Civic Intelligence

Casa Linda Inc.

990 • Fiscal year 2020 • EIN 77-0263695

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

380 Encinal Street No 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

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.28x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

14th percentile

-5.5%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

1.8%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,380,812

Down $80,706 (-5.5%) from 2019

Net Assets

Down

$1,315,165

Down $75,220 (-5.4%) from 2019

Liabilities

Down

$65,647

Down $5,486 (-7.7%) from 2019

Revenue

Up

$234,886

Up $4,263 (+1.8%) from 2019

Expenses

Up

$310,106

Up $42,248 (+16%) from 2019

Net Income

Down

-$75,220

Down $37,985 (-102%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$1,380,812
Liabilities$65,647
Net Assets$1,315,165

Operations Trend

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

2020

Revenue$234,886
Expenses$310,106
Net Income-$75,220
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.2
Gross Receipts
$234,886
Mission and Program Overview

Mission

To provide low-income housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,140,718$1,082,605▼ $58,113
Cash and Non-Interest-Bearing Accounts$311,918$288,885▼ $23,033
Accounts Receivable$1,025$1,047▲ $22
Total Assets$1,461,516$1,380,812▼ $80,704
Other Assets Total$7,855$8,275▲ $420
Liabilities
Mortgage Notes Payable Secured by Investment Property$40,940$40,940→ $0
Accounts Payable and Accrued Expenses$23,175$17,078▼ $6,097
Other Liabilities$7,016$7,629▲ $613
Total Liabilities$71,131$65,647▼ $5,484
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,999,100$1,999,100→ $0
Net Assets Without Donor Restrictions$-608,715$-683,935▼ $75,220
Total Net Assets Fund Balance$1,390,385$1,315,165▼ $75,220
Total Liabilities and Net Assets / Fund Balance$1,461,516$1,380,812▼ $80,704

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$457,605$1,937,086$2,394,691
Land$625,000-$625,000
Compensation and Service Providers

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
$151,383
Program Service Revenue
$82,025
Investment Income
$133
Other Revenue
$1,345
Change in Net Assets
$-75,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$234,886
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$234,886
Total Revenue per Form 990
$234,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$310,106
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$80,447--$80,447
Fees for Services Other$75,641--$75,641
Occupancy$41,980--$41,980
Office Expenses$17,814--$17,814
Fees for Services Management-$13,920-$13,920
Insurance$6,533--$6,533
Fees for Services Accounting-$6,043-$6,043
Travel$4,630--$4,630
Other Expenses$894--$894
Fees for Services Legal$869--$869
Total Functional Expenses$290,143$19,963$0$310,106

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$310,106
Total Expenses per Audited Statements$310,106
Total Expenses per Form 990$310,106
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
Tenant Security Deposits$7,629
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

Casa linda paid encompass community services a total of $77,569 for the year ended june 30, 2020 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 NO 200, SANTA CRUZ, CA 95060

Signing Officer

Name
Monica Martinez
Title
Chairperson
Phone
8314691700
Signed
2021-05-13
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
7

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
Matthew Petroski
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracts: program service expenses 75,641. Management and general expenses 0. Fundraising expenses 0. Total expenses 75,641.

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal income tax under internal revenue code section 501 (c)(3) and state income tax under section 23701(d) of the california revenue taxation code. Accordingly, no provision for income taxes has been made in the accompanying statements. Accounting principles generally accepted in the united states of america provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the organization in its federal and state tax returns are more likely than not to be sustained upon examination. The organization files information returns in the u.s. Federal jurisdiction and state of california. The organization's federal returns for tax years 2016 and beyond remain subject to examination by the internal revenue service. The organization's california returns for tax years 2015 and beyond remain subject to examination by the franchise tax board.

Raw XML AppendixShowing 400 of 488 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/BOYAmt023175
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017078
IRS990/AccountsReceivableGrp/BOYAmt01025
IRS990/AccountsReceivableGrp/EOYAmt01047
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW-INCOME HOUSING.
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0311918
IRS990/CashNonInterestBearingGrp/EOYAmt0288885
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0151383
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0133
IRS990/CYOtherExpensesAmt0310106
IRS990/CYOtherRevenueAmt01345
IRS990/CYProgramServiceRevenueAmt082025
IRS990/CYRevenuesLessExpensesAmt0-75220
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0310106
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0234886
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt080447
IRS990/DepreciationDepletionGrp/TotalAmt080447
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/DonorRestrictionNetAssetsGrp/BOYAmt01999100
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01999100
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0290143
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06043
IRS990/FeesForServicesAccountingGrp/TotalAmt06043
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0869
IRS990/FeesForServicesLegalGrp/TotalAmt0869
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt013920
IRS990/FeesForServicesManagementGrp/TotalAmt013920
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt075641
IRS990/FeesForServicesOtherGrp/TotalAmt075641
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
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/GovernmentGrantsAmt0151383
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0234886
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt06533
IRS990/InsuranceGrp/TotalAmt06533
IRS990/InvestmentIncomeGrp/ExclusionAmt0133
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0133
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01937086
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01140718
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01082605
IRS990/LandBldgEquipCostOrOtherBssAmt03019691
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt040940
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt040940
IRS990/NetAssetsOrFundBalancesBOYAmt01390385
IRS990/NetAssetsOrFundBalancesEOYAmt01315165
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-608715
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-683935
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt041980
IRS990/OccupancyGrp/TotalAmt041980
IRS990/OfficeExpensesGrp/ProgramServicesAmt017814
IRS990/OfficeExpensesGrp/TotalAmt017814
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07855
IRS990/OtherAssetsTotalGrp/EOYAmt08275
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MANAGEMENT AGREEMENTS
IRS990/OtherExpensesGrp/Desc1MISC ADMIN EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt061335
IRS990/OtherExpensesGrp/ProgramServicesAmt1894
IRS990/OtherExpensesGrp/TotalAmt061335
IRS990/OtherExpensesGrp/TotalAmt1894
IRS990/OtherLiabilitiesGrp/BOYAmt07016
IRS990/OtherLiabilitiesGrp/EOYAmt07629
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY AND VENDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01345
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01345
IRS990/OtherRevenueTotalAmt01345
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MONICA MARTINEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt082025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt082025
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0148638
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0140
IRS990/PYOtherExpensesAmt0267858
IRS990/PYOtherRevenueAmt01423
IRS990/PYProgramServiceRevenueAmt080422
IRS990/PYRevenuesLessExpensesAmt0-37235
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0267858
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0230623
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-75220
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt083370
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0151383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0148638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0141616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0441637
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0119
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt081845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt085247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0222262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0213763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0685142
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0565
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01345
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01423
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02240
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05008
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98810
IRS990ScheduleA/PublicSupportPY509Pct00.99620
IRS990ScheduleA/PublicSupportTotal509Amt01118853
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt07926
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07926
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt07926
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt07926
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0233408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0230483
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0226863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0222262
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0213763
IRS990ScheduleA/Total509Grp/TotalAmt01126779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0234886
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0232046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0229222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0222357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0213841
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01132352
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/BookValueAmt0457605
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01937086
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02394691
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0310106
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0625000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0625000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07629
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0234886
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3) AND STATE INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR TAX YEARS 2016 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR TAX YEARS 2015 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01082605
IRS990ScheduleD/TotalExpensesPerForm990Amt0310106
IRS990ScheduleD/TotalLiabilityAmt07629
IRS990ScheduleD/TotalRevenuePerForm990Amt0234886
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0234886
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0310106
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASA LINDA PAID ENCOMPASS COMMUNITY SERVICES A TOTAL OF $77,569 FOR THE YEAR ENDED JUNE 30, 2020 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/ExplanationTxt4CONTRACTS: PROGRAM SERVICE EXPENSES 75,641. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,641.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/DisregardedEntityName/BusinessNameLine1Txt0STEPPING OUT HOUSING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CASA DE EXITO INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2GRACE COMMONS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3MONARCH DISABLED HOUSING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0770157232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1770394105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2201967815
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3770546090
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3LINE 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/CityNm0SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd295060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd395060
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings