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Casa Del Retiro INC

Not tax-deductible

Calexico, CA501(c)(4)EIN 23-7366587Revenue $454K in FY2024

On file with the IRS357 Blair Avenue, 92231-2850 · Calexico, CATax-exempt since Dec 1986

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The organization was formed in 1973 to acquire an interest in real property located in Calexico, California, and to construct and operte an apartment building of 46 units for low-income tenants. The project is regulated by HUD as to rental charges and operating methods.

100¢ of each $1 spent went to programs.
Run by 7 volunteers.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $62K a year · 15% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$26K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 10.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$454K
+6% vs prior year
Spent
$389K
To programs
100%
Net assets
$698K
By yearFY2020–FY2024
Revenue
$454K
FY2024▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$379K
FY2021$389K
FY2022$404K
FY2023$427K
FY2024$454K
Expenses
$389K
FY2024▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$351K
FY2021$319K
FY2022$360K
FY2023$326K
FY2024$389K
Net assets
$698K
FY2024▼ -29%
Tap a bar for its year
Net assets by fiscal year
FY2020$766K
FY2021$836K
FY2022$880K
FY2023$980K
FY2024$698K

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $389K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $26K paid to officers and key staff.

Part VII, Section A · reportable compensation
Ricardo Ortega
Executive Director
$25,684Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Camilo Garcia
Vice-President
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ricardo Ortega$25,684$25,684$25,200$25,200$23,868

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Casa Del Retiro INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Develops and operates affordable housing for low-income tenants.

Questions for Casa Del Retiro INC

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Provided by the organization

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1 program · $389K · in their own filed words · FY2024
01

Casa Del Retiro, Inc. provides rental housing to low-income families, under the jurisdiction of of the Department of Housing and Urban Development (HUD).

$389Kprogram expense

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$454K
Ln 12
Fees for servicesLn 2g$459K
Investment incomeLn 3$44
Money outPt IX
$389K
Ln 25
Programscol B$389K
Owns and owesPt X
$698K
net assets · Ln 32
Cash and savingsLn 1–2$324K
Total assetsLn 16$706K
LiabilitiesLn 26$8K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$459K
Investment incomeLn 3$44
Total revenueLn 12$454K
Assets in detailPt X, end of year
CashLn 1$308K
SavingsLn 2$16K
Cash and savings togetherLn 1–2$324K
Land, buildings, equipmentLn 10c$370K
Total assetsLn 16$706K
LiabilitiesLn 26$8K
Net assetsLn 32$698K
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$774K$324K
Land, buildings, equipmentLn 10c$370K
Total assetsLn 16$775K$706K
LiabilitiesLn 26$141K$8K
Net assetsLn 32$634K$698K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$26K$26K
Other salaries and wagesLn 7$92K$92K
Other employee benefitsLn 9$11K$11K
Payroll taxesLn 10$10K$10K
Management feesLn 11a$37K$37K
Legal feesLn 11b$302$302
Accounting feesLn 11c$14K$14K
Office expensesLn 13$18K$18K
Information technologyLn 14$21$21
OccupancyLn 16$28K$28K
TravelLn 17$672$672
Depreciation, depletion and amortizationLn 22$19K$19K
InsuranceLn 23$23K$23K
Other expenses (24a–d)Ln 24$107K$107K
All other expensesLn 24e$5K$5K
Total functional expensesLn 25$389K$389K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $454K$389K$65K$698K 990 PDF
FY2023 $427K$326K$101K$980K 990 PDF
FY2022 $404K$360K$44K$880K 990 PDF
FY2021 $389K$319K$70K$836K 990 PDF
FY2020 $379K$351K$29K$766K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $453,864 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$459,070
I-10 Investment income$44
I-11 Other revenue−$5,250
I-12 Total revenue$453,864
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$138,428
I-16a Professional fundraising fees$0
I-17 Other expenses$250,835
I-18 Total expenses$389,263
I-19 Revenue less expenses$64,601
Part VI · Governance 7 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $453,864 across 4 lines filed
Lines not itemized here account for −$5,250 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $459,070$459,070
VIII-3 Investment incomeRelated to mission $44$44
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $453,864 · Unrelated business $0 · Excluded from tax $0$453,864
Part IX · Statement of functional expenses $389,263 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $25,684$25,684
IX-7 Other salaries and wagesPrograms $91,607$91,607
IX-9 Other employee benefitsPrograms $11,474$11,474
IX-10 Payroll taxesPrograms $9,663$9,663
IX-11a Management feesPrograms $37,180$37,180
IX-11b Legal feesPrograms $302$302
IX-11c Accounting feesPrograms $13,502$13,502
IX-13 Office expensesPrograms $17,875$17,875
IX-14 Information technologyPrograms $21$21
IX-16 OccupancyPrograms $27,779$27,779
IX-17 TravelPrograms $672$672
IX-22 Depreciation, depletion and amortizationPrograms $18,951$18,951
IX-23 InsurancePrograms $22,620$22,620
IX-24 Other expenses (24a–d)Programs $107,281$107,281
IX-24e All other expensesPrograms $4,652$4,652
IX-25 Total functional expensesPrograms $389,263 · Management $0 · Fundraising $0$389,263
Part X · Balance sheet $705,775 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $773,543$307,620
X-2 Savings and temporary cash investments$15,894
X-4 Accounts receivableStart of year $1,299$1,723
X-9 Prepaid expenses and deferred charges$10,772
X-10c Land, buildings and equipment, net$369,766
X-16 Total assetsStart of year $774,842$705,775
X-17 Accounts payable and accrued expensesStart of year $129,981$7,545
X-26 Total liabilitiesStart of year $141,213$7,545
X-27 Net assets without donor restrictionsStart of year $633,629$698,230
X-32 Total net assets or fund balancesStart of year $633,629$698,230
X-33 Total liabilities and net assetsStart of year $774,842$705,775
Part XI · Reconciliation of net assets $698,230 net assets at year end
XI-1 Total revenue$453,864
XI-2 Total expenses$389,263
XI-3 Revenue less expenses$64,601
XI-4 Net assets at start of year$633,629
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$698,230

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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