CASA ANGELICA FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CASA ANGELICA FOUNDATION (EIN 85-0204262)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-14
IRS object ID
201223199349303947
Schema version
2011v1.2
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)
Timestamp2012-11-14T12:52:11-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MACKIE REID & COMPANY PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14001 INDIAN SCHOOL RD STE 110AddressLine1
CityALBUQUERQUECity
StateNMState
ZIP Code87110ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN850204262EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CASA ANGELICA FOUNDATIONBusinessNameLine1
Business Name Line2C/O GARY KISSOCKBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlCASANameControl
Phone5055070820Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line111024 MONTGOMERY BLVD NEAddressLine1
Address Line2ROOM/SUITE 334AddressLine2
CityALBUQUERQUECity
StateNMState
ZIP Code87111ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGARY KISSOCKName
TitleTREASURERTitle
Phone5055070820Phone
Date Signed2012-10-01DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePETER J BARRICKLOWName
Phone5052684335Phone
Date Prepared2012-11-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonJAN KELEHERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14240 ASPEN AVE NEAddressLine1
CityALBUQUERQUECity
StateNMState
ZIP Code87110ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3683GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1963YearFormation
State Legal DomicileNMStateLegalDomicile
Activity Or Mission DescriptionPROVIDES FINANCIAL SUPPORT TO ENHANCE THE LIVES OF THE RESIDENTS AT CASA ANGELICA, AN INTERMEDIATE CARE FACILITY FOR THE DEVELOPMENTALLY DISABLED.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year3416InvestmentIncomePriorYear
Investment Income Current Year3683InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year3416TotalRevenuePriorYear
Total Revenue Current Year3683TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year35000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY30000GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year482OtherExpensePriorYear
Other Expenses Current Year483OtherExpensesCurrentYear
Total Expenses Prior Year35482TotalExpensesPriorYear
Total Expenses Current Year30483TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-32066RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-26800RevenuesLessExpensesCY
Total Assets BOY794410TotalAssetsBOY
Total Assets EOY767610TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY794410NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY767610NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDES FINANCIAL SUPPORT TO ENHANCE THE LIVES OF THE RESIDENTS AT CASA ANGELICA, AN INTERMEDIATE CARE FACILITY FOR THE DEVELOPMENTALLY DISABLED.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense30483Expense
Grants30000Grants
DescriptionPAYMENTS MADE TO CASA ANGELICA ARE APPLIED TOWARD MEETING OPERATING EXPENSES AND CAPITAL IMPROVEMENTS IN THEIR WORK OF CARING FOR CHILDREN AND YOUNG ADULTS WITH SEVERE COGNITIVE AND DEVELOPMENTAL DISABILITIES AND PERVASIVE MEDICAL NEEDS. CASA ANGELICA IS DIRECTED BY THE CANOSSIAN DAUGHTERS OF CHARITY. THE FOUNDATION IS RESPONSIBLE FOR FUNDS AND REAL ESTATE DONATED AT THE TIME OF CONSTRUCTION OF THE FACILITY, PRUDENT INVESTMENT OF PRESENT AND FUTURE BEQUESTS, AND CURRENT GIFTS TO ENSURE EXISTENCE OF CASA ANGELICA IN THE FUTURE.Description
Total Program Service Expense30483TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteesfalseMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonGARY KISSOCKNamePerson
Telephone Number5055070820TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line111024 MONTGOMERY BLVD NE 334AddressLine1
CityALBUQUERQUECity
StateNMState
ZIP Code87111ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JAN R KELEHER
PRESIDENTXX000
ANNETTE ARRIGONI
VICE PRESIDEXX000
DAN HERNANDEZ
SECRETARY &XX000
ALBERT ARRIGONI
DIRECTORX000
RENA ARRIGONI
DIRECTORX000
WILLIAM KELEHER
DIRECTORX000
JULIA SELIGMAN
DIRECTORX000
JOELLEN RANSOM
DIRECTORX000
SR ANNE BOSIO FDCC
DIRECTORX000
REGINA ARRIGONI
DIRECTORX000
FLOYD LOPEZ
DIRECTORX000
GARY KISSOCK
DIRECTORX000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3683TotalRevenueColumn
Related Or Exempt Function Income3683RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3683TotalRevenueColumn
Related Or Exempt Function Income3683RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total30000Total
Program Services30000ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total334Total
Program Services334ProgramServices

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
REAL ESTATE TAXES139139
FEES1010

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total30483Total
Program Services30483ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY206446BOY
EOY178115EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis514668LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY514668BOY
EOY514668EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY73296BOY
EOY74577EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY250EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY794410BOY
EOY767610EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY794410BOY
EOY767610EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY794410BOY
EOY767610EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY794410BOY
EOY767610EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-26800ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 OtherXSupportingOrg509a3Type3Other
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1CANOSSIAN DAUGHTERS OF CHARITY DBA CASA ANGELICABusinessNameLine1
FieldValueIRS element (for citing)
EIN850194108EIN
Type Of Organization3TypeOfOrganization
Listed In Governing DocfalseListedInGoverningDoc
Supported Organization NotifiedtrueSupportedOrganizationNotified
Organized In UStrueOrganizedInUS
Amount$30,000Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts30000SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis514668OtherCostOrOtherBasis
Book Value514668BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings514668TotalOfBookValueLandBuildings

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1CANOSSIAN DAUGHTERS OF CHARITYBusinessNameLine1
Business Name Line2DBA CASA ANGELICA HOMEBusinessNameLine2

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15629 ISLETA BLVD SWAddressLine1
CityALBUQUERQUECity
StateNMState
ZIP Code87105ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient850194108EINOfRecipient
Amount Of Cash Grant30000AmountOfCashGrant
Purpose Of GrantSUPPORT FACILITYPurposeOfGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
RELATED PARTY INFORMATION AMONG OFFICERSFORM 990, PAGE 6, PART VI, LINE 2ANNETTE ARRIGONI VICE PRES. FAMILY RELATIONSHIP RENA ARRIGONI DIRECTOR FAMILY RELATIONSHIP ALBERT ARRIGONI DIRECTOR FAMILY RELATIONSHIP REGINA ARRIGONI DIRECTOR FAMILY RELATIONSHIP WILLIAM KELEHER DIRECTOR FAMILY RELATIONSHIP JAN KELEHER DIRECTOR FAMILY RELATIONSHIP
DOCUMENTATION BY COMMITTEEFORM 990, PAGE 6, PART VI, LINE 8BIN THE EVENT THE BOARD DELEGATES SOMETHING TO A COMMITTEE, IT IS DOCUMENTED AND THE COMMITTEE GENERALLY REPORTS BACK TO THE FULL BOARD WHERE ANY DECISION WOULD BE MADE BY THE BOARD AND THAT DECISION WOULD BE DOCUMENTED.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE PRESIDENT AND THE TREASURER BEFORE IT IS FILED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19AVAILABLE UPON REQUEST.

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