Civic Intelligence

Casa Esperanza Endowment Foundation Inc.

990 • Fiscal year 2018 • EIN 85-0479804

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

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

85th percentile

0.03x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.06x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Net Margin

58th percentile

16%

Higher net margin than 58% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$84,487

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Asset Growth

80th percentile

11%

Faster asset growth than 80% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

25%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,197,937

Up $214,523 (+11%) from 2017

Net Assets

Up

$2,140,883

Up $201,557 (+10%) from 2017

Liabilities

Up

$57,054

Up $12,966 (+29%) from 2017

Revenue

Up

$928,051

Up $184,561 (+25%) from 2017

Expenses

Up

$777,283

Up $141,645 (+22%) from 2017

Net Income

Up

$150,768

Up $42,916 (+40%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$2,197,937
Liabilities$57,054
Net Assets$2,140,883

Operations Trend

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

2018

Revenue$928,051
Expenses$777,283
Net Income$150,768
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$1,027,513
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$1,358,319$1,385,938▲ $27,619
Cash and Non-Interest-Bearing Accounts$390,479$239,265▼ $151,214
Savings and Temporary Cash Investments$3,612$203,956▲ $200,344
Pledges and Grants Receivable$3,550$125,250▲ $121,700
Investments Other Securities$28,273$30,814▲ $2,541
Inventories for Sale or Use$81,085$29,300▼ $51,785
Prepaid Expenses and Deferred Charges$11,416$11,594▲ $178
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,983,414$2,197,937▲ $214,523
Other Assets Total$106,680$171,820▲ $65,140
Liabilities
Accounts Payable and Accrued Expenses$24,595$38,807▲ $14,212
Other Liabilities$19,493$18,247▼ $1,246
Total Liabilities$44,088$57,054▲ $12,966
Net Assets / Fund Balance
Unrestricted Net Assets$1,753,862$1,830,446▲ $76,584
Permanently Rstr Net Assets$168,205$168,205→ $0
Temporarily Rstr Net Assets$17,259$142,232▲ $124,973
Total Net Assets Fund Balance$1,939,326$2,140,883▲ $201,557
Total Liabilities and Net Assets / Fund Balance$1,983,414$2,197,937▲ $214,523

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$10,932$10,932
Other Land Buildings$0$2,886$2,886
Other Assets Org$35,104--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,376,318-▲ $106,511$80,638$1,402,191
2016$1,284,545-▲ $150,496$58,723$1,376,318
2015$1,340,187-▲ $3,877$59,519$1,284,545
2014$1,361,310$20,000▲ $20,416$61,539$1,340,187
2013$1,251,124-▲ $183,527$73,341$1,361,310
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chrisann GrayExecutive DirectorPT$40,864$43,623$84,487

Board Members and Trustees

NameTitle
Michael LattingChair
Katrina TraceyPast Board Chair
Abdiel a RamirezDirector
Bryan RunyanDirector
Dean CrossDirector
Elizabeth AshtonDirector
Luis ArmendarizDirector
Robert MartinezDirector
SEAN O'NEILLDirector
Yasmin AbdeljalilDirector
Yuriana LancasterDirector
Anita KinneyDirector to April 2018
Carol BruscaDirector to February 2018
Ian ReiterDirector to March 2018
Richard CastilloMember at Large
Andrew KammSecretary
Derek RollandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$832,572
Program Service Revenue
$0
Investment Income
$61,146
Other Revenue
$34,333
All Other Contributions
$819,061
Change in Net Assets
$150,768

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 Vehicles698$524,858Resale Price
Real Estate Residential1$63,117Taxable Value
Other Non Cash Contri Table87$13,265Donor Value
Works of Art19$5,000Fair Market Value
Total Noncash Contributions805$606,240-

Audited Revenue Reconciliation

Revenue per Audited Statements
$961,087
Revenue Not Reported on Financial Statements
$-33,036
Revenue Not Reported on Form 990
$297,954
Other Revenue Adjustments
$-33,036
Total Revenue per Audited Statements
$1,259,041
Total Revenue per Form 990
$928,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$557,461
Other Expenses$456,225
Salaries, Compensation, and Employee Benefits$249,732
Grants and Similar Amounts Paid$71,326
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$71,127$97,975$169,102
Grants to Domestic Orgs$71,326--$71,326
Current Officers, Directors, Trustees, and Key Employees-$21,805$22,207$44,012
Payroll Taxes-$8,317$8,990$17,307
Other Employee Benefits-$5,252$8,473$13,725
Office Expenses-$9,200$3,876$13,076
Fees for Service Investment Mgmnt Fees-$10,838-$10,838
Insurance-$8,471-$8,471
Fees for Services Accounting-$6,273-$6,273
Pension Plan Contributions-$2,646$2,940$5,586
All Other Expenses-$1,918$1,242$3,160
Other Expenses$0$1,408$848$2,256
Travel-$1,041$624$1,665
Fees for Services Other-$200$200$400
Total Functional Expenses$71,326$148,496$557,461$777,283

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,023,152
Total Expenses per Form 990$777,283
Expenses Not Reported on Form 990$634,125
Expenses per Audited Statements$389,027
Expenses Not Reported on Financial Statements$388,256
Other Expense Adjustments$388,256
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.$71,326
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,895
Fundraising Direct Expenses$53,301
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala for Hope$58,056$46,160$10,578$35,582
Casa Golf Tournament$20,750$19,135$1,957$17,178
Total Events$79,406$65,895$53,301$12,594
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$18,122
Other Liability$125
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 11B

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
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chrisann Gray
Formed
2001
Legal Domicile
Nm
Voting Board Members
14
Independent Board Members
14
Employees
12
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 2015, 2016, and 2017 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 was no interest or penalties recorded as of june 30, 2018 and 2017, respectively.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Eliminate other entity net revenues in consolidated financial statements 635,421. Cost of vehicle donation sales reclassification -388,256.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising event expenses reclassification -33,036.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Eliminate other entity net expenses in consolidated financial statements 601,089. Fundraising event expense reclassification 33,036.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Cost of vehicle donation sales reclassification 388,256.

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IRS990/Form990PartVIISectionAGrp/PersonNm1CAROL BRUSCA
IRS990/Form990PartVIISectionAGrp/PersonNm2IAN REITER
IRS990/Form990PartVIISectionAGrp/PersonNm3YASMIN ABDELJALIL
IRS990/Form990PartVIISectionAGrp/PersonNm4ELIZABETH ASHTON
IRS990/Form990PartVIISectionAGrp/PersonNm5LUIS ARMENDARIZ
IRS990/Form990PartVIISectionAGrp/PersonNm6DEAN CROSS
IRS990/Form990PartVIISectionAGrp/PersonNm7YURIANA LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9SEAN O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm10ABDIEL A RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm11BRYAN RUNYAN
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD CASTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm13KATRINA TRACEY
IRS990/Form990PartVIISectionAGrp/PersonNm14ANDREW KAMM
IRS990/Form990PartVIISectionAGrp/PersonNm15DEREK ROLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL LATTING
IRS990/Form990PartVIISectionAGrp/PersonNm17CHRISANN GRAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1740864
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1738683
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR TO APRIL 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR TO FEBRUARY 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR TO MARCH 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PAST BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt013511
IRS990/FundraisingDirectExpensesAmt053301
IRS990/FundraisingGrossIncomeAmt065895
IRS990/GainOrLossGrp/SecuritiesAmt014281
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt071326
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt071326
IRS990/GrantsToDomesticOrgsGrp/TotalAmt071326
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060442
IRS990/GrossReceiptsAmt01027513
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08471
IRS990/InsuranceGrp/TotalAmt08471
IRS990/InventoriesForSaleOrUseGrp/BOYAmt081085
IRS990/InventoriesForSaleOrUseGrp/EOYAmt029300
IRS990/InvestmentIncomeGrp/ExclusionAmt046865
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046865
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt028273
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt030814
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01358319
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01385938
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013818
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt013818
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt046161
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/NetAssetsOrFundBalancesBOYAmt01939326
IRS990/NetAssetsOrFundBalancesEOYAmt02140883
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014281
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014281
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt012594
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt012594
IRS990/NetUnrelatedBusTxblIncmAmt03942
IRS990/NetUnrlzdGainsLossesInvstAmt050789
IRS990/NoncashContributionsAmt0626505
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt03876
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09200
IRS990/OfficeExpensesGrp/TotalAmt013076
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0106680
IRS990/OtherAssetsTotalGrp/EOYAmt0171820
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08473
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05252
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013725
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS TAX
IRS990/OtherExpensesGrp/Desc1COST OF VEHICLE PROGRAM
IRS990/OtherExpensesGrp/Desc2INKIND
IRS990/OtherExpensesGrp/Desc3STAFF/VOL SUPPORT
IRS990/OtherExpensesGrp/FundraisingAmt01147
IRS990/OtherExpensesGrp/FundraisingAmt1388256
IRS990/OtherExpensesGrp/FundraisingAmt220683
IRS990/OtherExpensesGrp/FundraisingAmt3848
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31408
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt01147
IRS990/OtherExpensesGrp/TotalAmt1388256
IRS990/OtherExpensesGrp/TotalAmt220683
IRS990/OtherExpensesGrp/TotalAmt32256
IRS990/OtherLiabilitiesGrp/BOYAmt019493
IRS990/OtherLiabilitiesGrp/EOYAmt018247
IRS990/OtherRevenueMiscGrp/BusinessCd0441120
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0VEHICLE PROGRAM TAXABL
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0513
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021226
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1513
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt021226
IRS990/OtherRevenueTotalAmt021739
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt097975
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt071127
IRS990/OtherSalariesAndWagesGrp/TotalAmt0169102
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08990
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08317
IRS990/PayrollTaxesGrp/TotalAmt017307
IRS990/PensionPlanContributionsGrp/FundraisingAmt02940
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02646
IRS990/PensionPlanContributionsGrp/TotalAmt05586
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0168205
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0168205
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0125250
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011416
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011594
IRS990/PrincipalOfficerNm0CHRISANN GRAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0667426
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt061011
IRS990/PYInvestmentIncomeAmt048331
IRS990/PYOtherExpensesAmt0340877
IRS990/PYOtherRevenueAmt027733
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0107852
IRS990/PYSalariesCompEmpBnftPaidAmt0233750
IRS990/PYTotalExpensesAmt0635638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0743490
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0150768
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03612
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0203956
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

Document Assets

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Filings

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