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Nonprofit · EIN 85-0479804

CASA ESPERANZA ENDOWMENT FOUNDATION INC

Tax-exempt · ALBUQUERQUE, NM 87106

Financials

$396K$491K2022$445K$435K2023$378K$483K2024
Revenue Expenses · by fiscal year end
Financials of CASA ESPERANZA ENDOWMENT FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$378,218$482,610-$104,392$1,677,495$84,493$1,593,002
June 30, 2024990$445,205$434,871$10,334$1,704,718$62,086$1,642,632
June 30, 2023990$395,975$490,692-$94,717$1,662,098$29,800$1,632,298
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$231,044
Program service revenue
$0
Investment income
$102,909
Net gain from sales of assets
$39,115
Net income from fundraising events
$44,265
Other revenue
$44,265

Expenses

Grants and similar amounts paid
$60,539
Compensation of officers, directors and key employees
$34,204
Other salaries and wages
$52,048
Salaries, compensation and benefits (total)
$110,875
Professional fundraising fees
$0
Accounting fees
$10,849
Travel
$529
Depreciation
$23
Program services (functional)
$101,846
Management and general (functional)
$134,638
Fundraising (functional)
$246,126

Balance sheet and other

Total assets, start of year
$1,704,718
Total assets, end of year
$1,677,495
Total liabilities, end of year
$84,493
Net assets, end of year
$1,593,002
Land, buildings and equipment
$1,094
Publicly traded securities
$1,405,533
Net assets without donor restrictions
$1,386,674
Net assets with donor restrictions
$206,328
Gross unrelated business income
$105
Gross receipts
$767,114
Employees
5
Volunteers
44
Year formed
2001
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHRISANN GRAYEXECUTIVE DI
Officer
20$28,229$83,592$16,556
ANNALESE S ELRODDIRECTOR TO
Trustee or director
1$0$0$0
AMY BLASINGDIRECTOR TO
Trustee or director
1$0$0$0
RHIANNON R GALLEGOSDIRECTOR
Trustee or director
1$0$0$0
PAULA CASEYBOARD SECRET
Trustee or director, Officer
1$0$0$0
BRYAN R RUNYANBOARD TREASU
Trustee or director, Officer
1$0$0$0
SHARON K AUSTINBOARD VICE C
Trustee or director, Officer
1$0$0$0
GABRIEL CASTROFORMER BOARD
Trustee or director, Officer
1$0$0$0
ESSENCE D HANDBOARD CHAIR
Trustee or director, Officer
1$0$0$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHRISANN GRAYEXECUTIVE DI
Officer
20$37,956$73,643$15,085
DEAN CROSSDIRECTOR TO
Trustee or director
2$0$0$0
SHARON AUSTINDIRECTOR
Trustee or director
2$0$0$0
AMY BLASSINGDIRECTOR
Trustee or director
2$0$0$0
ANNLIESE S ELROD JOINED 923DIRECTOR
Trustee or director
2$0$0$0
RHIANNON R GALLEGOS JOINED 1123DIRECTOR
Trustee or director
2$0$0$0
PAULA CASEYSECRETARY
Trustee or director, Officer
2$0$0$0
BRYAN RUNYANTREASURER
Trustee or director, Officer
2$0$0$0
ESSENCE HANDVICE CHAIR
Trustee or director, Officer
2$0$0$0
GABRIEL CASTROCHAIR
Trustee or director, Officer
2$0$0$0
990 for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHRISANN GRAYEXECUTIVE DI
Officer
20$45,473$50,688$10,122
AMY BLASSING JOINED 052023DIRECTOR
Trustee or director
2$0$0$0
SHARON AUSTINDIRECTOR
Trustee or director
2$0$0$0
DENNIS BURTDIRECTOR
Trustee or director
2$0$0$0
DEAN CROSSDIRECTOR
Trustee or director
2$0$0$0
NATHAN STEPHENSONDIRECTOR
Trustee or director
2$0$0$0
PAULA CASEY- JOINED 922SECRETARY
Trustee or director, Officer
2$0$0$0
BRYAN RUNYANTREASURER
Trustee or director, Officer
2$0$0$0
ESSENCE HANDVICE CHAIR
Trustee or director, Officer
2$0$0$0
GABRIEL CASTROCHAIR
Trustee or director, Officer
2$0$0$0
JULIA MIERACHAIR
Trustee or director, Officer
2$0$0$0

Address and contacts

Address (IRS master file)
1005 YALE BLVD NE, ALBUQUERQUE, NM 87106-3825
Principal officer (990 for 2024)
BILL COON, 1005 YALE BLVD NE, ALBUQUERQUE, NM 87106
Signed the 990
BILL COON, EXECUTIVE DIRECTOR
Phone
(505) 246-2700
Return prepared by
PULAKOS CPAS PC

Mission

TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT TO CARRY OUT ITS CHARITABLE PURPOSE. THE ORGANIZATION MANAGES AN INVESTMENT PORTFOLIO AND A VEHICLE DONATION PROGRAM AND SPONSORS FUNDRAISING EVENTS IN ORDER TO RAISE FUNDS TO SUPPORT THE MISSION OF CASA ESPERANZA, INC.

990 for the year ended June 30, 2025

Program accomplishments

  • GENERATED 60,539 FOR THE SUPPORT AND BENEFIT OF CASA ESPERANZA, INC. TO ASSIST IT IN CARRYING OUT ITS EXEMPT PURPOSES.
    Expenses $101,846 · grants $60,539

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
85-0479804
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
2001
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,677,495
Income (IRS master file)
$767,114

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$378,218$482,610$1,677,495IRS
990June 2024$445,205$434,871$1,704,718XML
990-TJune 2024–––IRS
990June 2023$395,975$490,692$1,662,098XML
990-TJune 2023–––IRS
990June 2022$461,347$652,276$1,685,866IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––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 85-0479804).

Questions about CASA ESPERANZA ENDOWMENT FOUNDATION INC

What is the EIN of CASA ESPERANZA ENDOWMENT FOUNDATION INC?
The employer identification number (EIN) of CASA ESPERANZA ENDOWMENT FOUNDATION INC is 85-0479804.
Is CASA ESPERANZA ENDOWMENT FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to CASA ESPERANZA ENDOWMENT FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CASA ESPERANZA ENDOWMENT FOUNDATION 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 CASA ESPERANZA ENDOWMENT FOUNDATION INC 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 ESPERANZA ENDOWMENT FOUNDATION INC 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 CASA ESPERANZA ENDOWMENT FOUNDATION INC?
The 990 for the year ended June 30, 2025 names BILL COON.
Who are the officers and directors of CASA ESPERANZA ENDOWMENT FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $28,229 (CHRISANN GRAY, EXECUTIVE DI).
How much revenue does CASA ESPERANZA ENDOWMENT FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $378,218, expenses of $482,610 and total assets of $1,677,495 at year end.

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