Civic Intelligence

Mt Soledad Memorial Assoc Inc DBA

990 • Fiscal year 2020 • EIN 95-2373533

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileWWW.SOLEDADMEMORIAL.COM
9145 Cheasapeake DriveSan Diego, CA 92123

(858) 459-2314

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.04x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

81st percentile

29%

Higher net margin than 81% 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

46th percentile

4.1%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

33rd percentile

-9.8%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,337,730

Up $172,493 (+4.1%) from 2019

Net Assets

Up

$4,313,198

Up $170,525 (+4.1%) from 2019

Liabilities

Up

$24,532

Up $1,968 (+8.7%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

Down

$675,390

Down $73,018 (-9.8%) from 2019

Expenses

Down

$478,625

Down $10,517 (-2.2%) from 2019

Net Income

Down

$196,765

Down $62,501 (-24%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,445,206Liabilities 2011: $29,735Net Assets 2011: $1,415,4712011Assets 2012: $1,305,480Liabilities 2012: $18,627Net Assets 2012: $1,286,8532012Assets 2013: $1,340,868Liabilities 2013: $18,534Net Assets 2013: $1,322,3342013Assets 2014: $1,373,377Liabilities 2014: $21,201Net Assets 2014: $1,352,1762014Assets 2015: $1,673,753Liabilities 2015: $21,093Net Assets 2015: $1,652,6602015Assets 2016: $3,276,092Liabilities 2016: $19,027Net Assets 2016: $3,257,0652016Assets 2017: $3,706,944Liabilities 2017: $12,605Net Assets 2017: $3,694,3392017Assets 2018: $3,910,354Liabilities 2018: $26,947Net Assets 2018: $3,883,4072018Assets 2019: $4,165,237Liabilities 2019: $22,564Net Assets 2019: $4,142,6732019Assets 2020: $4,337,730Liabilities 2020: $24,532Net Assets 2020: $4,313,1982020Assets 2021: $5,035,525Liabilities 2021: $30,567Net Assets 2021: $5,004,9582021Assets 2022: $5,708,171Liabilities 2022: $139,677Net Assets 2022: $5,568,4942022Assets 2023: $6,052,197Liabilities 2023: $132,127Net Assets 2023: $5,920,0702023Assets 2024: $6,083,232Liabilities 2024: $94,532Net Assets 2024: $5,988,7002024

Highlighted filing

2020

Assets$4,337,730
Liabilities$24,532
Net Assets$4,313,198
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $595,264Expenses 2011: $238,186Net Income 2011: $357,0782011Revenue 2012: $282,497Expenses 2012: $484,796Net Income 2012: -$202,2992012Revenue 2013: $383,584Expenses 2013: $418,369Net Income 2013: -$34,7852013Revenue 2014: $302,759Expenses 2014: $269,716Net Income 2014: $33,0432014Revenue 2015: $750,481Expenses 2015: $480,955Net Income 2015: $269,5262015Revenue 2016: $1,872,077Expenses 2016: $450,528Net Income 2016: $1,421,5492016Revenue 2017: $905,938Expenses 2017: $468,664Net Income 2017: $437,2742017Revenue 2018: $684,888Expenses 2018: $495,820Net Income 2018: $189,0682018Revenue 2019: $748,408Expenses 2019: $489,142Net Income 2019: $259,2662019Revenue 2020: $675,390Expenses 2020: $478,625Net Income 2020: $196,7652020Revenue 2021: $1,270,067Expenses 2021: $509,892Net Income 2021: $760,1752021Revenue 2022: $1,572,237Expenses 2022: $648,665Net Income 2022: $923,5722022Revenue 2023: $770,319Expenses 2023: $687,046Net Income 2023: $83,2732023Revenue 2024: $599,848Expenses 2024: $726,277Net Income 2024: -$126,4292024

Highlighted filing

2020

Revenue$675,390
Expenses$478,625
Net Income$196,765
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$675,390
Mission and Program Overview

Mission

Maintenance/development of a memorial park honoring our veterans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,543,088$1,530,991▼ $12,097
Investments in Publicly Traded Securities$1,108,005$1,280,157▲ $172,152
Savings and Temporary Cash Investments$477,998$775,233▲ $297,235
Investments Other Securities$749,600$590,923▼ $158,677
Cash and Non-Interest-Bearing Accounts$252,672$158,409▼ $94,263
Total Assets$4,134,569$4,337,730▲ $203,161
Other Assets Total$3,206$2,017▼ $1,189
Liabilities
Accounts Payable and Accrued Expenses$22,564$24,532▲ $1,968
Total Liabilities$22,564$24,532▲ $1,968
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,049,497$4,247,110▲ $197,613
Net Assets With Donor Restrictions$62,508$66,088▲ $3,580
Total Net Assets Fund Balance$4,112,005$4,313,198▲ $201,193
Total Liabilities and Net Assets / Fund Balance$4,134,569$4,337,730▲ $203,161

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,368,743-$1,368,743
Leasehold Improvements$153,875$83,281$237,156
Other Land Buildings$8,373$2,282$10,655
Other Securities$365,003--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
William KelloggChairman Emeritus
NEIL O'CONNELLPresident & CEO
Bob TeaffTrustee
Christine EpsteinTrustee
John M DadianTrustee
Lou ScanlonTrustee
Nathaniel DonnellyTrustee
Paul PintekTrustee
Richard WrightTrustee
Robert HarrisonTrustee
Tony AnthonyTrustee
Trenton BonnerTrustee
William FenickTrustee
Phil Kendro1st Vice Pres.
Martin Garrick2nd Vice Pres.
Susan FarrellSecretary
Tom GarciaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$449,235
Program Service Revenue
$0
Investment Income
$226,155
Other Revenue
$0
All Other Contributions
$445,161
Change in Net Assets
$196,765

Audited Revenue Reconciliation

Revenue per Audited Statements
$675,390
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$675,390
Total Revenue per Form 990
$675,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$305,702
Salaries, Compensation, and Employee Benefits$172,923
Total Fundraising Expense$52,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$108,532$14,800-$123,332
Advertising--$52,210$52,210
Payroll Taxes$43,640$5,951-$49,591
Fees for Services Accounting$34,093$8,523-$42,616
Occupancy$29,348$4,002-$33,350
All Other Expenses$25,071$5,461-$30,532
Depreciation Depletion$16,799$2,291-$19,090
Other Expenses$11,727$5,548-$11,727
Insurance$7,501$833-$8,334
Fees for Services Legal$2,581$645-$3,226
Office Expenses$1,954$266-$2,220
Travel$429$107-$536
Total Functional Expenses$377,988$48,427$52,210$478,625

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$478,625
Total Expenses per Audited Statements$478,625
Total Expenses per Form 990$478,625
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Line 11b explanation - the governing body reviews the 990 before submitting the return.”

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

“The conflict of interest policy applies to management, and members of the board. An interested party is under a continuing obligation to disclose any actual or potential conflict of interest as soon as it is known or reasonably should be known. A disclosure statement and questionnaire is completed upon his or her association with the mt. Soledad memorial association and shall be updated anually. When there is reason to believe that an actual or potential conflict of interest exists, the issue will be resolved by the members of the board. An interested party who has an actual or potential conflict of interest with respect to a proposed action or transaction shall abstain from all votes related to the matter at hand.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for the top management officials and other officers and key employees was reviewed and approved by independent persons.”

Form 990, Part VI, Section C, Line 19

“The governing body makes information available upon request.”

Filing and Contact Details

Filer

Filer Name
Mt Soledad Memorial Assoc Inc Dba
EIN
95-2373533
Phone
8584592314
Address
9145 CHEASAPEAKE DRIVE, SAN DIEGO, CA 92123

Signing Officer

Name
NEIL O'CONNELL
Title
Trustee
Phone
8584592314
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
4,700

Preparer

Firm
Duffy Kruspodin Llp
Address
4225 EXECUTIVE SQUARE SUITE 900, LA JOLLA, CA 92037-1485
Preparer
Daisy Hom CPA
Phone
8586425050
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Immaterial changes made to prior year books 4,428.”

Financial Statement Notes

PART X, LINE 2:

“The association follows gaap related to the recognition of uncertain tax positions. The standard requires a company to recognize the tax benefit associated with a tax position taken for tax return purposes when it is more likely than not that the position will be sustained. Management has determined that the association has no uncertain tax positions at december 31, 2019 and therefore no amounts have been accrued.”

Raw XML AppendixShowing 400 of 508 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt61ST VICE PRES.
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IRS990/GrossReceiptsAmt0675390
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0833
IRS990/InsuranceGrp/ProgramServicesAmt07501
IRS990/InsuranceGrp/TotalAmt08334
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0171621
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0171621
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0749600
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0590923
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01108005
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01280157
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt085563
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01543088
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01530991
IRS990/LandBldgEquipCostOrOtherBssAmt01616554
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt04074
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MAINTENANCE/DEVELOPMENT OF A MEMORIAL PARK HONORING OUR VETERANS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04112005
IRS990/NetAssetsOrFundBalancesEOYAmt04313198
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt054534
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054534
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04049497
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04247110
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04002
IRS990/OccupancyGrp/ProgramServicesAmt029348
IRS990/OccupancyGrp/TotalAmt033350
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0266
IRS990/OfficeExpensesGrp/ProgramServicesAmt01954
IRS990/OfficeExpensesGrp/TotalAmt02220
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03206
IRS990/OtherAssetsTotalGrp/EOYAmt02017
IRS990/OtherChangesInNetAssetsAmt04428
IRS990/OtherExpensesGrp/Desc0SITE MAINTENANCE & REPA
IRS990/OtherExpensesGrp/Desc1OTHER SERVICES
IRS990/OtherExpensesGrp/Desc2EVENTS
IRS990/OtherExpensesGrp/Desc3MERCHANDISE COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05548
IRS990/OtherExpensesGrp/ProgramServicesAmt050865
IRS990/OtherExpensesGrp/ProgramServicesAmt122191
IRS990/OtherExpensesGrp/ProgramServicesAmt223257
IRS990/OtherExpensesGrp/ProgramServicesAmt311727
IRS990/OtherExpensesGrp/TotalAmt050865
IRS990/OtherExpensesGrp/TotalAmt127739
IRS990/OtherExpensesGrp/TotalAmt223257
IRS990/OtherExpensesGrp/TotalAmt311727
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014800
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0108532
IRS990/OtherSalariesAndWagesGrp/TotalAmt0123332
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05951
IRS990/PayrollTaxesGrp/ProgramServicesAmt043640
IRS990/PayrollTaxesGrp/TotalAmt049591
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0529773
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0187967
IRS990/PYOtherExpensesAmt0289689
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0228598
IRS990/PYSalariesCompEmpBnftPaidAmt0199453
IRS990/PYTotalExpensesAmt0489142
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0717740
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0196765
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0675390
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0477998
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0775233
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0449235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0285275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0438675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0589140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01535611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03297936
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0171621
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt043521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt041030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011725
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08434
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0276331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0171621
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt043521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt041030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011725
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08434
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0276331
IRS990ScheduleA/InvestmentIncomeCYPct00.07610
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt054534
IRS990ScheduleA/OtherIncome509Grp/TotalAmt054534
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90880
IRS990ScheduleA/PublicSupportTotal509Amt03297936
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0449235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0285275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0438675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0589140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01535611
IRS990ScheduleA/Total509Grp/TotalAmt03297936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0675390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0328796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0479705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0600865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01544045
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03628801
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0478625
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01368743
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01368743
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0153875
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt083281
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0237156
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08373
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02282
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010655
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0112960
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1112960
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2365003
IRS990ScheduleD/OtherSecuritiesGrp/Desc0RANCHO SANTA FE ENDOWMENT -0449
IRS990ScheduleD/OtherSecuritiesGrp/Desc1RANCHO SANTA FE ENDOWMENT -0450
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CNB CD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0675390

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,337,730
Liabilities
$24,532
Net assets
$4,313,198
Revenue
$675,390
Expenses
$478,625
Net income
$196,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.09$5.99$0.60$0.73$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.05$0.13$5.92$0.77$0.69$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.71$0.14$5.57$1.57$0.65$0.92
2021Detailed filing. Detailed filing data is available for this year.$5.04$0.03$5.00$1.27$0.51$0.76
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.02$4.31$0.68$0.48$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.02$4.14$0.75$0.49$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.03$3.88$0.68$0.50$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.71$0.01$3.69$0.91$0.47$0.44
2016Detailed filing. Detailed filing data is available for this year.$3.28$0.02$3.26$1.87$0.45$1.42
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.02$1.65$0.75$0.48$0.27
2014Summary only. Only limited summary data is available for this year.$1.37$0.02$1.35$0.30$0.27$0.03
2013Summary only. Only limited summary data is available for this year.$1.34$0.02$1.32$0.38$0.42$0.03
2012Summary only. Only limited summary data is available for this year.$1.31$0.02$1.29$0.28$0.48$0.20
2011Summary only. Only limited summary data is available for this year.$1.45$0.03$1.42$0.60$0.24$0.36