Civic Intelligence

Casa De Exito Inc

990EZ • Fiscal year 2016 • EIN 77-0394105

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 30, 2016

Organization ProfileN/A
380 Encinal Street Suite 200Santa Cruz, CA 95060

(831) 469-1700

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

55th percentile

4.1%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$240,979

Down $12,709 (-5.0%) from 2013

Net Assets

$240,979

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$42,214

Up $4,748 (+13%) from 2013

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2016

Assets$240,979
Liabilities-
Net Assets$240,979
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$42,214
Expenses-
Net Income-
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 30, 2016
Return Version
2015v2.1
Gross Receipts
$42,214
Mission and Program Overview

Mission

To provide low income housing.

To provide low-income housing.

Program Services

DescriptionGrantsExpenses
CASA DE EXITO, INC. HAS PROVIDED THE MANAGEMENT OF A MULTIFAMILY HOUSING COMPLEX OF FIVE BEDROOMS DEDICATED TO PROVIDING LOW-INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA MARTINEZChairperson-$0--
SANDY KAPLANBoardmember-$0--
JOHN LIVINGSTONVice-Chairpe-$0--
PAUL O'BRIENSec/Treas-$0--
JOE APPENRODTBoardmember-$0--
ANN POMPERBoardmember-$0--
STEVE LABERGEBoardmember-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Monica Martinez
Title
Chairperson
Phone
8314691700
Signed
2016-09-30
Discuss with paid preparer
Yes

Preparer

Firm
John J Teuteberg CPA
Address
PO BOX 1539, FREEDOM, CA 95019-1539
Preparer
John J Teuteberg
Phone
8317630997
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III, Line 28

“Casa de exito, inc. Has provided the management of a multifamily housing complex of five bedrooms dedicated to providing low-income housing to psychiatrically disabled adults.”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROLYN COLEMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08314691700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0195 HARVEY WEST
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095060
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0240979
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt042214
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0240979
IRS990EZ/GrossReceiptsAmt042214
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042214
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0240979
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONICA MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDY KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN LIVINGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE APPENRODT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN POMPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE LABERGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARDMEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-CHAIRPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARDMEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARDMEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARDMEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE LOW-INCOME HOUSING.
IRS990EZ/ProgramServiceRevenueAmt042214
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CASA DE EXITO, INC. HAS PROVIDED THE MANAGEMENT OF A MULTIFAMILY HOUSING COMPLEX OF FIVE BEDROOMS DEDICATED TO PROVIDING LOW-INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt042214
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt037456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0191719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0191719
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042214
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038291
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036083
IRS990ScheduleA/Total509Grp/TotalAmt0191719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036093
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0191739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASA DE EXITO, INC. HAS PROVIDED THE MANAGEMENT OF A MULTIFAMILY HOUSING COMPLEX OF FIVE BEDROOMS DEDICATED TO PROVIDING LOW-INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08314691700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA DE EXITO INC
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0770394105
ReturnHeader/Filer/PhoneNum08314691700
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 ENCINAL STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770142495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN J TEUTEBERG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1539
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEDOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950191539
ReturnHeader/PreparerPersonGrp/PhoneNum08317630997
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J TEUTEBERG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-30T09:48:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,979
Liabilities
-
Net assets
$240,979
Revenue
$42,214
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$0.64$0.91$0.65$0.95$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.37$1.22$0.51$0.74$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.22$1.44$0.49$0.77$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.03$1.72$0.54$0.79$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.11$2.11$0.45$0.67$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.41$2.41$0.42
2013Summary only. Only limited summary data is available for this year.$2.54$0.05$0.37$0.43$0.06
2012Summary only. Only limited summary data is available for this year.$2.60$0.05$0.36$0.46$0.10