS990/PensionPlanContributionsGrp/TotalAmt015878
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01038
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03520
IRS990/PrincipalOfficerNm0MECHELLE LAWRENCE-ADAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0727100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0664
IRS990/PYOtherExpensesAmt0347442
IRS990/PYOtherRevenueAmt0301920
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0478572
IRS990/PYSalariesCompEmpBnftPaidAmt0203670
IRS990/PYTotalExpensesAmt0551112
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01029684
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01100426
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0537312
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0538006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0787360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0727100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0877094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0806554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0646776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03844884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0750
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0664
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02745
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01317
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08982
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88460
IRS990ScheduleA/PublicSupportPY170Pct00.81550
IRS990ScheduleA/PublicSupportTotal170Amt03409146
IRS990ScheduleA/SubstantialContributorsTotAmt0435738
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0787360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0727100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0877094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0806554
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0646776
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03844884
IRS990ScheduleA/TotalSupportAmt03853866
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/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022843
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO HISTORIC MISSION
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt022843
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROMANCE EVENT
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt00
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0CATERING AND AUCTION ITEMS FOR GALA FUNDRAISER
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARATIVE SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0219460
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
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/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL AND CONSULTING: PROGRAM SERVICE EXPENSES 98,822. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,822.
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HISTORIC MISSION SAN JUAN CAPISTRANO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ORGANIZE AND PRESERVE MISSION SAN JUAN CAPISTRANO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt026801 ORTEGA HIGHWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092675
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0442620
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1720266
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL CASH REIMBURSEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL CASH TRANSFERRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HISTORIC MISSION SAN JUAN CAPISTRANO

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,184,050
Liabilities
$71,287
Net assets
$3,112,763
Revenue
$1,891,421
Expenses
$790,995
Net income
$1,100,426
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