Casa Foundation
- Assets
- $12.5m
- Revenue
- $919.1k
- Investments
- $0.0
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 12/1994
- Data as of
- 07/2023
- EIN
- 33-0632829
Organization Overview
Casa Foundation is located in San Diego, CA. The organization was established in 1994. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Casa Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2023, Casa Foundation generated $919.1k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 8.3% each year. All expenses for the organization totaled $430.2k during the year ending 07/2023. While expenses have increased by 3.1% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Casa Foundation has awarded 16 individual grants totaling $2,103,617. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
SEE STATEMENT 4
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE SUPPORT TO CDLC (CASA DE LAS CAMPANAS, INC.) IN FURTHERANCE OF THEIR EXEMPT ORGANIZATION PURPOSE IN ENHANCING THE LIFE OF OLDER PERSONS THROUGH INNOVATIVE AND SOCIALLY RESPONSIBLE PROGRAMS. WITHIN THIS FRAMEWORK AS A FOUNDATION, IT RECEIVES VARIOUS DONOR RESTRICTED FUNDS TO SUPPORT AND PROMOTE THE CHARITABLE NATURE OF CDLC,WHICH MAY INCLUDE EMPLOYEE SCHOLARSHIPS, HEALTH CARE, ACTIVITIES, RESIDENT HARDSHIPS, MUSIC, TRANSPORTION, EMPLOYEE ASSISTANCE, ART COLLECTION AND OTHER RESTRICTIONS.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kathy Lord Chair | OfficerTrustee | 2 | $0 |
Garry Butterfield Member | Trustee | 2 | $0 |
Vernon Pertelle Secretary | OfficerTrustee | 1 | $0 |
Steve Spear Term 1222 Member | 1 | $0 | |
Kim Dominy Member | Officer | 2 | $0 |
David Johnson Cfo/treasurer | Officer | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $270,624 |
| Noncash contributions included in lines 1a–1f | $29,071 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $270,624 |
| Total Program Service Revenue | $0 |
| Investment income | $683,841 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$35,342 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $919,123 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $266,595 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $1,770 |
| Fees for services: Accounting | $38,400 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $101,520 |
| Advertising and promotion | $0 |
| Office expenses | $14,750 |
| Information technology | $5,215 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $430,229 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $46,765 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $797,702 |
| Inventories for sale or use | $300,678 |
| Prepaid expenses and deferred charges | $14,011 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $11,314,078 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $12,473,234 |
| Accounts payable and accrued expenses | $28,426 |
| Grants payable | $0 |
| Deferred revenue | $34,770 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $63,196 |
| Net assets without donor restrictions | $6,382,917 |
| Net assets with donor restrictions | $6,027,121 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $12,473,234 |
Grants Awarded
Over the last fiscal year, Casa Foundation has awarded $266,595 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
CASA DE LAS CAMPANAS INC PURPOSE: General Support | $242,762 |
CASA RESIDENT ASSOCIATION PURPOSE: General Support | $23,833 |