Civic Intelligence

Casa De Exito Inc

EIN 77-0394105 • 501(c)3 • Santa Cruz, CA

Pub. 78 Eligible990-N Coverage

Profile

To provide low income housing.

380 Encinal Street 200Santa Cruz, CA 95060

n/A

Siviq Scores

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

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

0.46x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-56%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

-4.9%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-9.8%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$155,289

Down $3,358 (-2.1%) from 2024

Liabilities

Up

$64,032

Up $27,015 (+73%) from 2024

Net Assets

Down

$91,257

Down $30,373 (-25%) from 2024

Revenue

Up

$64,539

Up $13,692 (+27%) from 2024

Expenses

Up

$94,912

Up $21,204 (+29%) from 2024

Net Income

Down

-$30,373

Down $7,512 (-33%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $259,587Liabilities 2012: $5,3852012Assets 2013: $253,688Liabilities 2013: $5,0502013Assets 2016: $240,979Net Assets 2016: $240,9792016Assets 2018: $222,432Liabilities 2018: $11,134Net Assets 2018: $211,2982018Assets 2022: $175,548Liabilities 2022: $3,408Net Assets 2022: $172,1402022Assets 2023: $166,891Liabilities 2023: $22,400Net Assets 2023: $144,4912023Assets 2024: $158,647Liabilities 2024: $37,017Net Assets 2024: $121,6302024Assets 2025: $155,289Liabilities 2025: $64,032Net Assets 2025: $91,2572025

Highlighted filing

2025

Assets$155,289
Liabilities$64,032
Net Assets$91,257

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $36,093Expenses 2012: $46,317Net Income 2012: -$10,2242012Revenue 2013: $37,466Expenses 2013: $43,030Net Income 2013: -$5,5642013Revenue 2016: $42,2142016Revenue 2018: $44,847Expenses 2018: $67,409Net Income 2018: -$22,5622018Revenue 2022: $54,458Expenses 2022: $79,493Net Income 2022: -$25,0352022Revenue 2023: $49,105Expenses 2023: $76,754Net Income 2023: -$27,6492023Revenue 2024: $50,847Expenses 2024: $73,708Net Income 2024: -$22,8612024Revenue 2025: $64,539Expenses 2025: $94,912Net Income 2025: -$30,3732025

Highlighted filing

2025

Revenue$64,539
Expenses$94,912
Net Income-$30,373

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 15, 2026
Return Version
2024v5.5
Gross Receipts
$64,539
Mission and Program Overview

Mission

To provide low income housing.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES MANAGEMENT OF A 5 UNIT RESIDENTIAL HOUSE DEDICATED TO PROVIDING LOW INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS.$0$75,787
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM MORRISONChairperson (Start 01/25)-$0--
MONICA MARTINEZChairperson (Thru 01/25)-$0--
BLYTHE CAMPBELLSecretary/Treasurer-$0--
RONNIE LIPSCHUTZVice Chair-$0--
LORI LANGONADirector-$0--
Filing and Contact Details

Filer

Filer Name
Casa De Exito Inc
EIN
77-0394105
Phone
8314691700
Address
380 ENCINAL STREET 200, SANTA CRUZ, CA 95060

Signing Officer

Name
Kim Morrison
Title
Chief Financial Officer
Phone
8314691700
Signed
2026-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Wanwan Zhang
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 16.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: laundry and vending revenue. Amount: 191. Description: tenant charges. Amount: 5,125. Description: work order revenue. Amount: 820. Total to form 990-ez, line 8: 6,136.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expenses. Amount: 711. Description: insurance. Amount: 1,248. Description: administrative expenses. Amount: 1,139. Description: supplies. Amount: 7,788. Description: operating and maintenance. Amount: 11,260. Description: depreciation. Amount: 9,781. Description: travel expense. Amount: 837. Description: bad debt expense. Amount: 5,144. Total to form 990-ez, line 16: 37,908.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 2,989. End of year amount: 4,773. Description: security deposit. Beg. Of year amount: 1,155. End of year amount: 830.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 35,862. End of year amount: 62,987. Description: security deposit. Beg. Of year amount: 1,155. End of year amount: 785. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 260.

Raw XML Appendix208 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LAUNDRY AND VENDING REVENUE. AMOUNT: 191. DESCRIPTION: TENANT CHARGES. AMOUNT: 5,125. DESCRIPTION: WORK ORDER REVENUE. AMOUNT: 820. TOTAL TO FORM 990-EZ, LINE 8: 6,136.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE EXPENSES. AMOUNT: 711. DESCRIPTION: INSURANCE. AMOUNT: 1,248. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,139. DESCRIPTION: SUPPLIES. AMOUNT: 7,788. DESCRIPTION: OPERATING AND MAINTENANCE. AMOUNT: 11,260. DESCRIPTION: DEPRECIATION. AMOUNT: 9,781. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 837. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 5,144. TOTAL TO FORM 990-EZ, LINE 16: 37,908.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,989. END OF YEAR AMOUNT: 4,773. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 1,155. END OF YEAR AMOUNT: 830.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 35,862. END OF YEAR AMOUNT: 62,987. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 1,155. END OF YEAR AMOUNT: 785. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 260.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM MORRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08314691700
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA DE EXITO INC
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0770394105
ReturnHeader/Filer/PhoneNum08314691700
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 ENCINAL STREET 200
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
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ReturnHeader/Filer/USAddress/ZIPCd095060
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 CAMINO RAMON STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945835004
ReturnHeader/PreparerPersonGrp/PhoneNum09257902600
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WANWAN ZHANG
ReturnHeader/ReturnTs02026-04-15T14:43:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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