2020-11-16T18:24:01-06:00 2020-06-30 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2019-07-01 330833283 MISSION PRESERVATION FOUNDATION MISS 9492341300 26801 ORTEGA HIGHWAY SAN JUAN CAPISTRANO CA 92675 MECHELLE LAWRENCE-ADAMS EXECUTIVE DIRECTOR 9492341300 2020-11-16 1 JULIE INCORVINA CPA CFE P00434320 9497531514 4.71.111.66 2020-11-16 16:23:38 PS P CCF4147C9B615E2801DD181BB951C51C762E6727 CCF4147C9B615E2801DD181BB951C51C762E6727 2019 2021-01-29 14:40:06Z MECHELLE LAWRENCE-ADAMS 26801 ORTEGA HIGHWAY SAN JUAN CAPISTRANO CA 92693 2096104 0 X WWW.MISSIONSJC.COM/PRESERVATION-FOUNDATION X 1998 CA TO RAISE FUNDS FOR SPECIALIZED AND COMPREHENSIVE PRESERVATION WORK FOR MISSION SAN JUAN CAPISTRANO 11 11 0 11 0 0 806554 877094 0 0 3506 2745 303127 83629 1113187 963468 0 0 0 0 323345 300975 0 0 92822 1074398 509703 1397743 810678 -284556 152790 1555638 1544321 176479 13374 1379159 1530947 TO RAISE FUNDS FOR SPECIALIZED AND COMPREHENSIVE PRESERVATION WORK FOR MISSION SAN JUAN CAPISTRANO 0 0 639609 SUPPORT PRESERVATION AND RESTORATION ACTIVITIES FOR THE HISTORICAL MISSION AT SAN JUAN CAPISTRANO. 639609 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X BONNIE MCBEAN 9492341300 26801 ORTEGA HIGHWAY SAN JUAN CAPISTRANO CA 92675 X ANTHONY R MOISO BOARDMEMBER 1.00 X 0 0 0 REV MSGR ART HOLQUIN BOARDMEMBER 1.00 X 0 0 0 WILLIAM CVENGROS SECRETARY TREASURER 1.00 X X 0 0 0 WYLIE A AITKEN BOARDMEMBER 1.00 X 0 0 0 GEORGE O'CONNELL PRESIDENT 4.00 X X 0 0 0 EJ TRACY BOARDMEMBER 1.00 X 0 0 0 CONNIE SPENUZZA BOARDMEMBER 1.00 X 0 0 0 DON DORKOWSKI BOARDMEMBER 1.00 X 0 0 0 REV MSGR J MICHAEL MCKIERNAN BOARDMEMBER 1.00 X 0 0 0 PAUL MIKOS BOARDMEMBER 1.00 X 0 0 0 VICKY CARABINI BOARDMEMBER 1.00 X 0 0 0 MADELINE SWINDEN BOARDMEMBER 0.00 X 0 0 0 0 0 0 0 0 0 0 THE RITZ CARLTON 1 RITZ CARLTON DRIVE DANA POINT CA 92629 CATERING 129274 1 524354 352740 877094 2745 2745 72400 524354 284719 -212319 -212319 1143865 847917 295948 295948 963468 298693 0 -212319 X 266832 266832 12119 12119 22024 22024 18848 18848 25861 25861 4146 4146 3234 3234 113726 113726 70931 70931 AAC SCHOLARSHIP FUNDING 58756 58756 OUTSIDE SERVICES 52179 12099 40080 BANK SERVICE CHARGES 40478 420 40058 OPPORTUNITY SUPPLIES 27250 27250 94294 34759 34043 25492 810678 639609 78247 92822 656645 622192 353994 465660 315029 438952 1695 2620 228275 4935 0 9962 1555638 1544321 27254 6864 6963 6510 142262 0 176479 13374 X 1186121 1040431 193038 490516 1379159 1530947 1555638 1544321 152790 -1002 0 X X 1 X 0 1 0 X 677294 1302897 646776 806554 877094 4310615 677294 1302897 646776 806554 877094 4310615 818936 3491679 663 683 1317 3506 2745 8914 4319529 0.80830 0.83940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: 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. ROMANCE EVENT 596754 524354 72400 100916 146703 37100 596754 524354 72400 100916 146703 37100 284719 -212319 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. HISTORIC MISSION SAN JUAN CAPISTRANO 26801 ORTEGA HIGHWAY SAN JUAN CAPISTRANO CA 92675 ORGANIZE AND PRESERVE MISSION SAN JUAN CAPISTRANO CA 501(C)(3) LINE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 HISTORIC MISSION SAN JUAN CAPISTRANO O 373576 ACTUAL CASH REIMBURSEMENT HISTORIC MISSION SAN JUAN CAPISTRANO R 113726 ACTUAL CASH TRANSFERRED