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Nonprofiteer
← CASA ESPERANZA INC

Form 990 for tax year 2022

Filed by CASA ESPERANZA INC.

Totals

Total revenue
$14,063,711
Total expenses
$13,806,332
Contributions and grants received
$8,721,921
Grants paid
$1,389,327
Program service revenue
$5,213,649
Investment income
$7,531
Other revenue
$120,610
Total assets, end of year
$7,898,332
Total liabilities, end of year
$1,973,780
Net assets or fund balances, end of year
$5,924,552
Program services expenses (Part IX)
$10,741,285
Management and general expenses
$2,983,044
Fundraising expenses
$82,003
Program service expenses (Part III)
$10,741,285

Program services were 77.8% 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)

    $8,467,916

  • 1f · All other contributions, gifts and grants

    $254,005

  • 1g · Noncash contributions included above

    $33,849

  • 2a · Program service revenue: CLIENT FEES

    total $5,068,339 · related or exempt $5,068,339

  • 2b · Program service revenue: RENTAL INCOME

    total $145,310 · related or exempt $145,310

  • 3 · Investment income

    total $7,531 · excluded $7,531

  • 11a · Other revenue: OTHER REVENUE

    total $120,610 · related or exempt $120,610

  • 11e · Other revenue, total

    $120,610

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $782,476 · program services $782,476

  • 2 · Grants to domestic individuals

    total $606,851 · program services $606,851

  • 5 · Compensation of officers, directors and key employees

    total $465,149 · program services $372,756 · management and general $88,923 · fundraising $3,470

  • 7 · Other salaries and wages

    total $7,878,095 · program services $6,264,053 · management and general $1,553,380 · fundraising $60,662

  • 8 · Pension plan contributions

    total $160,528 · program services $127,815 · management and general $31,504 · fundraising $1,209

  • 9 · Other employee benefits

    total $1,116,309 · program services $948,740 · management and general $161,286 · fundraising $6,283

  • 10 · Payroll taxes

    total $688,365 · program services $547,508 · management and general $135,588 · fundraising $5,269

  • 11b · Fees: legal

    total $20,773 · management and general $20,773

  • 11g · Fees: other

    total $567,629 · program services $305,918 · management and general $261,711

  • 12 · Advertising and promotion

    total $31,815 · program services $2,897 · management and general $28,918

  • 13 · Office expenses

    total $36,281 · program services $21,271 · management and general $14,608 · fundraising $402

  • 14 · Information technology

    total $114,191 · program services $240 · management and general $113,951

  • 16 · Occupancy

    total $764,348 · program services $385,676 · management and general $377,875 · fundraising $797

  • 17 · Travel

    total $32,117 · program services $11,414 · management and general $20,703

  • 20 · Interest

    total $50,398 · program services $50,398

  • 22 · Depreciation, depletion and amortization

    total $289,791 · program services $232,670 · management and general $56,491 · fundraising $630

  • 24a · Other expenses: MISCELLANEOUS

    total $132,794 · program services $44,996 · management and general $87,217 · fundraising $581

  • 24b · Other expenses: OTHER PROGRAM & HOUSEHO

    total $30,603 · management and general $27,903 · fundraising $2,700

  • 24c · Other expenses: CLIENT ALLOWANCES

    total $27,131 · program services $27,000 · management and general $131

  • 24d · Other expenses: COMMUNITY & PROGRAM EVE

    total $10,688 · program services $8,606 · management and general $2,082

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,180,649 · end of year $2,301,563

  • 2 · Savings and temporary cash investments

    beginning of year $171,645 · end of year $171,981

  • 3 · Pledges and grants receivable

    beginning of year $1,766,892 · end of year $710,369

  • 4 · Accounts receivable

    beginning of year $361,938 · end of year $475,214

  • 9 · Prepaid expenses and deferred charges

    beginning of year $231,924 · end of year $201,005

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

    $7,359,359

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

    $3,824,555

  • 10c · Land, buildings and equipment, net

    beginning of year $3,575,097 · end of year $3,534,804

  • 12 · Investments: other securities

    beginning of year $404,185 · end of year $503,396

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,015,333 · end of year $1,029,928

  • 23 · Secured mortgages and notes payable

    beginning of year $1,009,824 · end of year $943,852

  • 27 · Net assets without donor restrictions

    beginning of year $2,647,330 · end of year $2,967,600

  • 28 · Net assets with donor restrictions

    beginning of year $3,019,843 · end of year $2,956,952

Mission and programs · 2022

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.

  • 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 $2,840,571 · Grants $294,978 · Revenue $3,098,216

  • 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 $963,121 · Grants $120,884 · Revenue $877,538

  • RELAPSE PREVENTION - FAMILIAS UNIDAS OUTPATIENT SERVICES IS A LICENSED, CARF-ACCREDITED MENTAL HEALTH CLINIC 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 SERVICES DESIGNATED TO FOSTER EMPOWERMENT, RECOVERY, AND WELLNESS.

    Expenses $5,311,560 · Grants $822,255 · Revenue $426,282

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

    Expenses $329,791 · Grants $510 · Revenue $145,310

  • 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 $1,296,242 · Grants $150,700 · Revenue $786,913

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carrie Carrizosa

    CLERK

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • 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

  • Iris Anez

    CFO THROUGH APRIL 2023

    Total calculated
    $191,374
    From this org
    $182,449
    From related orgs
    $0
    Other
    $8,925
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $166,299
    Bonus
    $16,150
    Other
    $0
    Deferred
    $3,125
    Nontaxable benefits
    $5,800
    Filer's total
    $191,374

  • Emily Stewart

    CEO

    Total calculated
    $175,739
    From this org
    $165,182
    From related orgs
    $0
    Other
    $10,557
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $165,032
    Bonus
    $150
    Other
    $0
    Deferred
    $2,739
    Nontaxable benefits
    $7,818
    Filer's total
    $175,739

  • Merceditas Gimenez-Weltman

    CFO FROM MAY 2023

    Total calculated
    $115,226
    From this org
    $112,562
    From related orgs
    $0
    Other
    $2,664
    Hours/week
    38 + 2 related

  • Diliana De Jesus

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $150,529
    From this org
    $140,379
    From related orgs
    $0
    Other
    $10,150
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $140,229
    Bonus
    $150
    Other
    $0
    Deferred
    $2,648
    Nontaxable benefits
    $7,502
    Filer's total
    $150,529

  • Melisa Canuto

    CHIEF CLINICAL OFFICER

    Total calculated
    $162,849
    From this org
    $154,972
    From related orgs
    $0
    Other
    $7,877
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $140,022
    Bonus
    $14,950
    Other
    $0
    Deferred
    $2,605
    Nontaxable benefits
    $5,272
    Filer's total
    $162,849

  • Anthony Paredes

    NURSE PRACTITIONER

    Total calculated
    $133,381
    From this org
    $129,019
    From related orgs
    $0
    Other
    $4,362
    Hours/week
    38 + 2 related

  • Ani Rodriguez

    CHIEF PEOPLE AND CULTURE OFFICER

    Total calculated
    $140,014
    From this org
    $126,887
    From related orgs
    $0
    Other
    $13,127
    Hours/week
    38 + 2 related

  • Jessica Evans

    CHIEF OPERATING OFFICER

    Total calculated
    $136,720
    From this org
    $126,526
    From related orgs
    $0
    Other
    $10,194
    Hours/week
    38 + 2 related

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.

  • NUESTRO HOGAR LLC

    REAL ESTATE · MA · income $146,663 · assets $3,003,053

    Directly controlled by CASA ESPERANZA INC

Provenance

Return type
form_990
Tax year
2022
Filed
19 January 2024
IRS schema version
2022v5.0
Source object
202440309349301524

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