Nonprofit · EIN 85-0211735
EL CASTILLO RETIREMENT RESIDENCES
Tax-exempt · SANTA FE, NM 87501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $22,222,063 | $22,547,492 | -$325,429 | $118,759,449 | $107,725,598 | $11,033,851 |
| June 30, 2024 | 990 | $21,740,541 | $22,494,551 | -$754,010 | $122,458,319 | $111,306,798 | $11,151,521 |
| June 30, 2023 | 990 | $18,997,755 | $21,194,828 | -$2,197,073 | $122,768,941 | $111,463,843 | $11,305,098 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,000
- Program service revenue
- $19,708,807
- Investment income
- $1,948,350
- Net rental income
- $100,241
- Net gain from sales of assets
- $1,010,655
- Other revenue
- $562,906
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $556,696
- Other salaries and wages
- $7,471,341
- Salaries, compensation and benefits (total)
- $9,391,080
- Professional fundraising fees
- $0
- Legal fees
- $85,817
- Accounting fees
- $114,013
- Occupancy
- $1,418,187
- Travel
- $120,269
- Depreciation
- $4,148,797
- Program services (functional)
- $15,166,357
- Management and general (functional)
- $7,381,135
Balance sheet and other
- Total assets, start of year
- $122,458,319
- Total assets, end of year
- $118,759,449
- Total liabilities, end of year
- $107,725,598
- Net assets, end of year
- $11,033,851
- Land, buildings and equipment
- $92,053,885
- Publicly traded securities
- $12,012,265
- Net assets without donor restrictions
- $10,855,050
- Net assets with donor restrictions
- $178,801
- Gross receipts
- $21,251,785
- Employees
- 225
- Volunteers
- 8
- Year formed
- 1969
- State of legal domicile
- NM
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROLE PEET | CEO Officer | 40 | $307,178 | $14,959 |
| MARIYA FLORES | CFO Officer | 40 | $179,769 | $0 |
| KATHLEEN O'NEIL | REGISTERED NURSE Highest-paid employee | 40 | $132,434 | $0 |
| ROBERTA RAEL-SOLIS | REGISTERED NURSE Highest-paid employee | 40 | $123,449 | $0 |
| CHICQUEETA WHITAKER | REGISTERED NURSE Highest-paid employee | 40 | $107,509 | $10,404 |
| URSULA KIRKPATRICK | DIRECTOR OF NURSING Highest-paid employee | 40 | $111,022 | $0 |
| CHERYL PICK SOMMER | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| WILLIAM GARCIA | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| SIMON BRACKLEY | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JANIE THELIN | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| AMY WILSON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| DAVID RODRIGUEZ | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| MAX MYERS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| JOHN FOX | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLEN J JAHNER | PAST CEO & ADMINISTRATOR Officer | 40 | $576,561 | $0 |
| CAROLE PEET | CEO Officer | 40 | $165,021 | $1,638 |
| JEAN KESSEL | DIRECTOR OF OPERATIONS & ADMIN Highest-paid employee | 40 | $147,178 | $4,800 |
| JULIA KILCER | NURSING HOME ADMINISTRATOR Highest-paid employee | 40 | $135,347 | $0 |
| KATHLEEN O'NEIL | REGISTERED NURSE Highest-paid employee | 40 | $129,389 | $0 |
| ROBERTA RAEL-SOLIS | REGISTERED NURSE Highest-paid employee | 40 | $110,637 | $0 |
| MARIYA FLORES | CFO Officer | 40 | $66,539 | $0 |
| CHERYL PICK SOMMER | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KENNETH ROMERO | VICE PRESIDENT (TERM END 7/23) Trustee or director, Officer | 5 | $0 | $0 |
| J BARRY GERST | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SIMON BRACKLEY | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| SARA THELIN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEAN KESSEL | DIRECTOR OF OPERATIONS & ADMIN Highest-paid employee | 40 | $228,898 | $10,400 |
| ALLEN J JAHNER | CEO & ADMINISTRATOR (END TERM 6/23) Officer | 40 | $222,650 | $0 |
| KATHLEEN O'NEIL | REGISTERED NURSE Highest-paid employee | 40 | $147,359 | $408 |
| CHERYL PICK SOMMER | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KENNETH ROMERO | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| J BARRY GERST | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT GREEN | BOARD MEMBER (END TERM 6/23) Trustee or director | 5 | $0 | $0 |
| SIMON BRACKLEY | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| SARA THELIN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| JEANNE PATRICK | BOARD MEMBER (END TERM 3/23) Trustee or director | 5 | $0 | $0 |
| CAROLE PEET | CEO (BEGIN TERM 5/23) Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 250 E ALAMEDA ST, SANTA FE, NM 87501-2186
- Principal officer (990 for 2024)
- CAROLE PEET, 250 EAST ALAMEDA, SANTA FE, NM 875012186
- Signed the 990
- CAROLE PEET, CEO
- Phone
- (505) 988-2877
- Website
- WWW.ELCASTILLORETIREMENT.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO BUILD, OWN, OPERATE, AND MAINTAIN RESIDENTIAL, NURSING, AND PROTECTIVE-CARE FACILITIES AND SERVICES FOR THE ELDERLY.
Program accomplishments
- EL CASTILLO IS A RETIREMENT COMMUNITY THAT PROVIDES FOUR LEVELS OF CONTINUING AND LONG-TERM CARE: INDEPENDENT LIVING, ASSISTED LIVING, NURSING, AND MEMORY CARE. APPROXIMATELY 265 ELDERLY PERSONS RECEIVED HOUSING, MEALS, AND MEDICAL CARE DURING THE FISCAL YEAR.Expenses $15,166,357 · revenue $19,708,807
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0211735
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $118,759,449
- Income (IRS master file)
- $21,251,785
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $22,222,063 | $22,547,492 | $118,759,449 | XML |
| 990 | June 2024 | $21,740,541 | $22,494,551 | $122,458,319 | XML |
| 990 | June 2023 | $18,997,755 | $21,194,828 | $122,768,941 | XML |
| 990 | June 2022 | $11,771,221 | $12,927,461 | $122,205,602 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | 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 85-0211735).
Questions about EL CASTILLO RETIREMENT RESIDENCES
- What is the EIN of EL CASTILLO RETIREMENT RESIDENCES?
- The employer identification number (EIN) of EL CASTILLO RETIREMENT RESIDENCES is 85-0211735.
- Is EL CASTILLO RETIREMENT RESIDENCES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to EL CASTILLO RETIREMENT RESIDENCES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EL CASTILLO RETIREMENT RESIDENCES 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 EL CASTILLO RETIREMENT RESIDENCES 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 EL CASTILLO RETIREMENT RESIDENCES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EL CASTILLO RETIREMENT RESIDENCES?
- The 990 for the year ended June 30, 2025 names CAROLE PEET.
- Who are the officers and directors of EL CASTILLO RETIREMENT RESIDENCES?
- The 990 for the year ended June 30, 2025 lists 14 people; 6 received compensation from the organization, the highest $307,178 (CAROLE PEET, CEO).
- How much revenue does EL CASTILLO RETIREMENT RESIDENCES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $22,222,063, expenses of $22,547,492 and total assets of $118,759,449 at year end.
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