Civic Intelligence

Casa Werma Foundation

990 • Fiscal year 2023 • EIN 93-1533415

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileCASAWERMA.SHAMBHALA.ORG
2525 Arapahoe Ave Suite E4-178Boulder, CO 80302

(303) 517-9839

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

$209,800

No earlier filing loaded for comparison.

Net Assets

$209,700

No earlier filing loaded for comparison.

Liabilities

$100

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin100th percentile

Revenue

$209,700

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$209,700

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2023

Assets$209,800
Liabilities$100
Net Assets$209,700
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$209,700
Expenses$0
Net Income$209,700
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$209,700
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
Cash and Non-Interest-Bearing Accounts-$100-
Total Assets$0$209,800▲ $209,800
Other Assets Total-$209,700-
Liabilities
Other Liabilities-$100-
Total Liabilities$0$100▲ $100
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$209,700-
Total Net Assets Fund Balance$0$209,700▲ $209,700
Total Liabilities and Net Assets / Fund Balance$0$209,800▲ $209,800

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$209,700--
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Mark WildingBoard Chair
Revenue and Support

Revenue Composition

Contributions and Grants
$209,700
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$209,700
Change in Net Assets
$209,700

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$209,700Valuation as of 12/31/23
Total Noncash Contributions1$209,700-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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$100
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
2024-11-15
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
2

Preparer

Firm
Boulder CPA Group
Address
1790 30TH ST STE 418, BOULDER, CO 80301
Preparer
John H David CPA
Phone
3034493060
Raw XML Appendix231 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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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0209700
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0209700
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,800
Liabilities
$100
Net assets
$209,700
Revenue
$209,700
Expenses
$0
Net income
$209,700
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