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Nonprofiteer
← CASA ESPERANZA INC

Form 990 for tax year 2023

Filed by CASA ESPERANZA INC.

Totals

Total revenue
$15,161,118
Total expenses
$15,420,888
Contributions and grants received
$7,784,434
Grants paid
$1,706,235
Program service revenue
$7,366,276
Investment income
$9,226
Other revenue
$1,182
Total assets, end of year
$8,339,120
Total liabilities, end of year
$2,674,338
Net assets or fund balances, end of year
$5,664,782
Program services expenses (Part IX)
$11,201,334
Management and general expenses
$4,125,336
Fundraising expenses
$94,218
Program service expenses (Part III)
$11,201,334

Program services were 72.6% 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)

    $7,583,215

  • 1f · All other contributions, gifts and grants

    $201,219

  • 1g · Noncash contributions included above

    $32,459

  • 2a · Program service revenue: CLIENT FEES

    total $7,153,687 · related or exempt $7,153,687

  • 2b · Program service revenue: RENTAL INCOME

    total $212,589 · related or exempt $212,589

  • 3 · Investment income

    total $9,226 · excluded $9,226

  • 11a · Other revenue: OTHER REVENUE

    total $1,182 · excluded $1,182

  • 11e · Other revenue, total

    $1,182

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,000,512 · program services $1,000,512

  • 2 · Grants to domestic individuals

    total $705,723 · program services $705,723

  • 5 · Compensation of officers, directors and key employees

    total $338,521 · program services $248,958 · management and general $86,846 · fundraising $2,717

  • 7 · Other salaries and wages

    total $8,956,385 · program services $6,586,776 · management and general $2,297,718 · fundraising $71,891

  • 8 · Pension plan contributions

    total $253,422 · program services $186,374 · management and general $65,014 · fundraising $2,034

  • 9 · Other employee benefits

    total $941,016 · program services $692,048 · management and general $241,411 · fundraising $7,557

  • 10 · Payroll taxes

    total $711,876 · program services $523,534 · management and general $182,628 · fundraising $5,714

  • 11b · Fees: legal

    total $17,670 · management and general $17,670

  • 11c · Fees: accounting

    total $64,910 · management and general $64,910

  • 11g · Fees: other

    total $549,980 · program services $230,019 · management and general $319,961

  • 12 · Advertising and promotion

    total $56,414 · program services $19,582 · management and general $36,369 · fundraising $463

  • 13 · Office expenses

    total $226,025 · program services $78,458 · management and general $145,712 · fundraising $1,855

  • 14 · Information technology

    total $358,560 · program services $149,961 · management and general $208,599

  • 16 · Occupancy

    total $667,202 · program services $430,390 · management and general $236,524 · fundraising $288

  • 17 · Travel

    total $39,934 · program services $13,862 · management and general $25,744 · fundraising $328

  • 20 · Interest

    total $44,309 · program services $44,309

  • 22 · Depreciation, depletion and amortization

    total $281,509 · program services $205,795 · management and general $75,083 · fundraising $631

  • 24a · Other expenses: DUES, MEMBERSHIPS, SUBS

    total $56,164 · program services $19,496 · management and general $36,207 · fundraising $461

  • 24b · Other expenses: OTHER PROGRAM & HOUSEHO

    total $47,357 · management and general $47,357

  • 24c · Other expenses: CLIENT ALLOWANCES

    total $40,781 · program services $37,763 · management and general $3,018

  • 24d · Other expenses: COMMUNITY & PROGRAM EVE

    total $28,249 · program services $15,843 · management and general $12,406

  • 24e · All other expenses

    total $34,369 · program services $11,931 · management and general $22,159 · fundraising $279

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,301,563 · end of year $1,465,480

  • 2 · Savings and temporary cash investments

    beginning of year $171,981 · end of year $172,340

  • 3 · Pledges and grants receivable

    beginning of year $710,369 · end of year $1,185,059

  • 4 · Accounts receivable

    beginning of year $475,214 · end of year $578,939

  • 9 · Prepaid expenses and deferred charges

    beginning of year $201,005 · end of year $375,144

  • 10a · Land, buildings and equipment: cost or other basis

    $7,809,598

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,106,062

  • 10c · Land, buildings and equipment, net

    beginning of year $3,534,804 · end of year $3,703,536

  • 15 · Other assets

    beginning of year $503,396 · end of year $858,622

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,029,928 · end of year $1,369,759

  • 19 · Deferred revenue

    end of year $261,685

  • 23 · Secured mortgages and notes payable

    beginning of year $943,852 · end of year $874,650

  • 25 · Other liabilities

    beginning of year $0 · end of year $168,244

  • 27 · Net assets without donor restrictions

    beginning of year $2,967,600 · end of year $2,618,646

  • 28 · Net assets with donor restrictions

    beginning of year $2,956,952 · end of year $3,046,136

Mission and programs · 2023

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 $4,996,967 · Grants $1,059,129 · Revenue $469,437

  • 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 $2,985,981 · Grants $369,934 · Revenue $4,246,337

  • 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 $1,653,015 · Grants $139,121 · Revenue $1,319,629

  • MEN'S PROGRAM - FOCUSES ON SERVING ADULT MEN:-STRUGGLING WITH ALCOHOL OR SUBSTANCE USE, MENTAL ILLNESS, AND OTHER CHRONIC MEDICAL CONDITIONS.-WITHOUT SECURE AND STABLE HOUSING-LIVING WITH HIV/AIDS-RE-ENTERING FROM INCARCERATION

    Expenses $1,187,280 · Grants $137,611 · Revenue $1,118,284

  • SUPPORTIVE HOUSING - 37 SOBER, AFFORDABLE HOUSING UNITS WITH SUPORTIVE CASE MANAGEMENT SERVICES THAT PROMOTE ONGOING RECOVERY AND THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS.

    Expenses $378,091 · Grants $440 · Revenue $212,589

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • EDWIN PEREZ

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • PEDRO GARRIDO-CASTILLO

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CARLOS CAPAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JUDITH LISCHETTI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARIA TORRES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EUNICE AVILES FARIA FROM 1023

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EMILY STEWART

    CEO

    Total calculated
    $257,418
    From this org
    $201,140
    From related orgs
    $0
    Other
    $56,278
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $200,990
    Bonus
    $150
    Other
    $0
    Deferred
    $8,040
    Nontaxable benefits
    $48,238
    Filer's total
    $257,418

  • MERCEDITAS GIMENEZ-WELTMAN

    CFO

    Total calculated
    $176,321
    From this org
    $137,321
    From related orgs
    $0
    Other
    $39,000
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $130,000
    Bonus
    $7,321
    Other
    $0
    Deferred
    $7,800
    Nontaxable benefits
    $31,200
    Filer's total
    $176,321

  • DIANE MOUSSATCHA

    NURSE PRACTITIONER

    Total calculated
    $243,510
    From this org
    $187,350
    From related orgs
    $0
    Other
    $56,160
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $187,200
    Bonus
    $150
    Other
    $0
    Deferred
    $11,232
    Nontaxable benefits
    $44,928
    Filer's total
    $243,510

  • DILIANA DE JESUS

    CHIEF DEVELOPMENT OFFICER & DEPUTY DIRECTOR

    Total calculated
    $210,737
    From this org
    $162,140
    From related orgs
    $0
    Other
    $48,597
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $161,990
    Bonus
    $150
    Other
    $0
    Deferred
    $9,719
    Nontaxable benefits
    $38,878
    Filer's total
    $210,737

  • BRITHNY IMAFIDON

    NURSE PRACTITIONER/MEDICAL DIRECTOR DESIGNEE

    Total calculated
    $209,034
    From this org
    $160,830
    From related orgs
    $0
    Other
    $48,204
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $160,680
    Bonus
    $150
    Other
    $0
    Deferred
    $9,641
    Nontaxable benefits
    $38,563
    Filer's total
    $209,034

  • MELISA CANUTO

    CHIEF CLINICAL OFFICER

    Total calculated
    $188,646
    From this org
    $145,147
    From related orgs
    $0
    Other
    $43,499
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $144,997
    Bonus
    $150
    Other
    $0
    Deferred
    $8,700
    Nontaxable benefits
    $34,799
    Filer's total
    $188,646

  • JESSICA EVANS

    CHIEF OPERATING OFFICER

    Total calculated
    $175,640
    From this org
    $135,142
    From related orgs
    $0
    Other
    $40,498
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $134,992
    Bonus
    $150
    Other
    $0
    Deferred
    $8,100
    Nontaxable benefits
    $32,398
    Filer's total
    $175,640

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

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
16 January 2025
IRS schema version
2023v6.0
Source object
202530209349300518

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