Civic Intelligence

Casa Esperanza Endowment Foundation Inc.

990 • Fiscal year 2016 • EIN 85-0479804

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 28, 2016

Organization ProfileWWW.CASANM.ORG
PO Box 40472Albuquerque, NM 87106

(505) 246-2700

Siviq Scores

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

Liabilities / Assets

86th percentile

0.03x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.07x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

52nd percentile

1.4%

Higher net margin than 52% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

91st percentile

$70,656

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

48th percentile

-0.9%

Faster asset growth than 48% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

-4.3%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$1,771,201

Down $16,828 (-0.9%) from 2015

Net Assets

Down

$1,721,665

Down $23,240 (-1.3%) from 2015

Liabilities

Up

$49,536

Up $6,412 (+15%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin52nd percentile

Revenue

Down

$742,563

Down $33,509 (-4.3%) from 2015

Expenses

Up

$732,359

Up $46,742 (+6.8%) from 2015

Net Income

Down

$10,204

Down $80,251 (-89%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,405,293Liabilities 2010: $42,498Net Assets 2010: $1,362,7952010Assets 2011: $1,634,640Liabilities 2011: $65,034Net Assets 2011: $1,569,6062011Assets 2012: $1,525,173Liabilities 2012: $61,636Net Assets 2012: $1,463,5372012Assets 2013: $1,581,076Liabilities 2013: $47,172Net Assets 2013: $1,533,9042013Assets 2014: $1,711,696Liabilities 2014: $40,802Net Assets 2014: $1,670,8942014Assets 2015: $1,788,029Liabilities 2015: $43,124Net Assets 2015: $1,744,9052015Assets 2016: $1,771,201Liabilities 2016: $49,536Net Assets 2016: $1,721,6652016Assets 2017: $1,983,414Liabilities 2017: $44,088Net Assets 2017: $1,939,3262017Assets 2018: $2,197,937Liabilities 2018: $57,054Net Assets 2018: $2,140,8832018Assets 2019: $2,122,993Liabilities 2019: $60,786Net Assets 2019: $2,062,2072019Assets 2020: $1,989,338Liabilities 2020: $118,778Net Assets 2020: $1,870,5602020Assets 2021: $2,202,353Liabilities 2021: $96,930Net Assets 2021: $2,105,4232021Assets 2022: $1,685,866Liabilities 2022: $42,395Net Assets 2022: $1,643,4712022Assets 2023: $1,662,098Liabilities 2023: $29,800Net Assets 2023: $1,632,2982023Assets 2024: $1,704,718Liabilities 2024: $62,086Net Assets 2024: $1,642,6322024

Highlighted filing

2016

Assets$1,771,201
Liabilities$49,536
Net Assets$1,721,665
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $908,7332010Expenses 2011: $879,1782011Revenue 2012: $928,855Expenses 2012: $940,576Net Income 2012: -$11,7212012Revenue 2013: $845,241Expenses 2013: $775,241Net Income 2013: $70,0002013Revenue 2014: $671,104Expenses 2014: $660,650Net Income 2014: $10,4542014Revenue 2015: $776,072Expenses 2015: $685,617Net Income 2015: $90,4552015Revenue 2016: $742,563Expenses 2016: $732,359Net Income 2016: $10,2042016Revenue 2017: $743,490Expenses 2017: $635,638Net Income 2017: $107,8522017Revenue 2018: $928,051Expenses 2018: $777,283Net Income 2018: $150,7682018Revenue 2019: $682,753Expenses 2019: $745,757Net Income 2019: -$63,0042019Revenue 2020: $611,689Expenses 2020: $772,967Net Income 2020: -$161,2782020Revenue 2021: $760,670Expenses 2021: $737,137Net Income 2021: $23,5332021Revenue 2022: $461,347Expenses 2022: $652,276Net Income 2022: -$190,9292022Revenue 2023: $395,975Expenses 2023: $490,692Net Income 2023: -$94,7172023Revenue 2024: $445,205Expenses 2024: $434,871Net Income 2024: $10,3342024

Highlighted filing

2016

Revenue$742,563
Expenses$732,359
Net Income$10,204
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$975,315
Mission and Program Overview

Mission

To operate for the sole benefit of casa esperanza, inc. By assisting it in carrying out its charitable purpose.

To operate for the sole benefit of casa esperanza, inc. By assisting itto carry out its charitable purpose. The organization manages aninvestment portfolio and a vehicle donation program and sponsorsfundraising events in order to raise funds to support the mission ofcasa esperanza, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,258,717$1,178,955▼ $79,762
Cash and Non-Interest-Bearing Accounts$325,991$384,523▲ $58,532
Inventories for Sale or Use$52,625$58,270▲ $5,645
Investments Other Securities$26,823$28,463▲ $1,640
Prepaid Expenses and Deferred Charges$12,786$11,382▼ $1,404
Savings and Temporary Cash Investments$3,611$3,611→ $0
Accounts Receivable$3,002$0▼ $3,002
Pledges and Grants Receivable$0$2,850▲ $2,850
Land, Buildings, and Equipment, Net$2,724$0▼ $2,724
Total Assets$1,788,029$1,771,201▼ $16,828
Other Assets Total$101,750$103,147▲ $1,397
Liabilities
Accounts Payable and Accrued Expenses$18,893$28,050▲ $9,157
Other Liabilities$24,231$21,486▼ $2,745
Total Liabilities$43,124$49,536▲ $6,412
Net Assets / Fund Balance
Unrestricted Net Assets$400,516$1,550,610▲ $1,150,094
Permanently Rstr Net Assets$168,205$168,205→ $0
Temporarily Rstr Net Assets$1,176,184$2,850▼ $1,173,334
Total Net Assets Fund Balance$1,744,905$1,721,665▼ $23,240
Total Liabilities and Net Assets / Fund Balance$1,788,029$1,771,201▼ $16,828

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$10,932$10,932
Other Land Buildings$0$2,886$2,886
Other Assets Org$29,548--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,340,187-▲ $3,887$59,519$1,284,555
2014$1,361,310$20,000▲ $20,416$61,539$1,340,187
2013$1,251,124$0▲ $183,527$73,341$1,361,310
2012$168,205$1,082,919--$1,251,124
2011$168,205---$168,205
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chrisann GrayExecutive DirectorPT$30,775$39,881$70,656

Board Members and Trustees

NameTitle
Julie TierneyPast President
Katrina TracyPresident
Trevor LewisVice President
Anita KinneyDirector
Derek RollandDirector
Ian ReiterDirector
Johannah RuddyDirector
Richard CastilloDirector
Michael LattingSecretary
Bradley MucekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$663,013
Program Service Revenue
$0
Investment Income
$37,960
Other Revenue
$41,590
All Other Contributions
$635,551
Change in Net Assets
$10,204

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles706$535,062Resale Price
Other Non Cash Contri Table50$14,925Donor Value
Total Noncash Contributions756$549,987-

Audited Revenue Reconciliation

Revenue per Audited Statements
$784,870
Revenue Not Reported on Financial Statements
$-42,307
Revenue Not Reported on Form 990
$221,586
Other Revenue Adjustments
$-42,307
Total Revenue per Audited Statements
$1,006,456
Total Revenue per Form 990
$742,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$515,805
Other Expenses$403,778
Salaries, Compensation, and Employee Benefits$265,359
Grants and Similar Amounts Paid$63,222
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$67,368$98,539$165,907
Grants to Domestic Orgs$63,222--$63,222
Current Officers, Directors, Trustees, and Key Employees-$14,994$22,492$37,486
Other Employee Benefits-$8,926$17,095$26,021
Payroll Taxes-$10,751$13,568$24,319
Fees for Services Accounting-$13,276-$13,276
Office Expenses-$8,406$4,084$12,490
Pension Plan Contributions-$4,781$6,845$11,626
Insurance-$8,777-$8,777
Fees for Service Investment Mgmnt Fees-$8,729-$8,729
Fees for Services Other-$73$6,346$6,419
All Other Expenses-$1,481$2,537$4,018
Travel-$1,031$900$1,931
Other Expenses-$1,575$0$1,575
Depreciation Depletion--$563$563
Total Functional Expenses$63,222$153,332$515,805$732,359

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,035,511
Total Expenses per Form 990$732,359
Expenses Not Reported on Form 990$631,647
Expenses per Audited Statements$403,864
Expenses Not Reported on Financial Statements$328,495
Other Expense Adjustments$328,495
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa Esperanza IncAlbuquerque, NM501(c)(3)Operates for the Sole Benefit of Casa Esperanza, Inc. by Assisting It in Carrying Out Its Charitable Purpose.$63,222
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,238
Fundraising Direct Expenses$42,307
Gaming Gross Income$830
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala for Hope$50,624$31,201$12,715$18,486
Casa Golf Tournament$32,076$24,037$3,691$20,346
Total Events$82,700$55,238$42,307$12,931
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuity$21,486
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The executive committee consists of 6 board members who may act on behalf of the board.”

Form 990, Part VI, Section B, Line 11

“Form 990 is provided to the finance & investment committee of the board for its review. Form 990 is then e-mailed to board members prior to a board meeting at which they can ask questions before form 990 is approved and filed.”

Form 990, Part VI, Section B, Line 12C

“Each member of the board of directors is required to sign conflict of interest forms every year. Potential conflicts are noted in the minutes and monitored throughout the year.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board of directors annually reviews and approves the compensation of management and staff after performing research and comparative analysis. The executive director recommends salaries for everyone other than herself. She does research through the association of fundraising professional annual report for salaries and by comparisons from information sought from other similar size organizations. Then she includes the selected salaries in the fiscal year personnel budget presented for approval to the executive committee. After this committee approves, the personnel budget goes to the full board for approval as one lump sum without the individual employee details.”

Form 990, Part VI, Section C, Line 19

“The organization posts its latest audited financial statements and 990's on its website. The organization's 501(c)(3) determination letters, conflict of interest policy and governing documents are provided on request. It also provides its financial, gift, and investment policies on request. In addition, the organization has an electronic copy of these documents at guest services so that they can be e-mailed or printed and sent by u.s. Mail to those who request them. This process is consistent with prior years.”

Filing and Contact Details

Filer

Filer Name
Casa Esperanza Endowment Foundation
EIN
85-0479804
Phone
5052462700
Address
PO BOX 40472, ALBUQUERQUE, NM 87106

Signing Officer

Name
Chrisann Gray
Title
Executive Director
Phone
5052462700
Signed
2016-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chrisann Gray
Formed
2001
Legal Domicile
Nm
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
109

Preparer

Firm
Pulakos Cpas Pc
Address
5921 JEFFERSON STREET NE, ALBUQUERQUE, NM 87109
Preparer
Robert a Depasquale
Phone
5053381500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of directors assumes responsibility for the oversight of the audit of the financial statements and selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The earnings from all permanent endowment funds are used in assisting casa esperanza, inc. To carry out its charitable purpose. The temporarily restricted endowment funds are also used in assisting casa esperanza, inc. To carry out its charitable purpose.”

PART X, LINE 2:

“Casa esperanza endowment foundation is a nonprofit organization and is exempt from federal income tax under section 501(c)(3) of the internal revenue code and is not classified by the internal revenue service as a private foundation. The organization has adopted accounting principles generally accepted in the united states of america, as they relate to uncertain tax positions, and has evaluated its tax positions taken for open tax years. Currently, the 2013, 2014, and 2015 tax years are open and subject to examination by the internal revenue service and new mexico taxation and revenue department. Management believes that all activities of the organization are within their tax-exempt purpose and that there are no uncertain tax positions. Any interest and penalties recognized associated with a tax position are classified as current in the organization's combined financial statements. There were no interest or penalties recorded as of june 30, 2016 and 2015, respectively.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Eliminate other entity net revenues in consolidated financial statements 580,161. Cost of vehicle donation sales reclassification -328,495.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising event expenses reclassification -42,307.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Eliminate other entity net expenses in consolidated financial statements 585,976. Fundraising event expense reclassification 42,307.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Cost of vehicle donation sales reclassification 328,495.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1032136
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt027462
IRS990/FundraisingDirectExpensesAmt042307
IRS990/FundraisingGrossIncomeAmt055238
IRS990/GainOrLossGrp/SecuritiesAmt0-6930
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt0830
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt063222
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063222
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063222
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0183515
IRS990/GrossReceiptsAmt0975315
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08777
IRS990/InsuranceGrp/TotalAmt08777
IRS990/InventoriesForSaleOrUseGrp/BOYAmt052625
IRS990/InventoriesForSaleOrUseGrp/EOYAmt058270
IRS990/InvestmentIncomeGrp/ExclusionAmt044890
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044890
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt026823
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt028463
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01258717
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01178955
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013818
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02724
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt013818
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0190445
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT IN CARRYING OUT ITS CHARITABLE PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01744905
IRS990/NetAssetsOrFundBalancesEOYAmt01721665
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6930
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6930
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt012931
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt012931
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0830
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0830
IRS990/NetUnrelatedBusTxblIncmAmt08922
IRS990/NetUnrlzdGainsLossesInvstAmt0-33444
IRS990/NoncashContributionsAmt0549987
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt04084
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08406
IRS990/OfficeExpensesGrp/TotalAmt012490
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0101750
IRS990/OtherAssetsTotalGrp/EOYAmt0103147
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017095
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08926
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026021
IRS990/OtherExpensesGrp/Desc0COST OF VEHICLE PROGRAM
IRS990/OtherExpensesGrp/Desc1IN KIND
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3UBIT FED & NM INCOME TA
IRS990/OtherExpensesGrp/FundraisingAmt0328495
IRS990/OtherExpensesGrp/FundraisingAmt114341
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1775
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22389
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31575
IRS990/OtherExpensesGrp/TotalAmt0328495
IRS990/OtherExpensesGrp/TotalAmt115116
IRS990/OtherExpensesGrp/TotalAmt22389
IRS990/OtherExpensesGrp/TotalAmt31575
IRS990/OtherLiabilitiesGrp/BOYAmt024231
IRS990/OtherLiabilitiesGrp/EOYAmt021486
IRS990/OtherRevenueMiscGrp/BusinessCd0441120
IRS990/OtherRevenueMiscGrp/Desc0VEHICLE PROGRAM TAXABL
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027829
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt027829
IRS990/OtherRevenueTotalAmt027829
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt098539
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt067368
IRS990/OtherSalariesAndWagesGrp/TotalAmt0165907
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013568
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010751
IRS990/PayrollTaxesGrp/TotalAmt024319
IRS990/PensionPlanContributionsGrp/FundraisingAmt06845
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04781
IRS990/PensionPlanContributionsGrp/TotalAmt011626
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0168205
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0168205
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02850
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012786
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011382
IRS990/PrincipalOfficerNm0CHRISANN GRAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0672074
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt061539
IRS990/PYInvestmentIncomeAmt039808
IRS990/PYOtherExpensesAmt0406750
IRS990/PYOtherRevenueAmt040527
IRS990/PYProgramServiceRevenueAmt023663
IRS990/PYRevenuesLessExpensesAmt090455
IRS990/PYSalariesCompEmpBnftPaidAmt0217328
IRS990/PYTotalExpensesAmt0685617
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0776072
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt010204
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03611
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03611
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BOARD OF DIRECTORS IS THE SAME FOR CASA ESPERANZA, INC. AS IT IS FOR CASA ESPERANZA ENDOWMENT FOUNDATION. THE BOARD OF DIRECTORS MONITOR ALL INVESTMENT POLICIES AND THE USE OF INCOME AND ASSETS THROUGHOUT THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1CASA ESPERANZA ENDOWMENT FOUNDATION EXISTS TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT IN CARRYING OUT ITS CHARITABLE PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IF CASA ESPERANZA ENDOWMENT FOUNDATION DID NOT PROVIDE SUPPORT FOR CASA ESPERANZA, INC., THE ORGANIZATION WOULD HAVE TO ENGAGE IN THE SUPPORT AND FUNDRAISING ACTIVITIES ON ITS OWN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0850356946
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt063222
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CASA ESPERANZA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt063222
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01340187
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01284555
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03887
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt059519
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01361310
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01340187
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020416
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt061539
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01251124
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01361310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0183527
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt073341
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0168205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01082919
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01251124
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0168205
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0168205
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt03364
IRS990ScheduleD/DonatedServicesUseFcltsAmt03364
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010932
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010932
IRS990ScheduleD/ExpensesNotReportedAmt0631647

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,771,201
Liabilities
$49,536
Net assets
$1,721,665
Revenue
$742,563
Expenses
$732,359
Net income
$10,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.06$1.64$0.45$0.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.03$1.63$0.40$0.49$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.04$1.64$0.46$0.65$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.10$2.11$0.76$0.74$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.12$1.87$0.61$0.77$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.06$2.06$0.68$0.75$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.06$2.14$0.93$0.78$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.04$1.94$0.74$0.64$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.05$1.72$0.74$0.73$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.04$1.74$0.78$0.69$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.04$1.67$0.67$0.66$0.01
2013Summary only. Only limited summary data is available for this year.$1.58$0.05$1.53$0.85$0.78$0.07
2012Summary only. Only limited summary data is available for this year.$1.53$0.06$1.46$0.93$0.94$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.07$1.57$0.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.04$1.36$0.91