Nonprofit · EIN 59-3737446
FRIENDS OF CASA FELIZ INC
Tax-exempt · WINTER PARK, FL 32790
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $538,679 | $474,845 | $63,834 | $1,074,802 | $297,659 | $777,143 |
| December 31, 2024 | 990 | $452,784 | $408,001 | $44,783 | $999,095 | $308,785 | $690,310 |
| December 31, 2023 | 990 | $517,745 | $414,730 | $103,015 | $942,275 | $308,130 | $634,145 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $88,979
- Program service revenue
- $403,333
- Investment income
- $27,161
- Other revenue
- $19,206
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $204,703
- Salaries, compensation and benefits (total)
- $229,597
- Professional fundraising fees
- $0
- Legal fees
- $1,584
- Accounting fees
- $5,910
- Occupancy
- $126,787
- Depreciation
- $5,723
- Program services (functional)
- $362,590
- Management and general (functional)
- $88,342
- Fundraising (functional)
- $23,913
Balance sheet and other
- Total assets, start of year
- $999,095
- Total assets, end of year
- $1,074,802
- Total liabilities, end of year
- $297,659
- Net assets, end of year
- $777,143
- Land, buildings and equipment
- $228,086
- Net assets without donor restrictions
- $777,143
- Gross receipts
- $558,423
- Employees
- 6
- Volunteers
- 0
- Year formed
- 2001
- State of legal domicile
- FL
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BILL | CHAIR Trustee or director, Officer | 2 | $0 |
| REBECCA GALLARDO | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| ERIC RAVNDAL | TREASURER Trustee or director, Officer | 2 | $0 |
| AIMEE SPENCER | SECRETARY Trustee or director, Officer | 2 | $0 |
| JEFF BRIGGS | DIRECTOR Trustee or director | 1 | $0 |
| LUCY BOUDET | DIRECTOR Trustee or director | 1 | $0 |
| PHIL ESCHBACH | DIRECTOR Trustee or director | 1 | $0 |
| GLORIA LINDSEY | DIRECTOR Trustee or director | 1 | $0 |
| DONOVAN MYRIE | DIRECTOR Trustee or director | 1 | $0 |
| BRENDAN O'MAHONY | DIRECTOR Trustee or director | 1 | $0 |
| TORY PARISH | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL WENRICH | DIRECTOR Trustee or director | 1 | $0 |
| BETSY ROGERS OWENS | EXECUTIVE DIRECTOR Officer | 35 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL ESCHBACH | CHAIR Trustee or director, Officer | 2 | $0 |
| JOHN BILL | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| GUY COLADO | TREASURER Trustee or director, Officer | 1 | $0 |
| REBECCA GALLARDO | SECRETARY Trustee or director, Officer | 1 | $0 |
| JEFF BRIGGS | DIRECTOR Trustee or director | 1 | $0 |
| TORY PARISH | DIRECTOR Trustee or director | 1 | $0 |
| FRANK ROARK | DIRECTOR Trustee or director | 3 | $0 |
| AIMEE SPENCER | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL WENRICH | DIRECTOR Trustee or director | 1 | $0 |
| BETSY ROGERS OWENS | EXECUTIVE DIRECTOR Officer | 35 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK ROGERS | DIRECTOR Trustee or director | 2 | $0 |
| NATHAN MORGAN | DIRECTOR Trustee or director | 2 | $0 |
| FRANK ROARK | DIRECTOR Trustee or director | 2 | $0 |
| RICK KILBY | CHAIR Officer | 5 | $0 |
| NATHAN FERRER | VICE CHAIR Officer | 5 | $0 |
| TAYLOR WARD | TREASURER Officer | 5 | $0 |
| REBECCA GALLARDO | SECRETARY Officer | 5 | $0 |
| SUSAN OMOTO | EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 591, WINTER PARK, FL 32790-0591
- In care of
- % BETSY OWENS
- Principal officer (990 for 2025)
- BETSY ROGERS OWENS, PO BOX 591, WINTER PARK, FL 32790
- Signed the 990
- BETSY ROGERS OWENS, EXECUTIVE DIRECTOR
- Phone
- (407) 628-8200
- Website
- WWW.CASAFELIZ.US
- Return prepared by
- SCHAFER TSCHOPP & MITCHELL LLLP
Mission
TO PROTECT, OPERATE AND MAINTAIN THE INTEGRITY OF THE CASA FELIZ HISTORIC HOME MUSEUM AND ITS COLLECTIONS, TO EDUCATE THE PUBLIC ON THE LIFE OF JAMES GAMBLE ROGERS II, AND TO ENGAGE THE PUBLIC THROUGH EDUCATION AND ADVOCACY FOR THE PURPOSE OF PRESERVING AND PROMOTING THE COMMUNITY'S RICH ARCHITECTURAL, HISTORIC, AND CULTURAL HERITAGE.
Program accomplishments
- THE HISTORIC BUILDING PROVIDES TOURS AND HOSTS EVENTS TO PROMOTE COMMUNITY AWARENESS AND CIVIC PRIDE IN ARCHITECTURAL DESIGN.Expenses $362,590 · revenue $422,539
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3737446
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N20)
- Assets (IRS master file)
- $1,074,802
- Income (IRS master file)
- $558,423
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $538,679 | $474,845 | $1,074,802 | XML |
| 990 | December 2024 | $452,784 | $408,001 | $999,095 | XML |
| 990 | December 2023 | $517,745 | $414,730 | $942,275 | XML |
| 990 | December 2022 | $491,963 | $417,945 | $876,558 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 59-3737446).
Questions about FRIENDS OF CASA FELIZ INC
- What is the EIN of FRIENDS OF CASA FELIZ INC?
- The employer identification number (EIN) of FRIENDS OF CASA FELIZ INC is 59-3737446.
- Is FRIENDS OF CASA FELIZ INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to FRIENDS OF CASA FELIZ INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FRIENDS OF CASA FELIZ INC 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 FRIENDS OF CASA FELIZ INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRIENDS OF CASA FELIZ INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FRIENDS OF CASA FELIZ INC?
- The 990 for the year ended December 31, 2025 names BETSY ROGERS OWENS.
- Who are the officers and directors of FRIENDS OF CASA FELIZ INC?
- The 990 for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does FRIENDS OF CASA FELIZ INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $538,679, expenses of $474,845 and total assets of $1,074,802 at year end.
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