| Return Reference | Explanation |
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| FORM 990, PART V, LINE 2A: | CASA IN ACTION, INC. IS AFFILIATED WITH CASA, INC. (EIN 52-1372972). CASA, INC. IS CONSIDERED A COMMON PAY AGENT AND REPORTS ALL EMPLOYEES ON ITS FORM W-3. SALARIES REPORTED ON CASA IN ACTION'S STATEMENT OF FUNCTIONAL EXPENSES ARE ALLOCATED PORTIONS OF EMPLOYEES' TIME. THERE IS NO SEPARATE W-3 FILED BY CASA IN ACTION. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE CORPORATION SHALL BE THOSE PEOPLE WHO APPLY FOR MEMBERSHIP, PAY DUES ON A SCHEDULE SET OR APPROVED BY THE BOARD, SUBSCRIBE TO THE PRINCIPLES OF THE CORPORATION, AND MEET ANY OTHER CRITERIA SET BY THE BOARD OR BY THE MEMBERSHIP. MEMBERSHIP SHALL BE FOR A MINIMUM OF ONE (1) YEAR, WITH DUES PAYABLE ANNUALLY OR FOR THE DURATION OF THE MEMBERSHIP PERIOD. MEMBERS SHALL BE INDIVIDUALS WHO (I) RESIDE PRIMARILY IN MARYLAND, VIRGINIA, PENNSYLVANIA, OR THE METROPOLITAN WASHINGTON, D.C., AREA; (II) BE OF AT LEAST 15 YEARS OF AGE; (III) IDENTIFY THEMSELVES AS LATINO, AS AN IMMIGRANT OR REFUGEE, AS A LOW INCOME PERSON, OR AS A SPOUSE OR CHILD OF SUCH A PERSON, OR AS AN ALLY OF IMMIGRANTS, REFUGEES AND LOW INCOME PERSONS (IV) SUBSCRIBE TO THE PRINCIPLES OF THE CORPORATION; AND (V) MEET ANY OTHER CRITERIA AS MAY BE SET AND ANNOUNCED BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7A | UP TO TEN DIRECTORS OF THE CORPORATION (THE "ELECTED DIRECTORS") ARE ELECTED AT THE ANNUAL MEETING OF THE MEMBERS FROM AMONG THE MEMBERS OF THE STATEWIDE LEADERSHIP COMMITTEE, WHICH IS COMPRISED OF THE LEADERS OF THE ORGANIZATION'S CHAPTERS. THE NUMBER OF ELECTED DIRECTORS SHALL CONSTITUTE AT LEAST FIFTY PERCENT OF THE TOTAL NUMBER OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNING BOARD ASSIGNED THE PRESIDENT, EXECUTIVE DIRECTOR, AND CHIEF OPERATING OFFICER TO REVIEW AND SIGN THE FORM 990 PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THE BOARD OF DIRECTORS AND KEY EMPLOYEES TO DOCUMENT ANY POTENTIAL CONFLICTS OF INTEREST ON THE CONFLICT-OF-INTEREST FORM ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PROCESS FOR CASA IN ACTION'S PRESIDENT (EXECUTIVE DIRECTOR FOR CASA, INC.) AND OTHER OFFICERS IS DETERMINED BY CASA, INC. (EIN: 52-1372972), A COMMON PAY AGENT. THE CASA, INC. BOARD EVALUATES THE COMPENSATION OF THE PRESIDENT'S SALARY BY CONDUCTING A COMPARABILITY STUDY AGAINST OTHER NONPROFITS. THE BOARD OF DIRECTORS HAS AUTHORITY TO APPROVE ADJUSTMENTS TO THE PRESIDENT'S COMPENSATION. A COMPENSATION ANALYSIS IS PERFORMED FOR ALL OTHER STAFF, INCLUDING OFFICERS, EVERY 3-4 YEARS BY THE CHIEF OPERATING OFFICER. THE ANALYSIS IS REVIEWED BY THE CASA, INC. EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2B: | AS OF THE DATE OF THIS FILING, THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2025, WERE BEING PREPARED. |
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