Civic Intelligence

Casa Del Retiro Inc

990 • Fiscal year 2020 • EIN 23-7366587

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 28, 2021

Organization ProfileN/A
357 Blair AvenueCalexico, CA 92231

(760) 357-5014

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2020 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.02x

Higher debt load relative to revenue than 46% of similar nonprofits.

2020 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2020

Net Margin

48th percentile

7.5%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

81st percentile

$23,868

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2020 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2020

Asset Growth

45th percentile

1.9%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

0.2%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$772,878

Up $14,373 (+1.9%) from 2019

Net Assets

Up

$766,116

Up $28,594 (+3.9%) from 2019

Liabilities

Down

$6,762

Down $14,221 (-68%) from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin48th percentile

Revenue

Up

$379,445

Up $758 (+0.2%) from 2019

Expenses

Up

$350,851

Up $8,779 (+2.6%) from 2019

Net Income

Down

$28,594

Down $8,021 (-22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2012: $474,652Liabilities 2012: $154,486Net Assets 2012: $320,1662012Assets 2018: $726,862Liabilities 2018: $25,955Net Assets 2018: $700,9072018Assets 2019: $758,505Liabilities 2019: $20,983Net Assets 2019: $737,5222019Assets 2020: $772,878Liabilities 2020: $6,762Net Assets 2020: $766,1162020Assets 2021: $858,250Liabilities 2021: $22,347Net Assets 2021: $835,9032021Assets 2022: $898,553Liabilities 2022: $18,994Net Assets 2022: $879,5592022Assets 2024: $705,775Liabilities 2024: $7,545Net Assets 2024: $698,2302024

Highlighted filing

2020

Assets$772,878
Liabilities$6,762
Net Assets$766,116
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0Expenses 2012: $347,8532012Revenue 2018: $362,903Expenses 2018: $321,422Net Income 2018: $41,4812018Revenue 2019: $378,687Expenses 2019: $342,072Net Income 2019: $36,6152019Revenue 2020: $379,445Expenses 2020: $350,851Net Income 2020: $28,5942020Revenue 2021: $388,974Expenses 2021: $319,187Net Income 2021: $69,7872021Revenue 2022: $403,779Expenses 2022: $360,123Net Income 2022: $43,6562022Revenue 2024: $453,864Expenses 2024: $389,263Net Income 2024: $64,6012024

Highlighted filing

2020

Revenue$379,445
Expenses$350,851
Net Income$28,594
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 28, 2021
Return Version
2020v4.0
Gross Receipts
$379,445
Mission and Program Overview

Mission

The Organization was formed in 1973 to acquire an interest in real property located in Calexico, California, and to construct and operate an apartment building of 46 units for low-income tenants. The project is regulated by HUD as to rental charges and operating methods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$655,107$654,694▼ $413
Land, Buildings, and Equipment, Net$56,563$118,184▲ $61,621
Prepaid Expenses and Deferred Charges$21,120$0▼ $21,120
Accounts Receivable$13,928$0▼ $13,928
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$758,505$772,878▲ $14,373
Other Assets Total$11,787$0▼ $11,787
Liabilities
Accounts Payable and Accrued Expenses$9,690$6,201▼ $3,489
Other Liabilities$11,293$561▼ $10,732
Total Liabilities$20,983$6,762▼ $14,221
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$737,522$766,116▲ $28,594
Total Net Assets Fund Balance$737,522$766,116▲ $28,594
Total Liabilities and Net Assets / Fund Balance$758,505$772,878▲ $14,373

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$68,525$625,184-
Land$20,640--
Equipment$29,019$182,773-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
Ricardo OrtegaExecutive Director$23,868$23,868

Board Members and Trustees

NameTitle
Luis CastroPresident
Camillo GarciaVice President
Jose CarilloDirector
Lourdes QuinteroDirector
Marlene ThomasDirector
Mike CastilloDirector
Patricio BeltranDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$379,386
Investment Income
$59
Other Revenue
$0
Change in Net Assets
$28,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,425
Salaries, Compensation, and Employee Benefits$141,426
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$81,544--$81,544
Fees for Services Other$59,240--$59,240
Current Officers, Directors, Trustees, and Key Employees$23,868--$23,868
Other Employee Benefits$20,558--$20,558
Insurance$18,062--$18,062
Office Expenses$15,542--$15,542
Payroll Taxes$15,456--$15,456
Depreciation Depletion$8,389--$8,389
Occupancy$6,000--$6,000
All Other Expenses$4,813--$4,813
Other Expenses$3,988--$3,988
Conferences and Meetings$2,499--$2,499
Interest$1,322--$1,322
Total Functional Expenses$350,851$0$0$350,851
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant security deposit liability$558
Rounding$3
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Day to day operations of the property; collection of rents, maintenance and accounting.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The tax return was prepared by Suarez Tax Services LLC. The tax return was then sent to Ricardo Ortega, Executive Director of Casa del Retiro, for review before filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are onsite and available for review upon written request.”

Filing and Contact Details

Filer

Filer Name
Casa Del Retiro Inc
EIN
23-7366587
Phone
7603575014
Address
357 Blair Avenue, Calexico, CA 92231

Signing Officer

Name
Ricardo Ortega
Title
Executive Director
Signed
2021-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ricardo Ortega
Formed
1973
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
7

Preparer

Firm
Suarez Tax Services LLP
Address
1891 N Gaffey St Suite 231, San Pedro, CA 90731
Preparer
Jeffrey P Suarez
Phone
3108327887
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0693709
IRS990ScheduleD/EquipmentGrp/BookValueAmt029019
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0182773
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0211792
IRS990ScheduleD/LandGrp/BookValueAmt020640
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt020640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1558
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Tenant security deposit liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0118184
IRS990ScheduleD/TotalLiabilityAmt0561
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Day to day operations of the property; collection of rents, maintenance and accounting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The tax return was prepared by Suarez Tax Services LLC. The tax return was then sent to Ricardo Ortega, Executive Director of Casa del Retiro, for review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are onsite and available for review upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0758505
IRS990/TotalAssetsEOYAmt0772878
IRS990/TotalAssetsGrp/BOYAmt0758505
IRS990/TotalAssetsGrp/EOYAmt0772878
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0350851
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350851
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020983
IRS990/TotalLiabilitiesEOYAmt06762
IRS990/TotalLiabilitiesGrp/BOYAmt020983
IRS990/TotalLiabilitiesGrp/EOYAmt06762
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0737522
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0766116
IRS990/TotalProgramServiceExpensesAmt0350851
IRS990/TotalProgramServiceRevenueAmt0379386
IRS990/TotalReportableCompFromOrgAmt023868
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0379445
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0379445
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0758505
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0772878
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0357 Blair Avenue
IRS990/USAddress/CityNm0Calexico
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092231
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ricardo Ortega
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Casa Del Retiro Inc
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0237366587
ReturnHeader/Filer/PhoneNum07603575014
ReturnHeader/Filer/USAddress/AddressLine1Txt0357 Blair Avenue
ReturnHeader/Filer/USAddress/CityNm0Calexico
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092231
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823676283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Suarez Tax Services LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01891 N Gaffey St Suite 231
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Pedro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090731
ReturnHeader/PreparerPersonGrp/PhoneNum03108327887
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey P Suarez
ReturnHeader/ReturnTs02021-07-28T17:10:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ricardo
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ortega
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$772,878
Liabilities
$6,762
Net assets
$766,116
Revenue
$379,445
Expenses
$350,851
Net income
$28,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$0.08$6.98$4.54$3.89$0.65
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.99$0.19$8.80$4.04$3.60$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.22$8.36$3.89$3.19$0.70
2020Detailed filing. Detailed filing data is available for this year.$7.73$0.07$7.66$3.79$3.51$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.59$0.21$7.38$3.79$3.42$0.37
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.27$0.26$7.01$3.63$3.21$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$1.54$3.20$3.48
Peer Organizations

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