CASA DE EXITO: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CASA DE EXITO (EIN 77-0394105)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-03-14
IRS object ID
202340739349201419
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-14T15:08:29-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112657 ALCOSTA BLVD STE 500AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945834600ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770394105EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CASA DE EXITO INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCASABusinessNameControlTxt
Phone8314691700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1380 ENCINAL STREET 200AddressLine1Txt
CitySANTA CRUZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMONICA MARTINEZPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone8314691700PhoneNum
Signature2023-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMONICAPersonFirstNm
Person LastMARTINEZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW PETROSKIPreparerPersonNm
PTINP00853132PTIN
Phone9257902600PhoneNum
Preparation2023-03-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$54,458GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$35,194ContributionsGiftsGrantsEtcAmt
Program Service Revenue$17,219ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$13InvestmentIncomeAmt
Other Revenue Total$2,032OtherRevenueTotalAmt
Total Revenue$54,458TotalRevenueAmt
Salaries Other Comp Empl Bnft$17,084SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$20,459FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$6,900OccupancyRentUtltsAndMaintAmt
Other Expenses Total$35,050OtherExpensesTotalAmt
Total Expenses$79,493TotalExpensesAmt
Excess Or Deficit For Year-$25,035ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$197,175NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$172,140NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$40,658BOYAmt
EOY$23,663EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$161,326BOYAmt
EOY$150,025EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$2,099BOYAmt
EOY$1,860EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$204,083BOYAmt
EOY$175,548EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,908BOYAmt
EOY$3,408EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$197,175BOYAmt
EOY$172,140EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO PROVIDE LOW INCOME HOUSING.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE ORGANIZATION PROVIDES MANAGEMENT OF A 5 UNIT RESIDENTIAL HOUSE DEDICATED TO PROVIDING LOW INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$63,570ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$63,570TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MONICA MARTINEZ
CHAIRPERSON1.00$0$0$0
RONNIE LIPSCHUTZ
VICE CHAIR1.00$0$0$0
BLYTHE CAMPBELL
SECRETARY/TREASURER1.00$0$0$0
LORI LANGONA
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIM MORRISONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1380 ENCINAL STREET SUITE 200AddressLine1Txt
CitySANTA CRUZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95060ZIPCd
FieldValueIRS element (for citing)
Phone8314691700PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,426CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,636CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,535CurrentTaxYearMinus1YearAmt
Current Tax Year$35,194CurrentTaxYearAmt
Total$113,323TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,415CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,668CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,489CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,051CurrentTaxYearMinus1YearAmt
Current Tax Year$17,219CurrentTaxYearAmt
Total$126,842TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,586CurrentTaxYearMinus1YearAmt
Current Tax Year$52,413CurrentTaxYearAmt
Total$240,165TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year$976CurrentTaxYearAmt
Total$976TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year$976CurrentTaxYearAmt
Total$976TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$239,189PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10CurrentTaxYearMinus1YearAmt
Current Tax Year$13CurrentTaxYearAmt
Total$45TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10CurrentTaxYearMinus1YearAmt
Current Tax Year$13CurrentTaxYearAmt
Total$45TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$2,032CurrentTaxYearAmt
Total$2,032TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,847CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,207CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,134CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,596CurrentTaxYearMinus1YearAmt
Current Tax Year$54,458CurrentTaxYearAmt
Total$242,242TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98740PublicSupportCY509Pct
Public Support PY5090.99980PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00020InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 13.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: LAUNDRY AND VENDING REVENUE. AMOUNT: 2,032.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSES. AMOUNT: 308. DESCRIPTION: INSURANCE. AMOUNT: 886. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 184. DESCRIPTION: SUPPLIES. AMOUNT: 1,759. DESCRIPTION: OPERATING AND MAINTENANCE. AMOUNT: 20,058. DESCRIPTION: DEPRECIATION. AMOUNT: 11,301. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 554. TOTAL TO FORM 990-EZ, LINE 16: 35,050.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 651. END OF YEAR AMOUNT: 484. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 1,448. END OF YEAR AMOUNT: 1,376.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,828. END OF YEAR AMOUNT: 2,114. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 1,080. END OF YEAR AMOUNT: 1,294.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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