Casa Angelica

Legal name: Casa Angelica Foundation

Nonprofit profile at a glance

EIN
850204262
IRS 990 coverage
2010–2023
Official website data refreshed
Sep 2026
Forms available
Form 990 2023
Location
Albuquerque, NM, USA
Phone
505-877-5763
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support
Affiliation
Religious (unspecified)

Official website

Reported finances

Revenue
$11,059
Expenses
$108,602
Assets
$522,098
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • SISTER ANNA MARIA SERAFINI (President)
  • SISTER NECY GUAN (Vice President)

People named in this filing

  • SISTER ANNA MARIA SERAFINI (President)
  • SISTER NECY GUAN (Vice President)
  • JAMES MAGOVERN (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Challenged by the vision of St. Magdalene of Canossa to serve those “most in need” and believing in the value and uniqueness of each person, Casa Angelica is committed to empower, educate and form young people with pervasive needs, accompanying their growth process, calling forth their gifts and enabling them to develop fully their potentials.

What it reported doing in 2023

Payments made to Casa Angelica are applied toward meeting operating expenses and capital improvements in their work of caring for children and young adults with severe cognitive and developmental disabilities and pervasive medical needs. Casa Angelica is directed by the Daughters of Charity Canossa. The Foundation is responsible for funds and real estate donated at the time of construction of the facility, prudent investment of present and future bequests, and current gifts to assist with the existence of Casa Angelica in the future.

Operating model

Revenue model
Investment-supported. 77% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 92% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 93
  • Accountability: 58
  • Sustainability: 32
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 90%; rating input score 90; 27th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -882%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 4.81; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 22.4% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: 9.9% per year; rating input score 100; 87th percentile among comparable filings
  • Asset growth: -2.5% per year; rating input score 0; 29th percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site
  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: 9 of 10 board members independent · 1 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $109K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 16 of 16 current checks pass
  • Schedules: 5 filed schedules · includes grants
  • Filing history: 8 filing years from 2010 to 2023
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 5 of 6 not reported.
  • High — Sustainability: Operating margin scored 6/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.