CASA DE LAS CAMPANAS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CASA DE LAS CAMPANAS INC (EIN 33-0371280)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-06-16
- IRS object ID
- 201411679349300846
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-16T09:54:51-07:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | White Nelson Diehl Evans LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 Michelle Drive Suite 300 | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330371280 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Casa De Las Campanas Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CASA | NameControl |
| Phone | 8585921885 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18655 West Bernardo Drive | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92127 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Johnson | Name |
| Title | CFO | Title |
| Date Signed | 2014-06-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Candace M Huie CPA | Name |
| PTIN | P00534157 | PTIN |
| Phone | 7149781300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | David Johnson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18655 West Bernardo Drive | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92127 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35360035 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.casadelascampanas.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Casa is a not-for-profit Continuing Care Retirement Community providing Seniors with the highest quality of care and services, honoring their dignity and promoting independence. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 500 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 139234 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 53150 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 31742719 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33599942 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 533199 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1137052 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 36212 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 32415152 | TotalRevenuePriorYear |
| Total Revenue Current Year | 34826356 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12514802 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12877753 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18688529 | OtherExpensePriorYear |
| Other Expenses Current Year | 19591472 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31203331 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32469225 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1211821 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2357131 | RevenuesLessExpensesCY |
| Total Assets BOY | 130246837 | TotalAssetsBOY |
| Total Assets EOY | 147392583 | TotalAssetsEOY |
| Total Liabilities BOY | 116256361 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 126137259 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13990476 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21255324 | NetAssetsOrFundBalancesEOY |
| Mission Description | Casa is a not-for-profit Continuing Care Retirement Community providing Seniors with the highest quality of care and services, honoring their dignity and promoting independence. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 28901892 | Expense |
| Revenue | 33636154 | Revenue |
| Description | During the year, Casa provided continuing care for independent living, skilled nursing, assisted living, dementia and home health. In the skilled nursing unit this also included ancillary services to disabled and elderly residents as well as to non-Casa residents. Overall, the population averaged 553 residents. | Description |
| Total Program Service Expense | 28901892 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 206 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 500 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | David Johnson | NamePerson |
| Telephone Number | 8585821885 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18655 West Bernardo Drive | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92127 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Jay Riordan | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Wendy Cohen | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kathy Frederick | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Steve Riddle | ||||||||
| Chairman | 4.00 | 0.00 | X | 0 | 0 | 0 | ||
| William Carlson | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Robin Jensen | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| James Beeman | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Don Haught | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Patricia Schmidt | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Marcy Kaye | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Mike Stelman | ||||||||
| Member | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| David Johnson | ||||||||
| CFO | 40.00 | 0.00 | 181988 | 0 | 6421 | X | ||
| Kim Dominy | ||||||||
| Executive Dir. | 40.00 | 0.00 | 201080 | 0 | 24917 | X | ||
| Monique Neel | ||||||||
| Marketing Representative | 40.00 | 0.00 | 105197 | 0 | 8717 | X | ||
| Mike Conery | ||||||||
| Plant Director | 40.00 | 0.00 | 139403 | 0 | 16758 | X | ||
| Marge Pronovost | ||||||||
| Marketing Director | 40.00 | 0.00 | 115074 | 0 | 10849 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 742742 | TotalReportableCompFromOrg |
| Total Other Compensation | 67662 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Workplace Services | |||||
| 610 Alpine Way | Escondido | CA | 92029 | Interiors | 618699 |
| Sundance Rehab | |||||
| PO Box 223671 | Chantilly | VA | 20154 | Therapy Services | 709841 |
| Morrison Management | |||||
| PO Box 102289 | Atlanta | GA | 30368 | Dining Management | 2178038 |
| Life Care Services | |||||
| 400 Locust St STE 800 | Des Moines | IA | 50309 | Management Services | 1065278 |
| BNB Builders | |||||
| 9255 Towne Center Drive Ste 800 | San Diego | CA | 92121 | Contractors | 498680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 23 | NumberOfContractorsGT100K |
| Related Organizations | 53150 | RelatedOrganizations |
| Total Contributions | 53150 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Resident Services | 623000 | 30635131 | 30635131 |
| Resident Services | 623000 | 2964811 | 2964811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33599942 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1154764 | TotalRevenueColumn |
| Exclusion | $1,154,764 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1657 | TotalRevenueColumn |
| Exclusion | $1,657 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 458005 | Securities |
| Other | 56305 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 533679 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -75674 | Securities |
| Other | 56305 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -19369 | TotalRevenueColumn |
| Exclusion | -$19,369 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 36212 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36212 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 36212 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34826356 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33636154 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,137,052 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810404 | Total |
| Program Services | 395998 | ProgramServices |
| Management And General | 414406 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10130312 | Total |
| Program Services | 8567192 | ProgramServices |
| Management And General | 1563120 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106818 | Total |
| Program Services | 82032 | ProgramServices |
| Management And General | 24786 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1025596 | Total |
| Program Services | 909508 | ProgramServices |
| Management And General | 116088 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 804623 | Total |
| Program Services | 717844 | ProgramServices |
| Management And General | 86779 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1213061 | Total |
| Program Services | 548404 | ProgramServices |
| Management And General | 664657 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361263 | Total |
| Management And General | 361263 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54998 | Total |
| Management And General | 54998 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1410040 | Total |
| Program Services | 1384051 | ProgramServices |
| Management And General | 25989 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558619 | Total |
| Program Services | 558619 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1029757 | Total |
| Program Services | 932810 | ProgramServices |
| Management And General | 96947 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55157 | Total |
| Program Services | 39207 | ProgramServices |
| Management And General | 15950 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5957005 | Total |
| Program Services | 5957005 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130878 | Total |
| Program Services | 100430 | ProgramServices |
| Management And General | 30448 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13740 | Total |
| Program Services | 6398 | ProgramServices |
| Management And General | 7342 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1877 | Total |
| Program Services | 1877 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5372248 | Total |
| Program Services | 5372248 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382752 | Total |
| Program Services | 344772 | ProgramServices |
| Management And General | 37980 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Licenses & Fees | 94430 | 71517 | 22913 |
| Other Expenses | 182569 | 182569 | |
| Workers Comp | 561218 | 520239 | 40979 |
| Food Costs | 2118385 | 2118385 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93475 | Total |
| Program Services | 90787 | ProgramServices |
| Management And General | 2688 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32469225 | Total |
| Program Services | 28901892 | ProgramServices |
| Management And General | 3567333 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1425 | BOY |
| EOY | 1062771 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7415689 | BOY |
| EOY | 3144114 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1777316 | BOY |
| EOY | 1629508 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177954 | BOY |
| EOY | 220281 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3407454 | BOY |
| EOY | 3215647 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 124786103 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 60237349 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65335074 | BOY |
| EOY | 64548754 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49101259 | BOY |
| EOY | 70322984 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3030666 | BOY |
| EOY | 3248524 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130246837 | BOY |
| EOY | 147392583 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4632075 | BOY |
| EOY | 5840154 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52735000 | BOY |
| EOY | 51453436 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58889286 | BOY |
| EOY | 68843669 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116256361 | BOY |
| EOY | 126137259 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13990476 | BOY |
| EOY | 21255324 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13990476 | BOY |
| EOY | 21255324 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130246837 | BOY |
| EOY | 147392583 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2357131 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4843216 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 64501 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 96007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 54842 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 139234 | CurrentTaxYearMinus1Year |
| Current Tax Year | 53150 | CurrentTaxYear |
| Total | 390699 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30220121 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30609700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30419898 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31717519 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33524268 | CurrentTaxYear |
| Total | 156491506 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30316128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30664542 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30467364 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31856753 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33577418 | CurrentTaxYear |
| Total | 156882205 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 156882205 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1103599 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 900457 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1182763 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1122914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1156421 | CurrentTaxYear |
| Total | 5466154 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1103599 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 900457 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1182763 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1122914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1156421 | CurrentTaxYear |
| Total | 5466154 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31419727 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31564999 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31650127 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32979667 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34733839 | CurrentTaxYear |
| Total | 162348359 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96630 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95440 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04560 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4195201 | BeginningOfYearBalance |
| Contributions | 136220 | Contributions |
| Investment Earnings Or Losses | 442381 | InvestmentEarningsOrLosses |
| Other Expenditures | 100078 | OtherExpenditures |
| End Of Year Balance | 4673724 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3666565 | BeginningOfYearBalance |
| Contributions | 703230 | Contributions |
| Investment Earnings Or Losses | -100979 | InvestmentEarningsOrLosses |
| Other Expenditures | 73615 | OtherExpenditures |
| End Of Year Balance | 4195201 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2765903 | BeginningOfYearBalance |
| Contributions | 527669 | Contributions |
| Investment Earnings Or Losses | 434832 | InvestmentEarningsOrLosses |
| Other Expenditures | 61839 | OtherExpenditures |
| End Of Year Balance | 3666565 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.53560 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.46397 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00043 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15018489 | OtherCostOrOtherBasis |
| Book Value | 15018489 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90678902 | OtherCostOrOtherBasis |
| Depreciation | 48245227 | Depreciation |
| Book Value | 42433675 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17068103 | OtherCostOrOtherBasis |
| Depreciation | 11540174 | Depreciation |
| Book Value | 5527929 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2020609 | OtherCostOrOtherBasis |
| Depreciation | 451948 | Depreciation |
| Book Value | 1568661 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 64548754 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Wait List Deposits | $556,448 |
| Obligations under Gift Annuity Contracts | $312,402 |
| Obligations under Gift Annuity Contracts | $1,425,714 |
| Estimated Refundable Entrance Fees | $11,095,411 |
| Deferred Revenue from Entrance Fees | $53,394,095 |
| Current Portion of Refundable Entrance F | $1,959,455 |
| Capital Leases - Long Term | $78,639 |
| Capital Leases - Current | $21,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 68843669 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 34904431 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 78075 | OtherRevenues |
| Revenue Not Rptd F990 | 78075 | RevenueNotRptdF990 |
| Revenue Subtotal | 34826356 | RevenueSubtotal |
| Total Revenue Per Form990 | 34826356 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32469225 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 32469225 | ExpensesSubtotal |
| Total Expenses Per Form990 | 32469225 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Related organization revenue $78075 |
| Part X | Part X : FIN48 Footnote | The organization is exempt from federal and California income taxes under Section 501(c)(3) of the IRC (Internal Revenue Code) & corresponding California provisions, except to the extent of unrelated business taxable income (UBTI) as defined by IRC. Casa & the Foundation maintain their tax exempt status through devoting their resources to meet the primary needs of aged persons, housing, health care, and financial security. The organization evaluates uncertain tax positions through its review of the sources of income to identify UBTI and certain other matters, including those which may affect its tax exempt status. The effect of the uncertainty would be recorded if the outcome was considered probable & reasonably estimatable. As of July 31, 2013 & 2012 the Organization had no uncertain tax positions requiring accrual. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|
| Mike Conery | |||||||
| Plant Director | 139403 | 3122 | 13636 | 156161 | |||
| Kim Dominy | |||||||
| Executive Dir. | 125151 | 8060 | 16857 | 225997 | 24001 | 51928 | 220757 |
| David Johnson | |||||||
| CFO | 145875 | 4855 | 1566 | 188409 | 17895 | 18218 | 187996 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABAG Finance Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 943130123 | IssuerEIN |
| CUSIP Number | 00037CPYO | CUSIPNumber |
| Date Issued | 2010-01-14 | DateIssued |
| Issue Price | 54014461 | IssuePrice |
| Description Of Purpose | Refinance Retirement Home | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 2600000 | AmountRetired |
| Total Proceeds | 54014461 | TotalProceeds |
| Amount In Reserve Fund | 6176922 | AmountInReserveFund |
| Issuance Costs From Proceeds | 2947996 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Advance Refunding | true | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00300 | PrcntgePrvtBusinessUseByOthers |
| Total Private Business Use | 0.00300 | TotalPrivateBusinessUse |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | true | RebateNotDueYet |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XII, Line 2c | Form 990, Part XII, Line 2: Change of Oversight or Selection Process | Audit Committee selects audit firm and assumes responsibility for oversight of the audit committee. The Audit of Casa required per bond financing documents. |
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | Net Assets Released from Restrictions = $64501 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Conflict of Interest Statement and Financials available upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Casa has a separate compensation committee and several independent sources are utilized, including wage surveys, duties, size of facility and operations, and other comparable data in determining compensation. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Conflicts of Interest Statements are filed annually.Administration and Accounting closely monitor its vendor relations. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | Copies provided to Board and upon their approval tax returns are filed subsequently. |
| Form 990, Part VI, Line 3 | Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | Life Care Services, LLC acts in the capacity of the facility management company of Casa de las Campanas, Inc with two administrative staff. Additionally, Morrison Food Services manages our food service department and dining rooms. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Casa Foundation INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18655 W Bernardo Drive | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92127 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330632829 | EIN |
| Primary Activities | Support to Casa De Las Campanas | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501 c 3 | ExemptCodeSection |
| Public Charity Status | 11 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 30353 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Casa Foundation INC | ||
| q | 30353 | payments |
| Casa Foundation INC | ||
| c | 117651 | Payments |