Civic Intelligence

Casa Werma Foundation

EIN 93-1533415 • 501(c)3 • Boulder, CO

Pub. 78 Eligible

Profile

Casa werma foundation was created solely for the preservation and enhancement of casa werma as a meditation and retreat center for the benefit of all who come.

2525 Arapahoe Ave Suite E4-178Boulder, CO 80302

casawerma.shambhala.org

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

96th percentile

165%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

100%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$555,069

Up $345,269 (+165%) from 2023

Liabilities

Up

$492

Up $392 (+392%) from 2023

Net Assets

Up

$554,577

Up $344,877 (+164%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin95th percentile

Revenue

Up

$420,106

Up $210,406 (+100%) from 2023

Expenses

Up

$116,364

Up $116,364 from 2023

Net Income

Up

$303,742

Up $94,042 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$600K$400K$200K$0Assets 2023: $209,800Liabilities 2023: $100Net Assets 2023: $209,7002023Assets 2024: $555,069Liabilities 2024: $492Net Assets 2024: $554,5772024

Highlighted filing

2024

Assets$555,069
Liabilities$492
Net Assets$554,577
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0Revenue 2023: $209,700Expenses 2023: $0Net Income 2023: $209,7002023Revenue 2024: $420,106Expenses 2024: $116,364Net Income 2024: $303,7422024

Highlighted filing

2024

Revenue$420,106
Expenses$116,364
Net Income$303,742
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$555,069
Liabilities
$492
Net assets
$554,577
Revenue
$420,106
Expenses
$116,364
Net income
$303,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$4.20$1.16$3.04
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$2.10$0.00$2.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$420,106
Mission and Program Overview

Mission

Casa werma foundation was created solely for the preservation and enhancement of casa werma as a meditation and retreat center for the benefit of all who come.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$39,623-
Cash and Non-Interest-Bearing Accounts$100$34,992▲ $34,892
Total Assets$209,800$555,069▲ $345,269
Other Assets Total$209,700$480,454▲ $270,754
Liabilities
Other Liabilities$100$492▲ $392
Total Liabilities$100$492▲ $392
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$209,700$536,856▲ $327,156
Net Assets With Donor Restrictions-$17,721-
Total Net Assets Fund Balance$209,700$554,577▲ $344,877
Total Liabilities and Net Assets / Fund Balance$209,800$555,069▲ $345,269

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$39,623$333-
Other Assets Org$534--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Mark WildingBoard Chair
Revenue and Support

Revenue Composition

Contributions and Grants
$347,515
Program Service Revenue
$72,360
Investment Income
$0
Other Revenue
$231
All Other Contributions
$347,515
Change in Net Assets
$303,742

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$50,000Valuation as of 12/31/24
Total Noncash Contributions1$50,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,769
Salaries, Compensation, and Employee Benefits$38,595
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$28,073$5,115-$33,188
Other Salaries and Wages$29,533--$29,533
Other Employee Benefits$7,664--$7,664
Other Expenses$5,060--$5,060
Travel$1,814--$1,814
Information Technology$789$790-$1,579
Payroll Taxes$1,398--$1,398
Advertising-$1,345-$1,345
Office Expenses$100$299-$399
Total Functional Expenses$108,815$7,549$0$116,364
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to 80 Calle Libertad$492
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The tax return is reviewed by the board before the tax return is signed and filed.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Casa Werma Foundation
EIN
93-1533415
Phone
3035179839
Address
2525 ARAPAHOE AVE SUITE E4-178, BOULDER, CO 80302

Signing Officer

Name
Mark Wilding
Title
Board Chair
Phone
3035179839
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Wilding
Formed
2023
Legal Domicile
Co
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
25

Preparer

Firm
Boulder CPA Group
Address
1790 30TH ST STE 418, BOULDER, CO 80301
Preparer
Carol Bailiff CPA
Phone
3034493060
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“In 2024, we hosted 12 contemplative programs and retreats, 9 wellness programs and retreats, 4 cultural events, and 11 community events. We also offered weekly wellness activities, including meditation, vinyasa yoga, essentrics, qigong, bellydancing, and capoeira. We deepened our connection with drupon lama dorje, a drikung kagyu buddhist teacher, who led a ceremony where 28 sangha members took buddhist refuge at casa werma. Sustainability is at the heart of casa werma. From daily practices to long-term projects, we make mindful choices to minimize our environmental impact. Our commitment to sustainability also includes community engagement. During earth month, we partnered with a local school, colegio amada nervo in patzcuaro to educate students on environmental issues. The students presented solutions and created posters, which we displayed on our exterior wall, transforming it into a public education space.”

Form 990, Part V, Line 4B

“MEXICO”

Form 990, Part IX, Line 24E

“Teacher honoraria 4,343 0 0 b&b food supplies 3,600 0 0 transportation 2,670 0 0 property taxes 2,564 0 0 board of directors expens 0 2,472 0 utilities 2,338 0 0 payment processing 1,015 1,015 0 repairs & maintenance 1,825 0 0 telephone & internet 1,518 0 0 core services 1,396 0 0 furniture & fixtures 1,121 0 0 other expenses 1,104 0 0 bank charges 0 942 0 residency expenses-mexico 924 0 0 casa werma store purchase 914 0 0 community outreach 631 0 0 payroll processing 0 626 0 local transportation 551 0 0 sangha support 527 0 0 education expenses 357 0 0 2024 building project 333 0 0 legal fees 250 0 0 books 83 0 0 bank revaluations 0 60 0 laundry 9 0 0 total 28,073 5,115 0”

Raw XML Appendix312 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN 2024, WE HOSTED 12 CONTEMPLATIVE PROGRAMS AND RETREATS, 9 WELLNESS PROGRAMS AND RETREATS, 4 CULTURAL EVENTS, AND 11 COMMUNITY EVENTS. WE ALSO OFFERED WEEKLY WELLNESS ACTIVITIES, INCLUDING MEDITATION, VINYASA YOGA, ESSENTRICS, QIGONG, BELLYDANCING, AND CAPOEIRA. WE DEEPENED OUR CONNECTION WITH DRUPON LAMA DORJE, A DRIKUNG KAGYU BUDDHIST TEACHER, WHO LED A CEREMONY WHERE 28 SANGHA MEMBERS TOOK BUDDHIST REFUGE AT CASA WERMA. SUSTAINABILITY IS AT THE HEART OF CASA WERMA. FROM DAILY PRACTICES TO LONG-TERM PROJECTS, WE MAKE MINDFUL CHOICES TO MINIMIZE OUR ENVIRONMENTAL IMPACT. OUR COMMITMENT TO SUSTAINABILITY ALSO INCLUDES COMMUNITY ENGAGEMENT. DURING EARTH MONTH, WE PARTNERED WITH A LOCAL SCHOOL, COLEGIO AMADA NERVO IN PATZCUARO TO EDUCATE STUDENTS ON ENVIRONMENTAL ISSUES. THE STUDENTS PRESENTED SOLUTIONS AND CREATED POSTERS, WHICH WE DISPLAYED ON OUR EXTERIOR WALL, TRANSFORMING IT INTO A PUBLIC EDUCATION SPACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEXICO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY THE BOARD BEFORE THE TAX RETURN IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER HONORARIA 4,343 0 0 B&B FOOD SUPPLIES 3,600 0 0 TRANSPORTATION 2,670 0 0 PROPERTY TAXES 2,564 0 0 BOARD OF DIRECTORS EXPENS 0 2,472 0 UTILITIES 2,338 0 0 PAYMENT PROCESSING 1,015 1,015 0 REPAIRS & MAINTENANCE 1,825 0 0 TELEPHONE & INTERNET 1,518 0 0 CORE SERVICES 1,396 0 0 FURNITURE & FIXTURES 1,121 0 0 OTHER EXPENSES 1,104 0 0 BANK CHARGES 0 942 0 RESIDENCY EXPENSES-MEXICO 924 0 0 CASA WERMA STORE PURCHASE 914 0 0 COMMUNITY OUTREACH 631 0 0 PAYROLL PROCESSING 0 626 0 LOCAL TRANSPORTATION 551 0 0 SANGHA SUPPORT 527 0 0 EDUCATION EXPENSES 357 0 0 2024 BUILDING PROJECT 333 0 0 LEGAL FEES 250 0 0 BOOKS 83 0 0 BANK REVALUATIONS 0 60 0 LAUNDRY 9 0 0 TOTAL 28,073 5,115 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0209800
IRS990/TotalAssetsEOYAmt0555069
IRS990/TotalAssetsGrp/BOYAmt0209800
IRS990/TotalAssetsGrp/EOYAmt0555069
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0347515
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07549
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0108815
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116364
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100
IRS990/TotalLiabilitiesEOYAmt0492
IRS990/TotalLiabilitiesGrp/BOYAmt0100
IRS990/TotalLiabilitiesGrp/EOYAmt0492
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0209700
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0554577
IRS990/TotalProgramServiceExpensesAmt0108815
IRS990/TotalProgramServiceRevenueAmt072360
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072591
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0420106
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0209800
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0555069
IRS990/TravelGrp/ProgramServicesAmt01814
IRS990/TravelGrp/TotalAmt01814
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02525 ARAPAHOE AVE SUITE E4-178
IRS990/USAddress/CityNm0BOULDER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080302
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0CASAWERMA.SHAMBHALA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WILDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03035179839
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA WERMA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0931533415
ReturnHeader/Filer/PhoneNum03035179839
ReturnHeader/Filer/USAddress/AddressLine1Txt02525 ARAPAHOE AVE SUITE E4-178
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831352780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOULDER CPA GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01790 30TH ST STE 418
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOULDER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080301
ReturnHeader/PreparerPersonGrp/PhoneNum03034493060
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL BAILIFF CPA
ReturnHeader/ReturnTs02025-11-17T10:00:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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