Casa Werma Foundation
Public records show a registered, tax-exempt organization in good standing.
What it says it does
CASA WERMA FOUNDATION WAS CREATED SOLELY FOR THE PRESERVATION AND ENHANCEMENT OF CASA WERMA AS A MEDITATION AND RETREAT CENTER FOR THE BENEFIT OF ALL WHO COME.
- Income
- $420,106
- Spending
- $116,364
- Spent on programs
- 94%
- Reserves
- 51.3 months of spending
- Largest source of income
- donations and private grants, 83%
- Employees
- 0
- Volunteers
- 25
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Strong: 100 out of 100. Higher than 88% of charities in its peer group (arts and culture, $250k to $1m).
Reserves
35 of 35Spendable reserves would cover 51.3 months of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
15 of 15Income exceeded spending by 72% of income.
Income trend
15 of 15Income rose 100% on the year before.
Spending floor
15 of 1594% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Weak: 33 out of 100. Higher than 6% of charities in its peer group (arts and culture, $250k to $1m).
Independent board
0 of 251 of 1 voting board members are independent.
Conflict of interest policy
0 of 15Reports no written conflict of interest policy.
Whistleblower policy
0 of 8Reports no written whistleblower policy.
Record keeping policy
0 of 7Reports no written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Independent check of accounts
6 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $108,815 spent. IN 2024, WE HOSTED 12 CONTEMPLATIVE PROGRAMS AND RETREATS, 9 WELLNESS PROGRAMS AND RETREATS, 4 CULTURAL EVENTS, AND 11 COMMUNITY EVENTS. WE ALSO OFFERED WEEKLY WELLNESS ACTIVITIES, INCLUDING MEDITATION, VINYASA YOGA, ESSENTRICS, QIGONG, BELLYDANCING, AND CAPOEIRA. WE DEEPENED OUR CONNECTION WITH DRUPON LAMA DORJE, A DRIKUNG KAGYU BUDDHIST TEACHER, WHO LED A CEREMONY WHERE 28 SANGHA MEMBERS TOOK BUDDHIST REFUGE AT CASA WERMA. SUSTAINABILITY IS AT THE HEART OF CASA WERMA. FROM DAILY PRACTICES TO LONG-TERM PROJECTS, WE MAKE MINDFUL CHOICES TO MINIMIZE OUR ENVIRONMENTAL IMPACT. OUR COMMITMENT TO SUSTAINABILITY ALSO INCLUDES COMMUNITY ENGAGEMENT. DURING EARTH MONTH, WE PARTNERED WITH A LOCAL SCHOOL, COLEGIO AMADA NERVO IN PATZCUARO TO EDUCATE STUDENTS ON ENVIRONMENTAL ISSUES. THE STUDENTS PRESENTED SOLUTIONS AND CREATED POSTERS, WHICH WE DISPLAYED ON OUR EXTERIOR WALL, TRANSFORMING IT INTO A PUBLIC EDUCATION SPACE. IN 2024, WE HOSTED 12 CONTEMPLATIVE PROGRAMS AND RETREATS, 9 WELLNESS PROGRAMS AND RETREATS, 4 CULTURAL EVENTS, AND 11 COMMUNITY EVENTS. WE ALSO OFFERED WEEKLY WELLNESS ACTIVITIES, INCLUDING MEDITATION, VINYASA YOGA, ESSENTRICS, QIGONG, BELLYDANCING, AND CAPOEIRA. WE DEEPENED OUR CONNECTION WITH DRUPON LAMA DORJE, A DRIKUNG KAGYU BUDDHIST TEACHER, WHO LED A CEREMONY WHERE 28 SANGHA MEMBERS TOOK BUDDHIST REFUGE AT CASA WERMA. SUSTAINABILITY IS AT THE HEART OF CASA WERMA. FROM DAILY PRACTICES TO LONG-TERM PROJECTS, WE MAKE MINDFUL CHOICES TO MINIMIZE OUR ENVIRONMENTAL IMPACT. OUR COMMITMENT TO SUSTAINABILITY ALSO INCLUDES COMMUNITY ENGAGEMENT. DURING EARTH MONTH, WE PARTNERED WITH A LOCAL SCHOOL, COLEGIO AMADA NERVO IN PATZCUARO TO EDUCATE STUDENTS ON ENVIRONMENTAL ISSUES. THE STUDENTS PRESENTED SOLUTIONS AND CREATED POSTERS, WHICH WE DISPLAYED ON OUR EXTERIOR WALL, TRANSFORMING IT INTO A PUBLIC EDUCATION SPACE.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since January 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.