2024-05-14T15:17:14-04:00 2023-06-30 850219147 PULAKOS CPAS PC 6753 ACADEMY RD NE ALBUQUERQUE NM 87109 990 2022-07-01 850479804 CASA ESPERANZA ENDOWMENT FOUNDATION CASA 5052462700 1005 YALE BLVD NE ALBUQUERQUE NM 87106 CHRISANN GRAY EXECUTIVE DIRECTOR 5052462700 2024-05-14 true CHRISANN GRAY 999009999 false COLLEEN A LINO CPA P02139286 5053381500 2024-05-14 2022 2023-04-26 12:10:37Z CHRISANN GRAY 1005 YALE BLVD NE ALBUQUERQUE NM 87106 777744 false X WWW.CASANM.ORG X 2001 NM TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT IN CARRYING OUT ITS CHARITABLE PURPOSE. 10 10 7 48 3683 356462 269273 0 59998 52484 44887 74218 461347 395975 81571 70100 0 259103 173646 0 219747 311602 246946 652276 490692 -190929 -94717 1685866 1662098 42395 29800 1643471 1632298 X TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT TO CARRY OUT ITS CHARITABLE PURPOSE. THE ORGANIZATION MANAGES AN INVESTMENT PORTFOLIO AND A VEHICLE DONATION PROGRAM AND SPONSORS FUNDRAISING EVENTS IN ORDER TO RAISE FUNDS TO SUPPORT THE MISSION OF CASA ESPERANZA, INC. false false 116855 70100 GENERATED 70,100 FOR THE SUPPORT AND BENEFIT OF CASA ESPERANZA, INC. TO ASSIST IT IN CARRYING OUT ITS EXEMPT PURPOSES. 116855 true true false false false false false false false true true false false true true true false true false false false false false false true false false true false false false false false false false false false false true false false false false true true false false false true 4 0 7 true true true false false false false true true false false false true false false false X 10 10 false false true false false false false true true false false true true true true true true true true false NM X X X DESIREE MCBRAYER FINANCE DIRECTOR 5052462710 1005 YALE BLVD NE ALBUQUERQUE NM 871063825 AMY BLASSING JOINED 052023 DIRECTOR 2.00 2.00 X 0 0 0 SHARON AUSTIN DIRECTOR 2.00 2.00 X 0 0 0 DENNIS BURT DIRECTOR 2.00 2.00 X 0 0 0 DEAN CROSS DIRECTOR 2.00 2.00 X 0 0 0 NATHAN STEPHENSON DIRECTOR 2.00 2.00 X 0 0 0 PAULA CASEY- JOINED 922 SECRETARY 2.00 2.00 X X 0 0 0 BRYAN RUNYAN TREASURER 2.00 2.00 X X 0 0 0 ESSENCE HAND VICE CHAIR 2.00 2.00 X X 0 0 0 GABRIEL CASTRO CHAIR 2.00 2.00 X X 0 0 0 JULIA MIERA CHAIR 2.00 2.00 X X 0 0 0 CHRISANN GRAY EXECUTIVE DI 20.00 20.00 X 45473 50688 10122 45473 50688 10122 false false false 245345 23928 245345 269273 42169 42169 378710 368395 10315 10315 10315 31016 245345 13374 17642 3683 13959 ERC PAYROLL TAX CREDIT 56546 56546 OTHER REVENUE 30 30 56576 395975 3683 123019 70100 70100 48742 27819 20923 93931 54375 39556 2107 996 1111 16647 14107 2540 12219 7338 4881 10425 10425 9252 9252 2582 1864 718 12363 10573 1790 566 323 243 276 276 13285 13285 COST OF VEHICLE PROGRAM 142008 142008 UBI EXPENSES 3431 3431 STAFF/VOL SUPPORT 2376 1257 1119 TELEPHONE 1814 1008 806 48568 46755 1192 621 490692 116855 154090 219747 69817 139192 924 924 10922 5000 4625 922 49850 31325 6354 6353 4466 3864 828 602 1426553 1360464 115993 117316 1685866 1662098 29273 17928 13122 11872 42395 29800 X 1437987 1426814 205484 205484 1643471 1632298 1685866 1662098 -94717 83544 X X false true X true false X X 1 CASA ESPERANZA INC 850356946 7 true 70100 0 1 70100 0 true false false false false false false false false false false false false false false true true true X true true PART IV, SECTION D, LINE 3 THE BOARD OF DIRECTORS IS THE SAME FOR CASA ESPERANZA, INC. AS IT IS FOR CASA ESPERANZA ENDOWMENT FOUNDATION. THE BOARD OF DIRECTORS MONITOR ALL INVESTMENT POLICIES AND THE USE OF INCOME AND ASSETS THROUGHOUT THE YEAR. PART IV, SECTION E, LINE 2A CASA ESPERANZA ENDOWMENT FOUNDATION EXISTS TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT IN CARRYING OUT ITS CHARITABLE PURPOSE. PART IV, SECTION E, LINE 2B IF CASA ESPERANZA ENDOWMENT FOUNDATION DID NOT PROVIDE SUPPORT FOR CASA ESPERANZA, INC., THE ORGANIZATION WOULD HAVE TO ENGAGE IN THE SUPPORT AND FUNDRAISING ACTIVITIES ON ITS OWN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1390510 132468 195185 1327793 1385229 -207036 87683 1390510 1390682 377033 82486 1685229 1418736 47300 75354 1390682 1402191 82907 66362 1418736 0.87330 0.12670 true false 1512 1512 2954 2352 602 602 LAND HELD FOR SALE 73599 CHARITABLE GIFT ANNUITY 43717 117316 CHARITABLE GIFT ANNUITY 11872 11872 X 1290203 83544 819936 903480 386723 9252 9252 395975 1113461 823732 823732 289729 9252 191711 200963 490692 SCHEDULE D, PAGE 2, PART V, LINE 4 THE EARNINGS FROM ALL PERMANENT ENDOWMENT FUNDS ARE USED IN ASSISTING CASA ESPERANZA, INC. TO CARRY OUT ITS CHARITABLE PURPOSE. THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE ALSO USED IN ASSISTING CASA ESPERANZA, INC. TO CARRY OUT ITS CHARITABLE PURPOSE. SCHEDULE D, PAGE 3, PART X CASA ESPERANZA ENDOWMENT FOUNDATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS PRIVATE FOUNDATIONS. THE ORGANIZATION IS A NONPROFIT CHARITABLE CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, AS THEY RELATE TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR OPEN TAX YEARS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE ORGANIZATION ARE WITHIN THEIR TAX-EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR RECOGNITION IN THE COMBINED FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECORDED AS OF JUNE 30, 2023 AND 2022, RESPECTIVELY. SCHEDULE D, PAGE 4, PART XI, LINE 2D ELIMINATE OTHER ENTITY NET REVENUES IN CONSOLIDATED FINANC 1,011,647 COST OF VEHICLE DONATION SALES RECLASS -191,711 SCHEDULE D, PAGE 4, PART XII, LINE 2D ELIMINATE OTHER ENTITY NET EXPENSES IN CONSOLIDATED FINANC 823,732 SCHEDULE D, PAGE 4, PART XII, LINE 4B COST OF VEHICLE DONATION SALES RECLASS 191,711 SEE PART IV 272678 245345 27333 13374 272678 245345 27333 13374 13374 13959 SCHEDULE G, PART IV SCHEDULE G, PART II EVENT DESCRIPTIONS: VEHICLE DONATION AUCTIONS true CASA ESPERANZA INC 1005 YALE NE ALBUQUERQUE NM 87106 850356946 501C3 70100 SEE PT. IV 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION'S BOARD OF DIRECTORS HAS THE SAME DIRECTORS AS THE BOARD OF DIRECTORS OF CASA ESPERANZA, INC., WHICH IS THE GRANT RECIPIENT. THE BOARD OF DIRECTORS IS ABLE TO MONITOR THE RECIPIENT'S USE OF GRANT FUNDS. SCHEDULE I, PAGE 4, PART IV PART II, LINE 1, COLUMN (H): OPERATES FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT IN CARRYING OUT ITS CHARITABLE PURPOSE. X 165 245345 RESALE PRICE false true false SCHEDULE M, PAGE 2, PART II SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS BEING REPORTED IN COLUMN B. FORM 990 - ORGANIZATION'S MISSION TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT TO CARRY OUT ITS CHARITABLE PURPOSE. THE ORGANIZATION MANAGES AN INVESTMENT PORTFOLIO AND A VEHICLE DONATION PROGRAM AND SPONSORS FUNDRAISING EVENTS IN ORDER TO RAISE FUNDS TO SUPPORT THE MISSION OF CASA ESPERANZA, INC. FORM 990, PAGE 6, PART VI, LINE 1A AUTHORITY DELEGATED TO COMMITTEE EXPLANATION THE EXECUTIVE COMMITTEE CONSISTS OF 6 BOARD MEMBERS WHO MAY ACT ON BEHALF OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 4 THE ORGANIZATION MADE THE FOLLOWING CHANGES TO THE BYLAWS REGARDING THE NUMBER, COMPOSITION, AUTHORITY, AND DUTIES OF THE GOVERNING BODY'S VOTING MEMBERS. - THE NUMBER AND TENURE OF BOARD MEMBERS CHANGED FROM A MINIMUM OF 9 AND MAXIMUM OF 30, TO 5 AND 21, RESPECTIVELY. - AN EXCEPTION TO THE TERM POLICY WAS ADDED WITH A 2/3 MAJORITY QUORUM IN ATTENDANCE. - A DIRECTOR THAT IS REMOVED FROM THE BOARD OF DIRECTORS OF CASA ESPERANZA, INC. WILL BE REMOVED FROM THE CASA ESPERANZA, ENDOWMENT FOUNDATION WITHOUT FURTHER ACTION OF THE BOARD. - THE MEMBER AT LARGE WILL BE PART OF THE EXECUTIVE COMMITTEE. - OTHER COMMITTEES MAY BE DESIGNATED AND APPOINTED BY THE BOARD. THE CHAIRPERSON OF THE BOARD WILL APPOINT THE CHAIRPERSON OF EACH COMMITTEE. THE MEMBERS OF EACH COMMITTEE WILL BE APPOINTED BY THE BOARD AFTER CONSULTATION WITH THE CHAIRPERSON OF THE COMMITTEE. EACH COMMITTEE WILL HAVE DUTIES DETERMINED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE & INVESTMENT COMMITTEE OF THE BOARD FOR ITS REVIEW. FORM 990 IS THEN E-MAILED TO BOARD MEMBERS PRIOR TO A BOARD MEETING AT WHICH THEY CAN ASK QUESTIONS BEFORE FORM 990 IS APPROVED AND FILED. FORM 990, PAGE 6, PART VI, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO SIGN CONFLICT OF INTEREST FORMS EVERY YEAR. POTENTIAL CONFLICTS ARE NOTED IN THE MINUTES AND MONITORED THROUGHOUT THE YEAR. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF MANAGEMENT AND STAFF AFTER PERFORMING RESEARCH AND COMPARATIVE ANALYSIS. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR RECOMMENDS SALARIES FOR EVERYONE OTHER THAN HERSELF. SHE DOES RESEARCH THROUGH THE ASSOCIATION OF FUNDRAISING PROFESSIONAL ANNUAL REPORT FOR SALARIES AND BY COMPARISONS FROM INFORMATION SOUGHT FROM OTHER SIMILAR SIZE ORGANIZATIONS. THEN SHE INCLUDES THE SELECTED SALARIES IN THE FISCAL YEAR PERSONNEL BUDGET PRESENTED FOR APPROVAL TO THE EXECUTIVE COMMITTEE. AFTER THIS COMMITTEE APPROVES, THE PERSONNEL BUDGET GOES TO THE FULL BOARD FOR APPROVAL AS ONE LUMP SUM WITHOUT THE INDIVIDUAL EMPLOYEE DETAILS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION POSTS ITS LATEST AUDITED FINANCIAL STATEMENTS AND 990'S ON ITS WEBSITE. THE ORGANIZATION'S 501(C)(3) DETERMINATION LETTERS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE PROVIDED ON REQUEST. IT ALSO PROVIDES ITS FINANCIAL, GIFT, AND INVESTMENT POLICIES ON REQUEST. IN ADDITION, THE ORGANIZATION HAS AN ELECTRONIC COPY OF THESE DOCUMENTS AT GUEST SERVICES SO THAT THEY CAN BE E-MAILED OR PRINTED AND SENT BY U.S. MAIL TO THOSE WHO REQUEST THEM. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. FORM 990, PAGE 12, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CASA ESPERANZA INC 1005 YALE BLVD NE ALBUQUERQUE NM 87106 850356946 SEE PT VII NM 501C3 7 N/A true false true false false false false false false false false false true false true true true true false false SCHEDULE R LODGING AND SUPPORT FOR FAMILIES FACING CANCER.