2025-09-11T00:48:11-05:00 2024-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-01-01 260030511 CASA DE AMMA CASA 9494969001 27231 CALLE ARROYO SAN JUAN CAPISTRANO CA 92675 AARON VORELL EXECUTIVE DIRECTOR 9494969001 2025-09-09 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-09-09 2024 2025-03-06 01:10:19Z AARON VORELL 27231 CALLE ARROYO SAN JUAN CAPISTRANO CA 92675 3747439 0 X WWW.CASADEAMMA.ORG X 2002 CA SEE MISSION STATEMENT ON SCHEDULE O 9 9 34 9 0 0 443842 435187 2318713 2346925 170077 175923 2341 -104647 2934973 2853388 0 0 0 0 2018908 2172712 0 0 73932 1003033 1041032 3021941 3213744 -86968 -360356 10704358 10802892 721359 791126 9982999 10011766 SEE MISSION STATEMENT ON SCHEDULE O 0 0 2376440 2346925 CASA DE AMMA IS A NON-PROFIT SUPPORTED LIVING RESIDENCE FOR ADULTS WITH LEARNING DISABILITIES AND RELATED CHALLENGES. CASA DE AMMA'S MISSION IS TO NURTURE THE ABILITIES AND INDEPENDENCE OF PEOPLE WITH LEARNING CHALLENGES BY PROVIDING A BROAD SPECTRUM OF VOCATIONAL, RESIDENTIAL AND EDUCATIONAL OPPORTUNITIES. THERE ARE A TOTAL OF 35 UNITS AVAILABLE DURING THE YEAR OF WHICH 35 WERE OCCUPIED IN 2024. CASA DE AMMA ALSO SUPPORTS A LIMITED NUMBER OF OFFSITE CLIENTS THROUGH CASA'S COMMUNITY SUPPORTS. THIS SERVICE OFFERS SUPPORTED LIVING SERVICES AND ACCESS TO THE CASA COMMUNITY WHILE THE INDIVIDUAL SECURES HOUSING WITHIN WALKING DISTANCE. 2376440 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GENNA JUN 9494969001 27231 CALLE ARROYO SAN JUAN CAPISTRANO CA 92675 RUSSELL LEATHERBY CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 TINA SAPOUNAKIS SECRETARY 1.00 X X 0 0 0 DAWN HUNTER PHD DIRECTOR 2.00 X 0 0 0 JOEL LAUTENSCHLEGER DIRECTOR 1.00 X 0 0 0 KATIE GILLIN DIRECTOR 2.00 X 0 0 0 BILL TILLETT DIRECTOR 2.00 X 0 0 0 GREGG DORNER DIRECTOR 2.00 X 0 0 0 JAMES WILLIAMS DIRECTOR 1.00 X 0 0 0 KEN YOOD DIRECTOR 1.00 X 0 0 0 AARON VORELL EXECUTIVE DIRECTOR 40.00 X 278062 0 85852 278062 0 85852 1 0 1 0 0 266951 168236 435187 PROGRAM FEES 900099 2346925 2346925 2346925 183898 183898 760676 768651 -7975 -7975 -7975 20000 266951 125400 -105400 -105400 MISCELLANEOUS INCOME 900099 753 753 753 2853388 2346925 0 71276 363914 276575 80061 7278 1473670 1119989 324207 29474 31964 24293 7032 639 172143 130828 37872 3443 131021 99576 30135 1310 42597 42597 15345 15345 3544 340 3204 138772 119109 19663 89876 77293 11684 899 34321 34213 108 258351 240266 12918 5167 143430 76018 67412 MAINTENANCE 142736 128462 11419 2855 RESIDENT SERVICES 83385 83385 FOOD AND BEVERAGE 79655 79655 LICENSES AND PERMITS 4338 4338 4682 1549 3133 3213744 2376440 763372 73932 240527 137500 1511746 1250065 15899 19212 43384 46687 10235498 4867190 5444317 5368308 3233572 3648563 214913 332557 10704358 10802892 194160 224711 104150 74959 423049 491456 721359 791126 X 9691985 9743461 291014 268305 9982999 10011766 10704358 10802892 -360356 389123 0 X 0 1 X 1 0 X 519012 689525 434048 443842 435187 2521614 519012 689525 434048 443842 435187 2521614 303886 2217728 49158 35674 164113 183898 432843 37380 6017 2341 753 46491 3000948 10819131 0.73900 0.78050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONSULTING - 2020 AMOUNT: $ 2,500. OTHER INCOME - 2020 AMOUNT: $ 5,649. 2022 AMOUNT: $ 6,017. 2023 AMOUNT: $ 2,341. 2024 AMOUNT: $ 753. EMPLOYEE RETENTION CREDIT - 2020 AMOUNT: $ 29,231. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1390503 1390503 7764000 3913981 3850019 1080995 953209 127786 5368308 SECURITY DEPOSITS 167000 DEFERRED COMPENSATION 324456 491456 X 3221740 389123 389123 2832617 20771 20771 2853388 3192973 0 3192973 20771 20771 3213744 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS A FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. BENEFIT DINNER 286951 266951 20000 76552 48848 286951 266951 20000 76552 48848 125400 -105400 1 X X X 0 0 0 0 0 0 0 0 0 AARON VORELL EXECUTIVE DIRECTOR 253062 0 25000 0 0 0 79684 0 6168 0 363914 0 0 0 FORM 990: PART I, LINE 1 & PART III, LINE 1: MISSION STATEMENT CASA DE AMMA NURTURES THE ABILITIES AND INDEPENDENCE OF ADULTS WITH SPECIAL NEEDS. WE PROVIDE A BROAD SPECTRUM OF VOCATIONAL, RESIDENTIAL, EDUCATIONAL AND SOCIAL OPPORTUNITIES IN A RESPONSIVE AND CARING ENVIRONMENT. AT CASA DE AMMA WE FOCUS ON THREE MAIN SUPPORT AREAS LIVING, LEARNING AND BELONGING. OUR PROGRAMS ARE DESIGNED TO MEET THE UNIQUE NEEDS OF EACH RESIDENT AND PROVIDE A MEANINGFUL EXPERIENCE FOR THE ENTIRE FAMILY BECAUSE WE UNDERSTAND FAMILIES ARE HAPPIER WHEN THEIR MEMBER WITH SPECIAL NEEDS IS LIVING THE BEST LIFE POSSIBLE. CASA DE AMMA IS A LONG TERM INDEPENDENT APARTMENT COMMUNITY THAT STRIVES TO MEET THE NEEDS OF EACH RESIDENT AS THEY AGE AND MATURE. CASA DE AMMA IS ALSO DEDICATED TO SUPPORTING OTHER INDIVIDUALS, FAMILIES AND PROFESSIONALS WHO SEEK TO REPLICATE THE UNIQUE CASA MODEL IN ORDER TO MEET THE NEEDS OF THE MANY ADULTS THAT CANNOT BE SUPPORTED DIRECTLY BY CASA DE AMMA. THIS SUPPORT INCLUDES INFORMATIVE TOURS, SHARING INFORMATION ON HOW WE GOT STARTED, CONSULTING, AND PARTICIPATING WITH OTHER NONPROFIT INDEPENDENT APARTMENT COMMUNITIES IN EDUCATING OTHERS ABOUT THE UNIQUE CASA MODEL. FORM 990, PART VI, SECTION A, LINE 2 RUSSELL LEATHERBY AND KATIE GILLIN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO ITS FILING ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY WITH ANNUAL DISCLOSURE QUESTIONNAIRES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS ADOPTED AN EXECUTIVE COMPENSATION POLICY. ORGANIZATION USES COMPENSATION COMMITTEE, COMPENSATION SURVEYS/STUDIES, AND OBTAINS APPROVAL BY BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THAT COMPENSATION IS REASONABLE. COMPENSATION PROCESS WAS USED TO ESTABLISH COMPENSATION FOR THE EXECUTIVE DIRECTOR AND DIRECTOR OF HUMAN RESOURCES. THE PROCESS WAS LAST UNDERTAKEN FOR BOTH THESE POSITIONS IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.