Civic Intelligence

Casa Esperanza Endowment Foundation Inc.

990 • Fiscal year 2017 • EIN 85-0479804

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 06, 2018

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

84th percentile

0.02x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.06x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Net Margin

54th percentile

15%

Higher net margin than 54% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$79,427

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

0.1%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$1,983,414

Up $212,213 (+12%) from 2016

Net Assets

Up

$1,939,326

Up $217,661 (+13%) from 2016

Liabilities

Down

$44,088

Down $5,448 (-11%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin54th percentile

Revenue

Up

$743,490

Up $927 (+0.1%) from 2016

Expenses

Down

$635,638

Down $96,721 (-13%) from 2016

Net Income

Up

$107,852

Up $97,648 (+957%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2017

Assets$1,983,414
Liabilities$44,088
Net Assets$1,939,326
Open 2017 Filing

Operations Trend

Revenue Growth38th 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

2017

Revenue$743,490
Expenses$635,638
Net Income$107,852
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 6, 2018
Return Version
2016v3.0
Gross Receipts
$834,745
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$1,178,955$1,358,319▲ $179,364
Cash and Non-Interest-Bearing Accounts$384,523$390,479▲ $5,956
Inventories for Sale or Use$58,270$81,085▲ $22,815
Investments Other Securities$28,463$28,273▼ $190
Prepaid Expenses and Deferred Charges$11,382$11,416▲ $34
Savings and Temporary Cash Investments$3,611$3,612▲ $1
Pledges and Grants Receivable$2,850$3,550▲ $700
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,771,201$1,983,414▲ $212,213
Other Assets Total$103,147$106,680▲ $3,533
Liabilities
Accounts Payable and Accrued Expenses$28,050$24,595▼ $3,455
Other Liabilities$21,486$19,493▼ $1,993
Total Liabilities$49,536$44,088▼ $5,448
Net Assets / Fund Balance
Unrestricted Net Assets$1,550,610$1,753,862▲ $203,252
Permanently Rstr Net Assets$168,205$168,205→ $0
Temporarily Rstr Net Assets$2,850$17,259▲ $14,409
Total Net Assets Fund Balance$1,721,665$1,939,326▲ $217,661
Total Liabilities and Net Assets / Fund Balance$1,771,201$1,983,414▲ $212,213

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$10,932$10,932
Other Land Buildings$0$2,886$2,886
Other Assets Org$33,081--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2012$168,205$1,082,919--$1,251,124
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chrisann GrayExecutive DirectorPT$37,053$42,374$79,427

Board Members and Trustees

NameTitle
Katrina TracyChair
Michael LattingVice Chair
Anita KinneyDirector
Ian ReiterDirector
Richard CastilloDirector
Bradley MckeckDirector to December 2016
Elizabeth AshtonDirector to December 2016
Julie TierneyDirector to February 2017
Johannah RuddyDirector to January 2017
Trevor LewisDirector to January 2017
Carol BruscaSecretary From November 2016
Derek RolandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$667,426
Program Service Revenue
$0
Investment Income
$48,331
Other Revenue
$27,733
All Other Contributions
$649,486
Change in Net Assets
$107,852

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 Vehicles587$475,683Resale Price
Other Non Cash Contri Table59$27,965Donor Value
Total Noncash Contributions646$503,648-

Audited Revenue Reconciliation

Revenue per Audited Statements
$810,915
Revenue Not Reported on Financial Statements
$-67,425
Revenue Not Reported on Form 990
$449,788
Other Revenue Adjustments
$-67,425
Total Revenue per Audited Statements
$1,260,703
Total Revenue per Form 990
$743,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$434,897
Other Expenses$340,877
Salaries, Compensation, and Employee Benefits$233,750
Grants and Similar Amounts Paid$61,011
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$68,764$88,594$157,358
Grants to Domestic Orgs$61,011--$61,011
Current Officers, Directors, Trustees, and Key Employees-$16,279$24,419$40,698
Payroll Taxes-$7,630$9,531$17,161
Other Employee Benefits-$3,192$9,183$12,375
Office Expenses-$9,196$3,126$12,322
Fees for Services Accounting-$10,489-$10,489
Fees for Service Investment Mgmnt Fees-$9,083-$9,083
Insurance-$8,810-$8,810
Pension Plan Contributions-$2,971$3,187$6,158
Other Expenses$0$0$2,350$2,350
All Other Expenses-$1,518$501$2,019
Travel-$1,108$339$1,447
Total Functional Expenses$61,011$139,730$434,897$635,638

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,034,898
Expenses Not Reported on Form 990$690,090
Total Expenses per Form 990$635,638
Expenses per Audited Statements$344,808
Expenses Not Reported on Financial Statements$290,830
Other Expense Adjustments$290,830
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.$61,011
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,677
Fundraising Direct Expenses$67,425
Gaming Gross Income$160
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala for Hope$58,527$44,772$10,471$34,301
Casa Golf Tournament$27,090$22,905$3,285$19,620
Total Events$85,617$67,677$67,425$252
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$19,372
Other Liability$121
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
2018-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chrisann Gray
Formed
2001
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
8
Employees
9
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 2014, 2015, and 2016 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, 2017 and 2016, respectively.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Eliminate other entity net revenues in consolidated financial statements 630,809. Cost of vehicle donation sales reclassification -290,830.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising event expenses reclassification -67,425.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Eliminate other entity net expenses in consolidated financial statements 622,665. Fundraising event expense reclassification 67,425.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Cost of vehicle donation sales reclassification 290,830.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1237053
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/ReportableCompFromRltdOrgAmt1236628
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR TO JANUARY 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR TO DECEMBER 2016
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR TO JANUARY 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR TO FEBRUARY 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR TO DECEMBER 2016
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY FROM NOVEMBER 2016
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt017940
IRS990/FundraisingDirectExpensesAmt067425
IRS990/FundraisingGrossIncomeAmt067677
IRS990/GainOrLossGrp/SecuritiesAmt06170
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt0160
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt061011
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt061011
IRS990/GrantsToDomesticOrgsGrp/TotalAmt061011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt030000
IRS990/GrossReceiptsAmt0834745
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08810
IRS990/InsuranceGrp/TotalAmt08810
IRS990/InventoriesForSaleOrUseGrp/BOYAmt058270
IRS990/InventoriesForSaleOrUseGrp/EOYAmt081085
IRS990/InvestmentIncomeGrp/ExclusionAmt042161
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042161
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt028463
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt028273
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01178955
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01358319
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013818
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt013818
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023830
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/NetAssetsOrFundBalancesBOYAmt01721665
IRS990/NetAssetsOrFundBalancesEOYAmt01939326
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06170
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06170
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0252
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0252
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0160
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0160
IRS990/NetUnrelatedBusTxblIncmAmt08336
IRS990/NetUnrlzdGainsLossesInvstAmt0109809
IRS990/NoncashContributionsAmt0503648
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt03126
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09196
IRS990/OfficeExpensesGrp/TotalAmt012322
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0103147
IRS990/OtherAssetsTotalGrp/EOYAmt0106680
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09183
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03192
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012375
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS TAX
IRS990/OtherExpensesGrp/Desc1COST OF VEHICLE PROGRAM
IRS990/OtherExpensesGrp/Desc2STAFF/VOL SUPPORT
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/FundraisingAmt0940
IRS990/OtherExpensesGrp/FundraisingAmt1289890
IRS990/OtherExpensesGrp/FundraisingAmt22837
IRS990/OtherExpensesGrp/FundraisingAmt32350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2690
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt0940
IRS990/OtherExpensesGrp/TotalAmt1289890
IRS990/OtherExpensesGrp/TotalAmt23527
IRS990/OtherExpensesGrp/TotalAmt32350
IRS990/OtherLiabilitiesGrp/BOYAmt021486
IRS990/OtherLiabilitiesGrp/EOYAmt019493
IRS990/OtherRevenueMiscGrp/BusinessCd0441120
IRS990/OtherRevenueMiscGrp/Desc0VEHICLE PROGRAM TAXABL
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027321
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt027321
IRS990/OtherRevenueTotalAmt027321
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt088594
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt068764
IRS990/OtherSalariesAndWagesGrp/TotalAmt0157358
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09531
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07630
IRS990/PayrollTaxesGrp/TotalAmt017161
IRS990/PensionPlanContributionsGrp/FundraisingAmt03187
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02971
IRS990/PensionPlanContributionsGrp/TotalAmt06158
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0168205
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0168205
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02850
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03550
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011382
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011416
IRS990/PrincipalOfficerNm0CHRISANN GRAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0663013
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt063222
IRS990/PYInvestmentIncomeAmt037960
IRS990/PYOtherExpensesAmt0403778
IRS990/PYOtherRevenueAmt041590
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010204
IRS990/PYSalariesCompEmpBnftPaidAmt0265359
IRS990/PYTotalExpensesAmt0732359
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0742563
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0107852
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03611
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03612
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/SupportAmt061011
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CASA ESPERANZA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt061011
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.87780
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01284545
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01376318
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0150496
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt058723
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01340187
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01284545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03877
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt059519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01361310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01340187
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020416
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt061539
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01251124
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01361310

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,983,414
Liabilities
$44,088
Net assets
$1,939,326
Revenue
$743,490
Expenses
$635,638
Net income
$107,852
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