Totals
- Total revenue
- $17,277,081
- Total expenses
- $16,864,931
- Contributions and grants received
- $8,025,538
- Grants paid
- $0
- Program service revenue
- $9,226,626
- Investment income
- $17,025
- Other revenue
- $7,892
- Total assets, end of year
- $8,566,540
- Total liabilities, end of year
- $2,489,608
- Net assets or fund balances, end of year
- $6,076,932
- Program services expenses (Part IX)
- $12,318,500
- Management and general expenses
- $4,326,019
- Fundraising expenses
- $220,412
- Program service expenses (Part III)
- $12,318,500
Program services were 73.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$7,918,382
-
1f · All other contributions, gifts and grants
$107,156
-
1g · Noncash contributions included above
$20,213
-
2a · Program service revenue: CLIENT FEES
total $8,996,493 · related or exempt $8,996,493
-
2b · Program service revenue: RENTAL INCOME
total $230,133 · related or exempt $230,133
-
3 · Investment income
total $17,025 · excluded $17,025
-
11d · All other revenue
total $7,892 · excluded $7,892
-
11e · Other revenue, total
$7,892
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $486,857 · program services $361,832 · management and general $117,019 · fundraising $8,006
-
7 · Other salaries and wages
total $9,827,217 · program services $7,303,581 · management and general $2,362,034 · fundraising $161,602
-
8 · Pension plan contributions
total $236,510 · program services $175,774 · management and general $56,847 · fundraising $3,889
-
9 · Other employee benefits
total $1,183,825 · program services $879,818 · management and general $284,540 · fundraising $19,467
-
10 · Payroll taxes
total $792,364 · program services $588,884 · management and general $190,450 · fundraising $13,030
-
11b · Fees: legal
total $23,116 · program services $18,382 · management and general $4,727 · fundraising $7
-
11c · Fees: accounting
total $65,650 · management and general $65,650
-
11g · Fees: other
total $1,227,783 · program services $1,028,524 · management and general $198,842 · fundraising $417
-
12 · Advertising and promotion
total $75,970 · program services $21,273 · management and general $52,425 · fundraising $2,272
-
13 · Office expenses
total $224,617 · program services $86,184 · management and general $136,508 · fundraising $1,925
-
14 · Information technology
total $430,207 · program services $342,096 · management and general $87,972 · fundraising $139
-
16 · Occupancy
total $750,314 · program services $319,128 · management and general $431,186
-
17 · Travel
total $45,375 · program services $12,706 · management and general $31,312 · fundraising $1,357
-
20 · Interest
total $44,451 · program services $35,464 · management and general $8,987
-
22 · Depreciation, depletion and amortization
total $316,980 · program services $221,255 · management and general $95,095 · fundraising $630
-
24a · Other expenses: FOOD AND HOUSEHOLD SUPP
total $806,044 · program services $787,039 · management and general $18,515 · fundraising $490
-
24b · Other expenses: BAD DEBTS
total $113,839 · program services $31,877 · management and general $78,557 · fundraising $3,405
-
24c · Other expenses: DUES, MEMBERSHIPS, SUBS
total $58,699 · program services $16,437 · management and general $40,506 · fundraising $1,756
-
24d · Other expenses: CLIENT ALLOWANCES
total $46,547 · program services $45,687 · management and general $860
-
24e · All other expenses
total $108,566 · program services $42,559 · management and general $63,987 · fundraising $2,020
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,465,480 · end of year $1,089,459
-
2 · Savings and temporary cash investments
beginning of year $172,340 · end of year $172,699
-
3 · Pledges and grants receivable
beginning of year $1,185,059 · end of year $744,302
-
4 · Accounts receivable
beginning of year $578,939 · end of year $1,902,124
-
9 · Prepaid expenses and deferred charges
beginning of year $375,144 · end of year $454,433
-
10a · Land, buildings and equipment: cost or other basis
$7,982,336
-
10b · Land, buildings and equipment: accumulated depreciation
$4,423,043
-
10c · Land, buildings and equipment, net
beginning of year $3,703,536 · end of year $3,559,293
-
15 · Other assets
beginning of year $858,622 · end of year $644,230
-
17 · Accounts payable and accrued expenses
beginning of year $1,369,759 · end of year $1,287,295
-
19 · Deferred revenue
beginning of year $261,685 · end of year $148,056
-
23 · Secured mortgages and notes payable
beginning of year $874,650 · end of year $951,815
-
25 · Other liabilities
beginning of year $168,244 · end of year $102,442
-
27 · Net assets without donor restrictions
beginning of year $2,618,646 · end of year $3,267,688
-
28 · Net assets with donor restrictions
beginning of year $3,046,136 · end of year $2,809,244
Mission and programs · 2024
Mission
TO EMPOWER INDIVIDUALS AND FAMILIES TO RECOVER FROM ADDICTION, TRAUMA, MENTAL ILLNESS AND OTHER CHRONIC MEDICAL CONDITIONS; OVERCOME HOMELESSNESS; AND ACHIEVE HEALTH AND WELLNESS THROUGH COMPREHENSIVE, INTEGRATED CARE.
Activities or mission (Part I)
CASA ESPERANZA, INC. IS A BILINGUAL AND BICULTURAL BEHAVIORAL HEALTH CENTER THAT SPECIALIZES IN SERVING THE LATINO COMMUNITY IN MASSACHUSETTS. THEIR MISSION IS TO EMPOWER INDIVIDUALS AND FAMILIES TO RECOVER FROM ADDICTION, TRAUMA, MENTAL ILLNESS AND OTHER CHRONIC MEDICAL CONDITIONS; OVERCOME HOMELESSNESS; AND ACHIEVE HEALTH AND WELLNESS THROUGH COMPREHENSIVE, INTEGRATED CARE.
-
OUTPATIENT SERVICES - FAMILIES UNIDAS OUTPATIENT SERVICES IS A LICENSED,CARF-ACCREDITED MENTAL HEALTH ORGANIZATION THAT PROVIDES CULTURALLY COMPETENT, INTEGRATED SUBSTANCE USE, MENTAL HEALTH, AND PRIMARY CARE SERVICES, INCLUDING GREATER BOSTON'S ONLY SPANISH-LANGUAGE STRUCTURED OUTPATIENT ADDICTIONS PROGRAM AND AN ARRAY OF RECOVERY SUPPORT DESIGNED TO FOSTER EMPOWERMENT,RECOVERY AND WELLNESS.
Expenses $5,269,132 · Revenue $687,622
-
CSS PROGRAM - DPH LICENSED, CLINICALLY MANAGED DETOXIFICATION PROGRAM THAT PROVIDES 24/7 INTENSIVE RESIDENTIAL CARE AS A STEP-DOWN FROM ACUTE DETOXIFICATION SERVICES (ATS), OR TO RESTABILIZE CLIENTS AT RISK OF RELAPSE. CONEXIONES OPENED ON NOVEMBER 1, 2017 IN TEWKSBURY, MASSACHUSETTS, ON THE GROUNDS OF TEWKSBURY STATE HOSPITAL, AND IS THE FIRST BILINGUAL AND BICULTURAL CLINICAL STABILIZATION SERVICE IN THE COMMONWEALTH OF MASSACHUSETTS.
Expenses $3,530,457 · Revenue $5,737,724
-
WOMEN'S RESIDENTIAL PROGRAM - FOCUSES ON SERVING ADULT WOMEN:- STRUGGLING WITH ALCOHOL OR SUBSTANCE ABUSE, MENTAL ILLNESS, AND OTHER CHRONIC MEDICAL CONDITIONS- WHO ARE SINGLE, PREGNANT, AND/OR HAVE CHILDREN 10 YEARS OF AGE AND UNDER- WITHOUT SECURE AND STABLE HOUSING- LIVING WITH HIV/AIDS- RE-ENTERING FROM INCARCERATION
Expenses $1,676,767 · Revenue $1,651,487
-
MEN'S PROGRAM - FOCUSES ON SERVING ADULT MEN:-STRUGGLING WITH ALCOHOL OR SUBSTANCE USE, MENTAL ILLNESS, AND OTHERCHRONIC MEDICAL CONDITIONS.-WITHOUT SECURE AND STABLE HOUSING-LIVING WITH HIV/AIDS-RE-ENTERING FROM INCARCERATIONSUPPORTIVE HOUSING - 37 SOBER, AFFORDABLE HOUSING UNITS WITH SUPORTIVE CASE MANAGEMENT SERVICES THAT PROMOTE ONGOING RECOVERY AND THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS.
Expenses $1,842,144 · Revenue $1,149,793
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carlos CappasCARLOS CAPPAS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Maria TorresMARIA TORRES
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Edwin PerezEDWIN PEREZ
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Eunice Aviles FariaEUNICE AVILES FARIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Judith LischettiJUDITH LISCHETTI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Hansel LugoHANSEL LUGO
TRUSTEE (AS OF 12/24)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Emily StewartEMILY STEWART
CEO
- Total calculated
- $224,508
- From this org
- $200,990
- From related orgs
- $0
- Other
- $23,518
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $200,990
- Bonus
- $0
- Other
- $0
- Deferred
- $8,040
- Nontaxable benefits
- $15,478
- Filer's total
- $224,508
-
Merceditas Gimenez-WeltmanMERCEDITAS GIMENEZ-WELTMAN
CFO
- Total calculated
- $170,009
- From this org
- $154,000
- From related orgs
- $0
- Other
- $16,009
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $147,000
- Bonus
- $7,000
- Other
- $0
- Deferred
- $8,400
- Nontaxable benefits
- $7,609
- Filer's total
- $170,009
-
Diane MoussatchaDIANE MOUSSATCHA
NURSE PRACTITIONER
- Total calculated
- $240,129
- From this org
- $213,960
- From related orgs
- $0
- Other
- $26,169
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $203,960
- Bonus
- $10,000
- Other
- $0
- Deferred
- $12,238
- Nontaxable benefits
- $13,931
- Filer's total
- $240,129
-
Ana Vanessa MarquezANA VANESSA MARQUEZ
PSYCHIATRIC NURSE PRACTITIONER
- Total calculated
- $201,861
- From this org
- $176,800
- From related orgs
- $0
- Other
- $25,061
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $176,800
- Bonus
- $0
- Other
- $0
- Deferred
- $2,040
- Nontaxable benefits
- $23,021
- Filer's total
- $201,861
-
Diliana De JesusDILIANA DE JESUS
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $185,570
- From this org
- $161,990
- From related orgs
- $0
- Other
- $23,580
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $161,990
- Bonus
- $0
- Other
- $0
- Deferred
- $9,719
- Nontaxable benefits
- $13,861
- Filer's total
- $185,570
-
Ani RodriguezANI RODRIGUEZ
CHIEF PEOPLE & CULTURE OFFICER
- Total calculated
- $166,113
- From this org
- $134,992
- From related orgs
- $0
- Other
- $31,121
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $134,992
- Bonus
- $0
- Other
- $0
- Deferred
- $8,100
- Nontaxable benefits
- $23,021
- Filer's total
- $166,113
-
Jessica EvansJESSICA EVANS
CHIEF OPERATING OFFICER
- Total calculated
- $163,042
- From this org
- $140,992
- From related orgs
- $0
- Other
- $22,050
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $137,992
- Bonus
- $3,000
- Other
- $0
- Deferred
- $8,189
- Nontaxable benefits
- $13,861
- Filer's total
- $163,042
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · REAL ESTATE · MA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
REAL ESTATE · MA · income $231,808 · assets $2,891,117
Directly controlled by CASA ESPERANZA INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 29 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600349349301000
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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