Civic Intelligence

Casa Fortaleza

990 • Fiscal year 2019 • EIN 47-4381273

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

Organization Profilewww.casafortaleza.org
PO Box 36594Albuquerque, NM 87110

(505) 485-4826

Siviq Scores

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

Liabilities / Assets

78th percentile

0.20x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • NTEE F • <$500k nonprofits • Source year 2019

Asset Growth

97th percentile

644%

Faster asset growth than 97% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

153%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • NTEE F • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$109,089

Up $94,422 (+644%) from 2018

Net Assets

$87,226

No earlier filing loaded for comparison.

Liabilities

Up

$21,863

Up $16,682 (+322%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin72nd percentile

Revenue

Up

$448,592

Up $271,575 (+153%) from 2018

Expenses

Up

$375,775

Up $199,091 (+113%) from 2018

Net Income

Up

$72,817

Up $72,484 (+21767%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$1.5M$1.0M$500K$0Assets 2017: $9,152Liabilities 2017: $02017Assets 2018: $14,667Liabilities 2018: $5,1812018Assets 2019: $109,089Liabilities 2019: $21,863Net Assets 2019: $87,2262019Assets 2020: $108,036Liabilities 2020: $34,653Net Assets 2020: $73,3832020Assets 2021: $158,893Liabilities 2021: $30,655Net Assets 2021: $128,2382021Assets 2022: $108,427Liabilities 2022: $29,266Net Assets 2022: $79,1612022Assets 2023: $418,457Liabilities 2023: $49,889Net Assets 2023: $368,5682023Assets 2024: $807,090Liabilities 2024: $312,005Net Assets 2024: $495,0852024Assets 2025: $1,059,412Liabilities 2025: $301,782Net Assets 2025: $757,6302025

Highlighted filing

2019

Assets$109,089
Liabilities$21,863
Net Assets$87,226
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $22,856Expenses 2017: $13,704Net Income 2017: $9,1522017Revenue 2018: $177,017Expenses 2018: $176,684Net Income 2018: $3332018Revenue 2019: $448,592Expenses 2019: $375,775Net Income 2019: $72,8172019Revenue 2020: $563,193Expenses 2020: $577,036Net Income 2020: -$13,8432020Revenue 2021: $625,526Expenses 2021: $570,671Net Income 2021: $54,8552021Revenue 2022: $495,775Expenses 2022: $544,852Net Income 2022: -$49,0772022Revenue 2023: $886,711Expenses 2023: $597,304Net Income 2023: $289,4072023Revenue 2024: $913,588Expenses 2024: $787,071Net Income 2024: $126,5172024Revenue 2025: $1,230,706Expenses 2025: $968,161Net Income 2025: $262,5452025

Highlighted filing

2019

Revenue$448,592
Expenses$375,775
Net Income$72,817
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$448,592
Mission and Program Overview

Mission

Casa fortaleza provides advocacy, case management services, therapy, and outreach to victims/survivors of sexual violence.

Casa Fortaleza works to empower and educate the Spanish-speaking communities around sexual violence. We are a culturally specific trauma informed agency committed to strength-based services for our clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$91,736-
Cash and Non-Interest-Bearing Accounts$14,667$16,193▲ $1,526
Prepaid Expenses and Deferred Charges-$1,160-
Total Assets$14,667$109,089▲ $94,422
Liabilities
Accounts Payable and Accrued Expenses$5,181$21,863▲ $16,682
Total Liabilities$5,181$21,863▲ $16,682
Net Assets / Fund Balance
Unrestricted Net Assets$9,486$87,226▲ $77,740
Total Net Assets Fund Balance$9,486$87,226▲ $77,740
Total Liabilities and Net Assets / Fund Balance$14,667$109,089▲ $94,422
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Antionette Sedillo LopezPresident
Monica EspinosaVice-President
Ronald Garcia-HererraBoard Member
Leonardo SalinasSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$444,571
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$4,021
All Other Contributions
$3,925
Change in Net Assets
$72,817

Audited Revenue Reconciliation

Revenue per Audited Statements
$448,592
Total Revenue per Audited Statements
$448,592
Total Revenue per Form 990
$448,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$296,206
Other Expenses$79,569
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$210,268$62,286-$272,554
Payroll Taxes$17,775$5,406-$23,181
Occupancy$20,588$2,288-$22,876
Travel$19,280$2,142-$21,422
Fees for Services Other$6,030$2,786-$8,816
Insurance$7,143$794-$7,937
Office Expenses$4,198$466-$4,664
Other Expenses$2,049$172-$2,221
Other Employee Benefits$471--$471
Total Functional Expenses$298,378$77,397$0$375,775

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$375,775
Total Expenses per Audited Statements$375,775
Total Expenses per Form 990$375,775
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
Lobbying activity
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
No
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 governing body review Part VI line 11

“The Form 990 is reviewed by the board of directors prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“At least annually, each board member must confirm adherence to the conflict of interest policy.”

CEO executive director top management comp Part VI line 15A

“Comparable local salaries are researched when determining the executive directors compensation.”

Form 990 availability to public Part VI line 18

“The Form 990 is made available once filed by posting it to the NM Attorney General website, and it is also made available upon request.”

Governing documents etc available to public Part VI line 19

“The governing documents are made available at the NM Attorney Generals website and also upon request.”

Filing and Contact Details

Filer

Filer Name
Casa Fortaleza
EIN
47-4381273
Address
PO Box 36594, Albuquerque, NM 87110

Signing Officer

Name
Valerie Sanchez
Title
Executive Direc
Phone
5054854826
Signed
2019-11-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Antionette Sedillo Lopez
Formed
2015
Legal Domicile
Nm
Voting Board Members
4
Independent Board Members
4
Employees
8
Volunteers
10

Preparer

Firm
James L Hartogensis CPA LLC
Address
PO Box 67315, Albuquerque, NM 87193
Preparer
James Hartogensis
Phone
5052809081
Supplemental Narrative

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“Casa Fortaleza is exempt from federal income tax under Section 501 (c)(3) of the Internal Revenue Code on all income except for unrelated business income. In addition, Casa Fortaleza has been classified as other than a private foundation. Casa Fortaleza evaluates uncertain tax positions in accordance with ASC 450, Accounting for Contingencies, whereby the effect of the uncertainties in tax positions would be recorded if the outcome was considered probable and reasonably estimable. As of June 30, 2019, Casa Fortaleza had no uncertain tax positions. Casa Fortalezas open audit periods are 2016 to 2018.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is made available once filed by posting it to the NM Attorney General website, and it is also made available upon request.
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04021
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0448592
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0109089
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02142
IRS990/TravelGrp/ProgramServicesAmt019280
IRS990/TravelGrp/TotalAmt021422
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt09486
IRS990/UnrestrictedNetAssetsGrp/EOYAmt087226
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.casafortaleza.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Valerie Sanchez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum05054854826
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Casa Fortaleza
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0474381273
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 36594
ReturnHeader/Filer/USAddress/CityNm0Albuquerque
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId060C630938AAA73CC0270556DDC02481EA31012AC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId060C630938AAA73CC0270556DDC02481EA31012AC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08517512019319x5rju2u
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.28.186.80
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm014:23:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463057855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James L Hartogensis CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 67315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087193
ReturnHeader/PreparerPersonGrp/PhoneNum05052809081
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Hartogensis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T14:19:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,089
Liabilities
$21,863
Net assets
$87,226
Revenue
$448,592
Expenses
$375,775
Net income
$72,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.30$0.76$1.23$0.97$0.26
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.31$0.50$0.91$0.79$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.05$0.37$0.89$0.60$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.03$0.08$0.50$0.54$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$0.63$0.57$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.03$0.07$0.56$0.58$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$0.45$0.38$0.07
2018Summary only. Only limited summary data is available for this year.$0.01$0.01$0.18$0.18$0.00
2017Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.01$0.01