Civic Intelligence

Park Villa Casitas an Arizona Non-Profit Corporation

990 • Fiscal year 2024 • EIN 36-4567680

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 11, 2024

1435 E 36th StTucson, AZ 85713

(520) 623-7790

Siviq Scores

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

Liabilities / Assets

47th percentile

0.11x

Higher debt load relative to assets than 47% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.78x

Higher debt load relative to revenue than 81% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

22nd percentile

-3.5%

Faster asset growth than 22% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,066,884

Down $181,915 (-3.5%) from 2023

Net Assets

Down

$4,534,719

Down $134,439 (-2.9%) from 2023

Liabilities

Down

$532,165

Down $47,476 (-8.2%) from 2023

Revenue

Up

$679,736

Up $79,809 (+13%) from 2023

Expenses

Up

$814,175

Up $55,060 (+7.3%) from 2023

Net Income

Up

-$134,439

Up $24,749 (+16%) from 2023

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2012: $6,977,302Liabilities 2012: $7,543,963Net Assets 2012: -$566,6612012Assets 2013: $6,805,035Liabilities 2013: $7,520,955Net Assets 2013: -$715,9202013Assets 2014: $6,657,873Liabilities 2014: $7,536,666Net Assets 2014: -$878,7932014Assets 2015: $6,490,661Liabilities 2015: $7,539,779Net Assets 2015: -$1,049,1182015Assets 2016: $6,293,566Liabilities 2016: $7,523,708Net Assets 2016: -$1,230,1422016Assets 2017: $6,073,540Liabilities 2017: $7,516,109Net Assets 2017: -$1,442,5692017Assets 2018: $5,887,204Liabilities 2018: $7,523,023Net Assets 2018: -$1,635,8192018Assets 2019: $5,733,342Liabilities 2019: $7,544,732Net Assets 2019: -$1,811,3902019Assets 2020: $5,636,181Liabilities 2020: $7,545,286Net Assets 2020: -$1,909,1052020Assets 2021: $5,508,311Liabilities 2021: $7,558,464Net Assets 2021: -$2,050,1532021Assets 2022: $5,344,476Liabilities 2022: $7,528,930Net Assets 2022: -$2,184,4542022Assets 2023: $5,248,799Liabilities 2023: $579,641Net Assets 2023: $4,669,1582023Assets 2024: $5,066,884Liabilities 2024: $532,165Net Assets 2024: $4,534,7192024Assets 2025: $5,193,685Liabilities 2025: $734,228Net Assets 2025: $4,459,4572025

Highlighted filing

2024

Assets$5,066,884
Liabilities$532,165
Net Assets$4,534,719

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $565,6632012Expenses 2013: $557,1732013Revenue 2014: $403,460Expenses 2014: $566,333Net Income 2014: -$162,8732014Revenue 2015: $405,169Expenses 2015: $575,494Net Income 2015: -$170,3252015Revenue 2016: $404,460Expenses 2016: $585,484Net Income 2016: -$181,0242016Revenue 2017: $403,706Expenses 2017: $616,133Net Income 2017: -$212,4272017Revenue 2018: $482,367Expenses 2018: $675,617Net Income 2018: -$193,2502018Revenue 2019: $520,026Expenses 2019: $695,597Net Income 2019: -$175,5712019Revenue 2020: $550,687Expenses 2020: $648,402Net Income 2020: -$97,7152020Revenue 2021: $542,629Expenses 2021: $683,677Net Income 2021: -$141,0482021Revenue 2022: $564,118Expenses 2022: $698,419Net Income 2022: -$134,3012022Revenue 2023: $599,927Expenses 2023: $759,115Net Income 2023: -$159,1882023Revenue 2024: $679,736Expenses 2024: $814,175Net Income 2024: -$134,4392024Revenue 2025: $751,578Expenses 2025: $826,840Net Income 2025: -$75,2622025

Highlighted filing

2024

Revenue$679,736
Expenses$814,175
Net Income-$134,439
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 11, 2024
Return Version
2023v5.1
Gross Receipts
$679,736
Mission and Program Overview

Mission

To provide elderly and handicapped persons with housing facilities and services specially designed to meet their physical, social, and pychological needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,858,671$4,649,320▼ $209,351
Cash and Non-Interest-Bearing Accounts$11,474$48,730▲ $37,256
Prepaid Expenses and Deferred Charges$1,987$2,107▲ $120
Accounts Receivable-$23-
Total Assets$5,248,799$5,066,884▼ $181,915
Other Assets Total$376,667$366,704▼ $9,963
Liabilities
Mortgage Notes Payable Secured by Investment Property$464,500$464,500→ $0
Accounts Payable and Accrued Expenses$98,888$51,475▼ $47,413
Other Liabilities$16,222$16,190▼ $32
Deferred Revenue$31--
Total Liabilities$579,641$532,165▼ $47,476
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,669,158$4,534,719▼ $134,439
Total Net Assets Fund Balance$4,669,158$4,534,719▼ $134,439
Total Liabilities and Net Assets / Fund Balance$5,248,799$5,066,884▼ $181,915

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,453,698$2,933,023-
Land$53,861--
Equipment$141,761$146,352-
Other Assets Org$30,380--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom McquillenPresident
Marc C FrostVice President
Abe LaiDirector
Asher AmarDirector
Barnara MontroseDirector
Mark MccordDirector
Joy TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$398,285
Program Service Revenue
$275,414
Investment Income
$6,037
Other Revenue
$0
Change in Net Assets
$-134,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$629,506
Salaries, Compensation, and Employee Benefits$184,669
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$236,033--$236,033
Other Salaries and Wages$138,732--$138,732
All Other Expenses$56,769--$56,769
Fees for Services Management$39,168--$39,168
Other Employee Benefits$32,394--$32,394
Other Expenses$31,011--$31,011
Office Expenses$25,712--$25,712
Insurance$21,231--$21,231
Payroll Taxes$13,543--$13,543
Fees for Services Accounting$9,108--$9,108
Fees for Services Legal$408--$408
Total Functional Expenses$814,175$0$0$814,175
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
Tenant Deposits$16,190
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization uses an outside management company to assist with hud compliance for occupancy.

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

The organization documents, in writing, the meetings held during the fiscal year.

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

The board of directors reviews the 990 before it is filed annually.

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

The board of directors reviews and updates as needed.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Park Villa Casitas
EIN
36-4567680
Phone
5206237790
Address
1435 E 36TH ST, TUCSON, AZ 85713
Doing Business As
Blanche Johnson Courtyards

Signing Officer

Name
Tom Mcquillen
Title
President
Phone
5205777184
Signed
2024-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Mcquillen
Formed
2005
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
C Wesley Addison Pc
Address
7618 N LA CHOLLA BLVD, TUCSON, AZ 85741
Preparer
Geri Ann Ladd
Phone
5203275025
Supplemental Narrative

Additional Explanations

Form XI, Line 2(C)

The review process has not changed since last year.

Raw XML Appendix400 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03995
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01214552
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99770
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt01722545
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0398285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0347960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0332949
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0317099
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0326252
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01722545
IRS990ScheduleA/TotalSupportAmt01726540
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/BuildingsGrp/BookValueAmt04453698
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02933023
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt07386721
IRS990ScheduleD/EquipmentGrp/BookValueAmt0141761
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0146352
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0288113
IRS990ScheduleD/LandGrp/BookValueAmt053861
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt053861
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt019939
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1316385
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt230380
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ESCROW DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016190
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04649320
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0366704
IRS990ScheduleD/TotalLiabilityAmt016190
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES AN OUTSIDE MANAGEMENT COMPANY TO ASSIST WITH HUD COMPLIANCE FOR OCCUPANCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOCUMENTS, IN WRITING, THE MEETINGS HELD DURING THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE IT IS FILED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS AND UPDATES AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE REVIEW PROCESS HAS NOT CHANGED SINCE LAST YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM XI, LINE 2(C)
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05248799
IRS990/TotalAssetsEOYAmt05066884
IRS990/TotalAssetsGrp/BOYAmt05248799
IRS990/TotalAssetsGrp/EOYAmt05066884
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0398285
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0814175
IRS990/TotalFunctionalExpensesGrp/TotalAmt0814175
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0579641
IRS990/TotalLiabilitiesEOYAmt0532165
IRS990/TotalLiabilitiesGrp/BOYAmt0579641
IRS990/TotalLiabilitiesGrp/EOYAmt0532165
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04669158
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04534719
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0814175
IRS990/TotalProgramServiceRevenueAmt0275414
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0281451
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0679736
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05248799
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05066884
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01435 E 36TH ST
IRS990/USAddress/CityNm0TUCSON
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085713
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM MCQUILLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05205777184
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARK VILLA CASITAS
ReturnHeader/Filer/BusinessNameControlTxt0PARK
ReturnHeader/Filer/EIN0364567680
ReturnHeader/Filer/PhoneNum05206237790
ReturnHeader/Filer/USAddress/AddressLine1Txt01435 E 36TH ST
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085713
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860931478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C WESLEY ADDISON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07618 N LA CHOLLA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085741
ReturnHeader/PreparerPersonGrp/PhoneNum05203275025
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERI ANN LADD
ReturnHeader/ReturnTs02024-10-08T10:42:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.73$4.46$0.75$0.83$0.08
2024Detailed filing. Detailed filing data is available for this year.$5.07$0.53$4.53$0.68$0.81$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.58$4.67$0.60$0.76$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$7.53$2.18$0.56$0.70$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$7.56$2.05$0.54$0.68$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$7.55$1.91$0.55$0.65$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$7.54$1.81$0.52$0.70$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$7.52$1.64$0.48$0.68$0.19
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$7.52$1.44$0.40$0.62$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$7.52$1.23$0.40$0.59$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.49$7.54$1.05$0.41$0.58$0.17
2014Detailed filing. Detailed filing data is available for this year.$6.66$7.54$0.88$0.40$0.57$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$7.52$0.72$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.98$7.54$0.57$0.57