CASA DE EXITO: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CASA DE EXITO (EIN 77-0394105)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-09-30
IRS object ID
201612749349200411
Schema version
2015v2.1
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)
Return2016-09-30T09:48:43-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770142495PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN J TEUTEBERG CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1539AddressLine1Txt
CityFREEDOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950191539ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

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 SUITE 200AddressLine1Txt
CitySANTA CRUZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMONICA MARTINEZPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone8314691700PhoneNum
Signature2016-09-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J TEUTEBERGPreparerPersonNm
PTINP01208514PTIN
Phone8317630997PhoneNum
Preparation2016-09-30PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$42,214GrossReceiptsAmt
Program Service Revenue$42,214ProgramServiceRevenueAmt
Total Revenue$42,214TotalRevenueAmt
Excess Or Deficit For Year$42,214ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances EOY$42,214NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
EOY$240,979EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$240,979EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$240,979EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE LOW-INCOME HOUSING.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomCASA DE EXITO, INC. HAS PROVIDED THE MANAGEMENT OF A MULTIFAMILY HOUSING COMPLEX OF FIVE BEDROOMS DEDICATED TO PROVIDING LOW-INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS.DescriptionProgramSrvcAccomTxt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MONICA MARTINEZ
CHAIRPERSON1.00$0
SANDY KAPLAN
BOARDMEMBER1.00$0
JOHN LIVINGSTON
VICE-CHAIRPE1.00$0
PAUL O'BRIEN
SEC/TREAS1.00$0
JOE APPENRODT
BOARDMEMBER1.00$0
ANN POMPER
BOARDMEMBER1.00$0
STEVE LABERGE
BOARDMEMBER1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCAROLYN COLEMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1195 HARVEY WESTAddressLine1Txt
Address Line2BLVDAddressLine2Txt
CitySANTA CRUZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95060ZIPCd
FieldValueIRS element (for citing)
Phone8314691700PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

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

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,083CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,456CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,291CurrentTaxYearMinus1YearAmt
Current Tax Year$42,214CurrentTaxYearAmt
Total$191,719TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,083CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,456CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,291CurrentTaxYearMinus1YearAmt
Current Tax Year$42,214CurrentTaxYearAmt
Total$191,719TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$191,719PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Total$20TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Total$20TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,093CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,466CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,291CurrentTaxYearMinus1YearAmt
Current Tax Year$42,214CurrentTaxYearAmt
Total$191,739TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99980PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-EZ, PART III, LINE 28FormAndLineReferenceDesc
ExplanationCASA DE EXITO, INC. HAS PROVIDED THE MANAGEMENT OF A MULTIFAMILY HOUSING COMPLEX OF FIVE BEDROOMS DEDICATED TO PROVIDING LOW-INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS.ExplanationTxt

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