Casa Mateo FY2024 filing

Tax-deductible

Houston, TX501(c)(3)Since 2023Human ServicesEIN 92-2487660

Casa Mateo is a community of care for women and children facing housing insecurity. We offer a safe and supportive environment with wraparound services that nurture stability, dignity, and the journey toward lasting self-sufficiency.

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
$129K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $806K a year · 61% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$129K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
Cash reserves
27 mo
of spending, in cash
Looks good: 27.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$10K
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+36% vs prior year
Spent
$595K
To programs
71%
Net assets
$2.7M
By yearFY2023–FY2025
Revenue
$1.9M
FY2024▲ +36%
Revenue by fiscal year
FY2023$1.4M
FY2024$1.9M
FY2025$623K
Expenses
$595K
FY2024▲ ×20
Expenses by fiscal year
FY2023$30K
FY2024$595K
FY2025$894K
Net assets
$2.7M
FY2024▲ +95%
Net assets by fiscal year
FY2023$1.4M
FY2024$2.7M
FY2025$2.4M

From the FY2024 Form 990 · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2023.

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

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $425K Management & general 26% · $155K Fundraising 2% · $14K

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

Who runs it and what they're paid

11 people listed on the 990; $129K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$128,750Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Co-Founder
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Monica Ortiz Holtkamp’s $134K as Executive Director is at the 96th percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2025FY2024FY2023
Monica Ortiz Holtkamp$133,558$128,750$23,558

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 Mateo 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 15aYes

Programs and updates

Welcomes and supports displaced women and children, offering hope and services for healing and stability.

Provided by the organization

This section is blank until Casa Mateo claims this page.

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1 program service account for $425K of program spending, described in the organization's own filed words · FY2024.
01

Activities necessary to prepare the organization to welcome individuals and families experiencing displacement into safe, short-term shelter. The organization also provides support to help them build a stable foundation and pursue long-term well-being in a new environment.

$425Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$2K
Grants paid · 2 grants · $52K · 2024–2025
Unitemized GrantFY2025$23,706
Unitemized GrantFY2024$28,406

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.9M
Investment incomeLn 3$23K
Money outPt IX
$595K
Ln 25
Programscol B$425K
Managementcol C$155K
Fundraisingcol D$14K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$2.7M
LiabilitiesLn 26$10K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$23K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$42K
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$1.3M
Land, buildings, equipmentLn 10c$1.2M
Total assetsLn 16$2.7M
LiabilitiesLn 26$10K
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 512
VolunteersI 6231
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.0M$1.3M
Land, buildings, equipmentLn 10c$158K$1.2M
Total assetsLn 16$1.4M$2.7M
LiabilitiesLn 26$9K$10K
Net assetsLn 32$1.4M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$28K$28K
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$129K$26K$90K$13K
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$212K$187K$25K$0
Pension plan contributionsLn 8$5K$2K$3K$386
Payroll taxesLn 10$29K$18K$10K$985
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$3K$0$3K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$62K$61K$819$0
Advertising and promotionLn 12$0$0$0$0
Office expensesLn 13$8K$1K$7K$0
Information technologyLn 14$13K$4K$9K$141
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$36K$36K$195$0
TravelLn 17$500$500$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Depreciation, depletion and amortizationLn 22$49K$46K$3K$0
InsuranceLn 23$16K$15K$497$0
Other expenses (24a–d)Ln 24$5K$1K$4K$0
Total functional expensesLn 25$595K$425K$155K$14K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $623K$894K−$271K$2.4M 990 PDF
FY2024 Viewing $1.9M$595K$1.3M$2.7M 990 PDF
FY2023 $1.4M$30K$1.4M$1.4M 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 (4 parts)
Part VIII · Statement of revenue $1,906,605 across 11 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$1,883,435
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$1,883,435
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $23,170$23,170
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $23,170$1,906,605
Part IX · Statement of functional expenses $594,689 across 26 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $28,406$28,406
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $25,750 · Management $90,125 · Fundraising $12,875$128,750
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $186,870 · Management $25,199 · Fundraising $0$212,069
IX-8 Pension plan contributionsPrograms $1,506 · Management $2,704 · Fundraising $386$4,596
IX-10 Payroll taxesPrograms $17,549 · Management $10,089 · Fundraising $985$28,623
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $3,063 · Fundraising $0$3,063
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $61,052 · Management $819 · Fundraising $0$61,871
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $1,078 · Management $7,342 · Fundraising $0$8,420
IX-14 Information technologyPrograms $3,954 · Management $8,573 · Fundraising $141$12,668
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $35,890 · Management $195 · Fundraising $0$36,085
IX-17 TravelPrograms $500 · Management $0 · Fundraising $0$500
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $45,994 · Management $2,761 · Fundraising $0$48,755
IX-23 InsurancePrograms $15,371 · Management $497 · Fundraising $0$15,868
IX-24 Other expenses (24a–d)Programs $1,007 · Management $4,008 · Fundraising $0$5,015
IX-25 Total functional expensesPrograms $424,927 · Management $155,375 · Fundraising $14,387$594,689
Part X · Balance sheet $2,698,984 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,036,929$41,929
X-2 Savings and temporary cash investmentsStart of year $0$1,303,627
X-3 Pledges and grants receivableStart of year $160,000$100,000
X-4 Accounts receivableStart of year $28,541$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $2,500$4,513
X-10c Land, buildings and equipment, netStart of year $157,860$1,248,915
X-16 Total assetsStart of year $1,385,830$2,698,984
X-17 Accounts payable and accrued expensesStart of year $8,967$10,205
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $8,967$10,205
X-32 Total net assets or fund balancesStart of year $1,376,863$2,688,779
X-33 Total liabilities and net assetsStart of year $1,385,830$2,698,984
Part XI · Reconciliation of net assets $2,688,779 net assets at year end
XI-1 Total revenue$1,906,605
XI-2 Total expenses$594,689
XI-3 Revenue less expenses$1,311,916
XI-4 Net assets at start of year$1,376,863
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,688,779

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

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