Civic Intelligence

Casa Linda Inc.

990 • Fiscal year 2019 • EIN 77-0263695

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 29, 2020

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

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.31x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

29th percentile

-2.3%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

1.6%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$1,461,518

Down $34,450 (-2.3%) from 2018

Net Assets

Down

$1,390,385

Down $37,235 (-2.6%) from 2018

Liabilities

Up

$71,133

Up $2,785 (+4.1%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin16th percentile

Revenue

Up

$230,623

Up $3,641 (+1.6%) from 2018

Expenses

Down

$267,858

Down $4,926 (-1.8%) from 2018

Net Income

Up

-$37,235

Up $8,567 (+19%) from 2018

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

2019

Assets$1,461,518
Liabilities$71,133
Net Assets$1,390,385
Open 2019 Filing

Operations Trend

Revenue Growth43rd 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

2019

Revenue$230,623
Expenses$267,858
Net Income-$37,235
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 29, 2020
Return Version
2018v3.2
Gross Receipts
$230,623
Mission and Program Overview

Mission

To provide low-income housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,217,443$1,140,718▼ $76,725
Savings and Temporary Cash Investments$275,990$319,775▲ $43,785
Accounts Receivable$2,535$1,025▼ $1,510
Total Assets$1,495,968$1,461,518▼ $34,450
Liabilities
Other Liabilities$47,943$47,956▲ $13
Accounts Payable and Accrued Expenses$20,405$23,177▲ $2,772
Total Liabilities$68,348$71,133▲ $2,785
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,999,100$1,999,100→ $0
Unrestricted Net Assets$-571,480$-608,715▼ $37,235
Total Net Assets Fund Balance$1,427,620$1,390,385▼ $37,235
Total Liabilities and Net Assets / Fund Balance$1,495,968$1,461,518▼ $34,450

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$515,718$1,856,639$2,372,357
Land$625,000-$625,000
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Monica MartinezChairperson
John LivingstonVice-chairperson
Ann PomperBoard Member
Joe AppenrodtBoard Member
Sandy KaplanBoard Member
Steve LabergeBoard Member
PAUL O'BRIENSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,638
Program Service Revenue
$80,422
Investment Income
$140
Other Revenue
$1,423
Change in Net Assets
$-37,235

Audited Revenue Reconciliation

Revenue per Audited Statements
$230,623
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$230,623
Total Revenue per Form 990
$230,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,858
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$76,725--$76,725
All Other Expenses$21,614$288-$21,902
Fees for Services Accounting-$17,294-$17,294
Other Expenses$15,590$26,049-$15,590
Fees for Services Management-$14,400-$14,400
Insurance$5,611--$5,611
Office Expenses-$4,055-$4,055
Fees for Services Legal-$3,444-$3,444
Total Functional Expenses$202,328$65,530$0$267,858

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$267,858
Total Expenses per Audited Statements$267,858
Total Expenses per Form 990$267,858
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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$7,016
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Casa linda paid encompass community services a total of $77,621 for the year ended june 30, 2019 for management services. Encompass community services plans and executes casa linda's financial and exempt operations. Monica martinez is an officer of both encompass community services and casa linda. She is not compensated for her work for casa linda.”

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

“Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's chair and questions are referred to the outside tax professional. After a full review (with modifications where necessary), the final version of the tax return is provided to the board of directors. The return is then finalized and electronically filed with the taxing authorities.”

Form 990, Part VI, Section B, 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, Part VI, Section C, 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
2020-06-29
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
Volunteers
0

Preparer

Firm
Bpm Llp
Address
4200 BOHANNON DRIVE SUITE 250, MENLO PARK, CA 94025-1021
Preparer
Carolyn R Amster
Phone
6508556800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 495 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020405
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023177
IRS990/AccountsReceivableGrp/BOYAmt02535
IRS990/AccountsReceivableGrp/EOYAmt01025
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW-INCOME HOUSING.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0288
IRS990/AllOtherExpensesGrp/ProgramServicesAmt021614
IRS990/AllOtherExpensesGrp/TotalAmt021902
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIM MORRISON
IRS990/BooksInCareOfDetail/PhoneNum08314691700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0380 ENCINAL STREET SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095060
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0148638
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0140
IRS990/CYOtherExpensesAmt0267858
IRS990/CYOtherRevenueAmt01423
IRS990/CYProgramServiceRevenueAmt080422
IRS990/CYRevenuesLessExpensesAmt0-37235
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0267858
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0230623
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt076725
IRS990/DepreciationDepletionGrp/TotalAmt076725
IRS990/Desc0THE ORGANIZATION PROVIDES LOW-INCOME HOUSING CONSISTING OF 20 UNITS FOR PSYCHIATRICALLY DISABLED ADULTS AND ONE MANAGER'S UNIT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0202328
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017294
IRS990/FeesForServicesAccountingGrp/TotalAmt017294
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03444
IRS990/FeesForServicesLegalGrp/TotalAmt03444
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt014400
IRS990/FeesForServicesManagementGrp/TotalAmt014400
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MONICA MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN LIVINGSTON
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOE APPENRODT
IRS990/Form990PartVIISectionAGrp/PersonNm4SANDY KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE LABERGE
IRS990/Form990PartVIISectionAGrp/PersonNm6ANN POMPER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0148638
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0230623
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt05611
IRS990/InsuranceGrp/TotalAmt05611
IRS990/InvestmentIncomeGrp/ExclusionAmt0140
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0140
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01856639
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01217443
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01140718
IRS990/LandBldgEquipCostOrOtherBssAmt02997357
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW-INCOME HOUSING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01427620
IRS990/NetAssetsOrFundBalancesEOYAmt01390385
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04055
IRS990/OfficeExpensesGrp/TotalAmt04055
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MANAGEMENT AGREEMENT
IRS990/OtherExpensesGrp/Desc1CONTRACTS
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3REAL ESTATE TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026049
IRS990/OtherExpensesGrp/ProgramServicesAmt034778
IRS990/OtherExpensesGrp/ProgramServicesAmt131891
IRS990/OtherExpensesGrp/ProgramServicesAmt216119
IRS990/OtherExpensesGrp/ProgramServicesAmt315590
IRS990/OtherExpensesGrp/TotalAmt060827
IRS990/OtherExpensesGrp/TotalAmt131891
IRS990/OtherExpensesGrp/TotalAmt216119
IRS990/OtherExpensesGrp/TotalAmt315590
IRS990/OtherLiabilitiesGrp/BOYAmt047943
IRS990/OtherLiabilitiesGrp/EOYAmt047956
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY, VENDING
IRS990/OtherRevenueMiscGrp/Desc1TENANT CHARGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01414
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt19
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01414
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt19
IRS990/OtherRevenueTotalAmt01423
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MONICA MARTINEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt080422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt080422
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0141616
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0119
IRS990/PYOtherExpensesAmt0272784
IRS990/PYOtherRevenueAmt02240
IRS990/PYProgramServiceRevenueAmt083007
IRS990/PYRevenuesLessExpensesAmt0-45802
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0272784
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0226982
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-37235
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt081845
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0275990
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0319775
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0148638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0141616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0290254
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0119
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt069
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0222262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0213763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0206562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0809679
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt069
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0501
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01423
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02240
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03663
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99620
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt01099933
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0230483
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0226863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0222262
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0213763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0206562
IRS990ScheduleA/Total509Grp/TotalAmt01099933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0232046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0229222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0222357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0213841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0206631
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01104097
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/BookValueAmt0515718
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01856639
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02372357
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0267858
IRS990ScheduleD/LandGrp/BookValueAmt0625000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0625000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040940
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17016
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDUAL RECEIPTS NOTE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0230623
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01140718
IRS990ScheduleD/TotalExpensesPerForm990Amt0267858
IRS990ScheduleD/TotalLiabilityAmt047956
IRS990ScheduleD/TotalRevenuePerForm990Amt0230623
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0230623
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0267858
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASA LINDA PAID ENCOMPASS COMMUNITY SERVICES A TOTAL OF $77,621 FOR THE YEAR ENDED JUNE 30, 2019 FOR MANAGEMENT SERVICES. ENCOMPASS COMMUNITY SERVICES PLANS AND EXECUTES CASA LINDA'S FINANCIAL AND EXEMPT OPERATIONS. MONICA MARTINEZ IS AN OFFICER OF BOTH ENCOMPASS COMMUNITY SERVICES AND CASA LINDA. SHE IS NOT COMPENSATED FOR HER WORK FOR CASA LINDA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S CHAIR AND QUESTIONS ARE REFERRED TO THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS. THE RETURN IS THEN FINALIZED AND ELECTRONICALLY FILED WITH THE TAXING AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR 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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CFSC INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1STEPPING OUT HOUSING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CASA DE EXITO INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3GRACE COMMONS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4MONARCH DISABLED HOUSING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942785529
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1770157232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2770394105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3201967815
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4770546090
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0380 ENCINAL STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1380 ENCINAL STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2380 ENCINAL STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3380 ENCINAL STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4380 ENCINAL STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd295060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd395060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd495060
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,461,518
Liabilities
$71,133
Net assets
$1,390,385
Revenue
$230,623
Expenses
$267,858
Net income
-$37,235
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