Civic Intelligence

Casa Esperanza Endowment Foundation Inc.

990 • Fiscal year 2022 • EIN 85-0479804

Jul 01, 2021 to Jun 30, 2022 • Filed on May 01, 2023

Organization ProfileWWW.CASANM.ORG
1005 Yale Blvd NEAlbuquerque, NM 87106

(505) 246-2700

Siviq Scores

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

Liabilities / Assets

87th percentile

0.03x

Higher debt load relative to assets than 87% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.09x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Net Margin

33rd percentile

-41%

Higher net margin than 33% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$97,864

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Asset Growth

8th percentile

-23%

Faster asset growth than 8% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-39%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$1,685,866

Down $516,487 (-23%) from 2021

Net Assets

Down

$1,643,471

Down $461,952 (-22%) from 2021

Liabilities

Down

$42,395

Down $54,535 (-56%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin33rd percentile

Revenue

Down

$461,347

Down $299,323 (-39%) from 2021

Expenses

Down

$652,276

Down $84,861 (-12%) from 2021

Net Income

Down

-$190,929

Down $214,462 (-911%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2022

Assets$1,685,866
Liabilities$42,395
Net Assets$1,643,471
Open 2022 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

2022

Revenue$461,347
Expenses$652,276
Net Income-$190,929
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 1, 2023
Return Version
2021v4.0
Gross Receipts
$477,590
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,507,817$1,426,553▼ $81,264
Cash and Non-Interest-Bearing Accounts$287,651$69,817▼ $217,834
Inventories for Sale or Use$29,225$49,850▲ $20,625
Investments Other Securities$42,212--
Pledges and Grants Receivable$13,608$10,922▼ $2,686
Prepaid Expenses and Deferred Charges$6,290$6,354▲ $64
Accounts Receivable-$4,625-
Savings and Temporary Cash Investments$194,919$924▼ $193,995
Land, Buildings, and Equipment, Net$1,104$828▼ $276
Total Assets$2,202,353$1,685,866▼ $516,487
Other Assets Total$119,527$115,993▼ $3,534
Liabilities
Accounts Payable and Accrued Expenses$26,695$29,273▲ $2,578
Other Liabilities$70,235$13,122▼ $57,113
Total Liabilities$96,930$42,395▼ $54,535
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,899,939$1,437,987▼ $461,952
Net Assets With Donor Restrictions$205,484$205,484→ $0
Total Net Assets Fund Balance$2,105,423$1,643,471▼ $461,952
Total Liabilities and Net Assets / Fund Balance$2,202,353$1,685,866▼ $516,487

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$828$2,076$2,904
Equipment-$1,512$1,512
Other Assets Org$42,394--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,385,229-▼ $207,036$87,683$1,390,510
2020$1,390,682-▲ $377,033$82,486$1,685,229
2019$1,418,736-▲ $47,300$75,354$1,390,682
2018$1,402,191-▲ $82,907$66,362$1,418,736
2017$1,376,318-▲ $106,511$80,638$1,402,191
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chrisann GrayExecutive DiPT$45,193$52,671$97,864

Board Members and Trustees

NameTitle
Gabriel CastroChair
Dean CrossDirector
Dennis BurtDirector
Nathan StephensonDirector
Sharon AustinDirector From 11
Jackie FranckeDirector to 10/3
Julia MieraPast Board C
Richard CastilloMember at La
Elizabeth AshtonSec to 11/30
Michael Moore Treas to Nov 2021Sec. From 12
Bryan Runyan- Dir to 113021Treas. From
Essence HandVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$356,462
Program Service Revenue
$0
Investment Income
$59,998
Other Revenue
$44,887
All Other Contributions
$864
Change in Net Assets
$-190,929

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles238$292,368Resale Price
Total Noncash Contributions238$292,368-

Audited Revenue Reconciliation

Revenue per Audited Statements
$450,358
Revenue Not Reported on Financial Statements
$10,989
Revenue Not Reported on Form 990
$305,816
Total Revenue per Audited Statements
$756,174
Total Revenue per Form 990
$461,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$390,420
Other Expenses$311,602
Salaries, Compensation, and Employee Benefits$259,103
Grants and Similar Amounts Paid$81,571
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$84,742$85,415$170,157
Grants to Domestic Orgs$81,571--$81,571
Current Officers, Directors, Trustees, and Key Employees-$24,520$24,983$49,503
Payroll Taxes-$9,225$8,396$17,621
Other Employee Benefits-$7,875$8,780$16,655
Office Expenses-$13,258$2,394$15,652
Insurance-$12,645-$12,645
Fees for Service Investment Mgmnt Fees-$10,989$9$10,998
Fees for Services Accounting-$10,221-$10,221
All Other Expenses$1,714$286$5,011$7,011
Pension Plan Contributions-$2,443$2,724$5,167
Travel-$520-$520
Other Expenses-$389$94$483
Depreciation Depletion-$276-$276
Total Functional Expenses$83,285$178,571$390,420$652,276

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,175,582
Expenses Not Reported on Form 990$785,835
Total Expenses per Form 990$652,276
Expenses per Audited Statements$389,747
Expenses Not Reported on Financial Statements$262,529
Other Expense Adjustments$251,540
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa Esperanza IncAlbuquerque, NM501c3See Pt. Iv$81,571
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,100
Fundraising Direct Expenses$16,243
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
See Part Iv$327,649$35,281$14,943$20,338
Spring Event$26,681$19,056$190$18,866
Total Events$361,093$61,100$16,243$44,857
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$13,122
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 1A

“Authority delegated to committee explanation the executive committee consists of 6 board members who may act on behalf of the board.”

Form 990, Page 6, Part VI, 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, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

“The executive committee of the board of directors annually reviews and approves the compensation of management and staff after performing research and comparative analysis.”

Form 990, Page 6, Part VI, Line 15B

“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, Page 6, Part VI, 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
1005 YALE BLVD NE, ALBUQUERQUE, NM 87106

Signing Officer

Name
Chrisann Gray
Title
Executive Director
Phone
5052462700
Signed
2023-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chrisann Gray
Formed
2001
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
9
Employees
12
Volunteers
10

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To operate for the sole benefit of casa esperanza, inc. By assisting it to carry out its charitable purpose. The organization manages an investment portfolio and a vehicle donation program and sponsors fundraising events in order to raise funds to support the mission of casa esperanza, inc.”

Form 990, Page 12, 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

Schedule D, Page 2, 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.”

Schedule D, Page 3, Part X

“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 private foundations. The organization is a nonprofit charitable corporation and has been recognized as tax-exempt under section 501(c)(3) of the internal revenue code. 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. Management believes that the activities of the organization are within their tax-exempt purpose, and that there are no uncertain tax positions that require disclosure or recognition in the combined financial statements. There were no interest or penalties recorded as of june 30, 2022 and 2021, respectively.”

Schedule D, Page 4, Part XI, Line 2D

“Eliminate other entity net revenues in consolidated financ 827,079 cost of vehicle donation sales reclass -251,540 spring event expense reclass 1,300”

Schedule D, Page 4, Part XII, Line 2D

“Eliminate other entity net expenses in consolidated financ 784,535 spring event expense reclass 1,300”

Schedule D, Page 4, Part XII, Line 4B

“Cost of vehicle donation sales reclass 251,540”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIR. TO 10/3
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIR. FROM 11
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREAS. FROM
IRS990/Form990PartVIISectionAGrp/TitleTxt7SEC TO 11/30
IRS990/Form990PartVIISectionAGrp/TitleTxt8SEC. FROM 12
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PAST BOARD C
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DI
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IRS990/LegalDomicileStateCd0NM
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT TO CARRY OUT ITS CHARITABLE PURPOSE. THE ORGANIZATION MANAGES AN INVESTMENT PORTFOLIO AND A VEHICLE DONATION PROGRAM AND SPONSORS FUNDRAISING EVENTS IN ORDER TO RAISE FUNDS TO SUPPORT THE MISSION OF CASA ESPERANZA, INC.
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IRS990/OtherAssetsTotalGrp/EOYAmt0115993
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08780
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07875
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016655
IRS990/OtherExpensesGrp/Desc0COST OF VEHICLE PROGRAM
IRS990/OtherExpensesGrp/Desc1UBI EXPENSES
IRS990/OtherExpensesGrp/Desc2STAFF/VOL SUPPORT
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSES
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IRS990/OtherExpensesGrp/FundraisingAmt15889
IRS990/OtherExpensesGrp/FundraisingAmt21074
IRS990/OtherExpensesGrp/FundraisingAmt394
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1389
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IRS990/OtherExpensesGrp/TotalAmt15889
IRS990/OtherExpensesGrp/TotalAmt22256
IRS990/OtherExpensesGrp/TotalAmt3483
IRS990/OtherLiabilitiesGrp/BOYAmt070235
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IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
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IRS990/OtherRevenueTotalAmt030
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt085415
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt084742
IRS990/OtherSalariesAndWagesGrp/TotalAmt0170157
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt08396
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09225
IRS990/PayrollTaxesGrp/TotalAmt017621
IRS990/PensionPlanContributionsGrp/FundraisingAmt02724
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02443
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IRS990/PrincipalOfficerNm0CHRISANN GRAY
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0536198
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYTotalRevenueAmt0760670
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-190929
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0194919
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0924
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01390510
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IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt087683
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01685229
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0377033
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt082486
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047300
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt082907
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01376318

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,685,866
Liabilities
$42,395
Net assets
$1,643,471
Revenue
$461,347
Expenses
$652,276
Net income
-$190,929
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