Civic Intelligence

Our Lady of Guadalupe

EIN 94-3453210 • 501(c)3 • Irvine, CA

Profile

To provide Low Income Housing and related facilities to elderly families and individuals. The Organization provides, as needed, services specially designed to meet the physical, social and psychological needs of the elderly and that contributes to their health, security and happiness.The Project receives a substantial portion of their rental revenue from HUD under Section 8 Rental Assistance Contract.

18881 Von Karman Avenue 720Irvine, CA 92612

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.58x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

2.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

8.7%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$9,147,802

Up $806,921 (+9.7%) from 2023

Liabilities

Down

$5,295,554

Down $170,813 (-3.1%) from 2023

Net Assets

Up

$3,852,248

Up $977,734 (+34%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin80th percentile

Revenue

Up

$2,117,738

Up $421,754 (+25%) from 2023

Expenses

Up

$1,490,129

Up $362,436 (+32%) from 2023

Net Income

Up

$627,609

Up $59,318 (+10%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0-$5.0MAssets 2009: $1Liabilities 2009: $02009Assets 2010: $1Liabilities 2010: $02010Assets 2011: $7,938,791Liabilities 2011: $7,980,787Net Assets 2011: -$41,9962011Assets 2012: $7,704,863Liabilities 2012: $6,063,017Net Assets 2012: $1,641,8462012Assets 2013: $7,538,263Liabilities 2013: $5,948,679Net Assets 2013: $1,589,5842013Assets 2014: $7,635,652Liabilities 2014: $6,201,232Net Assets 2014: $1,434,4202014Assets 2015: $7,494,647Liabilities 2015: $6,087,965Net Assets 2015: $1,406,6822015Assets 2016: $7,316,251Liabilities 2016: $6,006,043Net Assets 2016: $1,310,2082016Assets 2017: $7,177,338Liabilities 2017: $5,961,955Net Assets 2017: $1,215,3832017Assets 2018: $6,959,897Liabilities 2018: $5,865,192Net Assets 2018: $1,094,7052018Assets 2019: $6,816,168Liabilities 2019: $5,774,919Net Assets 2019: $1,041,2492019Assets 2020: $7,298,134Liabilities 2020: $5,685,748Net Assets 2020: $1,612,3862020Assets 2021: $7,561,342Liabilities 2021: $5,672,148Net Assets 2021: $1,889,1942021Assets 2022: $7,869,984Liabilities 2022: $5,563,761Net Assets 2022: $2,306,2232022Assets 2023: $8,340,881Liabilities 2023: $5,466,367Net Assets 2023: $2,874,5142023Assets 2025: $9,147,802Liabilities 2025: $5,295,554Net Assets 2025: $3,852,2482025

Highlighted filing

2025

Assets$9,147,802
Liabilities$5,295,554
Net Assets$3,852,248
Open 2025 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2009: $0Expenses 2009: $0Net Income 2009: $02009Revenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Revenue 2011: $555,493Expenses 2011: $597,489Net Income 2011: -$41,9962011Revenue 2012: $920,268Expenses 2012: $1,086,691Net Income 2012: -$166,4232012Revenue 2013: $940,159Expenses 2013: $1,021,001Net Income 2013: -$80,8422013Revenue 2014: $1,079,726Expenses 2014: $1,234,890Net Income 2014: -$155,1642014Revenue 2015: $1,019,439Expenses 2015: $1,047,177Net Income 2015: -$27,7382015Revenue 2016: $973,960Expenses 2016: $1,070,434Net Income 2016: -$96,4742016Revenue 2017: $974,414Expenses 2017: $1,069,239Net Income 2017: -$94,8252017Revenue 2018: $1,033,715Expenses 2018: $1,154,393Net Income 2018: -$120,6782018Revenue 2019: $1,077,094Expenses 2019: $1,143,392Net Income 2019: -$66,2982019Revenue 2020: $1,857,623Expenses 2020: $1,286,486Net Income 2020: $571,1372020Revenue 2021: $1,504,611Expenses 2021: $1,227,803Net Income 2021: $276,8082021Revenue 2022: $1,557,795Expenses 2022: $1,140,766Net Income 2022: $417,0292022Revenue 2023: $1,695,984Expenses 2023: $1,127,693Net Income 2023: $568,2912023Revenue 2025: $2,117,738Expenses 2025: $1,490,129Net Income 2025: $627,6092025

Highlighted filing

2025

Revenue$2,117,738
Expenses$1,490,129
Net Income$627,609
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,147,802
Liabilities
$5,295,554
Net assets
$3,852,248
Revenue
$2,117,738
Expenses
$1,490,129
Net income
$627,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.15$5.30$3.85$2.12$1.49$0.63
2023Summary only. Only limited summary data is available for this year.$8.34$5.47$2.87$1.70$1.13$0.57
2022Summary only. Only limited summary data is available for this year.$7.87$5.56$2.31$1.56$1.14$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$5.67$1.89$1.50$1.23$0.28
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.30$5.69$1.61$1.86$1.29$0.57
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$5.77$1.04$1.08$1.14$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$5.87$1.09$1.03$1.15$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$5.96$1.22$0.97$1.07$0.09
2016Detailed filing. Detailed filing data is available for this year.$7.32$6.01$1.31$0.97$1.07$0.10
2015Detailed filing. Detailed filing data is available for this year.$7.49$6.09$1.41$1.02$1.05$0.03
2014Summary only. Only limited summary data is available for this year.$7.64$6.20$1.43$1.08$1.23$0.16
2013Summary only. Only limited summary data is available for this year.$7.54$5.95$1.59$0.94$1.02$0.08
2012Summary only. Only limited summary data is available for this year.$7.70$6.06$1.64$0.92$1.09$0.17
2011Summary only. Only limited summary data is available for this year.$7.94$7.98$0.04$0.56$0.60$0.04
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2009Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,117,738
Mission and Program Overview

Mission

To provide Low Income Housing and related facilities to elderly families and individuals. The Organization provides, as needed, services specially designed to meet the physical, social and psychological needs of the elderly and that contributes to their health, security and happiness.The Project receives a substantial portion of their rental revenue from HUD under Section 8 Rental Assistance Contract.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,524,324$5,483,102▼ $41,222
Cash and Non-Interest-Bearing Accounts$581,976$495,150▼ $86,826
Prepaid Expenses and Deferred Charges$77,792$83,781▲ $5,989
Pledges and Grants Receivable$36,658$50,914▲ $14,256
Accounts Receivable$7,222$85▼ $7,137
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,603,809$9,147,802▲ $543,993
Other Assets Total$2,375,837$3,034,770▲ $658,933
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,297,702$5,187,374▼ $110,328
Accounts Payable and Accrued Expenses$35,732$62,129▲ $26,397
Other Liabilities$45,707$45,405▼ $302
Deferred Revenue$29$646▲ $617
Total Liabilities$5,379,170$5,295,554▼ $83,616
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,224,639$3,852,248▲ $627,609
Total Net Assets Fund Balance$3,224,639$3,852,248▲ $627,609
Total Liabilities and Net Assets / Fund Balance$8,603,809$9,147,802▲ $543,993

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,329,668$2,614,792$4,944,460
Land$2,286,128-$2,286,128
Leasehold Improvements$737,867$388,248$1,126,115
Other Land Buildings$129,439$188,405$317,844
Other Assets Org$24,753--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Fr Edward PoettgenPresident
Carol BowenDirector
Ellen RoyDirector
Fr Mike RizzoDirector
Grace QuachDirector
Julia MooreDirector
Nora MendezDirector
Pat ManzoDirector
Steve PellegriniDirector
Terry PayneTreasurer/sec
Revenue and Support

Revenue Composition

Contributions and Grants
$111,790
Program Service Revenue
$1,965,844
Investment Income
$34,404
Other Revenue
$5,700
Change in Net Assets
$627,609

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,117,738
Total Revenue per Audited Statements
$2,117,738
Total Revenue per Form 990
$2,117,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,490,129
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
All Other Expenses$221,750--$221,750
Insurance$179,299--$179,299
Interest$146,165--$146,165
Other Expenses$130,519--$130,519
Fees for Services Other$95,334--$95,334
Office Expenses$42,517--$42,517
Fees for Services Accounting-$19,876-$19,876
Conferences and Meetings$14,883--$14,883
Fees for Services Legal$1,194--$1,194
Travel$980--$980
Total Functional Expenses$1,470,253$19,876$0$1,490,129

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,490,129
Total Expenses per Audited Statements$1,490,129
Total Expenses per Form 990$1,490,129
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$24,753
Accrued Interest$11,152
Accrued Audit Fees$9,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The Organization's governing body has delegated this function to its managing agent WSH Management. A draft copy of the return was provided to them for review prior to filing of the return.”

Form 990, Part VI, Section C, Line 19

“Catholic Charities of Orange County is the custodian of governing documents and financial records and upon request can make them available to the public.As noted in Section B / Question 12(a), the Organization does not have a written conflict of interest policy and as such cannot be provided for public inspection.”

Filing and Contact Details

Filer

Filer Name
Our Lady of Guadalupe
EIN
94-3453210
Phone
9497488200
Address
18881 VON KARMAN AVENUE 720, IRVINE, CA 92612

Signing Officer

Name
Fr Edward Poettgen
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fr Edward Poettgen
Formed
2008
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Boggeln & Company Inc
Address
215 1/2 Main Street, Huntington Beach, CA 92648
Preparer
Cheri L Boggeln
Phone
7143747434
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“BANK CHARGES: Column (A) - Total = $1425; Column (B) - Program Services = $1425; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“DUES & SUBSCRIPTIONS: Column (A) - Total = $1944; Column (B) - Program Services = $1944; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“employee BENEFITS: Column (A) - Total = $34065; Column (B) - Program Services = $34065; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“EMPLOYEE UNIT: Column (A) - Total = $56432; Column (B) - Program Services = $56432; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“LICENSE & FEES: Column (A) - Total = $1322; Column (B) - Program Services = $1322; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SECURITY: Column (A) - Total = $2274; Column (B) - Program Services = $2274; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TAXES: Column (A) - Total = $38904; Column (B) - Program Services = $38904; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TELEPHONE: Column (A) - Total = $8754; Column (B) - Program Services = $8754; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TRASH: Column (A) - Total = $13534; Column (B) - Program Services = $13534; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“UTILITIES: Column (A) - Total = $63096; Column (B) - Program Services = $63096; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 571 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.

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