FRIENDS OF CASA FELIZ INC Charity Report

Public IRS 990 nonprofit record

FRIENDS OF CASA FELIZ INC

EIN 59-3737446 · Camps (N20)

What they do

to PROTECT, OPERATE and MAINTAIN THE INTEGRITY of THE CASA FELIZ HISTORIC HOME MUSEUM and ITS COLLECTIONS, to EDUCATE THE PUBLIC ON THE LIFE and LEGACY of ARCHITECT JAMES GAMBLE ROGERS II, and to ENGAGE THE PUBLIC THROUGH EDUCATION and ADVOCACY for THE PURPOSE of PRESERVING and PROMOTING THE COMMUNITYS RICH ARCHITECTURAL, HISTORIC, and CULTURAL HERITAGE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders13 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

67.31%of revenue went to mission work76.4% of expenses · Program services

4.44%of revenue went to fundraising5.0% of expenses

$88.15spent for every $100 of revenueRevenue covered expenses this year.

16.40%of revenue went to management and office costs18.6% of expenses

$2.26in assets for every $1 spent this yearSome assets cannot be spent right away.

16.5%of its money came from giftsOther money may come from services or investments.

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Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$538,679

Mission workProgram services$362,59067.31% of revenue76.4% of expenses

ManagementOffice and general costs$88,34216.40% of revenue18.6% of expenses

FundraisingAsking for donations$23,9134.44% of revenue5.0% of expenses

Revenue left after expensesReported annual surplus$63,83411.85% of revenueShown in gray on the chart

Total expenses$474,84588.15% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 76.4% mission · 18.6% management · 5.0% fundraisingTotal expenses: 88.15% of revenue

2024Expense mix: 84.8% mission · 14.5% management · 0.7% fundraisingTotal expenses: 90.11% of revenue

2023Expense mix: 86.6% mission · 10.9% management · 2.5% fundraisingTotal expenses: 80.10% of revenue

2022Expense mix: 86.6% mission · 11.2% management · 2.2% fundraisingTotal expenses: 84.95% of revenue

2021Expense mix: 87.5% mission · 11.7% management · 0.8% fundraisingTotal expenses: 66.00% of revenue

2020Expense mix: 83.0% mission · 12.6% management · 4.4% fundraisingTotal expenses: 85.60% of revenue

2019Expense mix: 85.3% mission · 10.3% management · 4.4% fundraisingTotal expenses: 97.02% of revenue

2018Expense mix: 85.7% mission · 11.6% management · 2.7% fundraisingTotal expenses: 110.78% of revenue

Money in and money out

Revenue$538,679

Expenses$474,845

Annual surplus $63,834 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$362,590 · 76.4% of expenses

Management and office costs$88,342 · 18.6% of expenses

Fundraising$23,913 · 5.0% of expenses

See all reported dollar amounts

Revenue$538,679

Expenses$474,845

Assets$1,074,802

Income$558,423

Contributions$88,979

Mission work (program services)$362,590

Fundraising$23,913

Management and general$88,342

Accounting fees$5,910

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (13)

AIMEE SPENCERSECRETARY

BETSY ROGERS OWENSEXECUTIVE DIRECTOR

BRENDAN OMAHONYDIRECTOR

DONOVAN MYRIEDIRECTOR

ERIC RAVNDALTREASURER

GLORIA LINDSEYDIRECTOR

JEFF BRIGGSDIRECTOR

JOHN BILLCHAIR

LUCY BOUDETDIRECTOR

MICHAEL WENRICHDIRECTOR

PHIL ESCHBACHDIRECTOR

REBECCA GALLARDOVICE CHAIR

TORY PARISHDIRECTOR

About this charity

Recognized since: January 2002
Location: PO BOX 591, WINTER PARK, FL 32790-0591
County: Orange
In care of: % BETSY OWENS
Primary officer: BETSY ROGERS OWENS, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(407) 628-8200

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: SCHAFER TSCHOPP & MITCHELL LLLP
NTEE classification: Camps (N20)
IRS tax category: Camps