2025-02-03T10:58:09-06:00 2024-06-30 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2023-07-01 330833283 MISSION PRESERVATION FOUNDATION MISS 9492341301 26801 OLD MISSION ROAD SAN JUAN CAPISTRANO CA 92675 MECHELLE LAWRENCE-ADAMS EXECUTIVE DIRECTOR 9492341301 2025-02-03 1 0 JULIE INCORVINA CPA CFE P00434320 9497531514 2023 2025-03-06 01:10:19Z X MECHELLE LAWRENCE-ADAMS 26801 OLD MISSION ROAD SAN JUAN CAPISTRANO CA 92693 5012726 0 X WWW.MISSIONSJC.COM/PRESERVATION-FOUNDATION X 1998 CA TO RAISE FUNDS FOR SPECIALIZED AND COMPREHENSIVE PRESERVATION WORK FOR MISSION SAN JUAN CAPISTRANO 15 15 8 20 0 0 986394 3376361 0 0 3069 6663 264819 254081 1254282 3637105 0 0 0 0 390627 457184 0 0 192322 1173575 774734 1564202 1231918 -309920 2405187 3068345 5448922 265501 163763 2802844 5285159 TO RAISE FUNDS FOR SPECIALIZED AND COMPREHENSIVE PRESERVATION WORK FOR MISSION SAN JUAN CAPISTRANO 0 0 1039596 SUPPORT PRESERVATION AND RESTORATION ACTIVITIES FOR THE HISTORICAL MISSION AT SAN JUAN CAPISTRANO. 1039596 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 15 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 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 OLD MISSION ROAD 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 FARRELL BOARDMEMBER 1.00 X 0 0 0 CONNIE SPENUZZA 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 KERRY HERBERT BOARDMEMBER 1.00 X 0 0 0 DARREN AITKEN BOARDMEMBER 1.00 X 0 0 0 TREVOR BAIRD BOARDMEMBER 1.00 X 0 0 0 SETH R TEIGEN BOARDMEMBER 1.00 X 0 0 0 CHRISTINE WALKER-BOWMAN BOARDMEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 934185 2023981 418195 329576 3376361 6663 6663 51500 934185 413925 -362425 -362425 1578202 961696 616506 616506 3637105 623169 0 -362425 X 361456 361456 17490 17490 51277 51277 26961 26961 7748 7748 43110 43110 2701 2701 SCHOLARSHIPS 269327 269327 OUTSIDE SERVICES 185972 127503 58469 SUPPLIES 70591 25656 44935 PRODUCTION 53296 53296 141989 106367 35622 1231918 1039596 0 192322 2172355 298462 520247 4632340 1238 372643 508684 3100 8198 3068345 5448922 160999 101505 8578 9269 95924 52989 265501 163763 X 2681758 5102060 121086 183099 2802844 5285159 3068345 5448922 X 2405187 77130 -2 X 0 1 X 1 0 X 877094 727100 787360 986394 3376361 6754309 877094 727100 787360 986394 3376361 6754309 316275 6438034 2745 664 750 3069 6663 13891 6768200 0.95120 0.89750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO HISTORIC MISSION 52989 52989 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 985685 934185 51500 148317 183442 82166 985685 934185 51500 148317 183442 82166 413925 -362425 X CATERING AND AUCTION ITEMS FOR GALA FUNDRAISER 0 329576 COMPARATIVE SALES 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 WYLIE AITKEN IS THE FATHER OF DARREN AITKEN 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 24E BANK CHARGES: PROGRAM SERVICE EXPENSES 49,316. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,316. MAINTENANCE SUPPLIES: PROGRAM SERVICE EXPENSES 29,640. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,640. OUTSIDE PRINTING: PROGRAM SERVICE EXPENSES 3,398. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 13,550. TOTAL EXPENSES 16,948. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 83. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,286. TOTAL EXPENSES 15,369. UTILITIES: PROGRAM SERVICE EXPENSES 6,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,900. MARKETING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,985. TOTAL EXPENSES 4,985. DECOR AND DISPLAY: PROGRAM SERVICE EXPENSES 4,482. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,482. TELEPHONE: PROGRAM SERVICE EXPENSES 3,442. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,442. LICENSE AND PERMITS: PROGRAM SERVICE EXPENSES 1,987. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 426. TOTAL EXPENSES 2,413. WORKERS COMP: PROGRAM SERVICE EXPENSES 2,178. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,178. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 386. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,375. TOTAL EXPENSES 1,761. CONFERENCES AND SEMINARS: PROGRAM SERVICE EXPENSES 1,644. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,644. EMP & VOL APPRECIATION: PROGRAM SERVICE EXPENSES 1,585. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,585. UNIFORMS: PROGRAM SERVICE EXPENSES 375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 375. COPIER LEASE EXPENSE: PROGRAM SERVICE EXPENSES 357. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 357. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 294. FORM 990, PART XI, LINE 9: ROUNDING -2. HISTORIC MISSION SAN JUAN CAPISTRANO 26801 OLD MISSION ROAD 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 0 1 HISTORIC MISSION SAN JUAN CAPISTRANO O 459362 ACTUAL CASH REIMBURSEMENT HISTORIC MISSION SAN JUAN CAPISTRANO S 2023981 ACTUAL CASH TRANSFERRED