CASA DE LAS CAMPANAS INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: CASA DE LAS CAMPANAS INC (EIN 33-0371280)
Tax period: 2009-08-01 to 2010-07-31
Filed: 2012-03-15
IRS object ID: 201240759349301024
Schema version: 2009v1.3
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-03-15T15:53:16-07:00	Timestamp
Tax Period End Date	2010-07-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2009-08-01	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	921273002	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID JOHNSON	Name
Title	CFO	Title
Phone	8585921885	Phone
Date Signed	2012-03-15	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

Field	Value	IRS element (for citing)
Business Name Line1	DAVID JOHNSON	BusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	18655 WEST BERNARDO DR	AddressLine1
City	SAN DIEGO	City
State	CA	State
ZIP Code	921273002	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	29927845	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
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	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	8	NbrIndependentVotingMembers
Total Nbr Employees	464	TotalNbrEmployees
Total Nbr Volunteers	10	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	96007	ContributionsGrantsPriorYear
Contributions Grants Current Year	55342	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	30220121	ProgramServiceRevenuePriorYear
Program Service Revenue CY	30609700	ProgramServiceRevenueCY
Investment Income Prior Year	1099854	InvestmentIncomePriorYear
Investment Income Current Year	785178	InvestmentIncomeCurrentYear
Other Revenue Current Year	-1685151	OtherRevenueCurrentYear
Total Revenue Prior Year	31415982	TotalRevenuePriorYear
Total Revenue Current Year	29765069	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	13139855	SalariesEtcPriorYear
Salaries Etc Current Year	12630514	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	16578312	OtherExpensePriorYear
Other Expenses Current Year	16604961	OtherExpensesCurrentYear
Total Expenses Prior Year	29718167	TotalExpensesPriorYear
Total Expenses Current Year	29235475	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	1697815	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	529594	RevenuesLessExpensesCY
Total Assets BOY	107638176	TotalAssetsBOY
Total Assets EOY	113948268	TotalAssetsEOY
Total Liabilities BOY	101779403	TotalLiabilitiesBOY
Total Liabilities EOY	104926849	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	5858773	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	9021419	NetAssetsOrFundBalancesEOY
Mission Description	Casa is a not-for-profit Continuing Care	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	26812107	Expense
Revenue	30609700	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 555 RESIDENTS.	Description
Total Program Service Expense	26812107	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
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
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	134	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	464	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
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
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	8	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	false	MembersOrStockholders
Election Of Board Members	false	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

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	DAVID JOHNSON	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	8585821886	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	921273002	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (10 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
EILEEN HAAG
Member	2.00	X	0	0	0
MARCY KAYE
Member	2.00	X	0	0	0
PATRICIA SCHMIDT
Member	2.00	X	0	0	0
DON HAUGHT
Chairperson	2.00	X	0	0	0
JAMES BEEMAN
Vice Chairman	2.00	X	0	0	0
ROBIN JENSEN
Member	2.00	X	0	0	0
BOB TRETIN
Member	2.00	X	0	0	0
WILLIAM CARLSON
Secretary	2.00	X	0	0	0
DAVE JOHNSON
CFO	40.00		191500	0	0	X
KIM DOMINY
Executive Director	40.00		0	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	191500	TotalReportableCompFromOrg
Number Individuals GT100 K	1	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
LIFE CARE SERVICES
400 LOCUST ST STE 800	DES MOINES	IA	50309	Management Services	914384
SUNDANCE REHAB
PO BOX 223671	CHANTILLY	VA	20154	Therapy Services	708945
MORRISON MANAGEMENT
PO BOX 102289	ATLANTA	GA	30368	Dining Management	2326320
PHARMERICA
1100 WILSON WAY STE500	SMYRNA	GA	30082	Construction Contractor	301403
PICKETFENCE DESIGN
9220 TRADE PLACE	SAN DIEGO	GA	92126	Construction Contractor	173083

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	7	NumberOfContractorsGT100K
Related Organizations	54842	RelatedOrganizations
All Other Contributions	500	AllOtherContributions
Total Contributions	55342	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Resident Services	623000	2695607	2695607
Resident Services	623000	27914093	27914093

Field	Value	IRS element (for citing)
Total Program Service Revenue	30609700	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	938978	TotalRevenueColumn
Exclusion	$938,978	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	8976	TotalRevenueColumn
Exclusion	$8,976	ExclusionAmount

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	162776	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	-162776	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-162776	TotalRevenueColumn
Exclusion	-$162,776	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Loss on Bond Refinance	Description
Business Code	900099	BusinessCode
Total Revenue Column	-1685151	TotalRevenueColumn
Exclusion	-$1,685,151	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	-1685151	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	29765069	TotalRevenueColumn
Related Or Exempt Function Income	30609700	RelatedOrExemptFunctionIncome
Exclusion	-$899,973	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	198227	Total
Program Services	0	ProgramServices
Management And General	198227	ManagementAndGeneral
Fundraising	0	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	10122441	Total
Program Services	9371429	ProgramServices
Management And General	751012	ManagementAndGeneral
Fundraising	0	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	82325	Total
Program Services	72877	ProgramServices
Management And General	9448	ManagementAndGeneral
Fundraising	0	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	1459447	Total
Program Services	1320528	ProgramServices
Management And General	138919	ManagementAndGeneral
Fundraising	0	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	768074	Total
Program Services	701149	ProgramServices
Management And General	66925	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	1292552	Total
Program Services	548585	ProgramServices
Management And General	743967	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	33450	Total
Program Services	0	ProgramServices
Management And General	33450	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	79929	Total
Program Services	0	ProgramServices
Management And General	79929	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	63315	Total
Program Services	63115	ProgramServices
Management And General	200	ManagementAndGeneral
Fundraising	0	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	268836	Total
Program Services	268836	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	4863323	Total
Program Services	4727813	ProgramServices
Management And General	135510	ManagementAndGeneral
Fundraising	0	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	67040	Total
Program Services	12000	ProgramServices
Management And General	55040	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	4485112	Total
Program Services	4485112	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	25610	Total
Program Services	3450	ProgramServices
Management And General	22160	ManagementAndGeneral
Fundraising	0	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	27145	Total
Program Services	12531	ProgramServices
Management And General	14614	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	4430	Total
Program Services	4430	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	4930131	Total
Program Services	4930131	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Licenses & Fees	97348	67840	29508
Insurance	366740	222281	144459
	0	0	0
	0	0	0

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	29235475	Total
Program Services	26812107	ProgramServices
Management And General	2423368	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1400	BOY
EOY	1550	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	3062418	BOY
EOY	4222358	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1305274	BOY
EOY	1444613	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	230807	BOY
EOY	213814	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2754022	BOY
EOY	3496609	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	112641245	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	46822519	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	68737544	BOY
EOY	65818726	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	24175609	BOY
EOY	31058042	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	6082917	BOY
EOY	6684371	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1288185	BOY
EOY	1008185	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	107638176	BOY
EOY	113948268	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	5120287	BOY
EOY	3773828	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	28700000	BOY
EOY	54020094	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	16945000	BOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	51014116	BOY
EOY	47132927	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	101779403	BOY
EOY	104926849	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5858773	BOY
EOY	9021419	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5858773	BOY
EOY	9021419	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	107638176	BOY
EOY	113948268	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Pertcentage170	0	PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	244860	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	471934	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	83495	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	96007	CurrentTaxYearMinus1Year
Current Tax Year	54842	CurrentTaxYear
Total	951138	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	25644645	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	26720462	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	29031809	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	30220121	CurrentTaxYearMinus1Year
Current Tax Year	30609700	CurrentTaxYear
Total	142226737	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	25889505	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	27192396	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	29115304	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	30316128	CurrentTaxYearMinus1Year
Current Tax Year	30664542	CurrentTaxYear
Total	143177875	Total

Field	Value	IRS element (for citing)
Public Support Total509	143177875	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	985266	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	948928	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2969293	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1103599	CurrentTaxYearMinus1Year
Current Tax Year	900457	CurrentTaxYear
Total	6907543	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	985266	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	948928	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2969293	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1103599	CurrentTaxYearMinus1Year
Current Tax Year	900457	CurrentTaxYear
Total	6907543	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Total	150085418	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.95400	PublicSupportPercentage509
Prior Year Support Percentage	0.95360	PriorYearSupportPercentage
Investment Income Percentage	0.04600	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.04640	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	14655738	OtherCostOrOtherBasis
Book Value	14655738	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	82497622	OtherCostOrOtherBasis
Depreciation	37271717	Depreciation
Book Value	45225905	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	15216661	OtherCostOrOtherBasis
Depreciation	9550802	Depreciation
Book Value	5665859	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	271224	OtherCostOrOtherBasis
Book Value	271224	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	65818726	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	TIFF Private Equity Funds	Description
Book Value	6684371	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	6684371	TotalOfBookValueSecurities

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	Long-Term Receivable - Workers Comp Policy	Description
Book Value	1008185	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	1008185	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (8 entries)

DescriptionDescription	AmountAmount
Wait List Deposits	$293,000
Deferred Revenue from Entrance Fees	$40,723,156
Estimated Refundable Entrance Fees	$4,005,175
Obligations under Gift Annuity Contracts - Current	$374,911
Obligations under Gift Annuity Contracts - Long Term	$1,640,839
Capital Leases - Current	$43,632
Capital Leases - Long Term	$43,497
Wait List Interest	$8,717

Field	Value	IRS element (for citing)
Total Of Amounts	47132927	TotalOfAmounts

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	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	DAVE JOHNSON	BusinessNameLine1

Field	Value	IRS element (for citing)
Base Compensation Filing Org	152008	BaseCompensationFilingOrg
Bonus Filing Org	24676	BonusFilingOrg
Other Compensation Filing Org	14816	OtherCompensationFilingOrg
Deferred Comp Filing Org	5458	DeferredCompFilingOrg
Nontaxable Benefits Filing Org	1269	NontaxableBenefitsFilingOrg
Total Compensation Filing Org	198227	TotalCompensationFilingOrg
Comp Report Prior990 Filing Org	171907	CompReportPrior990FilingOrg

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	Form 990, Part VII	Identifier
Explanation	Section A, Line 10 Unrelated Organizatin - Life Care Services, LLC Person receiving compensation - Kim Dominy, Executive Director Life Care Services is the Management Company at Casa de las Campanas, Inc Reimbursement to Life Care Services for Kim Dominy totalled $221,315.	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

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	53661446	IssuePrice
Description Of Purpose	Refinance Retirement Home	DescriptionOfPurpose
Defeased	true	Defeased
On Behalf Of Issuer	false	OnBehalfOfIssuer

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Total Proceeds	54310000	TotalProceeds
Amount In Reserve Fund	5743637	AmountInReserveFund
Amount Unspent	3462471	AmountUnspent
Issuance Costs From Proceeds	2947996	IssuanceCostsFromProceeds
Capital Expenditures	4012858	CapitalExpenditures
Year Of Subst Completion	2012	YearOfSubstCompletion
Current Refunding	false	CurrentRefunding
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)
Owning Bond Financed Property	false	OwningBondFinancedProperty
Any Lease Arrangements	false	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	false	MngmentCntrctBondFinancdPrprty
Any Research Agreements	false	AnyResearchAgreements
Bond Counsel Routinely Engaged	true	BondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others	0.00300	PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI	0.00000	PercentageOfPrvtBusinessReUBI
Total Private Business Use	0.00300	TotalPrivateBusinessUse
Post Issuance Compliance Procdrs	true	PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

Field	Value	IRS element (for citing)
Form8038 T Filed	false	Form8038TFiled
Variable Rate Issue	false	VariableRateIssue
Hedge Identified In Books And Recds	false	HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGIC
Gross Proceeds Invested	false	GrossProceedsInvested
Exception To Rebate	false	ExceptionToRebate

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI-C, Line 19	Conflict of Interest Statement & Financials are available upon request.
Pt VI-B, Line 12c	Conflict of Interest Statements are filed annually.
Pt VI-B, Line 12c	Administration & Accounting closely monitor its vendor relations.
Pt XI, Line 2c	Audit of Casa required per bond financing documents.
Pt VI-B, Line 15	Casa has a separate compensation committee and several
	independent sources are utilized, including wage surveys,
	duties, size of facility and financials, and other comparable
	data in determining compensation.
Pt VI-A, Line 3	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.
Pt VI-B, Line 11A	Copies provided to Board and upon their approval filed subsequently.

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	921273002	ZIPCode

Field	Value	IRS element (for citing)
EIN	330632829	EIN
Primary Activities	FOUNDATION TO SUPPORT 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	54842	BusinessNameLine1

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
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

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	CASA FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	1c	TransactionType
Amount Involved	54842	AmountInvolved