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Casa De Merced FY2023 filing

Tax-deductible

Denver, CO501(c)(3)HousingEIN 86-0808941

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Owns and operates a 41-unit apartment project in scottsdale, arizona, which provides housing and services to low-income persons

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists 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
0 of 5
filings with a surplus
Average deficit $47K a year · 13% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$63K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$374K
+5% vs prior year
Spent
$415K
To programs
97%
Net assets
$483K
By yearFY2020–FY2024
Revenue
$374K
FY2023▲ +5%
Revenue by fiscal year
FY2020$326K
FY2021$341K
FY2022$357K
FY2023$374K
FY2024$384K
Expenses
$415K
FY2023▲ +8%
Expenses by fiscal year
FY2020$407K
FY2021$396K
FY2022$385K
FY2023$415K
FY2024$412K
Net assets
$483K
FY2023▼ -8%
Net assets by fiscal year
FY2020$607K
FY2021$552K
FY2022$524K
FY2023$483K
FY2024$455K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2012.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $401K Management & general 3% · $14K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
Kassidi Boening
Vice President/Director
$0Pt VII · Sec A
Melissa Clayton
Vice President/Director
$0Pt VII · Sec A
Shelly Marquez
President/Director
$0Pt VII · Sec A
Chad Payne
Treasurer
$0Pt VII · Sec A
Ellen Abrams
Vice President
$0Pt VII · Sec A
Joanna Crosby
Vice President
$0Pt VII · Sec A
Joe Rosenblum
Secretary
$0Pt VII · Sec A
Kuhl Brown
Vice President
$0Pt VII · Sec A
See Casa De Merced 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

Provides affordable housing and support services for low-income individuals.

Provided by the organization

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1 program service account for $401K of program spending, described in the organization's own filed words · FY2023.
01

Owns and operates a 41-UNIT apartment project in scottsdale, arizona, which provides housing and services to low-income persons

$401Kprogram expense

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By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$374K
Ln 12
Gifts and grantsLn 1h$247K
Fees for servicesLn 2g$123K
Other incomeLn 4–11$4K
Money outPt IX
$415K
Ln 25
Programscol B$401K
Managementcol C$14K
Owns and owesPt X
$483K
net assets · Ln 32
Cash and savingsLn 1–2$33K
Total assetsLn 16$546K
LiabilitiesLn 26$63K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$247K
Government grantsLn 1e$247K
Fees for servicesLn 2g$123K
Investment incomeLn 3$172
Other incomeLn 4–11$4K
Total revenueLn 12$374K
Assets in detailPt X, end of year
CashLn 1$33K
Cash and savings togetherLn 1–2$33K
Land, buildings, equipmentLn 10c$311K
Other assetsLn 15$189K
Total assetsLn 16$546K
LiabilitiesLn 26$63K
Net assetsLn 32$483K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$43K$33K
Land, buildings, equipmentLn 10c$356K$311K
Total assetsLn 16$589K$546K
LiabilitiesLn 26$65K$63K
Net assetsLn 32$524K$483K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$26K$26K
Accounting feesLn 11c$14K$14K
Other fees for servicesLn 11g$118K$118K
Advertising and promotionLn 12$168$168
Office expensesLn 13$12K$12K
OccupancyLn 16$129K$129K
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$89K$89K
Other expenses (24a–d)Ln 24$26K$26K
Total functional expensesLn 25$415K$401K$14K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $384K$412K−$28K$455K 990 PDF
FY2023 Viewing $374K$415K−$41K$483K 990 PDF
FY2022 $357K$385K−$28K$524K 990 PDF
FY2021 $341K$396K−$54K$552K 990 PDF
FY2020 $326K$407K−$81K$607K 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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $374,114 across 6 lines filed
Lines not itemized here account for $1,958 of total revenue; see the IRS return.
VIII-1e Government grants$246,853
VIII-1h Total contributions, gifts and grants$246,853
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $123,105$123,105
VIII-3 Investment incomeExcluded from tax $172$172
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,026$2,026
VIII-12 Total revenueRelated to mission $127,089 · Unrelated business $0 · Excluded from tax $172$374,114
Part IX · Statement of functional expenses $415,306 across 9 lines filed
IX-11a Management feesPrograms $25,584$25,584
IX-11c Accounting feesManagement $14,086$14,086
IX-11g Other fees for servicesPrograms $117,696$117,696
IX-12 Advertising and promotionPrograms $168$168
IX-13 Office expensesPrograms $12,300$12,300
IX-16 OccupancyPrograms $129,276$129,276
IX-19 Conferences, conventions and meetingsPrograms $1,719$1,719
IX-22 Depreciation, depletion and amortizationPrograms $88,892$88,892
IX-24 Other expenses (24a–d)Programs $25,585$25,585
IX-25 Total functional expensesPrograms $401,220 · Management $14,086 · Fundraising $0$415,306
Part X · Balance sheet $546,063 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $43,089$33,379
X-4 Accounts receivable$846
X-9 Prepaid expenses and deferred chargesStart of year $11,084$12,183
X-10c Land, buildings and equipment, netStart of year $356,024$311,137
X-15 Other assetsStart of year $178,785$188,518
X-16 Total assetsStart of year $588,982$546,063
X-17 Accounts payable and accrued expensesStart of year $54,889$24,756
X-25 Other liabilitiesStart of year $9,911$27,964
X-26 Total liabilitiesStart of year $65,072$63,345
X-27 Net assets without donor restrictionsStart of year $523,910$482,718
X-32 Total net assets or fund balancesStart of year $523,910$482,718
X-33 Total liabilities and net assetsStart of year $588,982$546,063
Part XI · Reconciliation of net assets $482,718 net assets at year end
XI-1 Total revenue$374,114
XI-2 Total expenses$415,306
XI-3 Revenue less expenses−$41,192
XI-4 Net assets at start of year$523,910
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$482,718

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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