2025-02-24T17:34:25-05:00 2024-06-30 850219147 PULAKOS CPAS PC 6753 ACADEMY RD NE ALBUQUERQUE NM 87109 990 2023-07-01 850479804 CASA ESPERANZA ENDOWMENT FOUNDATION CASA 5052462700 1005 YALE BLVD NE ALBUQUERQUE NM 87106 CHRISANN GRAY EXECUTIVE DIRECTOR 5052462700 2025-02-15 true false ROBERT A DEPASQUALE CPA P00446108 5053381500 2025-02-13 2023 2025-03-06 01:10:19Z CHRISANN GRAY 1005 YALE BLVD NE ALBUQUERQUE NM 87106 700764 false X WWW.CASANM.ORG X 2001 NM TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT IN CARRYING OUT ITS CHARITABLE PURPOSE. 9 9 6 4 2659 269273 263692 0 52484 160676 74218 20837 395975 445205 70100 62824 0 173646 139829 0 191392 246946 232218 490692 434871 -94717 10334 1662098 1704718 29800 62086 1632298 1642632 X 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. false false 110211 62824 GENERATED 62,824 FOR THE SUPPORT AND BENEFIT OF CASA ESPERANZA, INC. TO ASSIST IT IN CARRYING OUT ITS EXEMPT PURPOSES. 110211 true true false false false false false false false true true false false true true true false true false false false false false false true false false true false false false false false false false false false false true false false false false true true false false false true 4 0 6 true true true false false false false true true false false false true false false false X 9 9 false false false false false false false true true false false true true true true true true true true false NM X X X DESIREE MCBRAYER FINANCE DIRECTOR 5052462710 1005 YALE BLVD NE ALBUQUERQUE NM 871063825 DEAN CROSS DIRECTOR TO 2.00 0.00 X 0 0 0 SHARON AUSTIN DIRECTOR 2.00 2.00 X 0 0 0 AMY BLASSING DIRECTOR 2.00 2.00 X 0 0 0 ANNLIESE S ELROD JOINED 923 DIRECTOR 2.00 2.00 X 0 0 0 RHIANNON R GALLEGOS JOINED 1123 DIRECTOR 2.00 2.00 X 0 0 0 PAULA CASEY SECRETARY 2.00 2.00 X X 0 0 0 BRYAN RUNYAN TREASURER 2.00 2.00 X X 0 0 0 ESSENCE HAND VICE CHAIR 2.00 2.00 X X 0 0 0 GABRIEL CASTRO CHAIR 2.00 2.00 X X 0 0 0 CHRISANN GRAY EXECUTIVE DI 20.00 20.00 X 37956 73643 15085 37956 73643 15085 false false false 262860 832 211150 263692 52023 52023 338217 229564 108653 108653 108653 46832 262860 25995 20837 2659 18178 445205 2659 178854 62824 62824 31048 16840 14208 82666 45692 36974 2193 1037 1156 12139 12139 11783 7594 4189 10849 10849 9296 9296 2717 2717 12923 10102 2821 489 405 84 23 23 13807 13807 COST OF VEHICLE PROGRAM 166243 166243 OTHER EXPENSES 9470 47387 751 -38668 UBI EXPENSES 2814 2814 TELEPHONE 1934 1037 897 1653 979 674 434871 110211 133268 191392 139192 78664 924 775 5000 922 5726 31325 46475 6353 10172 4981 3887 602 1094 1360464 1442257 117316 119555 1662098 1704718 17928 51464 11872 10622 29800 62086 X 1426814 1439093 205484 203539 1632298 1642632 1662098 1704718 10334 X X false true X true false X X 1 CASA ESPERANZA INC 850356946 7 true 62824 0 1 62824 0 true false false false false false false false false false false false false false false true true true X true true PART IV, SECTION D, LINE 3 THE BOARD OF DIRECTORS IS THE SAME FOR CASA ESPERANZA, INC. AS IT IS FOR CASA ESPERANZA ENDOWMENT FOUNDATION. THE BOARD OF DIRECTORS MONITOR ALL INVESTMENT POLICIES AND THE USE OF INCOME AND ASSETS THROUGHOUT THE YEAR. PART IV, SECTION E, LINE 2A CASA ESPERANZA ENDOWMENT FOUNDATION EXISTS TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT IN CARRYING OUT ITS CHARITABLE PURPOSE. PART IV, SECTION E, LINE 2B IF CASA ESPERANZA ENDOWMENT FOUNDATION DID NOT PROVIDE SUPPORT FOR CASA ESPERANZA, INC., THE ORGANIZATION WOULD HAVE TO ENGAGE IN THE SUPPORT AND FUNDRAISING ACTIVITIES ON ITS OWN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1327793 154063 69943 1411913 1390510 132468 195185 1327793 1385229 -207036 87683 1390510 1390682 377033 82486 1685229 1418736 47300 75354 1390682 0.88010 0.11990 true false 1512 1512 3469 2375 1094 1094 LAND HELD FOR SALE 73599 CHARITABLE GIFT ANNUITY 45956 119555 CHARITABLE GIFT ANNUITY 10622 10622 X SCHEDULE D, PAGE 2, PART V, LINE 4 THE EARNINGS FROM ALL PERMANENT ENDOWMENT FUNDS ARE USED IN ASSISTING CASA ESPERANZA, INC. TO CARRY OUT ITS CHARITABLE PURPOSE. THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE ALSO USED IN ASSISTING CASA ESPERANZA, INC. TO CARRY OUT ITS CHARITABLE PURPOSE. SCHEDULE D, PAGE 3, PART X CASA ESPERANZA ENDOWMENT FOUNDATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS PRIVATE FOUNDATION. THE ORGANIZATION HAS ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, AS THEY RELATE TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR OPEN TAX YEARS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE ORGANIZATION ARE WITHIN THEIR TAX EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR RECOGNITION IN THE COMBINED FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECORDED AS OF JUNE 30, 2024 AND 2023, RESPECTIVELY. SEE PART IV 233326 211150 22176 11176 SPRING EVENT 53043 51710 1333 1246 167 1 20664 20664 10500 2906 307033 262860 44173 10500 4152 11343 25995 18178 SCHEDULE G, PART IV SCHEDULE G, PART II EVENT DESCRIPTIONS: VEHICLE DONATION AUCTIONS true CASA ESPERANZA INC 1005 YALE NE ALBUQUERQUE NM 87106 850356946 501C3 62824 SEE PT. IV 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION'S BOARD OF DIRECTORS HAS THE SAME DIRECTORS AS THE BOARD OF DIRECTORS OF CASA ESPERANZA, INC., WHICH IS THE GRANT RECIPIENT. THE BOARD OF DIRECTORS IS ABLE TO MONITOR THE RECIPIENT'S USE OF GRANT FUNDS. SCHEDULE I, PAGE 4, PART IV PART II, LINE 1, COLUMN (H): OPERATES FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT IN CARRYING OUT ITS CHARITABLE PURPOSE. X 150 211150 RESALE PRICE false true false SCHEDULE M, PAGE 2, PART II SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS BEING REPORTED IN COLUMN B. FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 6, PART VI, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF 5 BOARD MAMBERS WHO MAY ACT ON BEHALF OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE & INVESTMENT COMMITTEE OF THE BOARD FOR ITS REVIEW. FORM 990 IS THEN E-MAILED TO BOARD MEMBERS PRIOR TO A BOARD MEETING AT WHICH THEY CAN ASK QUESTIONS BEFORE FORM 990 IS APPROVED AND FILED. FORM 990, PAGE 6, PART VI, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO SIGN CONFLICT OF INTEREST FORMS EVERY YEAR. POTENTIAL CONFLICTS ARE NOTED IN THE MINUTES AND MONITORED THROUGHOUT THE YEAR. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF MANAGEMENT AND STAFF AFTER PERFORMING RESEARCH AND COMPARATIVE ANALYSIS. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR RECOMMENDS SALARIES FOR EVERYONE OTHER THAN HERSELF. SHE DOES RESEARCH THROUGH THE ASSOCIATION OF FUNDRAISING PROFESSIONAL ANNUAL REPORT FOR SALARIES AND BY COMPARISONS FROM INFORMATION SOUGHT FROM OTHER SIMILAR SIZE ORGANIZATIONS. THEN SHE INCLUDES THE SELECTED SALARIES IN THE FISCAL YEAR PERSONNEL BUDGET PRESENTED FOR APPROVAL TO THE EXECUTIVE COMMITTEE. AFTER THIS COMMITTEE APPROVES, THE PERSONNEL BUDGET GOES TO THE FULL BOARD FOR APPROVAL AS ONE LUMP SUM WITHOUT THE INDIVIDUAL EMPLOYEE DETAILS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION POSTS ITS LATEST AUDITED FINANCIAL STATEMENTS AND 990'S ON ITS WEBSITE. THE ORGANIZATION'S 501(C)(3) DETERMINATION LETTERS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE PROVIDED ON REQUEST. IT ALSO PROVIDES ITS FINANCIAL, GIFT, AND INVESTMENT POLICIES ON REQUEST. IN ADDITION, THE ORGANIZATION HAS AN ELECTRONIC COPY OF THESE DOCUMENTS AT GUEST SERVICES SO THAT THEY CAN BE E-MAILED OR PRINTED AND SENT BY U.S. MAIL TO THOSE WHO REQUEST THEM. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. FORM 990, PAGE 12, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. CASA ESPERANZA INC 1005 YALE BLVD NE ALBUQUERQUE NM 87106 850356946 SEE PT VII NM 501C3 7 N/A true false true false false false false false false false false false true false true true true true false false SCHEDULE R LODGING AND SUPPORT FOR FAMILIES FACING CANCER.