2025-10-17T10:49:11-05:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2024-01-01 752913264 DALLAS CASA ENDOWMENT FUND DALL 2148278961 2757 SWISS AVENUE DALLAS TX 75204 JOE MANOGUE PRESIDENT 2148278961 2025-09-23 1 1 JENNIFER M VACHA P01251998 9726611843 2025-09-23 2024 2025-03-06 01:10:19Z JOE MANOGUE 2757 SWISS AVENUE DALLAS TX 75204 5087319 0 X N/A X 1991 TX TO MANAGE ENDOWMENT FUNDS FOR THE BENEFIT OF DALLAS CASA. 9 9 0 9 0 0 0 4029401 0 0 855808 1057918 0 0 855808 5087319 248314 5719696 0 0 0 0 0 0 0 0 0 248314 5719696 607494 -632377 33699992 42751324 0 0 33699992 42751324 HOLD, MANAGE AND INVEST ENDOWMENT FUNDS FOR THE BENEFIT OF DALLAS CASA, A 501(C)(3) NON-PROFIT ORGANIZATION. 0 0 5719696 5719696 DALLAS CASA ENDOWMENT FUND MANAGES ENDOWMENT FUNDS ESTABLISHED AND FUNDED BY DONORS OR CONTRIBUTED AS BOARD-DESIGNATED OR QUASI ENDOWMENT FUNDS FOR THE BENEFIT OF DALLAS CASA AND AT ALL TIMES OPERATED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR CARRY OUT THE EXEMPT PURPOSE OF DALLAS CASA, AN EXEMPT ORGANIZATION UNDER 501(C)(3). 5719696 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X KEVIN BARNES 2148278961 2757 SWISS AVENUE DALLAS TX 75204 X GERARDO FUENTES PRESIDENT 1.00 1.00 X X 0 0 0 STEVE SEGEIN VICE PRESIDENT 1.00 X X 0 0 0 JOE MANOGUE SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 JAMAL CARTY DIRECTOR 1.00 1.00 X 0 0 0 ROWLAND HENSHAW DIRECTOR 1.00 X 0 0 0 JUAN NEVAREZ DIRECTOR 1.00 1.00 X 0 0 0 DARREL RICE DIRECTOR 1.00 X 0 0 0 CHRIS SMITH DIRECTOR 1.00 X 0 0 0 MICHAEL STACK DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 4029401 4029401 1057918 1057918 5087319 0 0 1057918 5719696 5719696 5719696 5719696 0 0 33699992 42751324 33699992 42751324 0 0 X 27338864 35975199 6361128 6776125 33699992 42751324 33699992 42751324 X -632377 4198632 5485077 X 0 1 X 1 0 X X 1 DALLAS CASA 751866204 7 1 5719696 0 1 5719696 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33699992 5000000 5256550 1205218 42751324 23380283 6039407 4528616 248314 33699992 22826816 4002331 -3145184 303680 23380283 16127028 4413009 2543662 256883 22826816 13810551 560231 1967367 211121 16127028 0.84150 0.11285 0.04565 0 0 0 X PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS: DALLAS CASA ENDOWMENT HOLDS AND MANAGES ENDOWMENT FUNDS FOR THE BENEFIT OF DALLAS CASA, A 501(C)(3) ORGANIZATION. DALLAS CASA USES FUNDS DISTRIBUTED TO IT TO SUPPORT ITS MISSION WHICH FOCUSES ON VOLUNTEER ADVOCATES PROTECTING CHILDREN, RESTORING CHILDHOOD, AND HELPING CHILD VICTIMS OF ABUSE AND NEGLECT ACHIEVE THEIR FULL POTENTIAL. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN RECORDED. HOWEVER, THE ORGANIZATION MAY BE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 DALLAS CASA 2757 SWISS AVENUE DALLAS TX 75204 751866204 501(C)(3) 5719696 0 DALLAS CASA VOLUNTEERS ADVOCATE FOR CHILDREN VICTIMS OF ABUSE AND NEGLECT 1 0 PART I, LINE 2: DALLAS CASA ENDOWMENT FUND IS A TYPE I SUPPORTING ORGANIZATION ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF DALLAS CASA, A PUBLIC SUPPORTED 501(C)(3) ORGANIZATION WHOSE MISSION IS TO ADVOCATE FOR THE BEST INTERESTS OF CHILD VICTIMS OF ABUSE AND NEGLECT LIVING IN FOSTER CARE TO PROTECT CHILDREN, RESTORE CHILDHOOD, AND HELP EACH CHILD FULFILL THEIR FULL POTENTIAL. AS A SUPPORTING ORGANIZATION, DALLAS CASA ENDOWMENT FUND IS ASSURED FUNDS GRANTED TO DALLAS CASA WILL BE USED IN ACCORDANCE WITH PURPOSES FOR WHICH FUNDS WERE APPROPRIATED. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS: THE ORGANIZATION HAS AMENDED ITS BYLAWS TO CHANGE ITS BOARD OF DIRECTORS FROM HAVING FIVE BOARD MEMBERS TO A MINIMUM OF FIVE, THE SIMPLE MAJORITY OF WHICH MAY NOT ALSO BE DALLAS CASA BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE DALLAS CASA ENDOWMENT FUND BOARD OF DIRECTORS CONSISTS OF A MINIMUM OF FIVE PERSONS, A SIMPLE MAJORITY OF WHOM WILL BE DESIGNATED "CLASS A DIRECTORS", AND THE REMAINDER DESIGNATED AS "CLASS B MEMBERS". AT ALL TIMES AT LEAST A MAJORITY OF THE DIRECTORS SHALL CONSIST OF INDIVIDUALS WHO ARE NOT THEN SERVING AS OFFICERS, DIRECTORS, OR EMPLOYEES OF DALLAS CASA. THE CLASS A MEMBERS SHALL BE ELECTED ANNUALLY BY THE MEMBERS OF THE BOARD OF DIRECTORS OF DALLAS CASA, THE ORGANIZATION'S SUPPORTED ORGANIZATION. THE CLASS A DIRECTORS SHALL ELECT ADDITIONAL DIRECTORS WHO SHALL SERVE AS THE CLASS B DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B DOCUMENTATION OF COMMITTEE MEETINGS: THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS ITS MEETINGS HELD BY THE GOVERNING BODY IN MEETING MINUTES. IT DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE 990 IS REVIEWED BY THE ADMINISTRATION AND PRESENTED TO THE BOARD OF DIRECTORS BEFORE IT IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS TO MONITOR COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY: ALL FIVE MEMBERS OF THE BOARD MUST SIGN A CONFLICT-OF-INTEREST FORM ANNUALLY, REQUIRING THEM TO REPORT ANY CONFLICTS OF INTEREST, WHICH MAY REQUIRE RECUSAL FROM VOTING OR REMOVAL FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES, AND THEREFORE, NO COMPENSATION IS PAID. THE BOARD OF DIRECTORS ALSO DOES NOT RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC: CONSOLIDATED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE DALLAS CASA WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: FUNDS TRANSFER WITH DALLAS CASA 5,485,077. DALLAS CASA 2757 SWISS AVENUE DALLAS TX 75204 751866204 ADVOCATE SERVICE TX 501(C)(3) LINE 7 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1