Civic Intelligence

Capistrano Terrace Organization Inc

990 • Fiscal year 2019 • EIN 46-4814484

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

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

0.96x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

6.71x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

43rd percentile

1.9%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

33%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$10,324,424

Up $192,504 (+1.9%) from 2018

Net Assets

Up

$376,677

Up $122,130 (+48%) from 2018

Liabilities

Up

$9,947,747

Up $70,374 (+0.7%) from 2018

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin69th percentile

Revenue

Up

$1,481,528

Up $363,998 (+33%) from 2018

Expenses

Up

$1,324,936

Up $484,613 (+58%) from 2018

Net Income

Down

$156,592

Down $120,615 (-44%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$10,324,424
Liabilities$9,947,747
Net Assets$376,677
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

2019

Revenue$1,481,528
Expenses$1,324,936
Net Income$156,592
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.1
Gross Receipts
$1,481,528
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$9,701,753$9,687,700▼ $14,053
Cash and Non-Interest-Bearing Accounts$193,689$431,082▲ $237,393
Rtn Earn Endowment Incm Other Fnds$254,547$376,677▲ $122,130
Other Notes and Loans Receivable, Net$175,584$175,584→ $0
Prepaid Expenses and Deferred Charges$24,819$24,819→ $0
Accounts Receivable$16,836$5,239▼ $11,597
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,131,920$10,324,424▲ $192,504
Other Assets Total$19,239$0▼ $19,239
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,863,000$9,863,000→ $0
Accounts Payable and Accrued Expenses-$70,374-
Other Liabilities$14,373$14,373→ $0
Total Liabilities$9,877,373$9,947,747▲ $70,374
Net Assets / Fund Balance
Total Net Assets Fund Balance$254,547$376,677▲ $122,130
Total Liabilities and Net Assets / Fund Balance$10,131,920$10,324,424▲ $192,504

Asset Categories

AssetBook ValueDepreciationBasis
Land$9,571,376-$9,571,376
Buildings$56,000$4,000$60,000
Other Land Buildings$51,429$8,571$60,000
Equipment$8,895$1,482$10,377
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
James AndersonPresident
Martina GregoryVice President
Hector BahenaDirector
Jose ZamarippaDirector
Marisol RendonDirector
Carol PolichettiSecretary
Doug SanchezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,481,456
Investment Income
$0
Other Revenue
$72
Change in Net Assets
$156,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,324,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$699,999-$699,999
Fees for Services Management$112,278$16,777-$129,055
Occupancy$98,556$14,727-$113,283
Depreciation Depletion-$14,053-$14,053
Insurance-$11,693-$11,693
Office Expenses$8,268$1,235-$9,503
Fees for Services Legal-$3,687-$3,687
Fees for Services Accounting-$3,598-$3,598
Other Expenses$3,341$5,791-$3,341
Travel$1,070$160-$1,230
All Other Expenses-$677-$677
Total Functional Expenses$509,766$815,170$0$1,324,936
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
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 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
Martina Gregory
Title
President
Phone
9492340297
Signed
2020-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martina Gregory
Formed
2013
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Yh Advisors Inc
Address
5882 BOLSA AVENUE SUITE 100, HUNTINGTON BEACH, CA 92649
Preparer
Brian Yacker
Phone
3109822803
Raw XML Appendix395 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/TotalSupportCalendarYearGrp/TotalAmt02599458
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt056000
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/EquipmentGrp/BookValueAmt08895
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01482
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010377
IRS990ScheduleD/LandGrp/BookValueAmt09571376
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt09571376
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt051429
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08571
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09687700
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010131920
IRS990/TotalAssetsEOYAmt010324424
IRS990/TotalAssetsGrp/BOYAmt010131920
IRS990/TotalAssetsGrp/EOYAmt010324424
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0815170
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0509766
IRS990/TotalFunctionalExpensesGrp/TotalAmt01324936
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09877373
IRS990/TotalLiabilitiesEOYAmt09947747
IRS990/TotalLiabilitiesGrp/BOYAmt09877373
IRS990/TotalLiabilitiesGrp/EOYAmt09947747
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0254547
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0376677
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0509766
IRS990/TotalProgramServiceRevenueAmt01481456
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt072
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01481456
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01481528
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010131920
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010324424
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0160
IRS990/TravelGrp/ProgramServicesAmt01070
IRS990/TravelGrp/TotalAmt01230
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/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTINA GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492340297
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-21
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/IPDt02020-10-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:36:26
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/ReturnTs02020-11-04T17:07:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,324,424
Liabilities
$9,947,747
Net assets
$376,677
Revenue
$1,481,528
Expenses
$1,324,936
Net income
$156,592
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