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Casas Del Rio FY2023 filing

Tax-deductible

Tustin, CA501(c)(3) EIN 95-3847239Revenue $788K in FY2023

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.
70¢ 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
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
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 9.3 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
$810K
45% of total assets
Looks good: liabilities are 45% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$788K
+49% vs prior year
Spent
$424K
To programs
70%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$788K
FY2023▲ +49%
Tap a bar for its year
Revenue by fiscal year
FY2020$549K
FY2021$561K
FY2022$529K
FY2023$788K
FY2024−$271K
FY2025$97
Expenses
$424K
FY2023▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$369K
FY2021$395K
FY2022$448K
FY2023$424K
FY2024$237K
FY2025$15K
Net assets
$1.0M
FY2023▲ +56%
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 FY2023 Form 990 (year ending August 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 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

70 cents of each dollar spent went to programs.

Program services 70% · $298K Management & general 30% · $127K

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 (FY2022); the FY2023 filing did not itemize Part VII
Ken Robertson
President/Chair
$0Pt VII · Sec A
Recinda Shafer
VP/Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Stewart Hall
Director
$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 · $298K · in their own filed words · FY2022
01

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

$298Kprogram 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
Asher Student FoundationFY2023$5K
Total grants receivedfrom 1 funder$5K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$788K
Ln 12
Gifts and grantsLn 1h$573K
Fees for servicesLn 2g$214K
Investment incomeLn 3$289
Money outPt IX
$424K
Ln 25
Programscol B$298K
Managementcol C$127K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$327K
Total assetsLn 16$1.8M
LiabilitiesLn 26$810K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$573K
Government grantsLn 1e$573K
Fees for servicesLn 2g$214K
Investment incomeLn 3$289
Total revenueLn 12$788K
Assets in detailPt X, end of year
CashLn 1$327K
Cash and savings togetherLn 1–2$327K
Land, buildings, equipmentLn 10c$886K
Other assetsLn 15$587K
Total assetsLn 16$1.8M
LiabilitiesLn 26$810K
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$327K
Land, buildings, equipmentLn 10c$951K$886K
Total assetsLn 16$1.6M$1.8M
LiabilitiesLn 26$971K$810K
Net assetsLn 32$645K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$49K$26K$23K
Other employee benefitsLn 9$14K$7K$7K
Payroll taxesLn 10$5K$2K$2K
Management feesLn 11a$42K$42K
Accounting feesLn 11c$11K$11K
Office expensesLn 13$42K$42K
OccupancyLn 16$90K$90K
InterestLn 20$73K$73K
Depreciation, depletion and amortizationLn 22$64K$64K
InsuranceLn 23$34K$34K
Total functional expensesLn 25$424K$298K$127K$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 Viewing $788K$424K$363K$1.0M 990 PDF
FY2022 $529K$448K$82K$645K 990 PDF
FY2021 $561K$395K$166K$564K 990 PDF
FY2020 $549K$369K$179K$398K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $787,558 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $366,982$573,302
I-9 Program service revenuePrior year $161,686$213,967
I-10 Investment incomePrior year $819$289
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $529,487$787,558
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $72,796$67,706
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $375,184$356,715
I-18 Total expensesPrior year $447,980$424,421
I-19 Revenue less expensesPrior year $81,507$363,137
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $787,558 across 5 lines filed
VIII-1e Government grants$573,302
VIII-1h Total contributions, gifts and grants$573,302
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $213,967$213,967
VIII-3 Investment incomeExcluded from tax $289$289
VIII-12 Total revenueRelated to mission $213,967 · Unrelated business $0 · Excluded from tax $289$787,558
Part IX · Statement of functional expenses $424,421 across 10 lines filed
IX-7 Other salaries and wagesPrograms $25,982 · Management $23,175$49,157
IX-9 Other employee benefitsPrograms $7,314 · Management $6,524$13,838
IX-10 Payroll taxesPrograms $2,490 · Management $2,221$4,711
IX-11a Management feesManagement $41,516$41,516
IX-11c Accounting feesManagement $10,771$10,771
IX-13 Office expensesManagement $42,484$42,484
IX-16 OccupancyPrograms $89,980$89,980
IX-20 InterestPrograms $73,422$73,422
IX-22 Depreciation, depletion and amortizationPrograms $64,381$64,381
IX-23 InsurancePrograms $34,161$34,161
IX-25 Total functional expensesPrograms $297,730 · Management $126,691 · Fundraising $0$424,421
Part X · Balance sheet $1,818,869 assets, 13 lines filed
X-1 Cash, non-interest-bearing$327,377
X-4 Accounts receivableStart of year $30,567$2,455
X-9 Prepaid expenses and deferred chargesStart of year $13,218$15,222
X-10c Land, buildings and equipment, netStart of year $950,730$886,349
X-15 Other assetsStart of year $605,040$587,466
X-16 Total assetsStart of year $1,616,654$1,818,869
X-17 Accounts payable and accrued expensesStart of year $50,995$24,377
X-19 Deferred revenueStart of year $118$24
X-25 Other liabilitiesStart of year $18,852$16,778
X-26 Total liabilitiesStart of year $971,302$810,380
X-27 Net assets without donor restrictionsStart of year $645,352$1,008,489
X-32 Total net assets or fund balancesStart of year $645,352$1,008,489
X-33 Total liabilities and net assetsStart of year $1,616,654$1,818,869
Part XI · Reconciliation of net assets $1,008,489 net assets at year end
XI-1 Total revenue$787,558
XI-2 Total expenses$424,421
XI-3 Revenue less expenses$363,137
XI-4 Net assets at start of year$645,352
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,008,489

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

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