Civic Intelligence

Capistrano Terrace Organization Inc

990 • Fiscal year 2018 • EIN 46-4814484

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
32802 Valle Rd 79San Juan Capistrano, CA 92675

(949) 234-0297

Siviq Scores

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

Liabilities / Assets

91st percentile

0.97x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

8.84x

Higher debt load relative to revenue than 96% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

100th percentile

1013191900%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$10,131,920

Up $10,131,919 (+1013191900%) from 2017

Net Assets

$254,547

No earlier filing loaded for comparison.

Liabilities

Up

$9,877,373

Up $9,877,373 from 2017

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin81st percentile

Revenue

Up

$1,117,530

Up $1,117,530 from 2017

Expenses

Up

$840,323

Up $840,323 from 2017

Net Income

Up

$277,207

Up $277,207 from 2017

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$15M$10M$5.0M$0Assets 2017: $1Liabilities 2017: $02017Assets 2018: $10,131,920Liabilities 2018: $9,877,373Net Assets 2018: $254,5472018Assets 2019: $10,324,424Liabilities 2019: $9,947,747Net Assets 2019: $376,6772019Assets 2020: $10,518,593Liabilities 2020: $9,943,933Net Assets 2020: $574,6602020Assets 2021: $10,786,570Liabilities 2021: $9,873,205Net Assets 2021: $913,3652021Assets 2022: $10,867,315Liabilities 2022: $9,903,490Net Assets 2022: $963,8252022Assets 2023: $11,665,329Liabilities 2023: $10,116,651Net Assets 2023: $1,548,6782023Assets 2024: $11,674,708Liabilities 2024: $10,049,866Net Assets 2024: $1,624,8422024

Highlighted filing

2018

Assets$10,131,920
Liabilities$9,877,373
Net Assets$254,547
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $1,117,530Expenses 2018: $840,323Net Income 2018: $277,2072018Revenue 2019: $1,481,528Expenses 2019: $1,324,936Net Income 2019: $156,5922019Revenue 2020: $1,506,422Expenses 2020: $1,307,554Net Income 2020: $198,8682020Revenue 2021: $1,523,852Expenses 2021: $1,185,110Net Income 2021: $338,7422021Revenue 2022: $1,526,494Expenses 2022: $871,400Net Income 2022: $655,0942022Revenue 2023: $1,590,420Expenses 2023: $1,005,567Net Income 2023: $584,8532023Revenue 2024: $1,620,565Expenses 2024: $1,014,333Net Income 2024: $606,2322024

Highlighted filing

2018

Revenue$1,117,530
Expenses$840,323
Net Income$277,207
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,117,530
Mission and Program Overview

Mission

Provides affordable housing to low and moderate income individuals and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$0$9,701,753▲ $9,701,753
Rtn Earn Endowment Incm Other Fnds$0$254,547▲ $254,547
Cash and Non-Interest-Bearing Accounts-$193,689-
Other Notes and Loans Receivable, Net-$175,584-
Prepaid Expenses and Deferred Charges-$24,819-
Accounts Receivable-$16,836-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$10,131,920▲ $10,131,920
Other Assets Total$0$19,239▲ $19,239
Liabilities
Mortgage Notes Payable Secured by Investment Property-$9,863,000-
Other Liabilities$0$14,373▲ $14,373
Total Liabilities$0$9,877,373▲ $9,877,373
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$254,547▲ $254,547
Total Liabilities and Net Assets / Fund Balance$0$10,131,920▲ $10,131,920

Asset Categories

AssetBook ValueDepreciationBasis
Land$9,571,376-$9,571,376
Buildings$60,000-$60,000
Other Land Buildings$60,000-$60,000
Equipment$10,377-$10,377
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
James AndersonPresident
Martina GregoryVice President
Bill Palmer DeceasedDirector
Deb TerwilligerDirector
Hector BahenaDirector
Jim Vanderhoof DeceasedDirector
Jose ZamarippaDirector
Karisa HanksDirector
Marisol RendonDirector
Carol PolichettiSecretary
Doug SanchezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,112,813
Investment Income
$0
Other Revenue
$4,717
Change in Net Assets
$277,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$806,952
Salaries, Compensation, and Employee Benefits$33,371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$231,096$231,095-$462,191
Occupancy$47,370$6,850-$54,220
Fees for Services Management$26,201$11,229-$37,430
Other Salaries and Wages$23,414$3,386-$26,800
Fees for Services Accounting-$8,129-$8,129
Insurance-$6,457-$6,457
Other Expenses$5,343--$5,343
Travel$4,407$637-$5,044
Other Employee Benefits$3,354$485-$3,839
All Other Expenses-$3,249-$3,249
Payroll Taxes$2,387$345-$2,732
Office Expenses$616$89-$705
Total Functional Expenses$568,372$271,951$0$840,323
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
Security Deposits$14,373
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 B, Line 11B

“A draft of the form 990 will be reviewed by the board. The final copy of the form 990 will be forwarded to all members of the board before it is filed with the irs.”

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

“Periodic reviews are conducted to ensure compliance with the conflict of interest policy.”

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
Capistrano Terrace Organization Inc
EIN
46-4814484
Phone
9492340297
Address
32802 VALLE RD 79, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
James Anderson
Title
President
Phone
9492340297
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Sanchez
Formed
2013
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Yh Advisors Inc
Address
5882 BOLSA AVENUE SUITE 100, HUNTINGTON BEACH, CA 92649
Preparer
Brian Yacker
Phone
3109822803
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01112813
IRS990ScheduleA/Total509Grp/TotalAmt01112813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01117530
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01117530
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt060000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/EquipmentGrp/BookValueAmt010377
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010377
IRS990ScheduleD/LandGrp/BookValueAmt09571376
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt09571376
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt060000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09701753
IRS990ScheduleD/TotalLiabilityAmt014373
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FORM 990 WILL BE REVIEWED BY THE BOARD. THE FINAL COPY OF THE FORM 990 WILL BE FORWARDED TO ALL MEMBERS OF THE BOARD BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERIODIC REVIEWS ARE CONDUCTED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt00
IRS990/TotalAssetsEOYAmt010131920
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt010131920
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0271951
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0568372
IRS990/TotalFunctionalExpensesGrp/TotalAmt0840323
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt09877373
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt09877373
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0254547
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0568372
IRS990/TotalProgramServiceRevenueAmt01112813
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04717
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01112813
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01117530
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010131920
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0637
IRS990/TravelGrp/ProgramServicesAmt04407
IRS990/TravelGrp/TotalAmt05044
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt032802 VALLE RD 79
IRS990/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092675
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492340297
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPISTRANO TERRACE ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CAPI
ReturnHeader/Filer/EIN0464814484
ReturnHeader/Filer/PhoneNum09492340297
ReturnHeader/Filer/USAddress/AddressLine1Txt032802 VALLE RD 79
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CF83E5C490003369155472C97745BD4117DF37AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF83E5C490003369155472C97745BD4117DF37AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.98.172.90
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:59:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453269313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YH ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05882 BOLSA AVENUE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092649
ReturnHeader/PreparerPersonGrp/PhoneNum03109822803
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN YACKER
ReturnHeader/ReturnTs02019-11-15T17:41:34-06:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,131,920
Liabilities
$9,877,373
Net assets
$254,547
Revenue
$1,117,530
Expenses
$840,323
Net income
$277,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$10.0$1.62$1.62$1.01$0.61
2023Detailed filing. Detailed filing data is available for this year.$11.7$10.1$1.55$1.59$1.01$0.58
2022Detailed filing. Detailed filing data is available for this year.$10.9$9.90$0.96$1.53$0.87$0.66
2021Detailed filing. Detailed filing data is available for this year.$10.8$9.87$0.91$1.52$1.19$0.34
2020Detailed filing. Detailed filing data is available for this year.$10.5$9.94$0.57$1.51$1.31$0.20
2019Detailed filing. Detailed filing data is available for this year.$10.3$9.95$0.38$1.48$1.32$0.16
2018Detailed filing. Detailed filing data is available for this year.$10.1$9.88$0.25$1.12$0.84$0.28
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00