Nonprofit · EIN 20-0601087
CASA MONTEGO II INC
Tax-exempt · BERKELEY, CA 94703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $504,469 | $682,737 | -$178,268 | $5,446,587 | $9,157,554 | -$3,710,967 |
| September 30, 2024 | 990 | $486,644 | $638,984 | -$152,340 | $5,583,085 | $9,115,784 | -$3,532,699 |
| September 30, 2023 | 990 | $440,900 | $656,556 | -$215,656 | $5,695,043 | $9,075,402 | -$3,380,359 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $355,930
- of which government grants
- $355,930
- Program service revenue
- $126,403
- Investment income
- $22,136
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $97,118
- Salaries, compensation and benefits (total)
- $125,623
- Professional fundraising fees
- $0
- Legal fees
- $81
- Accounting fees
- $16,298
- Occupancy
- $268,266
- Travel
- $402
- Depreciation
- $181,345
- Program services (functional)
- $612,943
- Management and general (functional)
- $69,794
Balance sheet and other
- Total assets, start of year
- $5,583,085
- Total assets, end of year
- $5,446,587
- Total liabilities, end of year
- $9,157,554
- Net assets, end of year
- -$3,710,967
- Land, buildings and equipment
- $4,823,316
- Net assets without donor restrictions
- -$3,710,967
- Gross receipts
- $504,469
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN FRIEDLAND | CEO Officer | 0.1 | $0 | $347,267 | $38,460 |
| JOSE SANCHEZ | VP OF FINANCE Officer | 0.1 | $0 | $200,118 | $45,402 |
| RAULY BUTLER | VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SMITHA SESHADRI | CHAIRPERSON Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| MIKE JACOB | SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SCOTT SMITH | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANTHONY BARRON | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| GREG CHIN | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| SAGE B FOSTER | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| DAVID GREENSFELDER | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| KAREN JOCOBS | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JOY MOORE | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JAMES REILLY | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| RON RIDLEY | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JACEE SANTOS | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN FRIEDLAND | CEO Officer | 0.1 | $0 | $337,373 | $32,916 |
| JOSE SANCHEZ | VP OF FINANCE Officer | 0.1 | $0 | $204,141 | $41,111 |
| RAULY BUTLER | CHAIRPERSON Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SMITHA SESHADRI | VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| FRANCINE WILLIAMS | Secretary Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SCOTT SMITH | Treasurer Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANTHONY BARRON | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| GREG CHIN | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| SAGE B FOSTER | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| DAVID GREENSFELDER | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| MIKE JACOB | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| KAREN JOCOBS | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JOY MOORE | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JAMES REILLY | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| RON RIDLEY | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JACEE SANTOS | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN FRIEDLAND | CEO Officer | 0.1 | $0 | $324,750 | $31,351 |
| RON RIDLEY | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| SMITHA SESHADRI | VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| FRANCINE WILLIAMS | Secretary Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SCOTT SMITH | Treasurer Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANTHONY BARRON | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| RAULY BUTLER | Chairman Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SAGE B FOSTER | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| DAVID GREENSFELDER | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| MIKE JACOB | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| KAREN JOCOBS | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JOY MOORE | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JAMES REILLY | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| GREG CHIN | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JACEE SANTOS | MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| JOSE SANCHEZ | VP OF FINANCE Officer | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1835 ALCATRAZ AVE, BERKELEY, CA 94703-2714
- Principal officer (990 for 2024)
- SMITHA SESHADRI, 1835 ALCATRAZ AVENUE, BERKELEY, CA 94703
- Signed the 990
- SUSAN FRIEDLAND, CEO
- Phone
- (510) 647-0700
- Website
- WWW.SAHAHOMES.ORG
- Return prepared by
- APRIO ADVISORY GROUP LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-0601087 or by the name CASA MONTEGO II INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE LOW-INCOME ELDERLY PERSONS AND HANDICAPPED PERSONS WITH AFFORDABLE HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING ON A NONPROFIT BASIS.
Program accomplishments
- THE CORPORATION WAS ORGANIZED TO PROVIDE RENTAL HOUSING FOR LOW AND MODERATE-INCOME ELDERLY PERSONS. IT OWNS AND OPERATES AN AFFORDABLE HOUSING PROJECT CONSISTING OF A TOTAL OF 33 RENTAL UNITS FOR LOW INCOME SENIORS IN WALNUT CREEK, CALIFORNIA. THE PROJECT IS REGULATED BY HUD AS TO RENT CHARGES, OPERATING METHODS AND OTHER MATTERS UNDER SECTION 202 OF THE NATIONAL AFFORDABLE HOUSING ACT.Expenses $612,943 · revenue $126,403
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 20-0601087
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $5,446,587
- Income (IRS master file)
- $504,469
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $504,469 | $682,737 | $5,446,587 | XML |
| 990 | September 2024 | $486,644 | $638,984 | $5,583,085 | XML |
| 990 | September 2023 | $440,900 | $656,556 | $5,695,043 | XML |
| 990 | September 2022 | $399,353 | $589,770 | $5,845,553 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0601087).
Questions about CASA MONTEGO II INC
- What is the EIN of CASA MONTEGO II INC?
- The employer identification number (EIN) of CASA MONTEGO II INC is 20-0601087.
- Is CASA MONTEGO II INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to CASA MONTEGO II INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CASA MONTEGO II INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASA MONTEGO II INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASA MONTEGO II INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CASA MONTEGO II INC?
- The 990 for the year ended September 30, 2025 names SMITHA SESHADRI.
- Who are the officers and directors of CASA MONTEGO II INC?
- The 990 for the year ended September 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does CASA MONTEGO II INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $504,469, expenses of $682,737 and total assets of $5,446,587 at year end.
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All nonprofits in BERKELEY · California · Housing and shelter