Civic Intelligence

Casa De Socorro Inc

EIN 85-0447465 • 501(c)3 • Edgewood, NM

Profile

Providing adoption & counseling services for moderate and low-income families; providing counseling & assistance for birth parents; providing education & training on adoption issues for legal, medical counseling, & social work professionals

PO Box 922Edgewood, NM 87015

adoptionassistance.org

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

33rd percentile

-7.8%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

41st percentile

-7.8%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

40th percentile

-10.0%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$145,680

Down $12,336 (-7.8%) from 2023

Liabilities

Up

$5,003

Up $1,067 (+27%) from 2023

Net Assets

Down

$140,677

Down $13,403 (-8.7%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin33rd percentile

Revenue

Down

$171,363

Down $19,021 (-10.0%) from 2023

Expenses

Up

$184,766

Up $21,479 (+13%) from 2023

Net Income

Down

-$13,403

Down $40,500 (-149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$200K$150K$100K$50K$0Assets 2011: $30,760Liabilities 2011: $3,619Net Assets 2011: $27,1412011Assets 2012: $42,508Liabilities 2012: $2,188Net Assets 2012: $40,3202012Assets 2013: $58,314Liabilities 2013: $4,304Net Assets 2013: $54,0102013Assets 2014: $54,531Liabilities 2014: $0Net Assets 2014: $54,5312014Assets 2015: $58,362Liabilities 2015: $2,779Net Assets 2015: $55,5832015Assets 2016: $24,391Liabilities 2016: $1,784Net Assets 2016: $22,6072016Assets 2017: $64,142Liabilities 2017: $5,004Net Assets 2017: $59,1382017Assets 2018: $55,037Liabilities 2018: $2,257Net Assets 2018: $52,7802018Assets 2019: $114,565Liabilities 2019: $5,349Net Assets 2019: $109,2162019Assets 2020: $61,622Liabilities 2020: $29,4312020Assets 2021: $65,811Liabilities 2021: $2,243Net Assets 2021: $63,5682021Assets 2022: $131,936Liabilities 2022: $4,953Net Assets 2022: $126,9832022Assets 2023: $158,016Liabilities 2023: $3,936Net Assets 2023: $154,0802023Assets 2024: $145,680Liabilities 2024: $5,003Net Assets 2024: $140,6772024

Highlighted filing

2024

Assets$145,680
Liabilities$5,003
Net Assets$140,677
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $141,689Expenses 2011: $142,863Net Income 2011: -$1,1742011Revenue 2012: $186,829Expenses 2012: $173,650Net Income 2012: $13,1792012Revenue 2013: $204,999Expenses 2013: $191,309Net Income 2013: $13,6902013Revenue 2014: $243,621Expenses 2014: $243,100Net Income 2014: $5212014Revenue 2015: $235,744Expenses 2015: $234,692Net Income 2015: $1,0522015Revenue 2016: $163,292Expenses 2016: $196,268Net Income 2016: -$32,9762016Revenue 2017: $251,567Expenses 2017: $215,036Net Income 2017: $36,5312017Revenue 2018: $163,220Expenses 2018: $169,578Net Income 2018: -$6,3582018Revenue 2019: $268,417Expenses 2019: $211,981Net Income 2019: $56,4362019Revenue 2020: $82,741Expenses 2020: $159,766Net Income 2020: -$77,0252020Revenue 2021: $114,514Expenses 2021: $83,137Net Income 2021: $31,3772021Revenue 2022: $66,605Expenses 2022: $50,756Net Income 2022: $15,8492022Revenue 2023: $190,384Expenses 2023: $163,287Net Income 2023: $27,0972023Revenue 2024: $171,363Expenses 2024: $184,766Net Income 2024: -$13,4032024

Highlighted filing

2024

Revenue$171,363
Expenses$184,766
Net Income-$13,403
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$145,680
Liabilities
$5,003
Net assets
$140,677
Revenue
$171,363
Expenses
$184,766
Net income
-$13,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.05$1.41$1.71$1.85$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.04$1.54$1.90$1.63$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.05$1.27$0.67$0.51$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.02$0.64$1.15$0.83$0.31
2020Summary only. Only limited summary data is available for this year.$0.62$0.29$0.83$1.60$0.77
2019Summary only. Only limited summary data is available for this year.$1.15$0.05$1.09$2.68$2.12$0.56
2018Summary only. Only limited summary data is available for this year.$0.55$0.02$0.53$1.63$1.70$0.06
2017Summary only. Only limited summary data is available for this year.$0.64$0.05$0.59$2.52$2.15$0.37
2016Summary only. Only limited summary data is available for this year.$0.24$0.02$0.23$1.63$1.96$0.33
2015Summary only. Only limited summary data is available for this year.$0.58$0.03$0.56$2.36$2.35$0.01
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$2.44$2.43$0.01
2013Summary only. Only limited summary data is available for this year.$0.58$0.04$0.54$2.05$1.91$0.14
2012Summary only. Only limited summary data is available for this year.$0.43$0.02$0.40$1.87$1.74$0.13
2011Summary only. Only limited summary data is available for this year.$0.31$0.04$0.27$1.42$1.43$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$171,363
Mission and Program Overview

Mission

Providing adoption & counseling services for moderate and low-income families; providing counseling & assistance for birth parents; providing education & training on adoption issues for legal, medical counseling, & social work professionals

Providing adoption and counseling services for moderate and low-income families; providing counseling and assistance for birth parents; providing education seminars and training for legal, medical, counseling, and social work professionals

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$156,399$144,243▼ $12,156
Land, Buildings, and Equipment, Net$1,617$1,437▼ $180
Total Assets$158,016$145,680▼ $12,336
Liabilities
Accounts Payable and Accrued Expenses$3,936$5,003▲ $1,067
Total Liabilities$3,936$5,003▲ $1,067
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$154,080$140,677▼ $13,403
Total Net Assets Fund Balance$154,080$140,677▼ $13,403
Total Liabilities and Net Assets / Fund Balance$158,016$145,680▼ $12,336

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,437$5,282$6,719
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Julia LeePresident
Calinia MilfordDirector
Amy LarsonTreasurer
Barbara BatesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,855
Program Service Revenue
$148,498
Investment Income
$10
Other Revenue
$0
All Other Contributions
$22,855
Change in Net Assets
$-13,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$128,944
Other Expenses$55,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,800$6,756-$67,556
Current Officers, Directors, Trustees, and Key Employees$46,586$5,177-$51,763
All Other Expenses$7,229$3,283-$10,512
Occupancy$9,450$1,050-$10,500
Payroll Taxes$8,118$902-$9,020
Insurance$4,716--$4,716
Other Expenses$2,386$596-$2,982
Other Employee Benefits$605--$605
Depreciation Depletion$171$9-$180
Travel$175--$175
Information Technology$116--$116
Total Functional Expenses$166,607$18,159$0$184,766
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board members are advised by e-mail that form 990 is available for their review at the organization's office, and form 990 is reviewed at a board meeting either prior to or immediately after its filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available upon request at the organization's place of business”

Filing and Contact Details

Filer

Filer Name
Casa De Socorro Inc
EIN
85-0447465
Phone
5052635757
Address
PO BOX 922, EDGEWOOD, NM 87015

Signing Officer

Name
Barbara Bates
Title
Treasurer
Phone
5052635757
Signed
2025-11-17

Organization Details

Principal Officer
Julia Lee
Formed
1997
Legal Domicile
Nm
Voting Board Members
4
Independent Board Members
4
Employees
6
Volunteers
0
Raw XML Appendix341 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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IRS990ScheduleA/Total509Grp/TotalAmt0675619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0171364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0186791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0170472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080406
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0675638
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01437
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05282
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06719
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE ADVISED BY E-MAIL THAT FORM 990 IS AVAILABLE FOR THEIR REVIEW AT THE ORGANIZATION'S OFFICE, AND FORM 990 IS REVIEWED AT A BOARD MEETING EITHER PRIOR TO OR IMMEDIATELY AFTER ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalAssetsGrp/EOYAmt0145680
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt06
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018159
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0166607
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184766
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03936
IRS990/TotalLiabilitiesEOYAmt05003
IRS990/TotalLiabilitiesGrp/BOYAmt03936
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt0148498
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148498
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171363
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TravelGrp/TotalAmt0175
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0ADOPTIONASSISTANCE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05052635757
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA DE SOCORRO INC
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0850447465
ReturnHeader/Filer/PhoneNum05052635757
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 922
ReturnHeader/Filer/USAddress/CityNm0EDGEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-11-17T23:08:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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