Civic Intelligence

Casa De Exito Inc

990EZ • Fiscal year 2024 • EIN 77-0394105

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 14, 2025

380 Encinal Street 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

84th percentile

0.23x

Higher debt load relative to assets than 84% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.73x

Higher debt load relative to revenue than 94% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-45%

Higher net margin than 11% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-4.9%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

3.5%

Faster revenue growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$158,647

Down $8,244 (-4.9%) from 2023

Net Assets

Down

$121,630

Down $22,861 (-16%) from 2023

Liabilities

Up

$37,017

Up $14,617 (+65%) from 2023

Revenue

Up

$50,847

Up $1,742 (+3.5%) from 2023

Expenses

Down

$73,708

Down $3,046 (-4.0%) from 2023

Net Income

Up

-$22,861

Up $4,788 (+17%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$158,647
Liabilities$37,017
Net Assets$121,630

Operations Trend

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

2024

Revenue$50,847
Expenses$73,708
Net Income-$22,861
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 14, 2025
Return Version
2023v6.0
Gross Receipts
$50,847
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$55,582
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI LANGONADirector-$0--
MONICA MARTINEZChairperson-$0--
RONNIE LIPSCHUTZVice Chair-$0--
BLYTHE CAMPBELLSecretary/Treasurer-$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
2025-02-14
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: 12.

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

Description: laundry and vending revenue. Amount: 477. Description: tenant charges. Amount: 458. Total to form 990-ez, line 8: 935.

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

Description: office expenses. Amount: 357. Description: insurance. Amount: 910. Description: administrative expenses. Amount: 646. Description: supplies. Amount: 4,385. Description: operating and maintenance. Amount: 7,680. Description: depreciation. Amount: 9,780. Description: travel expense. Amount: 489. Description: bad debt expense. Amount: 736. Total to form 990-ez, line 16: 24,983.

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

Description: accounts receivable. Beg. Of year amount: 3,922. End of year amount: 2,989. Description: security deposit. Beg. Of year amount: 1,897. End of year amount: 1,155.

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

Description: accounts payable. Beg. Of year amount: 20,524. End of year amount: 35,862. Description: security deposit. Beg. Of year amount: 1,876. End of year amount: 1,155.

Raw XML Appendix201 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05819
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04144
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt0935
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramServiceRevenueAmt021579
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES MANAGEMENT OF A 5 UNIT RESIDENTIAL HOUSE DEDICATED TO PROVIDING LOW INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt019297
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015636
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0123488
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LAUNDRY AND VENDING REVENUE. AMOUNT: 477. DESCRIPTION: TENANT CHARGES. AMOUNT: 458. TOTAL TO FORM 990-EZ, LINE 8: 935.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE EXPENSES. AMOUNT: 357. DESCRIPTION: INSURANCE. AMOUNT: 910. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 646. DESCRIPTION: SUPPLIES. AMOUNT: 4,385. DESCRIPTION: OPERATING AND MAINTENANCE. AMOUNT: 7,680. DESCRIPTION: DEPRECIATION. AMOUNT: 9,780. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 489. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 736. TOTAL TO FORM 990-EZ, LINE 16: 24,983.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3,922. END OF YEAR AMOUNT: 2,989. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 1,897. END OF YEAR AMOUNT: 1,155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 20,524. END OF YEAR AMOUNT: 35,862. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 1,876. END OF YEAR AMOUNT: 1,155.
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/SignatureDt02025-02-14
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02025-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WANWAN ZHANG
ReturnHeader/ReturnTs02025-02-14T20:39:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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