Casa Montego II Inc
Donations deductibleRevenue
$504k
year to 30 September 2025
Expenses
$683k
year to 30 September 2025
Total assets
$5.4m
$9.2m liabilities
Net assets
Minus $3.7m
assets less liabilities
Directors and trustees
14
7.6 years on average
Staff
0
employees, year to 30 September 2025
Chair observed
≥6 yrs
Rauly Butler
Left since last filing
0
no seats appear to have opened
Casa Montego II Inc's network
14 peoplei14 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Rauly Butler Chair | Chairperson | 2018 | 8 yrs |
| Anthony Barron | Member | 2018 | 8 yrs |
| David Greensfelder | Member | 2018 | 8 yrs |
| Francine Williams | Company secretary | 2018 | 8 yrs |
| Greg Chin | Member | 2022 | 4 yrs |
| Jacee Santos | Member | 2022 | 4 yrs |
| James Reilly | Member | 2018 | 8 yrs |
| Joy Moore | Member | 2018 | 8 yrs |
| Karen Jocobs | Member | 2021 | 5 yrs |
| Mike Jacob | Member | 2018 | 8 yrs |
| Ron Ridley | Member | 2018 | 8 yrs |
| Sage B Foster (also filed as Sage Foster) | Member | 2018 | 8 yrs |
| Scott Smith | Treasurer | 2018 | 8 yrs |
| Smitha Seshadri | Vice Chair | 2018 | 8 yrs |
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Jose Sanchez | VP of Finance | since 2023 |
| Steve Herman | VP of Finance | since 2018 |
| Susan Friedland | Executive Dir. | since 2018 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Rauly Butler | Vice Chair | 0.1 | $0 | ||
| Smitha Seshadri | Chairperson | 0.1 | $0 | ||
| Mike Jacob | Secretary | 0.1 | $0 | ||
| Scott Smith | Treasurer | 0.1 | $0 | ||
| Anthony Barron | Member | 0.1 | $0 | ||
| Greg Chin | Member | 0.1 | $0 | ||
| Sage B Foster | Member | 0.1 | $0 | ||
| David Greensfelder | Member | 0.1 | $0 | ||
| Karen Jocobs | Member | 0.1 | $0 | ||
| Joy Moore | Member | 0.1 | $0 | ||
| James Reilly | Member | 0.1 | $0 | ||
| Ron Ridley | Member | 0.1 | $0 | ||
| Jacee Santos | Member | 0.1 | $0 | ||
| Susan Friedland | CEO | 0.1 | $0 | $347k | $38k |
| Jose Sanchez | VP of Finance | 0.1 | $0 | $200k | $45k |
About
- Legal name
- Casa Montego II Inc
- EIN
- 200601087
- Address
- 1835 Alcatraz Ave, Berkeley, CA, 94703-2714
- State
- California
- 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. (as filed on the Form 990)
- Activity (NTEE)
- L22 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 7 (IRS master file code)
- Formed
- 2003
- Principal officer
- Smitha Seshadri (as named on the Form 990)
- IRS ruling date
- 1 March 2007
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedLOW-INCOME HOUSINGSatellite Senior Homes IncRelatedLOW-INCOME HOUSINGSatellite Senior Homes-Newark Gardns IIRelatedLOW-INCOME HOUSINGSatellite Senior Homes III IncRelatedLOW-INCOME HOUSINGSatellite Senior Homes II Inc
Longest observed on the filings
≥8years on the filingsRauly Butler
≥8years on the filingsAnthony Barron
≥8years on the filingsDavid Greensfelder
≥8years on the filingsFrancine Williams
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $5.4m
- Total liabilities
- $9.2m
- Net assets or fund balances
- Minus $3.7m
- Contributions and grants received
- $356k
- Program service revenue
- $126k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $487k | $639k | Deficit $152k |
As filed on the IRS Form 990. US dollars.