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Nonprofit · EIN 33-0632829

CASA FOUNDATION

Tax-exempt · SAN DIEGO, CA 92127

Financials

$1.9M$424K2023$1.4M$552K2024
Revenue Expenses · by fiscal year end
Financials of CASA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$1,421,823$552,152$869,671$15,278,937$35,079$15,243,858
July 31, 2024990$1,868,206$423,691$1,444,515$14,304,863$55,847$14,249,016
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$298,225
Program service revenue
$0
Investment income
$1,123,598
Net gain from sales of assets
-$34,913
Other revenue
$0

Expenses

Grants and similar amounts paid
$343,501
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$21,334
Accounting fees
$44,400
Program services (functional)
$391,041
Management and general (functional)
$123,031
Fundraising (functional)
$38,080

Balance sheet and other

Total assets, start of year
$14,304,863
Total assets, end of year
$15,278,937
Total liabilities, end of year
$35,079
Net assets, end of year
$15,243,858
Publicly traded securities
$14,756,451
Net assets without donor restrictions
$7,602,053
Net assets with donor restrictions
$7,641,805
Gross receipts
$4,413,183
Employees
0
Volunteers
19
Year formed
1994
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Kim Dominy termed 625Member
Key employee
2$0$283,123$47,204
David JohnsonCFO/Treasurer
Officer
4$0$243,677$7,665
Jim SeifertChair
Trustee or director, Officer
4$0$0$0
Janette PiankoffVice Chair
Trustee or director, Officer
2$0$0$0
Megan TannerSecretary
Trustee or director, Officer
2$0$0$0
Garry ButterfieldMember
Trustee or director
2$0$0$0
Tom LeeMember
Trustee or director
2$0$0$0
Sonny Googins termed 1224Chair
Trustee or director
2$0$0$0
990 for the year ended July 31, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Kim DominyMember
Officer
2$0$249,201$46,545
David JohnsonCFO/Treasurer
Officer
4$0$259,216$7,500
Sonny GooginsChair
Trustee or director, Officer
2$0$0$0
Janette PiankoffVice Chair
Trustee or director, Officer
2$0$0$0
Megan TannerSecretary
Trustee or director, Officer
1$0$0$0
Garry ButterfieldMember
Trustee or director
2$0$0$0
Kathy Lord term 1223Chair
Former
1$0$0$0
Alex Monroe term 124Member
Former
1$0$0$0
Tom LeeMember
Trustee or director
2$0$0$0
Vernon Pertell term 1223Member
Former
1$0$0$0

Address and contacts

Address (IRS master file)
18655 WEST BERNARDO DRIVE, SAN DIEGO, CA 92127-3002
In care of
% JIM ECKEL
Principal officer (990 for 2024)
David Johnson, 18655 W Bernardo Dr, San Diego, CA 921273002
Signed the 990
David Johnson, CFO
Phone
(858) 592-1885
Return prepared by
Casa de las Campanas INC

Mission

See Statement 4

990 for the year ended July 31, 2025

Program accomplishments

  • Provide support to CDLC (Casa de las Campanas, INC.) in furtherance of their exempt organization purpose in enhancing the life of older persons through innovative and socially responsible programs. Within this framework as a Foundation, it receives various donor restricted funds to support and promote the charitable nature of CDLC,which may include employee scholarships, health care, activities, resident hardships, music, transportion, employee assistance, art collection and other restrictions.
    Expenses $391,041 · grants $343,501

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
33-0632829
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1994
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$15,278,937
Income (IRS master file)
$4,413,183

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025–––IRS
990July 2024–––IRS
990July 2023$919,123$430,229$12,473,234IRS
990July 2022$1,542,283$250,943$11,784,363IRS
990July 2021–––IRS
990July 2020–––IRS
990July 2019–––IRS
990July 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about CASA FOUNDATION

What is the EIN of CASA FOUNDATION?
The employer identification number (EIN) of CASA FOUNDATION is 33-0632829.
Is CASA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to CASA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CASA FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CASA FOUNDATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CASA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of CASA FOUNDATION?
The 990 for the year ended July 31, 2025 names David Johnson.
Who are the officers and directors of CASA FOUNDATION?
The 990 for the year ended July 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does CASA FOUNDATION have?
On its 990 for the year ended July 31, 2025 it reported revenue of $1,421,823, expenses of $552,152 and total assets of $15,278,937 at year end.

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