Casas Del Rio FY2020 filing

Tax-deductible

Tustin, CA501(c)(3)EIN 95-3847239Revenue $549K in FY2020

On file with the IRS14131 Yorba St, 92780-2052 · Tustin, CATax-exempt since Jun 1983Publicly supported charity — 170(b)(1)(A)(vi)

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Provide suitable affordable housing to low-income, disabled residents, and assist them with access to social and health services.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2020 · 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
4 of 6
filings with a surplus
Average surplus $44K a year · 12% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 15.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
75% of total assets
Worth a look: liabilities are 75% of assets; over 65%.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$549K
Spent
$369K
To programs
80%
Net assets
$398K
By yearFY2020–FY2025
Revenue
$549K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$549K
FY2021$561K
FY2022$529K
FY2023$788K
FY2024−$271K
FY2025$97
Expenses
$369K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$369K
FY2021$395K
FY2022$448K
FY2023$424K
FY2024$237K
FY2025$15K
Net assets
$398K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$398K
FY2021$564K
FY2022$645K
FY2023$1.0M
FY2024$501K
FY2025$486K

From the FY2020 Form 990 (year ending August 2020) · see the original

990 PDF Claim
You’re viewing the FY2020 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 1983.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $296K Management & general 20% · $74K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Casas Del Rio 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

Offers affordable housing and social services to low-income, disabled residents.

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Provided by the organization

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1 program · $296K · in their own filed words · FY2019
01

Provide suitable affordable housing to low-income, disabled residents, and assist them with access to social and health services.

$296Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$5K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$549K
Ln 12
Fees for servicesLn 2g$546K
Other incomeLn 4–11$3K
Investment incomeLn 3$93
Money outPt IX
$369K
Ln 25
Programscol B$296K
Managementcol C$74K
Owns and owesPt X
$398K
net assets · Ln 32
Cash and savingsLn 1–2$485K
Total assetsLn 16$1.6M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$546K
Investment incomeLn 3$93
Other incomeLn 4–11$3K
Gains on assetsLn 7$0
Total revenueLn 12$549K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$485K
Cash and savings togetherLn 1–2$485K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.1M
Other assetsLn 15$2K
Total assetsLn 16$1.6M
LiabilitiesLn 26$1.2M
Net assetsLn 32$398K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderAugust
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 FY20End FY20
Cash and savingsLn 1–2$334K$485K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.2M$1.1M
Total assetsLn 16$1.5M$1.6M
LiabilitiesLn 26$1.3M$1.2M
Net assetsLn 32$219K$398K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$37K$32K$4K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$11K$10K$1K
Payroll taxesLn 10$4K$4K$495
Management feesLn 11a$27K$27K
Legal feesLn 11b$92$92
Accounting feesLn 11c$12K$12K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$108K$108K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$72K$72K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$90K$62K$28K
All other expensesLn 24e$248$248
Total functional expensesLn 25$369K$296K$74K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $97$15K−$15K$486K 990 PDF
FY2024 −$271K$237K−$508K$501K 990 PDF
FY2023 $788K$424K$363K$1.0M 990 PDF
FY2022 $529K$448K$82K$645K 990 PDF
FY2021 $561K$395K$166K$564K 990 PDF
FY2020 Viewing $549K$369K$179K$398K 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 FY2020 990 (6 parts)
Part I · Summary $548,514 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $520,956$545,861
I-10 Investment incomePrior year $25$93
I-11 Other revenuePrior year $2,576$2,560
I-12 Total revenuePrior year $523,557$548,514
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $60,733$51,838
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $332,685$317,453
I-18 Total expensesPrior year $393,418$369,291
I-19 Revenue less expensesPrior year $130,139$179,223
Part VI · Governance 0 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
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 $548,514 across 9 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $545,861$545,861
VIII-3 Investment incomeRelated to mission $93$93
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,560$2,560
VIII-12 Total revenueRelated to mission $548,514$548,514
Part IX · Statement of functional expenses $369,291 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $32,471 · Management $4,427$36,898
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $9,520 · Management $1,298$10,818
IX-10 Payroll taxesPrograms $3,627 · Management $495$4,122
IX-11a Management feesManagement $27,417$27,417
IX-11b Legal feesManagement $92$92
IX-11c Accounting feesManagement $11,500$11,500
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $108,070$108,070
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $72,433$72,433
IX-23 InsurancePrograms $7,784$7,784
IX-24 Other expenses (24a–d)Programs $61,657 · Management $28,252$89,909
IX-24e All other expensesManagement $248$248
IX-25 Total functional expensesPrograms $295,562 · Management $73,729 · Fundraising $0$369,291
Part X · Balance sheet $1,572,556 assets, 19 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $334,222$484,911
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $2,836$1,451
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $124$84
X-10c Land, buildings and equipment, netStart of year $1,151,369$1,084,010
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $2,100$2,100
X-16 Total assetsStart of year $1,490,651$1,572,556
X-17 Accounts payable and accrued expensesStart of year $1,346$3,395
X-25 Other liabilitiesStart of year $46,915$45,277
X-26 Total liabilitiesStart of year $1,272,000$1,174,682
X-27 Net assets without donor restrictionsStart of year $218,651$397,874
X-32 Total net assets or fund balancesStart of year $218,651$397,874
X-33 Total liabilities and net assetsStart of year $1,490,651$1,572,556
Part XI · Reconciliation of net assets $397,874 net assets at year end
XI-1 Total revenue$548,514
XI-2 Total expenses$369,291
XI-3 Revenue less expenses$179,223
XI-4 Net assets at start of year$218,651
XI-10 Net assets at end of year$397,874

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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