Casa De Exito Inc
Nonprofit profile at a glance
- EIN
- 770394105
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Santa Cruz, CA, USA
- Phone
- 8314691700
- Rating
- 92
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Housing Development, Construction, Management
Reported finances
- Revenue
- $64,539
- Expenses
- $94,912
- Assets
- $155,289
- Liabilities
- $64,032
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
People named in this filing
- KIM MORRISON (CHAIRPERSON (START 01/25))
- MONICA MARTINEZ (CHAIRPERSON (THRU 01/25))
- BLYTHE CAMPBELL (SECRETARY/TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide low income housing.
What it reported doing in 2024
The organization provides management of a 5 unit residential house dedicated to providing low income housing to psychiatrically disabled adults.
Operating model
- Revenue model
- Donor-supported. 79% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 92
- Transparency & Controls: 100
- Sustainability: 32
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 79.8%; rating input score 80
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -47.1%; rating input score 13; 13th percentile among comparable filings
- Total-asset coverage ratio: 1.64; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 0.41; rating input score 10; 10th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 0.9% per year; rating input score 100; 51st percentile among comparable filings
- Revenue growth: 3.6% per year; rating input score 100; 66th percentile among comparable filings
- Asset growth: -5.4% per year; rating input score 0; 23rd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 79.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $76K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2015 to 2024
- Contacts: How to reach this organization
- Related organizations: Filed and resolved organization relationships.
- 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 — Sustainability: Operating margin scored 13/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 10/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.