Civic Intelligence

Casa Linda Inc.

990 • Fiscal year 2017 • EIN 77-0263695

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 29, 2017

Organization ProfileN/A
380 Encinal Street Suite 200Santa Cruz, CA 95060

(831) 469-1700

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.26x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

29th percentile

-2.2%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.0%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$1,530,387

Down $34,995 (-2.2%) from 2016

Net Assets

Down

$1,473,422

Down $29,822 (-2.0%) from 2016

Liabilities

Down

$56,965

Down $5,173 (-8.3%) from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin17th percentile

Revenue

Up

$222,357

Up $8,516 (+4.0%) from 2016

Expenses

Down

$252,179

Down $58,582 (-19%) from 2016

Net Income

Up

-$29,822

Up $67,098 (+69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,763,359Liabilities 2012: $64,117Net Assets 2012: $1,699,2422012Assets 2013: $1,709,979Liabilities 2013: $56,288Net Assets 2013: $1,653,6912013Assets 2014: $1,673,442Liabilities 2014: $57,693Net Assets 2014: $1,615,7492014Assets 2015: $1,656,360Liabilities 2015: $56,196Net Assets 2015: $1,600,1642015Assets 2016: $1,565,382Liabilities 2016: $62,138Net Assets 2016: $1,503,2442016Assets 2017: $1,530,387Liabilities 2017: $56,965Net Assets 2017: $1,473,4222017Assets 2018: $1,495,968Liabilities 2018: $68,348Net Assets 2018: $1,427,6202018Assets 2019: $1,461,518Liabilities 2019: $71,133Net Assets 2019: $1,390,3852019Assets 2020: $1,380,812Liabilities 2020: $65,647Net Assets 2020: $1,315,1652020Assets 2021: $1,368,477Liabilities 2021: $85,435Net Assets 2021: $1,283,0422021Assets 2022: $1,330,396Liabilities 2022: $70,149Net Assets 2022: $1,260,2472022Assets 2023: $1,301,952Liabilities 2023: $72,891Net Assets 2023: $1,229,0612023Assets 2024: $1,381,304Liabilities 2024: $221,687Net Assets 2024: $1,159,6172024

Highlighted filing

2017

Assets$1,530,387
Liabilities$56,965
Net Assets$1,473,422
Open 2017 Filing

Operations Trend

Revenue Growth49th percentile

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

$400K$200K$0-$200KRevenue 2012: $177,699Expenses 2012: $268,238Net Income 2012: -$90,5392012Revenue 2013: $188,226Expenses 2013: $233,777Net Income 2013: -$45,5512013Revenue 2014: $197,937Expenses 2014: $235,879Net Income 2014: -$37,9422014Revenue 2015: $206,631Expenses 2015: $222,216Net Income 2015: -$15,5852015Revenue 2016: $213,841Expenses 2016: $310,761Net Income 2016: -$96,9202016Revenue 2017: $222,357Expenses 2017: $252,179Net Income 2017: -$29,8222017Revenue 2018: $226,982Expenses 2018: $272,784Net Income 2018: -$45,8022018Revenue 2019: $230,623Expenses 2019: $267,858Net Income 2019: -$37,2352019Revenue 2020: $234,886Expenses 2020: $310,106Net Income 2020: -$75,2202020Revenue 2021: $247,486Expenses 2021: $279,609Net Income 2021: -$32,1232021Revenue 2022: $261,123Expenses 2022: $283,918Net Income 2022: -$22,7952022Revenue 2023: $262,447Expenses 2023: $293,633Net Income 2023: -$31,1862023Revenue 2024: $272,116Expenses 2024: $341,560Net Income 2024: -$69,4442024

Highlighted filing

2017

Revenue$222,357
Expenses$252,179
Net Income-$29,822
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 29, 2017
Return Version
2016v3.0
Gross Receipts
$222,357
Mission and Program Overview

Mission

To provide low-income housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,381,393$1,299,190▼ $82,203
Savings and Temporary Cash Investments$183,543$230,758▲ $47,215
Accounts Receivable$446$439▼ $7
Total Assets$1,565,382$1,530,387▼ $34,995
Liabilities
Other Liabilities$48,155$47,855▼ $300
Accounts Payable and Accrued Expenses$13,983$9,110▼ $4,873
Total Liabilities$62,138$56,965▼ $5,173
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,999,100$1,999,100→ $0
Unrestricted Net Assets$-495,856$-525,678▼ $29,822
Total Net Assets Fund Balance$1,503,244$1,473,422▼ $29,822
Total Liabilities and Net Assets / Fund Balance$1,565,382$1,530,387▼ $34,995

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$674,190$1,698,167$2,372,357
Land$625,000-$625,000
Other Land Buildings-$1,082$1,082
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Monica MartinezChairperson
John LivingstonVice-chairpe
Ann PomperBoardmember
Joe AppenrodtBoardmember
Sandy KaplanBoardmember
Steve LabergeBoardmember
PAUL O'BRIENSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$220,514
Investment Income
$95
Other Revenue
$1,748
Change in Net Assets
$-29,822

Audited Revenue Reconciliation

Revenue per Audited Statements
$222,357
Total Revenue per Audited Statements
$222,357
Total Revenue per Form 990
$222,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$252,179
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
Depreciation Depletion$82,203--$82,203
All Other Expenses$16,515$205-$16,720
Fees for Services Management-$16,560-$16,560
Other Expenses$11,052$28,178-$11,052
Fees for Services Accounting-$5,950-$5,950
Insurance$5,250--$5,250
Office Expenses-$3,841-$3,841
Fees for Services Legal-$21-$21
Total Functional Expenses$197,424$54,755$0$252,179

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$252,179
Total Expenses per Audited Statements$252,179
Total Expenses per Form 990$252,179
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
Residual Receipts Note Payable$40,940
Tenant Security Deposits$6,915
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 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, Page 6, Part VI, Line 11B

“A draft copy of the form 990 is provided to the organization's board for review prior to filing the 990.”

Form 990, Page 6, Part VI, Line 12C

“The organization requires board members to annually declare potential conflicts of interest. Board members are required to recuse themselves from voting in any matter where a conflict real or perceived may be present.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflicts of interest policy and financial statements are available upon written request to the organization's board of directors.”

Filing and Contact Details

Filer

Filer Name
Casa Linda Inc
EIN
77-0263695
Phone
8314691700
Address
380 ENCINAL STREET SUITE 200, SANTA CRUZ, CA 95060

Signing Officer

Name
Monica Martinez
Title
Chairperson
Phone
8314691700
Signed
2017-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica Martinez
Formed
1991
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
John J Teuteberg CPA
Address
PO BOX 1539, FREEDOM, CA 95019-1539
Preparer
John J Teuteberg
Phone
8317630997
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Casa linda, inc. Is not subject to income taxes under code section 501(c) (3) of the internal revenue service, and code section 23701(d) of the revenue and taxation code of the state of california. A number of casa linda, inc.'s tax returns remain subject to examination by tax authorities. These include u.s. Federal returns beginning in 2013 and california returns beginning in 2012.”

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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/CurrentTaxYearMinus1YearAmt0213841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0206631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0197937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0188226
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01028992
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0674190
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01698167
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02372357
IRS990ScheduleD/ExpensesSubtotalAmt0252179
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0625000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0625000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01082
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01082
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040940
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16915
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDUAL RECEIPTS NOTE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0222357
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CASA LINDA, INC. IS NOT SUBJECT TO INCOME TAXES UNDER CODE SECTION 501(C) (3) OF THE INTERNAL REVENUE SERVICE, AND CODE SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. A NUMBER OF CASA LINDA, INC.'S TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. THESE INCLUDE U.S. FEDERAL RETURNS BEGINNING IN 2013 AND CALIFORNIA RETURNS BEGINNING IN 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01299190
IRS990ScheduleD/TotalExpensesPerForm990Amt0252179
IRS990ScheduleD/TotalLiabilityAmt047855
IRS990ScheduleD/TotalRevenuePerForm990Amt0222357
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0222357
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0252179
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD FOR REVIEW PRIOR TO FILING THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES BOARD MEMBERS TO ANNUALLY DECLARE POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING IN ANY MATTER WHERE A CONFLICT REAL OR PERCEIVED MAY BE PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01999100
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01999100
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01565382
IRS990/TotalAssetsEOYAmt01530387
IRS990/TotalAssetsGrp/BOYAmt01565382
IRS990/TotalAssetsGrp/EOYAmt01530387
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054755
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0197424
IRS990/TotalFunctionalExpensesGrp/TotalAmt0252179
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt062138
IRS990/TotalLiabilitiesEOYAmt056965
IRS990/TotalLiabilitiesGrp/BOYAmt062138
IRS990/TotalLiabilitiesGrp/EOYAmt056965
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01503244
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01473422
IRS990/TotalProgramServiceExpensesAmt0197424
IRS990/TotalProgramServiceRevenueAmt0220514
IRS990/TotalRevenueGrp/ExclusionAmt095
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0222262
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0222357
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01565382
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01530387
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-495856
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-525678
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0380 ENCINAL STREET SUITE 200
IRS990/USAddress/CityNm0SANTA CRUZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095060
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08314691700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA LINDA INC
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0770263695
ReturnHeader/Filer/PhoneNum08314691700
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 ENCINAL STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FDB300DD8309B79A226A5D95C67CF44FBB924DCA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FDB300DD8309B79A226A5D95C67CF44FBB924DCA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770142495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN J TEUTEBERG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1539
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEDOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950191539
ReturnHeader/PreparerPersonGrp/PhoneNum08317630997
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J TEUTEBERG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-27T11:32:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,530,387
Liabilities
$56,965
Net assets
$1,473,422
Revenue
$222,357
Expenses
$252,179
Net income
-$29,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.22$1.16$0.27$0.34$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.07$1.23$0.26$0.29$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.07$1.26$0.26$0.28$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.09$1.28$0.25$0.28$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.07$1.32$0.23$0.31$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.07$1.39$0.23$0.27$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.07$1.43$0.23$0.27$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.06$1.47$0.22$0.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.06$1.50$0.21$0.31$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.06$1.60$0.21$0.22$0.02
2014Summary only. Only limited summary data is available for this year.$1.67$0.06$1.62$0.20$0.24$0.04
2013Summary only. Only limited summary data is available for this year.$1.71$0.06$1.65$0.19$0.23$0.05
2012Summary only. Only limited summary data is available for this year.$1.76$0.06$1.70$0.18$0.27$0.09