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Nonprofiteer
← CASA ESPERANZA ENDOWMENT FOUNDATION INC

Form 990 for tax year 2024

Filed by CASA ESPERANZA ENDOWMENT FOUNDATION INC.

Totals

Total revenue
$378,218
Total expenses
$482,610
Contributions and grants received
$231,044
Grants paid
$60,539
Program service revenue
$0
Investment income
$102,909
Other revenue
$44,265
Total assets, end of year
$1,677,495
Total liabilities, end of year
$84,493
Net assets or fund balances, end of year
$1,593,002
Program services expenses (Part IX)
$101,846
Management and general expenses
$134,638
Fundraising expenses
$246,126
Program service expenses (Part III)
$101,846

Program services were 21.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $210,269

  • 1f · All other contributions, gifts and grants

    $20,775

  • 1g · Noncash contributions included above

    $104,308

  • 3 · Investment income

    total $63,794 · excluded $63,794

  • 7a · Gross sales of assets other than inventory

    securities $408,516

  • 7b · Less cost or other basis and sales expenses

    securities $369,401

  • 7c · Gain or loss

    securities $39,115

  • 7d · Net gain or loss

    total $39,115 · excluded $39,115

  • 8a · Fundraising events: gross income

    $63,760

  • 8a · Fundraising events: contributions included on line 1c

    $210,269

  • 8b · Fundraising events: direct expenses

    $19,495

  • 8c · Net income from fundraising events

    total $44,265 · unrelated business $105 · excluded $44,160

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $60,539 · program services $60,539

  • 5 · Compensation of officers, directors and key employees

    total $34,204 · management and general $29,433 · fundraising $4,771

  • 7 · Other salaries and wages

    total $52,048 · management and general $48,385 · fundraising $3,663

  • 8 · Pension plan contributions

    total $2,067 · management and general $977 · fundraising $1,090

  • 9 · Other employee benefits

    total $10,646 · management and general $10,646

  • 10 · Payroll taxes

    total $11,910 · management and general $7,916 · fundraising $3,994

  • 11c · Fees: accounting

    total $10,849 · management and general $10,849

  • 11f · Fees: investment management

    total $9,594 · management and general $9,594

  • 11g · Fees: other

    total $3,096 · management and general $2,022 · fundraising $1,074

  • 13 · Office expenses

    total $5,553 · management and general $5,052 · fundraising $501

  • 17 · Travel

    total $529 · management and general $453 · fundraising $76

  • 22 · Depreciation, depletion and amortization

    total $23 · management and general $23

  • 23 · Insurance

    total $15,084 · management and general $15,084

  • 24a · Other expenses: COST OF VEHICLE PROGRAM

    total $217,601 · fundraising $217,601

  • 24b · Other expenses: MISCELLANEOUS

    total $43,289 · program services $41,307 · management and general -$8,104 · fundraising $10,086

  • 24c · Other expenses: TELEPHONE

    total $2,018 · management and general $1,161 · fundraising $857

  • 24d · Other expenses: OTHER EXPENSES

    total $1,551 · management and general $77 · fundraising $1,474

  • 24e · All other expenses

    total $2,009 · management and general $1,070 · fundraising $939

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $78,664 · end of year $92,552

  • 2 · Savings and temporary cash investments

    beginning of year $775 · end of year $15

  • 4 · Accounts receivable

    beginning of year $5,726 · end of year $7,892

  • 8 · Inventories for sale or use

    beginning of year $46,475 · end of year $43,050

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,172 · end of year $6,265

  • 10a · Land, buildings and equipment: cost or other basis

    $4,981

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,887

  • 10c · Land, buildings and equipment, net

    beginning of year $1,094 · end of year $1,094

  • 11 · Investments: publicly traded securities

    beginning of year $1,442,257 · end of year $1,405,533

  • 15 · Other assets

    beginning of year $119,555 · end of year $121,094

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,464 · end of year $75,121

  • 25 · Other liabilities

    beginning of year $10,622 · end of year $9,372

  • 27 · Net assets without donor restrictions

    beginning of year $1,439,093 · end of year $1,386,674

  • 28 · Net assets with donor restrictions

    beginning of year $203,539 · end of year $206,328

Mission and programs · 2024

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.

Activities or mission (Part I)

TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT IN CARRYING OUT ITS CHARITABLE PURPOSE.

  • 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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Annalese S Elrod

    DIRECTOR TO

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Amy Blasing

    DIRECTOR TO

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rhiannon R Gallegos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Paula Casey

    BOARD SECRET

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bryan R Runyan

    BOARD TREASU

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sharon K Austin

    BOARD VICE C

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gabriel Castro

    FORMER BOARD

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Essence D Hand

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Chrisann Gray

    EXECUTIVE DI

    Total calculated
    $128,377
    From this org
    $28,229
    From related orgs
    $83,592
    Other
    $16,556
    Hours/week
    20 + 20 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2026
IRS schema version
2024v5.0
Source object
202611329349303486

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