2025-12-17T15:18:26-06:00 2024-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2023-07-01 561778714 CASA CASA 9197549960 PO BOX 12545 RALEIGH NC 276052545 EVERETT MCELVEEN CEO 9197549960 2025-12-17 1 0 CASEY H PATTERSON P01281279 3362944494 2025-12-03 2023 2025-03-06 01:10:19Z EVERETT MCELVEEN PO BOX 12545 RALEIGH NC 276052545 9470153 0 X WWW.CASANC.ORG X 1992 NC CASA PROVIDES ACCESS TO STABLE, AFFORDABLE HOUSING FOR PEOPLE WHO ARE HOMELESS OR AT RISK BY DEVELOPING AND MANAGING RENTAL COMMUNITIES. 13 13 53 13 0 0 4052907 4653225 6037977 4044678 39649 222605 289435 510873 10419968 9431381 0 0 0 0 2265246 2220646 0 0 390927 6318327 6533801 8583573 8754447 1836395 676934 54698433 70991339 40670764 55294424 14027669 15696915 CASA'S MISSION IS TO DEVELOP AND MANAGE AFFORDABLE HOUSING, PROVIDING OPPORTUNITIES FOR SUCCESSFUL LIVING. 0 0 6757624 4118968 CASA DEVELOPS, OWNS AND MANAGES RENTAL PROPERTIES THAT PROVIDE SAFE, DECENT AND AFFORABLE APARTMENTS FOR PEOPLE WHO ARE OF LOW INCOME, MANY HAVE BEEN HOMELESS AND MAY HAVE A DISABILITY. CASA PARTNERS WITH AREA AGENCIES TO PROVIDE SUPPORTIVE SERVICES TO TENANTS WITH DISABILITIES. 6757624 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 34 0 1 53 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X EVERETT MCELVEEN 9197549960 624 W JONES ST RALEIGH NC 27603 SHARONDA OCEAN CHAIR 4.00 2.75 X X 0 0 0 CASEY ANGEL VICE CHAIR 3.00 1.23 X X 0 0 0 JENN JOHNSON TREASURER 3.00 1.75 X X 0 0 0 KEITH HULL SECRETARY 3.00 1.55 X X 0 0 0 SHENEQUE DUNCAN DIRECTOR 2.00 0.58 X 0 0 0 ROB GRIFFIN DIRECTOR 2.00 1.35 X 0 0 0 REBECCA JOYNER DIRECTOR 2.00 1.23 X 0 0 0 TINA KONIDARIS DIRECTOR 2.00 1.50 X 0 0 0 LEVI ZSUPPAN DIRECTOR 2.00 1.35 X 0 0 0 STEVE PEDEN DIRECTOR 2.00 0.88 X 0 0 0 CATHERINE CLODFELTER DIRECTOR 2.00 0.98 X 0 0 0 JEAN GROSS DIRECTOR 2.00 1.10 X 0 0 0 CHAD JEMISON DIRECTOR 2.00 1.10 X 0 0 0 EVERETT MCELVEEN CHIEF EXECUTIVE OFFICER 40.00 0.00 X 157764 0 185 157764 0 185 1 0 1 0 YOUR PART-TIME CONTROLLER LLC 1600 MARKET STREET SUITE 3425 PHILADELPHIA PA 19103 ACCOUNTING SERVICES 245031 JDAVIS ARCHITECTS 510 SOUTH WILMINGTON STREET RALEIGH NC 27601 ARCHITECTURAL SERVICES 224701 STA-BIL CONSTRUCTION LLC 7413 SIX FORKS ROAD SUITE 235 RALEIGH NC 27615 CONSTRUCTION SERVICES 157677 3 55891 2230368 2366966 292071 4653225 RENTAL INCOME 531110 3386187 3386187 MANAGEMENT FEES 531110 612464 612464 DEVELOPER FEES 531110 32919 32919 GRANT ADMINISTRATION F 531390 13108 13108 4044678 222605 222605 193186 55891 38772 154414 154414 FORGIVENESS OF DEBT 900099 282169 282169 MISCELLANEOUS INCOME 721310 74290 74290 356459 9431381 4118968 0 659188 160164 51429 83670 25065 2060482 661627 1076408 322447 45000 10000 35000 567266 131074 344964 91228 799459 799459 1269110 1269110 72130 16728 53215 2187 RENTAL EXPENSE 3264405 3264405 OPERATING COSTS 166842 154203 12639 DEVELOPMENT COSTS 146152 146152 BAD DEBT EXPENSE 140110 140110 63327 113327 -50000 8754447 6757624 1605896 390927 11603145 7824410 2955615 563126 156096 411862 0 2799792 39760 35206 47927429 13015441 36164961 34911988 3778856 24444955 54698433 70991339 1891125 2136002 151740 126736 38386764 52798370 241135 233316 40670764 55294424 X 3882620 9070470 10145049 6626445 14027669 15696915 54698433 70991339 676934 992312 0 X 0 1 X 1 1 1 X 1616493 6482694 5441197 4052907 4653225 22246516 1616493 6482694 5441197 4052907 4653225 22246516 1594593 20651923 31652 10110 0 38009 222605 302376 202 77 289435 356459 646173 23195065 20621491 0.89040 0.89940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16119419 16119419 31494067 12815229 18678838 313943 200212 113731 34911988 CONSTRUCTION IN PROGRESS 23733981 INVESTMENT IN PINE KNOLL PARTNERSHIP 2749 INVESTMENT IN OAK HILL 70162 INVESTMENT IN ROBERSTON HILL 14227 INVESTMENT IN SHADE HILL 8867 INVESTMENT IN JUNCTION POINT 1507 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 613462 24444955 SECURITY DEPOSITS 233316 233316 X PART X, LINE 2: IT IS CASA'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A MORE-LIKELY-THAN-NOT THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2024 AND 2023. FALL FUNDRAISER 163777 25891 137886 4500 22010 300 5510 DAY OF GIVING 85300 30000 55300 2835 2736 881 249077 55891 193186 7335 24746 300 6391 38772 154414 0 0 0 0 0 0 0 0 0 EVERETT MCELVEEN CHIEF EXECUTIVE OFFICER 157764 0 0 0 0 0 185 0 0 0 157949 0 0 0 X 4 292071 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B CASA WILL EMAIL A DRAFT COPY OF FORM 990 TO BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CASA STAFF AND BOARD CONSIDER ALL TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST ACCORDING TO NORTH CAROLINA STATUTE WHEN AWARDING CONTRACTS AND EXECUTING BUSINESS DECISIONS. IF A CONFLICT EXISTS, THE ORGANIZATION DOES NOT PROCEED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR MEETS WITH A SUBCOMMITTEE OF THE BOARD OF DIRECTORS FOR AN ANNUAL REVIEW. THE COMMITTEE REPORTS BACK TO THE FULL BOARD. DISCUSSION AND DELIBERATION TAKE PLACE IN EXECUTIVE SESSION. THE FULL BOARD VOTES. OUTCOME IS RECORDED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE ON HTTP://WWW/GUIDESTAR.ORG/ FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND A CONFLICT OF INTEREST POLICY ARE SUBMITTED FOR ALL GRANT APPLICATIONS AND ANNUALLY TO LOCAL, STATE, AND FEDERAL GOVERNMENT AGENCIES AND BANKING PARTNERS. COPIES OF THESE DOCUMENTS ARE SCANNED AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST. 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