Civic Intelligence

Casa Milagro

EIN 85-0443188 • 501(c)3 • Santa Fe, NM

Profile

To provide permanent housing and stabilizing support services to people exiting homelessness and managing mental health challenges.

49 Camino BajoSanta Fe, NM 87508

casamilagrosantafe.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.83x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

1.16x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

44th percentile

1.6%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$56,246

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

46th percentile

2.0%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-9.6%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$660,660

Down $178,971 (-21%) from 2024

Liabilities

Down

$700,509

Down $972 (-0.1%) from 2024

Net Assets

Down

-$39,849

Down $177,999 (-129%) from 2024

Revenue

Down

$375,577

Down $272,731 (-42%) from 2024

Expenses

Down

$553,576

Down $105,795 (-16%) from 2024

Net Income

Down

-$177,999

Down $166,936 (-1509%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MAssets 2010: $601,009Liabilities 2010: $1,222,375Net Assets 2010: -$621,3662010Assets 2011: $577,423Liabilities 2011: $1,228,655Net Assets 2011: -$651,2322011Assets 2012: $542,188Liabilities 2012: $1,045,842Net Assets 2012: -$503,6542012Assets 2013: $530,118Liabilities 2013: $861,794Net Assets 2013: -$331,6762013Assets 2014: $538,482Liabilities 2014: $678,309Net Assets 2014: -$139,8272014Assets 2015: $509,999Liabilities 2015: $685,842Net Assets 2015: -$175,8432015Assets 2016: $485,330Liabilities 2016: $678,114Net Assets 2016: -$192,7842016Assets 2017: $495,970Liabilities 2017: $678,043Net Assets 2017: -$182,0732017Assets 2018: $528,264Liabilities 2018: $678,787Net Assets 2018: -$150,5232018Assets 2019: $600,524Liabilities 2019: $750,180Net Assets 2019: -$149,6562019Assets 2020: $639,266Liabilities 2020: $726,755Net Assets 2020: -$87,4892020Assets 2021: $612,199Liabilities 2021: $710,212Net Assets 2021: -$98,0132021Assets 2022: $838,061Liabilities 2022: $698,853Net Assets 2022: $139,2082022Assets 2023: $854,664Liabilities 2023: $705,451Net Assets 2023: $149,2132023Assets 2024: $839,631Liabilities 2024: $701,481Net Assets 2024: $138,1502024Assets 2025: $660,660Liabilities 2025: $700,509Net Assets 2025: -$39,8492025

Highlighted filing

2025

Assets$660,660
Liabilities$700,509
Net Assets-$39,849

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $284,2282010Expenses 2011: $279,0942011Revenue 2012: $444,520Expenses 2012: $296,941Net Income 2012: $147,5792012Expenses 2013: $285,7202013Revenue 2014: $503,342Expenses 2014: $311,493Net Income 2014: $191,8492014Revenue 2015: $282,537Expenses 2015: $318,553Net Income 2015: -$36,0162015Revenue 2016: $285,517Expenses 2016: $302,458Net Income 2016: -$16,9412016Revenue 2017: $329,737Expenses 2017: $319,026Net Income 2017: $10,7112017Revenue 2018: $336,618Expenses 2018: $305,068Net Income 2018: $31,5502018Revenue 2019: $326,443Expenses 2019: $325,576Net Income 2019: $8672019Revenue 2020: $412,443Expenses 2020: $350,276Net Income 2020: $62,1672020Revenue 2021: $347,210Expenses 2021: $357,734Net Income 2021: -$10,5242021Revenue 2022: $672,677Expenses 2022: $435,456Net Income 2022: $237,2212022Revenue 2023: $608,194Expenses 2023: $598,189Net Income 2023: $10,0052023Revenue 2024: $648,308Expenses 2024: $659,371Net Income 2024: -$11,0632024Revenue 2025: $375,577Expenses 2025: $553,576Net Income 2025: -$177,9992025

Highlighted filing

2025

Revenue$375,577
Expenses$553,576
Net Income-$177,999

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.66$0.70$0.04$0.38$0.55$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.70$0.14$0.65$0.66$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.71$0.15$0.61$0.60$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.70$0.14$0.67$0.44$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.71$0.10$0.35$0.36$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.73$0.09$0.41$0.35$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.75$0.15$0.33$0.33$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.68$0.15$0.34$0.31$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.68$0.18$0.33$0.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.68$0.19$0.29$0.30$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.69$0.18$0.28$0.32$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.68$0.14$0.50$0.31$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.86$0.33$0.29
2012Summary only. Only limited summary data is available for this year.$0.54$1.05$0.50$0.44$0.30$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$1.23$0.65$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$1.22$0.62$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 20, 2025
Return Version
2024v5.2
Gross Receipts
$375,577
Mission and Program Overview

Mission

To provide housing and supportive services for mentally ill adults who have experienced homelessness.

To provide permanent housing and stabilizing support services to people exiting homelessness and managing mental health challenges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$507,235$479,995▼ $27,240
Savings and Temporary Cash Investments$171,730$178,288▲ $6,558
Accounts Receivable$79,626--
Prepaid Expenses and Deferred Charges$1,272$2,029▲ $757
Cash and Non-Interest-Bearing Accounts$79,768$348▼ $79,420
Total Assets$839,631$660,660▼ $178,971
Liabilities
Mortgage Notes Payable Secured by Investment Property$670,400$670,400→ $0
Accounts Payable and Accrued Expenses$27,950$29,055▲ $1,105
Other Liabilities$3,131$1,054▼ $2,077
Total Liabilities$701,481$700,509▼ $972
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$138,150$-39,849▼ $177,999
Total Net Assets Fund Balance$138,150$-39,849▼ $177,999
Total Liabilities and Net Assets / Fund Balance$839,631$660,660▼ $178,971

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$282,829$347,207$630,036
Land$171,742-$171,742
Other Land Buildings$24,541$34,049$58,590
Equipment$883$20,655$21,538
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Anjanette EstrellasExecutive DirectorFT$79,976$79,976

Board Members and Trustees

NameTitle
Adam LeonardPresidenttr
Marcos ZubiaDirector
Anna BrunsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$281,134
Program Service Revenue
$91,868
Investment Income
$2,575
Other Revenue
$0
All Other Contributions
$153,535
Change in Net Assets
$-177,999

Audited Revenue Reconciliation

Revenue per Audited Statements
$375,577
Total Revenue per Audited Statements
$375,577
Total Revenue per Form 990
$375,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$363,891
Other Expenses$189,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$248,052--$248,052
Current Officers, Directors, Trustees, and Key Employees-$79,976-$79,976
Fees for Services Accounting-$53,823-$53,823
Information Technology$29,656$4,161-$33,817
Depreciation Depletion$27,240--$27,240
Payroll Taxes$20,412$6,118-$26,530
Insurance$9,815$5,207-$15,022
All Other Expenses$13,862--$13,862
Office Expenses$6,670$4,341-$11,011
Other Employee Benefits-$9,333-$9,333
Occupancy$4,698$820-$5,518
Fees for Services Other$3,304$960-$4,264
Travel$396--$396
Fees for Services Legal-$77-$77
Other Expenses$60--$60
Total Functional Expenses$388,760$164,816$0$553,576

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$553,576
Total Expenses per Audited Statements$553,576
Total Expenses per Form 990$553,576
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$1,054
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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 executive director reviewed a draft of the f990 which, after incorporating her changes, was then distributed to the entire board for their review prior to submission to the irs.

Governing documents etc available to public Part VI line 19

GOVERNING DOCUMENTS ARE AVAILABLE ON THE GUIDESTAR WEBSITE AND https://www.casamilagrosantafe.org/. THEY ARE ADDITIONALLY, AVAILABLE UPON WRITTEN REQUEST FROM THE ORGANIZAION.

Filing and Contact Details

Filer

Filer Name
Casa Milagro
EIN
85-0443188
In Care Of
% ANJANETTE ESTRELLAS
Phone
5054747684
Address
49 CAMINO BAJO, Santa Fe, NM 87508

Signing Officer

Name
Anjanette Estrellas
Title
Executive Director
Phone
5054747684
Signed
2025-08-20
Discuss with paid preparer
No

Organization Details

Formed
1996
Legal Domicile
Nm
Voting Board Members
3
Independent Board Members
3
Employees
16

Preparer

Firm
Bloom & Bloom Llp
Address
356 MILLBURN AVE, Millburn, NJ 07041
Preparer
Richard Bloom
Phone
9739120300
Raw XML Appendix367 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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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05574
IRS990/PYOtherExpensesAmt0211142
IRS990/PYOtherRevenueAmt0152
IRS990/PYProgramServiceRevenueAmt0173290
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IRS990/PYTotalRevenueAmt0648308
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-177999
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0375577
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0171730
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0178288
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0469292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0422006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0518533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0244119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01935084
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0313
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014252
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IRS990ScheduleA/PublicSupportPY170Pct00.99350
IRS990ScheduleA/PublicSupportTotal170Amt01935084
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0347207
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0630036
IRS990ScheduleD/EquipmentGrp/BookValueAmt0883
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020655
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021538
IRS990ScheduleD/ExpensesSubtotalAmt0553576
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0171742
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024541
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034049
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt058590
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0375577
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0479995
IRS990ScheduleD/TotalExpensesPerForm990Amt0553576
IRS990ScheduleD/TotalLiabilityAmt01054
IRS990ScheduleD/TotalRevenuePerForm990Amt0375577
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0375577
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0553576
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWED A DRAFT OF THE F990 WHICH, AFTER INCORPORATING HER CHANGES, WAS THEN DISTRIBUTED TO THE ENTIRE BOARD FOR THEIR REVIEW PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE ON THE GUIDESTAR WEBSITE AND https://www.casamilagrosantafe.org/. THEY ARE ADDITIONALLY, AVAILABLE UPON WRITTEN REQUEST FROM THE ORGANIZAION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0660660
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IRS990/TotalAssetsGrp/EOYAmt0660660
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0281134
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0164816
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0388760
IRS990/TotalFunctionalExpensesGrp/TotalAmt0553576
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0701481
IRS990/TotalLiabilitiesEOYAmt0700509
IRS990/TotalLiabilitiesGrp/BOYAmt0701481
IRS990/TotalLiabilitiesGrp/EOYAmt0700509
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0138150
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-39849
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0388760
IRS990/TotalProgramServiceRevenueAmt091868
IRS990/TotalReportableCompFromOrgAmt079976
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt094443
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0375577
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0839631
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0660660
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0396
IRS990/TravelGrp/TotalAmt0396
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTPS://CASAMILAGROSANTAFE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANJANETTE ESTRELLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05054747684
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA MILAGRO
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0850443188
ReturnHeader/Filer/InCareOfNm0% ANJANETTE ESTRELLAS
ReturnHeader/Filer/PhoneNum05054747684
ReturnHeader/Filer/USAddress/AddressLine1Txt049 CAMINO BAJO
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087508
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLOOM & BLOOM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0356 MILLBURN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Millburn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007041
ReturnHeader/PreparerPersonGrp/PhoneNum09739120300
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD BLOOM
ReturnHeader/ReturnTs02026-02-24T10:37:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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