MISSION SAN JUAN CAPISTRANO FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MISSION SAN JUAN CAPISTRANO FOUNDATION (EIN 33-0833283)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-16
- IRS object ID
- 202003219349322295
- Schema version
- 2019v5.1
- 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) |
|---|---|---|
| Return | 2020-11-16T18:24:01-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330850406 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDWITZ INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 PARK PLAZA SUITE 1700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330833283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSION PRESERVATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MISS | BusinessNameControlTxt |
| Phone | 9492341300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26801 ORTEGA HIGHWAY | AddressLine1Txt |
| City | SAN JUAN CAPISTRANO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92675 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MECHELLE LAWRENCE-ADAMS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9492341300 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE INCORVINA CPA CFE | PreparerPersonNm |
| PTIN | P00434320 | PTIN |
| Phone | 9497531514 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.71.111.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 16:23:38 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CCF4147C9B615E2801DD181BB951C51C762E6727 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CCF4147C9B615E2801DD181BB951C51C762E6727 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MECHELLE LAWRENCE-ADAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26801 ORTEGA HIGHWAY | AddressLine1Txt |
| City | SAN JUAN CAPISTRANO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92693 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,096,104 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MISSIONSJC.COM/PRESERVATION-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS FOR SPECIALIZED AND COMPREHENSIVE PRESERVATION WORK FOR MISSION SAN JUAN CAPISTRANO | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $806,554 | PYContributionsGrantsAmt |
| CY Contributions Grants | $877,094 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | $303,127 | PYOtherRevenueAmt |
| CY Other Revenue | $83,629 | CYOtherRevenueAmt |
| PY Total Revenue | $1,113,187 | PYTotalRevenueAmt |
| CY Total Revenue | $963,468 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $323,345 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $300,975 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $92,822 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,074,398 | PYOtherExpensesAmt |
| CY Other Expenses | $509,703 | CYOtherExpensesAmt |
| PY Total Expenses | $1,397,743 | PYTotalExpensesAmt |
| CY Total Expenses | $810,678 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$284,556 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $152,790 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,555,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,544,321 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $176,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,374 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,379,159 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,530,947 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RAISE FUNDS FOR SPECIALIZED AND COMPREHENSIVE PRESERVATION WORK FOR MISSION SAN JUAN CAPISTRANO | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $639,609 | ExpenseAmt |
| Desc | SUPPORT PRESERVATION AND RESTORATION ACTIVITIES FOR THE HISTORICAL MISSION AT SAN JUAN CAPISTRANO. | Desc |
| Total Program Service Expenses | $639,609 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE MCBEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492341300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26801 ORTEGA HIGHWAY | AddressLine1Txt |
| City | SAN JUAN CAPISTRANO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92675 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ANTHONY R MOISO | ||||||
| BOARDMEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV MSGR ART HOLQUIN | ||||||
| BOARDMEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM CVENGROS | ||||||
| SECRETARY TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WYLIE A AITKEN | ||||||
| BOARDMEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE O'CONNELL | ||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EJ TRACY | ||||||
| BOARDMEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONNIE SPENUZZA | ||||||
| BOARDMEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON DORKOWSKI | ||||||
| BOARDMEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV MSGR J MICHAEL MCKIERNAN | ||||||
| BOARDMEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL MIKOS | ||||||
| BOARDMEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKY CARABINI | ||||||
| BOARDMEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MADELINE SWINDEN | ||||||
| BOARDMEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RITZ CARLTON | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RITZ CARLTON DRIVE | AddressLine1Txt |
| City | DANA POINT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CATERING | ServicesDesc |
| Compensation | $129,274 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $524,354 | FundraisingAmt |
| All Other Contributions | $352,740 | AllOtherContributionsAmt |
| Total Contributions | $877,094 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,745 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,745 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $524,354 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $284,719 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$212,319 | TotalRevenueColumnAmt |
| Exclusion | -$212,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,143,865 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $847,917 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $295,948 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $963,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $298,693 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$212,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,832 | TotalAmt |
| Program Services | $266,832 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,119 | TotalAmt |
| Program Services | $12,119 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,024 | TotalAmt |
| Program Services | $22,024 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,848 | TotalAmt |
| Program Services | $18,848 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,861 | TotalAmt |
| Program Services | $25,861 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,146 | TotalAmt |
| Management And General | $4,146 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,234 | TotalAmt |
| Program Services | $3,234 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,726 | TotalAmt |
| Program Services | $113,726 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,931 | TotalAmt |
| Program Services | $70,931 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| AAC SCHOLARSHIP FUNDING | $58,756 | $58,756 | ||
| OUTSIDE SERVICES | $52,179 | $12,099 | $40,080 | |
| BANK SERVICE CHARGES | $40,478 | $420 | $40,058 | |
| OPPORTUNITY SUPPLIES | $27,250 | $27,250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,294 | TotalAmt |
| Program Services | $34,759 | ProgramServicesAmt |
| Management And General | $34,043 | ManagementAndGeneralAmt |
| Fundraising | $25,492 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,678 | TotalAmt |
| Program Services | $639,609 | ProgramServicesAmt |
| Management And General | $78,247 | ManagementAndGeneralAmt |
| Fundraising | $92,822 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,645 | BOYAmt |
| EOY | $622,192 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,994 | BOYAmt |
| EOY | $465,660 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,029 | BOYAmt |
| EOY | $438,952 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695 | BOYAmt |
| EOY | $2,620 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,275 | BOYAmt |
| EOY | $4,935 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,962 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,555,638 | BOYAmt |
| EOY | $1,544,321 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,254 | BOYAmt |
| EOY | $6,864 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,963 | BOYAmt |
| EOY | $6,510 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,262 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,479 | BOYAmt |
| EOY | $13,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,121 | BOYAmt |
| EOY | $1,040,431 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,038 | BOYAmt |
| EOY | $490,516 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,159 | BOYAmt |
| EOY | $1,530,947 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,555,638 | BOYAmt |
| EOY | $1,544,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $152,790 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,002 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $677,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,302,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $646,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $806,554 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $877,094 | CurrentTaxYearAmt |
| Total | $4,310,615 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $677,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,302,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $646,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $806,554 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $877,094 | CurrentTaxYearAmt |
| Total | $4,310,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $818,936 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,491,679 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,745 | CurrentTaxYearAmt |
| Total | $8,914 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,319,529 | TotalSupportAmt |
| Public Support CY170 | 0.80830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HISTORIC MISSION SAN JUAN CAPISTRANO AND MISSION PRESERVATION FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE MISSION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT OF THE MISSION CONSIDERS THE LIKELIHOOD OF TAXES IMPOSED BY TAXING AUTHORITIES AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE MISSION'S STATUS AS A TAX EXEMPT ENTITY. MANAGEMENT BELIEVES THE MISSION MET REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX; THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROMANCE EVENT | Event1Nm |
| Gross Receipts Event1 | $596,754 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $524,354 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $72,400 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $100,916 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $146,703 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $37,100 | EntertainmentEvent1Amt |
| Gross Receipts Total | $596,754 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $524,354 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $72,400 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $100,916 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $146,703 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $37,100 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $284,719 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$212,319 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS DISTRIBUTED FOR REVIEW TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REMINDS THE OFFICERS, DIRECTORS AND KEY EMPLOYEES ANNUALLY TO DISCLOSE THE CONFLICTS OF INTEREST WHEN THEY ARISE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL AND CONSULTING: PROGRAM SERVICE EXPENSES 25,861. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,861. |
| FORM 990, PART IX, LINE 24E | MAINTENANCE SUPPLIES: PROGRAM SERVICE EXPENSES 23,208. MANAGEMENT AND GENERAL EXPENSES 3,774. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,982. PRINTING AND PHOTOCOPYING: PROGRAM SERVICE EXPENSES 646. MANAGEMENT AND GENERAL EXPENSES 112. FUNDRAISING EXPENSES 16,684. TOTAL EXPENSES 17,442. FURNITURE & EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,963. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,963. UTILITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,900. MARKETING EXPENSE: PROGRAM SERVICE EXPENSES 3,690. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,640. TOTAL EXPENSES 6,330. SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,555. FUNDRAISING EXPENSES 773. TOTAL EXPENSES 6,328. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 136. FUNDRAISING EXPENSES 3,415. TOTAL EXPENSES 3,551. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,345. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,345. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 155. MANAGEMENT AND GENERAL EXPENSES 526. FUNDRAISING EXPENSES 1,864. TOTAL EXPENSES 2,545. MUSEUM SUPPLIES: PROGRAM SERVICE EXPENSES 2,271. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,271. DECOR AND DISPLAY: PROGRAM SERVICE EXPENSES 1,921. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,921. DONATIONS EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,851. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,851. WORKERS COMPENSATION: PROGRAM SERVICE EXPENSES 1,670. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,670. COPIER LEASE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,009. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,009. MAJOR REPAIRS: PROGRAM SERVICE EXPENSES 911. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 911. UNIFORMS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 400. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 176. MANAGEMENT AND GENERAL EXPENSES 160. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 336. AUTO EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 239. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 239. LICENSE AND PERMITS: PROGRAM SERVICE EXPENSES 44. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 116. TOTAL EXPENSES 160. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 73. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73. VOLUNTEER APPRECIATION: PROGRAM SERVICE EXPENSES 67. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67. |
| FORM 990, PART XII, LINE 2C | THERE WERE NO CHANGES IN THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. |
| FORM 990, PART V, LINE 2A | THE MISSION PRESERVATION FOUNDATION EMPLOYS INDIVIDUALS WHO ARE PAID SALARIES THROUGH A COMMON PAYMASTER ARRANGEMENT WITH A RELATED ORGANIZATION, HISTORIC MISSION OF SAN JUAN CAPISTRANO. THE EMPLOYEE SALARIES ARE THEN REIMBURSED TO THE HISTORIC MISSION BY THE FOUNDATION. THE EMPLOYEES RECEIVE W-2'S ISSUED BY THE HISTORIC MISSION. DURING 2019, THE FOUNDATION HAD THREE FULL TIME EMPLOYEES AND HAD TWO PART TIME EMPLOYEES WHOSE TIME WAS SHARED BY THE MISSION AND THE FOUNDATION. |
| FORM 990, PART VI, LINE 15A | THE ORGANIZATION'S EXECUTIVE DIRECTOR IS EMPLOYED BY THE HISTORIC MISSION SAN JUAN CAPISTRANO AND SHE DEVOTES A PORTION OF HER TIME TO THE MISSION PRESERVATION FOUNDATION. HER SALARY IS DETERMINED BY THE BOARD OF THE HISTORIC MISSION WHICH INCLUDED A REVIEW OF COMPARABILITY DATA. SALARIES ARE PAID BY THE HISTORIC MISSION UNDER A COMMON PAYMASTER ARRANGEMENT. A PORTION OF HER SALARY IS ALLOCATED TO MISSION PRESERVATION FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC MISSION SAN JUAN CAPISTRANO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26801 ORTEGA HIGHWAY | AddressLine1Txt |
| City | SAN JUAN CAPISTRANO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92675 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | ORGANIZE AND PRESERVE MISSION SAN JUAN CAPISTRANO | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HISTORIC MISSION SAN JUAN CAPISTRANO | ||
| O | $373,576 | ACTUAL CASH REIMBURSEMENT |
| HISTORIC MISSION SAN JUAN CAPISTRANO | ||
| R | $113,726 | ACTUAL CASH TRANSFERRED |