CASA DE EXITO: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CASA DE EXITO (EIN 77-0394105)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-15
IRS object ID
202611059349202571
Schema version
2024v5.5
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)
Return2026-04-15T14:43:43-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

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)
PersonKIM MORRISONPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone8314691700PhoneNum
Signature2026-04-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWANWAN ZHANGPreparerPersonNm
PTINP01317662PTIN
Phone9257902600PhoneNum
Preparation2026-03-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$64,539GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$50,664ContributionsGiftsGrantsEtcAmt
Program Service Revenue$7,723ProgramServiceRevenueAmt
Investment Income$16InvestmentIncomeAmt
Other Revenue Total$6,136OtherRevenueTotalAmt
Total Revenue$64,539TotalRevenueAmt
Salaries Other Comp Empl Bnft$20,754SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$28,098FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$8,152OccupancyRentUtltsAndMaintAmt
Other Expenses Total$37,908OtherExpensesTotalAmt
Total Expenses$94,912TotalExpensesAmt
Excess Or Deficit For Year-$30,373ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$121,630NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$91,257NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$24,166BOYAmt
EOY$29,130EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$130,337BOYAmt
EOY$120,556EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$4,144BOYAmt
EOY$5,603EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$158,647BOYAmt
EOY$155,289EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,017BOYAmt
EOY$64,032EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$121,630BOYAmt
EOY$91,257EOYAmt
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$75,787ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$75,787TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KIM MORRISON
CHAIRPERSON (START 01/25)0.20$0$0$0
MONICA MARTINEZ
CHAIRPERSON (THRU 01/25)0.20$0$0$0
BLYTHE CAMPBELL
SECRETARY/TREASURER0.20$0$0$0
RONNIE LIPSCHUTZ
VICE CHAIR0.20$0$0$0
LORI LANGONA
DIRECTOR0.20$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$18,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,802CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,321CurrentTaxYearMinus1YearAmt
Current Tax Year$50,664CurrentTaxYearAmt
Total$158,516TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,051CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,929CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,579CurrentTaxYearMinus1YearAmt
Current Tax Year$7,723CurrentTaxYearAmt
Total$97,501TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,586CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,413CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,731CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,900CurrentTaxYearMinus1YearAmt
Current Tax Year$58,387CurrentTaxYearAmt
Total$256,017TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$976CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,306CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,897CurrentTaxYearMinus1YearAmt
Total$4,179TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$976CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,306CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,897CurrentTaxYearMinus1YearAmt
Total$4,179TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$251,838PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12CurrentTaxYearMinus1YearAmt
Current Tax Year$16CurrentTaxYearAmt
Total$61TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12CurrentTaxYearMinus1YearAmt
Current Tax Year$16CurrentTaxYearAmt
Total$61TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,032CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,364CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$935CurrentTaxYearMinus1YearAmt
Current Tax Year$6,136CurrentTaxYearAmt
Total$11,467TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,596CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,458CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,105CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,847CurrentTaxYearMinus1YearAmt
Current Tax Year$64,539CurrentTaxYearAmt
Total$267,545TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94130PublicSupportCY509Pct
Public Support PY5090.96190PublicSupportPY509Pct
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: 16.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: LAUNDRY AND VENDING REVENUE. AMOUNT: 191. DESCRIPTION: TENANT CHARGES. AMOUNT: 5,125. DESCRIPTION: WORK ORDER REVENUE. AMOUNT: 820. TOTAL TO FORM 990-EZ, LINE 8: 6,136.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSES. AMOUNT: 711. DESCRIPTION: INSURANCE. AMOUNT: 1,248. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,139. DESCRIPTION: SUPPLIES. AMOUNT: 7,788. DESCRIPTION: OPERATING AND MAINTENANCE. AMOUNT: 11,260. DESCRIPTION: DEPRECIATION. AMOUNT: 9,781. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 837. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 5,144. TOTAL TO FORM 990-EZ, LINE 16: 37,908.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,989. END OF YEAR AMOUNT: 4,773. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 1,155. END OF YEAR AMOUNT: 830.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 35,862. END OF YEAR AMOUNT: 62,987. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 1,155. END OF YEAR AMOUNT: 785. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 260.

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.