Civic Intelligence

Casa Academy Inc

990 • Fiscal year 2018 • EIN 46-1967299

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 11, 2019

Organization ProfileWWW.CASAACADEMY.ORG
1500 West Maryland AvenuePhoenix, AZ 85015

(602) 892-5022

Siviq Scores

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

Liabilities / Assets

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$83,124

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-7.3%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$1,287,202

Up $173,358 (+16%) from 2017

Net Assets

Up

$1,245,736

Up $177,428 (+17%) from 2017

Liabilities

Down

$41,466

Down $4,070 (-8.9%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin70th percentile

Revenue

Down

$1,378,620

Down $109,355 (-7.3%) from 2017

Expenses

Down

$1,201,192

Down $46,246 (-3.7%) from 2017

Net Income

Down

$177,428

Down $63,109 (-26%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$10M$5.0M$0Assets 2013: $33,208Liabilities 2013: $6,5832013Assets 2014: $63,441Liabilities 2014: $44,981Net Assets 2014: $18,4602014Assets 2015: $522,819Liabilities 2015: $92,259Net Assets 2015: $430,5602015Assets 2016: $903,681Liabilities 2016: $75,910Net Assets 2016: $827,7712016Assets 2017: $1,113,844Liabilities 2017: $45,536Net Assets 2017: $1,068,3082017Assets 2018: $1,287,202Liabilities 2018: $41,466Net Assets 2018: $1,245,7362018Assets 2019: $1,581,365Liabilities 2019: $42,039Net Assets 2019: $1,539,3262019Assets 2020: $2,098,495Liabilities 2020: $234,511Net Assets 2020: $1,863,9842020Assets 2021: $8,245,763Liabilities 2021: $5,647,303Net Assets 2021: $2,598,4602021Assets 2022: $9,306,408Liabilities 2022: $5,972,324Net Assets 2022: $3,334,0842022Assets 2023: $9,924,592Liabilities 2023: $5,875,399Net Assets 2023: $4,049,1932023

Highlighted filing

2018

Assets$1,287,202
Liabilities$41,466
Net Assets$1,245,736
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2013: $88,693Expenses 2013: $62,068Net Income 2013: $26,6252013Revenue 2014: $310,958Expenses 2014: $292,498Net Income 2014: $18,4602014Revenue 2015: $1,197,716Expenses 2015: $1,018,279Net Income 2015: $179,4372015Revenue 2016: $1,719,062Expenses 2016: $1,321,851Net Income 2016: $397,2112016Revenue 2017: $1,487,975Expenses 2017: $1,247,438Net Income 2017: $240,5372017Revenue 2018: $1,378,620Expenses 2018: $1,201,192Net Income 2018: $177,4282018Revenue 2019: $1,477,195Expenses 2019: $1,183,605Net Income 2019: $293,5902019Revenue 2020: $1,606,839Expenses 2020: $1,282,181Net Income 2020: $324,6582020Revenue 2021: $2,660,195Expenses 2021: $1,925,719Net Income 2021: $734,4762021Revenue 2022: $3,088,830Expenses 2022: $2,353,206Net Income 2022: $735,6242022Revenue 2023: $3,699,985Expenses 2023: $2,984,876Net Income 2023: $715,1092023

Highlighted filing

2018

Revenue$1,378,620
Expenses$1,201,192
Net Income$177,428
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 11, 2019
Return Version
2017v2.3
Gross Receipts
$1,383,736
Mission and Program Overview

Mission

Casa academy exists to create empowered citizens of integrity ready for success in college, life, and society by providing a transformative education using authentic approaches that prepare students to overcome challenges, think critically, excel in academics, and become role models for their community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,073,631$742,605▼ $331,026
Savings and Temporary Cash Investments-$505,038-
Land, Buildings, and Equipment, Net$32,915$26,034▼ $6,881
Pledges and Grants Receivable$7,298$9,415▲ $2,117
Prepaid Expenses and Deferred Charges-$4,110-
Total Assets$1,113,844$1,287,202▲ $173,358
Liabilities
Accounts Payable and Accrued Expenses$45,536$41,466▼ $4,070
Total Liabilities$45,536$41,466▼ $4,070
Net Assets / Fund Balance
Unrestricted Net Assets$1,052,887$1,219,395▲ $166,508
Temporarily Rstr Net Assets$15,421$26,341▲ $10,920
Total Net Assets Fund Balance$1,068,308$1,245,736▲ $177,428
Total Liabilities and Net Assets / Fund Balance$1,113,844$1,287,202▲ $173,358

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$25,357$6,632$31,989
Equipment$677$8,109$8,786
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tacey Clayton CundyCEOFT$75,000$8,124$83,124
Jenna LeahyCEOFT$75,000$5,676$80,676

Board Members and Trustees

NameTitle
Mark TuckerChair
Daniel BrownVice Chair
Crystal Chavez GarciaMember
Danielle PuenteMember
Evan BolickMember
Madison MajorSecretary
Tia WeeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Royal TransportationTransportation3942 W LINCOLN ST, Phoenix, AZ 85009$122,852
L&m Food ManagementFood Services3208 E BELL RD, Phoenix, AZ 85032$109,708
Shepherd Of The Valley Lutheran ChurFacility Rental1500 W MARYLAND AVE, Phoenix, AZ 85015$108,733
Revenue and Support

Revenue Composition

Contributions and Grants
$1,306,858
Program Service Revenue
$10,865
Investment Income
$5,038
Other Revenue
$55,859
All Other Contributions
$30,677
Change in Net Assets
$177,428

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,378,620
Total Revenue per Audited Statements
$1,378,620
Total Revenue per Form 990
$1,378,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$635,460
Other Expenses$565,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$424,967--$424,967
Current Officers, Directors, Trustees, and Key Employees$70,977$68,750-$139,727
Occupancy$103,297--$103,297
Office Expenses$77,199--$77,199
Fees for Services Other$48,465$8,310-$56,775
Payroll Taxes$37,940$5,259-$43,199
Fees for Services Accounting-$31,235-$31,235
Other Employee Benefits$24,211$3,356-$27,567
Conferences and Meetings$26,553--$26,553
Insurance-$15,956-$15,956
Depreciation Depletion$6,881--$6,881
Fees for Services Legal-$3,654-$3,654
Other Expenses$185$415-$600
Advertising-$25-$25
Total Functional Expenses$1,064,232$136,960$0$1,201,192

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,201,192
Total Expenses per Audited Statements$1,201,192
Total Expenses per Form 990$1,201,192
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,733
Fundraising Direct Expenses$5,116
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$59,733$59,733$3,684$56,049
Total Events$59,733$59,733$5,116$54,617
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization's director of operations reviews and approves the form 990 prior to filing. In addition, the form 990 is provided to all members of the governing board for comment prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Casa academy consistently monitors and enforces compliance with the conflict of interest policy by having board members sign a conflict of interest statement each year and by providing trainings on conflict of interest from the high bar and arizona charter schools association.”

Form 990, Page 6, Part VI, Line 15A

“The compensation amounts of all top management officials are reviewed and approved by the governing board. In addition, a salary comparison analysis is performed for all positions in order to determine compensation amounts.”

Form 990, Page 6, Part VI, Line 15B

“The compensation amounts of all top management officials and key employees are reviewed and approved by the governing board. In addition, a salary comparison analysis is performed for all positions in order to determine compensation amounts.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Casa Academy Inc
EIN
46-1967299
Phone
6028925022
Address
1500 WEST MARYLAND AVENUE, PHOENIX, AZ 85015

Signing Officer

Name
Tacey Clayton Cundy
Title
CEO
Phone
6028925022
Signed
2019-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tacey Clayton Cundy
Formed
2012
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
13
Volunteers
60

Preparer

Firm
Aspire Business Consultants
Address
PO BOX 12084, GLENDALE, AZ 85318-2084
Preparer
Kristin Morgan
Phone
6028812483
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Casa academy exists to create empowered citizens of integrity ready for success in college, life, and society by providing a transformative education using authentic approaches that prepare students to overcome challenges, think critically, excel in academics, and become role models for their community.”

Raw XML AppendixShowing 400 of 451 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt045536
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt041466
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CASA ACADEMY EXISTS TO CREATE EMPOWERED CITIZENS OF INTEGRITY READY FOR SUCCESS IN COLLEGE, LIFE, AND SOCIETY BY PROVIDING A TRANSFORMATIVE EDUCATION USING AUTHENTIC APPROACHES THAT PREPARE STUDENTS TO OVERCOME CHALLENGES, THINK CRITICALLY, EXCEL IN ACADEMICS, AND BECOME ROLE MODELS FOR THEIR COMMUNITY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt025
IRS990/AdvertisingGrp/TotalAmt025
IRS990/AllOtherContributionsAmt030677
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JENNA LEAHY
IRS990/BooksInCareOfDetail/PhoneNum06028925022
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01500 WEST MARYLAND
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085015
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01073631
IRS990/CashNonInterestBearingGrp/EOYAmt0742605
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt068750
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt070977
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0139727
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt026553
IRS990/ConferencesMeetingsGrp/TotalAmt026553
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0122852
IRS990/ContractorCompensationGrp/CompensationAmt1109708
IRS990/ContractorCompensationGrp/CompensationAmt2108733
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03942 W LINCOLN ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13208 E BELL RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21500 W MARYLAND AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PHOENIX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PHOENIX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PHOENIX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085009
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd185032
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd285015
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ROYAL TRANSPORTATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1L&M FOOD MANAGEMENT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SHEPHERD OF THE VALLEY LUTHERAN CHUR
IRS990/ContractorCompensationGrp/ServicesDesc0TRANSPORTATION
IRS990/ContractorCompensationGrp/ServicesDesc1FOOD SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2FACILITY RENTAL
IRS990/ContriRptFundraisingEventAmt04010
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01306858
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05038
IRS990/CYOtherExpensesAmt0565732
IRS990/CYOtherRevenueAmt055859
IRS990/CYProgramServiceRevenueAmt010865
IRS990/CYRevenuesLessExpensesAmt0177428
IRS990/CYSalariesCompEmpBnftPaidAmt0635460
IRS990/CYTotalExpensesAmt01201192
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01378620
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06881
IRS990/DepreciationDepletionGrp/TotalAmt06881
IRS990/Desc0CURRENTLY, STUDENTS IN CASA'S COMMUNITY DO NOT HAVE THE OPPORTUNITY TO ATTEND A HIGH PERFORMING LOWER ELEMENTARY SCHOOL THAT PROVIDES A FOUNDATION OF LEARNING FOR THE DEMANDS OF COLLEGE AND CAREER READINESS CURRICULUM IN HIGHER GRADES. CASA ACADEMY SEEKS TO FILL THAT VOID AND DRAMATICALLY CHANGE THE LIFE TRAJECTORY FOR THE COMMUNITY'S YOUNGEST STUDENTS BY ENSURING ITS STUDENTS ARE ON THE PATH TO GRADUATION FROM COLLEGE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01064232
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031235
IRS990/FeesForServicesAccountingGrp/TotalAmt031235
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03654
IRS990/FeesForServicesLegalGrp/TotalAmt03654
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08310
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt048465
IRS990/FeesForServicesOtherGrp/TotalAmt056775
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt760.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt860.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt75676
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt88124
IRS990/Form990PartVIISectionAGrp/PersonNm0MADISON MAJOR
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIELLE PUENTE
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK TUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm3CRYSTAL CHAVEZ GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm4EVAN BOLICK
IRS990/Form990PartVIISectionAGrp/PersonNm5TIA WEE
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7JENNA LEAHY
IRS990/Form990PartVIISectionAGrp/PersonNm8TACEY CLAYTON CUNDY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt775000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt875000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt04010
IRS990/FundraisingDirectExpensesAmt05116
IRS990/FundraisingGrossIncomeAmt059733
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt01272171
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01383736
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt015956
IRS990/InsuranceGrp/TotalAmt015956
IRS990/InvestmentIncomeGrp/ExclusionAmt05038
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05038
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014741
IRS990/LandBldgEquipBasisNetGrp/BOYAmt032915
IRS990/LandBldgEquipBasisNetGrp/EOYAmt026034
IRS990/LandBldgEquipCostOrOtherBssAmt040775
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CASA ACADEMY EXISTS TO CREATE EMPOWERED CITIZENS OF INTEGRITY READY FOR SUCCESS IN COLLEGE, LIFE, AND SOCIETY BY PROVIDING A TRANSFORMATIVE EDUCATION USING AUTHENTIC APPROACHES THAT PREPARE STUDENTS TO OVERCOME CHALLENGES, THINK CRITICALLY, EXCEL IN ACADEMICS, AND BECOME ROLE MODELS FOR THEIR COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01068308
IRS990/NetAssetsOrFundBalancesEOYAmt01245736
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt054617
IRS990/NoncashContributionsAmt07044
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0103297
IRS990/OccupancyGrp/TotalAmt0103297
IRS990/OfficeExpensesGrp/ProgramServicesAmt077199
IRS990/OfficeExpensesGrp/TotalAmt077199
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03356
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt024211
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027567
IRS990/OtherExpensesGrp/Desc0STUDENT TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1FOOD SERVICE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0415
IRS990/OtherExpensesGrp/ProgramServicesAmt0133789
IRS990/OtherExpensesGrp/ProgramServicesAmt1109768
IRS990/OtherExpensesGrp/ProgramServicesAmt2185
IRS990/OtherExpensesGrp/TotalAmt0133789
IRS990/OtherExpensesGrp/TotalAmt1109768
IRS990/OtherExpensesGrp/TotalAmt2600
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01242
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01242
IRS990/OtherRevenueTotalAmt01242
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0424967
IRS990/OtherSalariesAndWagesGrp/TotalAmt0424967
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05259
IRS990/PayrollTaxesGrp/ProgramServicesAmt037940
IRS990/PayrollTaxesGrp/TotalAmt043199
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07298
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09415
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04110
IRS990/PrincipalOfficerNm0TACEY CLAYTON CUNDY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0UNIFORM FEES
IRS990/ProgramServiceRevenueGrp/Desc1AFTER SCHOOL CARE
IRS990/ProgramServiceRevenueGrp/Desc2FOOD SERVICE
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05016
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21654
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3195
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21654
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3195
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01397479
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0534013
IRS990/PYOtherRevenueAmt073406
IRS990/PYProgramServiceRevenueAmt017090
IRS990/PYRevenuesLessExpensesAmt0240537
IRS990/PYSalariesCompEmpBnftPaidAmt0713425
IRS990/PYTotalExpensesAmt01247438
IRS990/PYTotalRevenueAmt01487975
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0177428
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt010865
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0505038
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0677
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08109
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08786
IRS990ScheduleD/ExpensesSubtotalAmt01201192
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt025357
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06632
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt031989
IRS990ScheduleD/RevenueSubtotalAmt01378620
IRS990ScheduleD/TotalBookValueLandBuildingsAmt026034
IRS990ScheduleD/TotalExpensesPerForm990Amt01201192
IRS990ScheduleD/TotalRevenuePerForm990Amt01378620
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01378620
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01201192
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE. THE ORGANIZATION USES THE INTERNET RATHER THAN NEWSPAPER OR BROADCAST MEDIA BECAUSE IT IS A MORE EFFECTIVE WAY TO CONTACT THE PUBLIC IN THE AREA IT SERVES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT PROVIDE SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES REVENUE FROM THE STATE OF ARIZONA FOR STATE EQUALIZATION ASSISTANCE, CLASSROOM SITE FUNDS, INSTRUCTIONAL IMPROVEMENT FUNDS, AND FEDERAL ASSISTANCE FROM GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05116
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0426
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0426
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01006
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059733
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054617
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03684
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03684
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASA ACADEMY EXISTS TO CREATE EMPOWERED CITIZENS OF INTEGRITY READY FOR SUCCESS IN COLLEGE, LIFE, AND SOCIETY BY PROVIDING A TRANSFORMATIVE EDUCATION USING AUTHENTIC APPROACHES THAT PREPARE STUDENTS TO OVERCOME CHALLENGES, THINK CRITICALLY, EXCEL IN ACADEMICS, AND BECOME ROLE MODELS FOR THEIR COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S DIRECTOR OF OPERATIONS REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. IN ADDITION, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BOARD FOR COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CASA ACADEMY CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY HAVING BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR AND BY PROVIDING TRAININGS ON CONFLICT OF INTEREST FROM THE HIGH BAR AND ARIZONA CHARTER SCHOOLS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION AMOUNTS OF ALL TOP MANAGEMENT OFFICIALS ARE REVIEWED AND APPROVED BY THE GOVERNING BOARD. IN ADDITION, A SALARY COMPARISON ANALYSIS IS PERFORMED FOR ALL POSITIONS IN ORDER TO DETERMINE COMPENSATION AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION AMOUNTS OF ALL TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE GOVERNING BOARD. IN ADDITION, A SALARY COMPARISON ANALYSIS IS PERFORMED FOR ALL POSITIONS IN ORDER TO DETERMINE COMPENSATION AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt015421
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt026341
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01113844
IRS990/TotalAssetsEOYAmt01287202
IRS990/TotalAssetsGrp/BOYAmt01113844
IRS990/TotalAssetsGrp/EOYAmt01287202
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01306858
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0136960
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01064232
IRS990/TotalFunctionalExpensesGrp/TotalAmt01201192
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045536
IRS990/TotalLiabilitiesEOYAmt041466
IRS990/TotalLiabilitiesGrp/BOYAmt045536
IRS990/TotalLiabilitiesGrp/EOYAmt041466
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01068308
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01245736
IRS990/TotalOtherCompensationAmt013800
IRS990/TotalProgramServiceExpensesAmt01064232
IRS990/TotalProgramServiceRevenueAmt010865
IRS990/TotalReportableCompFromOrgAmt0150000
IRS990/TotalRevenueGrp/ExclusionAmt06280
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010865
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01378620

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,287,202
Liabilities
$41,466
Net assets
$1,245,736
Revenue
$1,378,620
Expenses
$1,201,192
Net income
$177,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$9.92$5.88$4.05$3.70$2.98$0.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.31$5.97$3.33$3.09$2.35$0.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.25$5.65$2.60$2.66$1.93$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.23$1.86$1.61$1.28$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.04$1.54$1.48$1.18$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.04$1.25$1.38$1.20$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.05$1.07$1.49$1.25$0.24
2016Summary only. Only limited summary data is available for this year.$0.90$0.08$0.83$1.72$1.32$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.09$0.43$1.20$1.02$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.04$0.02$0.31$0.29$0.02
2013Summary only. Only limited summary data is available for this year.$0.03$0.01$0.09$0.06$0.03