Nonprofit · EIN 77-0394105
CASA DE EXITO
Tax-exempt · SANTA CRUZ, CA 95060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $64,539 | $94,912 | -$30,373 | $155,289 | $64,032 | $91,257 |
| June 30, 2024 | 990-EZ | $50,847 | $73,708 | -$22,861 | $158,647 | $37,017 | $121,630 |
| June 30, 2023 | 990-EZ | $49,105 | $76,754 | -$27,649 | $166,891 | $22,400 | $144,491 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $50,664
- Program service revenue
- $7,723
- Investment income
- $16
- Other revenue
- $6,136
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $20,754
- Professional fees and payments to contractors
- $28,098
- Occupancy
- $8,152
- Other expenses
- $37,908
- Program services (functional)
- $75,787
Balance sheet and other
- Total assets, start of year
- $158,647
- Total assets, end of year
- $155,289
- Total liabilities, end of year
- $64,032
- Net assets, end of year
- $91,257
- Cash, savings and investments
- $29,130
- Land and buildings
- $120,556
- Gross receipts
- $64,539
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM MORRISON | CHAIRPERSON (START 01/25) | 0.2 | $0 |
| MONICA MARTINEZ | CHAIRPERSON (THRU 01/25) | 0.2 | $0 |
| BLYTHE CAMPBELL | SECRETARY/TREASURER | 0.2 | $0 |
| RONNIE LIPSCHUTZ | VICE CHAIR | 0.2 | $0 |
| LORI LANGONA | DIRECTOR | 0.2 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI LANGONA | DIRECTOR | 0.2 | $0 |
| MONICA MARTINEZ | CHAIRPERSON | 0.2 | $0 |
| RONNIE LIPSCHUTZ | VICE CHAIR | 0.2 | $0 |
| BLYTHE CAMPBELL | SECRETARY/TREASURER | 0.2 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI LANGONA | DIRECTOR | 1 | $0 |
| MONICA MARTINEZ | CHAIRPERSON | 1 | $0 |
| RONNIE LIPSCHUTZ | VICE CHAIR | 1 | $0 |
| BLYTHE CAMPBELL | SECRETARY/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 380 ENCINAL ST STE 200, SANTA CRUZ, CA 95060-2178
- In care of
- % ADELINE DAVIS
- Mailing address (990-N for 2020)
- 380 ENCINAL STREET SUITE 200, SANTA CRUZ CA 95060
- Principal officer (990-N for 2020)
- MONICA MARTINEZ, 380 ENCINAL STREET SUITE 200, SANTA CRUZ CA 95060
- Signed the 990-EZ
- KIM MORRISON, CHIEF FINANCIAL OFFICER
- Phone
- (831) 469-1700
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0394105 or by the name CASA DE EXITO.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE LOW INCOME HOUSING.
Program accomplishments
- THE ORGANIZATION PROVIDES MANAGEMENT OF A 5 UNIT RESIDENTIAL HOUSE DEDICATED TO PROVIDING LOW INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS.Expenses $75,787
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0394105
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $155,289
- Income (IRS master file)
- $64,539
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $64,539 | $94,912 | $155,289 | XML |
| 990-EZ | June 2024 | $50,847 | $73,708 | $158,647 | XML |
| 990-EZ | June 2023 | $49,105 | $76,754 | $166,891 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: MONICA MARTINEZ | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: MONICA MARTINEZ | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 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 77-0394105).
Questions about CASA DE EXITO
- What is the EIN of CASA DE EXITO?
- The employer identification number (EIN) of CASA DE EXITO is 77-0394105.
- Is CASA DE EXITO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to CASA DE EXITO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CASA DE EXITO 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 DE EXITO due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASA DE EXITO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of CASA DE EXITO?
- The 990-N for 2020 names MONICA MARTINEZ.
- Who are the officers and directors of CASA DE EXITO?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CASA DE EXITO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $64,539, expenses of $94,912 and total assets of $155,289 at year end.
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All nonprofits in SANTA CRUZ · California · Housing and shelter