Civic Intelligence

Villa Siena Foundation

990 • Fiscal year 2023 • EIN 94-3344872

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization Profilewww.villa-siena.org
1855 Miramonte AvenueMountain View, CA 94040

(650) 961-6484

Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.17x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$259,415

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 52.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

3rd percentile

-35%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

25%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$4,275,770

Down $2,287,810 (-35%) from 2022

Net Assets

Down

$4,192,831

Down $2,339,727 (-36%) from 2022

Liabilities

Up

$82,939

Up $51,917 (+167%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Up

$491,153

Up $99,044 (+25%) from 2022

Expenses

Up

$126,895

Up $18,995 (+18%) from 2022

Net Income

Up

$364,258

Up $80,049 (+28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$15M$10M$5.0M$0Assets 2011: $7,871,435Liabilities 2011: $58,369Net Assets 2011: $7,813,0662011Assets 2012: $7,782,396Liabilities 2012: $49,815Net Assets 2012: $7,732,5812012Assets 2013: $8,141,065Liabilities 2013: $836,028Net Assets 2013: $7,305,0372013Assets 2014: $9,339,064Liabilities 2014: $937,606Net Assets 2014: $8,401,4582014Assets 2015: $9,537,884Liabilities 2015: $938,206Net Assets 2015: $8,599,6782015Assets 2016: $9,531,314Liabilities 2016: $927,268Net Assets 2016: $8,604,0462016Assets 2017: $10,387,632Liabilities 2017: $743,982Net Assets 2017: $9,643,6502017Assets 2018: $10,309,521Liabilities 2018: $341,118Net Assets 2018: $9,968,4032018Assets 2019: $9,501,114Liabilities 2019: $13,152Net Assets 2019: $9,487,9622019Assets 2020: $8,627,015Liabilities 2020: $12,123Net Assets 2020: $8,614,8922020Assets 2021: $9,301,446Liabilities 2021: $10,463Net Assets 2021: $9,290,9832021Assets 2022: $6,563,580Liabilities 2022: $31,022Net Assets 2022: $6,532,5582022Assets 2023: $4,275,770Liabilities 2023: $82,939Net Assets 2023: $4,192,8312023Assets 2024: $5,061,909Liabilities 2024: $72,313Net Assets 2024: $4,989,5962024

Highlighted filing

2023

Assets$4,275,770
Liabilities$82,939
Net Assets$4,192,831
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $857,707Expenses 2011: $170,364Net Income 2011: $687,3432011Revenue 2012: $256,729Expenses 2012: $188,864Net Income 2012: $67,8652012Revenue 2013: $108,640Expenses 2013: $624,008Net Income 2013: -$515,3682013Revenue 2014: $1,000,441Expenses 2014: $462,731Net Income 2014: $537,7102014Revenue 2015: $315,596Expenses 2015: $157,624Net Income 2015: $157,9722015Revenue 2016: $217,887Expenses 2016: $168,608Net Income 2016: $49,2792016Revenue 2017: $204,512Expenses 2017: $179,528Net Income 2017: $24,9842017Revenue 2018: $228,783Expenses 2018: $589,246Net Income 2018: -$360,4632018Revenue 2019: $181,929Expenses 2019: $129,317Net Income 2019: $52,6122019Revenue 2020: $632,001Expenses 2020: $132,869Net Income 2020: $499,1322020Revenue 2021: $249,392Expenses 2021: $116,851Net Income 2021: $132,5412021Revenue 2022: $392,109Expenses 2022: $107,900Net Income 2022: $284,2092022Revenue 2023: $491,153Expenses 2023: $126,895Net Income 2023: $364,2582023Revenue 2024: $1,051,082Expenses 2024: $124,265Net Income 2024: $926,8172024

Highlighted filing

2023

Revenue$491,153
Expenses$126,895
Net Income$364,258
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$2,868,048
Mission and Program Overview

Mission

Villa Siena Foundation's sole purpose is to support Villa Siena, a California not-for-profit that operates a 68-bed residential care facility and a 30-bed nursing facility for care of the aging, ill and infirm.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,453,675$4,121,478▼ $2,332,197
Savings and Temporary Cash Investments$29,897$80,149▲ $50,252
Pledges and Grants Receivable$75,582$66,567▼ $9,015
Cash and Non-Interest-Bearing Accounts$2,514$6,796▲ $4,282
Prepaid Expenses and Deferred Charges$1,912$780▼ $1,132
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$6,563,580$4,275,770▼ $2,287,810
Liabilities
Other Liabilities$29,635$81,554▲ $51,919
Accounts Payable and Accrued Expenses$1,387$1,385▼ $2
Total Liabilities$31,022$82,939▲ $51,917
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,565,827$2,545,827▼ $20,000
Net Assets Without Donor Restrictions$3,966,731$1,647,004▼ $2,319,727
Total Net Assets Fund Balance$6,532,558$4,192,831▼ $2,339,727
Total Liabilities and Net Assets / Fund Balance$6,563,580$4,275,770▼ $2,287,810

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$27,335$27,335
Other Securities$77,405--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,545,827-▲ $10,985$10,985$2,545,827
2021$2,545,827-▲ $5,090$5,090$2,545,827
2020$2,545,827-▲ $599$599$2,545,827
2019$2,545,827-▲ $106,029$106,029$2,545,827
2018$2,545,827---$2,545,827
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Anne KearneyChair
Sherri CusimanoVice Chair
Corine BernardExecutive Director
Carol PaulsonMember
Joan GalliMember
Patricia KnappMember
Sr Jean Marie Williams DCMember
Revenue and Support

Revenue Composition

Contributions and Grants
$221,197
Program Service Revenue
$0
Investment Income
$269,956
Other Revenue
$0
All Other Contributions
$154,569
Change in Net Assets
$364,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$126,895
Salaries, Compensation, and Employee Benefits$93,040
Other Expenses$33,855
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages--$78,646$78,646
Office Expenses--$24,545$24,545
Other Employee Benefits--$9,842$9,842
Payroll Taxes--$4,552$4,552
Travel--$1,309$1,309
Fees for Services Other--$938$938
Other Expenses--$148$148
Total Functional Expenses$0$0$126,895$126,895
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,717
Fundraising Gross Income$44,717
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bocce Ball$37,561$20,091$3,144$16,947
Western Event$50,599$11,492$3,690$7,802
Total Events$111,345$44,717$44,717$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
Due to Villa Siena (related party)$81,554
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The Form 990 is reviewed by the Executive Director and Gilmore and Associates, CPA. It will be provided to all board members before submission to the IRS.”

Form 990, Part VI, Section B, line 12C

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Part VI, Section B, line 15

“15(a) and 15(b) are answered no as no officers or key employees as defined by the IRS instructions are paid by Villa Siena Foundation. The Executive Director's salary is paid by Villa Siena, a related entity and salaries are determined by annual evaluations conducted by the Executive Director. The maximum amount of increase is determined by the board of directors for all employees when the budget is approved. This current fiscal year, maximum amount of increase is 4%.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, Form 990 and financial statements available to the public upon request. The Form 990 is also available at this website - www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Villa Siena Foundation
EIN
94-3344872
Phone
6509616484
Address
1855 Miramonte Avenue, Mountain View, CA 94040

Signing Officer

Name
Corine Bernard
Title
Executive Director
Phone
6509616484
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Corine Bernard
Formed
1999
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
25

Preparer

Firm
Harrington Group CPAs LLP
Address
2698 Mataro Street, Pasadena, CA 91107
Preparer
Sean E Cain CPA
Phone
6264036801
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in value of pledge receivable -10,985. Transferred to Villa Siena -2,693,000.”

Financial Statement Notes

Part V, Line 4:

“Permanently restricted net assets represent contributions which the donor has stipulated that the principal is to be kept intact in perpetuity and only interest and dividends therefrom may be expended for unrestricted purposes.”

Part X, Line 2:

“Villa Siena is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles 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 Villa Siena in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Villa Siena's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.”

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt080149
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02693000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Villa Siena
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02693000
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/CYEndwmtFundGrp/BeginningYearBalanceAmt02545827
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02545827
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010985
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt010985
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02545827
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02545827
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05090
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05090
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02545827
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02545827
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0599
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0599
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02545827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02545827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0106029
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0106029
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02545827
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02545827
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027335
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027335
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt081554
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Villa Siena (related party)
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04044073
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt177405
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Pooled investment funds
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Variable annuities
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Permanently restricted net assets represent contributions which the donor has stipulated that the principal is to be kept intact in perpetuity and only interest and dividends therefrom may be expended for unrestricted purposes.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Villa Siena is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles 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 Villa Siena in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Villa Siena's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04121478
IRS990ScheduleD/TotalLiabilityAmt081554
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01363
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt01440
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03803
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt066628
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017470
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt039107
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt010051
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044717
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt02070
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02070
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Bocce Ball
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Western Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0261
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04292
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04553
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt050599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0111345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020091
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044717
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0388
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0388
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012134
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018968
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03144
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03690
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014935
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014935
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0237066
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022349
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Corine Bernard
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0259415
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The Executive Director's salary increase and performance evaluations are conducted by the board of director's of Villa Siena. The other supervisors for both the Foundation and Villa Siena receive annual evaluations conducted by the Executive Director. The maximum amount of increase is determined by the board of directors for all employees when the budget is approved. This current fiscal year, maximum amount of increase is 4%.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the Executive Director and Gilmore and Associates, CPA. It will be provided to all board members before submission to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt215(a) and 15(b) are answered no as no officers or key employees as defined by the IRS instructions are paid by Villa Siena Foundation. The Executive Director's salary is paid by Villa Siena, a related entity and salaries are determined by annual evaluations conducted by the Executive Director. The maximum amount of increase is determined by the board of directors for all employees when the budget is approved. This current fiscal year, maximum amount of increase is 4%.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, Form 990 and financial statements available to the public upon request. The Form 990 is also available at this website - www.guidestar.org.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Change in value of pledge receivable -10,985. Transferred to Villa Siena -2,693,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,275,770
Liabilities
$82,939
Net assets
$4,192,831
Revenue
$491,153
Expenses
$126,895
Net income
$364,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.06$0.07$4.99$1.05$0.12$0.93
2023Detailed filing. Detailed filing data is available for this year.$4.28$0.08$4.19$0.49$0.13$0.36
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.03$6.53$0.39$0.11$0.28
2021Detailed filing. Detailed filing data is available for this year.$9.30$0.01$9.29$0.25$0.12$0.13
2020Detailed filing. Detailed filing data is available for this year.$8.63$0.01$8.61$0.63$0.13$0.50
2019Detailed filing. Detailed filing data is available for this year.$9.50$0.01$9.49$0.18$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$10.3$0.34$9.97$0.23$0.59$0.36
2017Detailed filing. Detailed filing data is available for this year.$10.4$0.74$9.64$0.20$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$9.53$0.93$8.60$0.22$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$9.54$0.94$8.60$0.32$0.16$0.16
2014Summary only. Only limited summary data is available for this year.$9.34$0.94$8.40$1.00$0.46$0.54
2013Summary only. Only limited summary data is available for this year.$8.14$0.84$7.31$0.11$0.62$0.52
2012Summary only. Only limited summary data is available for this year.$7.78$0.05$7.73$0.26$0.19$0.07
2011Summary only. Only limited summary data is available for this year.$7.87$0.06$7.81$0.86$0.17$0.69