Civic Intelligence

Villa Serra

990 • Fiscal year 2010 • EIN 77-0226589

Jul 01, 2009 to Jun 30, 2010 • Filed on Apr 20, 2011

Organization Profile
1555 Soquel Drive95065
Siviq Scores

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

Liabilities / Assets

84th percentile

0.48x

Higher debt load relative to assets than 84% of similar nonprofits.

2010 filings • 501(c)3 • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets84th percentile

Assets

$100,661

No earlier filing loaded for comparison.

Net Assets

$52,309

No earlier filing loaded for comparison.

Liabilities

$48,352

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$12,724,258

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2010: $100,661Liabilities 2010: $48,352Net Assets 2010: $52,3092010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011

Highlighted filing

2010

Assets$100,661
Liabilities$48,352
Net Assets$52,309
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Expenses 2010: $12,724,2582010Expenses 2011: $55,1042011

Highlighted filing

2010

Revenue-
Expenses$12,724,258
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Apr 20, 2011
Return Version
2009v1.7
Gross Receipts
$6,664
Filing and Contact Details

Filer

EIN
77-0226589
Raw XML AppendixShowing 400 of 530 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0The consolidated audited financial statements did not include a FIN 48 footnote disclosure as the liability was determined not material for reporting purposes.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0FORM 990, PART X, LINE 25
IRS990ScheduleD/OtherLiabilities/Amount036259
IRS990ScheduleD/OtherLiabilities/Description0DUE TO RELATED PARTIES
IRS990ScheduleD/TotalOfAmounts036259
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Villa Serra's Board of Directors approved the dedication of CHW's portion of funds toward Dominican Oaks Corporation, a congregate living facility for low to moderate income elderly persons. This fulfills CHW'S commitment to fund non-profit housing for the aging. The funds were transferred directly to Dominican Oaks' Board Designated Cash Account. The Dominican Oaks Board of Directors must approve the use of any funds in this account. The Roman Catholic Bishop of Monterey must fulfill it's own commitment to Villa Serra's board by demonstrating the use of funds toward non-profit housing for the aging.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PART IV - SUPPLEMENTAL INFORMATION
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101555 Soquel Drive
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11PO Box 2048
IRS990ScheduleI/RecipientTable/AddressUS/City0Santa Cruz
IRS990ScheduleI/RecipientTable/AddressUS/City1Monterey
IRS990ScheduleI/RecipientTable/AddressUS/State0CA
IRS990ScheduleI/RecipientTable/AddressUS/State1CA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode095065
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode193942
IRS990ScheduleI/RecipientTable/AmountOfCashGrant06361856
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IRS990ScheduleI/RecipientTable/AmountOfNonCashAssistance10
IRS990ScheduleI/RecipientTable/DescriptionOfNonCashAssistance0N/A
IRS990ScheduleI/RecipientTable/DescriptionOfNonCashAssistance1N/A
IRS990ScheduleI/RecipientTable/EINOfRecipient0770127719
IRS990ScheduleI/RecipientTable/EINOfRecipient1941658203
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IRS990ScheduleI/RecipientTable/PurposeOfGrant1fund non-profit housing for the aging.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10Dominican Oaks Corporation
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11The Roman Catholic Bishop of Monterey
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0FORM 990, PART I, LINE 3 The Organization relied on a related organization, Catholic Healthcare West, that used one or more of the methods described in Schedule J, Part I, Line 3, to establish the compensation of the person who is the top management official for this organization. The compensation was for services provided to the related organization, although the listed person provided approximately 1 hour per week to the filing organization as its top management officer. See Schedule O disclosure for Form 990, Part VI, Section B, Line 15 for additional information.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1Certain listed persons participate in a severance plan that provides fair compensation, ranging from payments of 6 months to 2 years of base compensation, depending on the executive's position, in the event of a position elimination or other involuntary termination, in accordance with the guidelines of the plan. Payments pursuant to the plan arrangement for one former officer occurred during 2009; R. Harron $141,326.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation2Certain listed persons hired prior to June 30, 2006 are eligible to participate in the CHW Executive Deferred Compensation Plan, a nonqualified 457(f) plan which is intended to provide a benefit approximating the difference, if any, between the benefit provided under the CHW excess benefit plan and the benefit provided under the qualified benefit plan that substantially replaced the excess plan. No benefit will vest under the 457(f) plan before the latter of the attainment of age 62 while employed or the completion of 15 years of service. Certain listed persons participate in the CHW Excess Benefit Plan, a nonqualified supplemental benefit plan limited to participants in the CHW retirement plan whose benefits are affected by the limitations imposed by Sections 401(a)(17) and 415 of the Internal Revenue Code. Benefit service under this plan was frozen as of January 1, 2008. A payment of $93,471 was made to R. Harron during 2009.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation3Although the organization does not directly employ any personnel, the supported organization's executive compensation philosophy is designed to assist in attracting and retaining the caliber of executives required to fulfill the organization's mission of providing high quality healthcare for all persons regardless of their ability to pay for services, improving the quality of life in the communities the organization serves, promoting employee satisfaction, and ensuring financial stability. A substantial portion of executive compensation is performance based and is linked to organizational goals approved in advance by the Compensation and Benefits Committee. These goals include attainment of annual and long-term financial performance, certain healthcare quality standards and the organization's commitment to serving the poor and disenfranchised in the communities it serves.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0PART I, LINE 3
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier1Part I, Line 4a
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier2Part I, line 4b
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier3Part II - Supplemental Disclosures
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0Martina O'Sullivan
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1David Herman
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2Dr Nanette Mickiewicz
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3Rick Harron
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IRS990ScheduleN/DirectorOfSuccessor20false
IRS990ScheduleN/DispositionTable/AddressUS/AddressLine101555 Soquel Drive
IRS990ScheduleN/DispositionTable/AddressUS/AddressLine11PO Box 2048
IRS990ScheduleN/DispositionTable/AddressUS/City0SANTA CRUZ
IRS990ScheduleN/DispositionTable/AddressUS/City1MONTEREY
IRS990ScheduleN/DispositionTable/AddressUS/State0CA
IRS990ScheduleN/DispositionTable/AddressUS/State1CA
IRS990ScheduleN/DispositionTable/AddressUS/ZIPCode095065
IRS990ScheduleN/DispositionTable/AddressUS/ZIPCode193942
IRS990ScheduleN/DispositionTable/DateOfDistribution02009-09-15
IRS990ScheduleN/DispositionTable/DateOfDistribution12009-09-15
IRS990ScheduleN/DispositionTable/DescriptionOfAsset0CASH
IRS990ScheduleN/DispositionTable/DescriptionOfAsset1CASH
IRS990ScheduleN/DispositionTable/EIN0770127719
IRS990ScheduleN/DispositionTable/EIN1941658203
IRS990ScheduleN/DispositionTable/FMVOfAsset06361856
IRS990ScheduleN/DispositionTable/FMVOfAsset16361856
IRS990ScheduleN/DispositionTable/IRCSection0501(C)(3)
IRS990ScheduleN/DispositionTable/IRCSection1501(C)(3)
IRS990ScheduleN/DispositionTable/MethodOfFMVDetermination0ACTUAL COST
IRS990ScheduleN/DispositionTable/MethodOfFMVDetermination1ACTUAL COST

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$100,661
Liabilities
$48,352
Net assets
$52,309
Revenue
-
Expenses
$12,724,258
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.05$0.05$12.7