Civic Intelligence

Casa Buenaventura Charitable Fdn

EIN 68-6247051 • Agoura Hills, CA

5739 Kanan Road No 409Agoura Hills, CA 91301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

29th percentile

-13%

Higher net margin than 29% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-11%

Faster asset growth than 38% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

7973%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$21,027

Down $2,669 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$21,027

Down $2,669 (-11%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin29th percentile

Revenue

Up

$20,022

Up $19,774 (+7973%) from 2023

Expenses

Up

$22,691

Up $3,599 (+19%) from 2023

Net Income

Up

-$2,669

Up $16,175 (+86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $50,675Liabilities 2011: $0Net Assets 2011: $50,6752011Assets 2012: $32,251Liabilities 2012: $0Net Assets 2012: $32,2512012Assets 2013: $29,726Liabilities 2013: $02013Assets 2014: $58,075Liabilities 2014: $0Net Assets 2014: $58,0752014Assets 2015: $57,653Liabilities 2015: $0Net Assets 2015: $57,6532015Assets 2016: $39,018Liabilities 2016: $0Net Assets 2016: $39,0182016Assets 2017: $73,707Liabilities 2017: $0Net Assets 2017: $73,7072017Assets 2018: $49,851Liabilities 2018: $0Net Assets 2018: $49,8512018Assets 2019: $104,826Liabilities 2019: $0Net Assets 2019: $104,8262019Assets 2020: $79,948Liabilities 2020: $0Net Assets 2020: $79,9482020Assets 2021: $58,817Liabilities 2021: $0Net Assets 2021: $58,8172021Assets 2022: $42,540Liabilities 2022: $0Net Assets 2022: $42,5402022Assets 2023: $23,696Liabilities 2023: $0Net Assets 2023: $23,6962023Assets 2024: $21,027Liabilities 2024: $0Net Assets 2024: $21,0272024

Highlighted filing

2024

Assets$21,027
Liabilities$0
Net Assets$21,027
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $11,5102011Expenses 2012: $18,5352012Revenue 2013: $15,059Expenses 2013: $17,584Net Income 2013: -$2,5252013Revenue 2014: $50,037Expenses 2014: $21,688Net Income 2014: $28,3492014Revenue 2015: $20,090Expenses 2015: $20,472Net Income 2015: -$3822015Revenue 2016: $101Expenses 2016: $18,701Net Income 2016: -$18,6002016Revenue 2017: $50,068Expenses 2017: $15,379Net Income 2017: $34,6892017Revenue 2018: $157Expenses 2018: $24,013Net Income 2018: -$23,8562018Revenue 2019: $75,086Expenses 2019: $20,111Net Income 2019: $54,9752019Revenue 2020: $687Expenses 2020: $25,565Net Income 2020: -$24,8782020Revenue 2021: $109Expenses 2021: $21,240Net Income 2021: -$21,1312021Revenue 2022: $74Expenses 2022: $16,351Net Income 2022: -$16,2772022Revenue 2023: $248Expenses 2023: $19,092Net Income 2023: -$18,8442023Revenue 2024: $20,022Expenses 2024: $22,691Net Income 2024: -$2,6692024

Highlighted filing

2024

Revenue$20,022
Expenses$22,691
Net Income-$2,669
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,027
Liabilities
$0
Net assets
$21,027
Revenue
$20,022
Expenses
$22,691
Net income
-$2,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.20$0.23$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.19$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.00$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.00$0.21$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.01$0.26$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.75$0.20$0.55
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.00$0.24$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.50$0.15$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.00$0.19$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.20$0.20$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.50$0.22$0.28
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.15$0.18$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.19
2011Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN KAVANAGHTrusteePT$0--
THERESA KAVANAGHTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Casa Buenaventura Charitable Fdn
EIN
68-6247051
Phone
8183474882
Address
5739 KANAN ROAD NO 409, AGOURA HILLS, CA 91301

Signing Officer

Name
John Kavanagh
Title
Trustee
Phone
8183474882
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Edward R Hazan Business Management
Address
5739 KANAN RD 409, AGOURA HILLS, CA 91301
Preparer
Edward R Hazan
Phone
8183474882
Raw XML Appendix275 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118111 NORDHOFF ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 3313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTHRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BIG BEAR CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1913308307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292314
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022510
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0887
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017743
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017743
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt091304
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017649
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021041
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022510
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021623
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109047
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt087424
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN L KAVANAGH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05739 KANAN ROAD 409
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0AGOURA HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091301
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CHECK PRINTING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt223
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0IRS EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KAVANAGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08183474882
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA BUENAVENTURA CHARITABLE FDN
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0686247051
ReturnHeader/Filer/PhoneNum08183474882
ReturnHeader/Filer/USAddress/AddressLine1Txt05739 KANAN ROAD NO 409
ReturnHeader/Filer/USAddress/CityNm0AGOURA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARD R HAZAN BUSINESS MANAGEMENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05739 KANAN RD 409
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AGOURA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091301
ReturnHeader/PreparerPersonGrp/PhoneNum08183474882
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD R HAZAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-06T15:49:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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