Civic Intelligence

Casa Serena

990 • Fiscal year 2017 • EIN 95-2862385

Jul 01, 2016 to Jun 30, 2017

Santa Barbara, CA
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.06x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

34th percentile

-1.5%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

9.8%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,395,259

Up $31,227 (+1.3%) from 2016

Net Assets

Up

$2,340,462

Up $71,192 (+3.1%) from 2016

Liabilities

Down

$54,797

Down $39,965 (-42%) from 2016

Revenue

Up

$914,060

Up $81,798 (+9.8%) from 2016

Expenses

Down

$928,143

Down $75,003 (-7.5%) from 2016

Net Income

Up

-$14,083

Up $156,801 (+92%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,465,399Liabilities 2011: $81,503Net Assets 2011: $2,383,8962011Assets 2012: $2,413,959Liabilities 2012: $59,171Net Assets 2012: $2,354,7882012Assets 2013: $2,536,101Liabilities 2013: $69,865Net Assets 2013: $2,466,2362013Assets 2014: $2,623,618Liabilities 2014: $39,258Net Assets 2014: $2,584,3602014Assets 2015: $2,588,513Liabilities 2015: $66,494Net Assets 2015: $2,522,0192015Assets 2016: $2,364,032Liabilities 2016: $94,762Net Assets 2016: $2,269,2702016Assets 2017: $2,395,259Liabilities 2017: $54,797Net Assets 2017: $2,340,4622017Assets 2018: $2,395,104Liabilities 2018: $57,890Net Assets 2018: $2,337,2142018Assets 2019: $4,329,656Liabilities 2019: $117,406Net Assets 2019: $4,212,2502019Assets 2020: $5,225,438Liabilities 2020: $189,878Net Assets 2020: $5,035,5602020Assets 2021: $6,192,654Liabilities 2021: $149,214Net Assets 2021: $6,043,4402021Assets 2022: $7,024,648Liabilities 2022: $205,876Net Assets 2022: $6,818,7722022Assets 2023: $7,324,359Liabilities 2023: $430,674Net Assets 2023: $6,893,6852023Assets 2024: $7,492,866Liabilities 2024: $387,364Net Assets 2024: $7,105,5022024

Highlighted filing

2017

Assets$2,395,259
Liabilities$54,797
Net Assets$2,340,462

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $924,406Expenses 2011: $856,716Net Income 2011: $67,6902011Expenses 2012: $885,9212012Expenses 2013: $939,9822013Revenue 2014: $924,086Expenses 2014: $936,202Net Income 2014: -$12,1162014Revenue 2015: $902,391Expenses 2015: $910,047Net Income 2015: -$7,6562015Revenue 2016: $832,262Expenses 2016: $1,003,146Net Income 2016: -$170,8842016Revenue 2017: $914,060Expenses 2017: $928,143Net Income 2017: -$14,0832017Revenue 2018: $1,070,504Expenses 2018: $817,829Net Income 2018: $252,6752018Revenue 2019: $3,039,781Expenses 2019: $1,199,028Net Income 2019: $1,840,7532019Revenue 2020: $2,290,717Expenses 2020: $1,469,809Net Income 2020: $820,9082020Revenue 2021: $3,198,157Expenses 2021: $2,153,148Net Income 2021: $1,045,0092021Revenue 2022: $4,361,951Expenses 2022: $3,395,254Net Income 2022: $966,6972022Revenue 2023: $4,643,421Expenses 2023: $4,715,515Net Income 2023: -$72,0942023Revenue 2024: $5,610,211Expenses 2024: $5,517,231Net Income 2024: $92,9802024

Highlighted filing

2017

Revenue$914,060
Expenses$928,143
Net Income-$14,083
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.49$0.39$7.11$5.61$5.52$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.32$0.43$6.89$4.64$4.72$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.02$0.21$6.82$4.36$3.40$0.97
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.15$6.04$3.20$2.15$1.05
2020Detailed filing. Detailed filing data is available for this year.$5.23$0.19$5.04$2.29$1.47$0.82
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.12$4.21$3.04$1.20$1.84
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.06$2.34$1.07$0.82$0.25
2017Summary only. Only limited summary data is available for this year.$2.40$0.05$2.34$0.91$0.93$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.09$2.27$0.83$1.00$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.07$2.52$0.90$0.91$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.04$2.58$0.92$0.94$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.07$2.47$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.06$2.35$0.89
2011Summary only. Only limited summary data is available for this year.$2.47$0.08$2.38$0.92$0.86$0.07