Civic Intelligence

La Casa De Esperanza

EIN 39-1144446 • 501(c)3 • Waukesha, WI

Profile

To provide oppportunities for low-income individuals to achieve full social and economic participation in society, with emphasis on the hispanic population

410 Arcadian AveWaukesha, WI 53186

lacasadeesperanza.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.37x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.40x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

38th percentile

0.7%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$421,455

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

37th percentile

1.9%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

13%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$26,048,209

Up $495,296 (+1.9%) from 2023

Liabilities

Up

$9,658,798

Up $295,134 (+3.2%) from 2023

Net Assets

Up

$16,389,411

Up $200,162 (+1.2%) from 2023

Revenue

Up

$24,204,163

Up $2,774,253 (+13%) from 2023

Expenses

Up

$24,040,980

Up $3,334,237 (+16%) from 2023

Net Income

Down

$163,183

Down $559,984 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $13,435,553Liabilities 2010: $7,814,342Net Assets 2010: $5,621,2112010Assets 2011: $13,515,074Liabilities 2011: $7,724,543Net Assets 2011: $5,790,5312011Assets 2012: $13,678,280Liabilities 2012: $6,550,414Net Assets 2012: $7,127,8662012Assets 2013: $12,862,464Liabilities 2013: $5,778,740Net Assets 2013: $7,083,7242013Assets 2014: $12,365,624Liabilities 2014: $4,904,714Net Assets 2014: $7,460,9102014Assets 2015: $12,879,081Liabilities 2015: $5,377,374Net Assets 2015: $7,501,7072015Assets 2016: $15,359,572Liabilities 2016: $6,140,722Net Assets 2016: $9,218,8502016Assets 2017: $20,491,223Liabilities 2017: $10,544,748Net Assets 2017: $9,946,4752017Assets 2018: $21,005,500Liabilities 2018: $10,995,566Net Assets 2018: $10,009,9342018Assets 2019: $20,325,164Liabilities 2019: $10,412,210Net Assets 2019: $9,912,9542019Assets 2020: $21,544,008Liabilities 2020: $10,227,593Net Assets 2020: $11,316,4152020Assets 2021: $23,404,993Liabilities 2021: $8,925,212Net Assets 2021: $14,479,7812021Assets 2022: $24,463,001Liabilities 2022: $9,075,044Net Assets 2022: $15,387,9572022Assets 2023: $25,552,913Liabilities 2023: $9,363,664Net Assets 2023: $16,189,2492023Assets 2024: $26,048,209Liabilities 2024: $9,658,798Net Assets 2024: $16,389,4112024

Highlighted filing

2024

Assets$26,048,209
Liabilities$9,658,798
Net Assets$16,389,411

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $19,389,0472010Revenue 2011: $20,396,709Expenses 2011: $20,227,389Net Income 2011: $169,3202011Expenses 2012: $21,563,7562012Revenue 2013: $14,805,196Expenses 2013: $14,732,276Net Income 2013: $72,9202013Revenue 2014: $15,187,773Expenses 2014: $14,807,370Net Income 2014: $380,4032014Revenue 2015: $15,692,310Expenses 2015: $15,588,197Net Income 2015: $104,1132015Revenue 2016: $16,599,388Expenses 2016: $14,946,057Net Income 2016: $1,653,3312016Revenue 2017: $17,432,447Expenses 2017: $15,568,224Net Income 2017: $1,864,2232017Revenue 2018: $16,806,010Expenses 2018: $16,686,953Net Income 2018: $119,0572018Revenue 2019: $17,391,647Expenses 2019: $17,570,479Net Income 2019: -$178,8322019Revenue 2020: $15,980,042Expenses 2020: $14,881,459Net Income 2020: $1,098,5832020Revenue 2021: $20,494,183Expenses 2021: $17,327,848Net Income 2021: $3,166,3352021Revenue 2022: $20,841,207Expenses 2022: $19,778,516Net Income 2022: $1,062,6912022Revenue 2023: $21,429,910Expenses 2023: $20,706,743Net Income 2023: $723,1672023Revenue 2024: $24,204,163Expenses 2024: $24,040,980Net Income 2024: $163,1832024

Highlighted filing

2024

Revenue$24,204,163
Expenses$24,040,980
Net Income$163,183

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$9.66$16.4$24.2$24.0$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$9.36$16.2$21.4$20.7$0.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$9.08$15.4$20.8$19.8$1.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$8.93$14.5$20.5$17.3$3.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$10.2$11.3$16.0$14.9$1.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$10.4$9.91$17.4$17.6$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$11.0$10.0$16.8$16.7$0.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$10.5$9.95$17.4$15.6$1.86
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$6.14$9.22$16.6$14.9$1.65
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$5.38$7.50$15.7$15.6$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$4.90$7.46$15.2$14.8$0.38
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.9$5.78$7.08$14.8$14.7$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$6.55$7.13$21.6
2011Summary only. Only limited summary data is available for this year.$13.5$7.72$5.79$20.4$20.2$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$7.81$5.62$19.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 21, 2025
Return Version
2024v5.0
Gross Receipts
$24,295,979
Mission and Program Overview

Mission

To provide opportunities for low-income individuals to achieve full social and economic participation in society, with emphasis on the hispanic population

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,905,035$17,075,430▲ $1,170,395
Savings and Temporary Cash Investments$3,027,113$3,011,484▼ $15,629
Inventories for Sale or Use$2,004,224$1,980,138▼ $24,086
Accounts Receivable$1,321,206$1,343,402▲ $22,196
Investments in Publicly Traded Securities$1,038,297$1,151,161▲ $112,864
Cash and Non-Interest-Bearing Accounts$499,812$990,033▲ $490,221
Prepaid Expenses and Deferred Charges$167,304$250,706▲ $83,402
Investments Other Securities$29,429$29,429→ $0
Total Assets$25,552,913$26,048,209▲ $495,296
Other Assets Total$1,560,493$216,426▼ $1,344,067
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,983,365$5,700,056▼ $283,309
Other Liabilities$2,059,257$2,267,729▲ $208,472
Accounts Payable and Accrued Expenses$1,316,001$1,683,955▲ $367,954
Deferred Revenue$5,041$7,058▲ $2,017
Total Liabilities$9,363,664$9,658,798▲ $295,134
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,677,647$15,805,500▲ $127,853
Net Assets With Donor Restrictions$511,602$583,911▲ $72,309
Total Net Assets Fund Balance$16,189,249$16,389,411▲ $200,162
Total Liabilities and Net Assets / Fund Balance$25,552,913$26,048,209▲ $495,296

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,492,779$4,875,605$16,368,384
Land$4,839,448-$4,839,448
Equipment$735,922$2,489,521$3,225,443
Other Land Buildings$7,281$244,305$251,586
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shari CampbellPresident anFT$399,988$21,467$421,455
Shari CampbellPresident and CEO-$299,565$121,890$421,455
Ailec GonzalezCafoFT$187,398$53,690$241,088
Patrick LarkinVP WeatherizFT$171,140$17,644$188,784
Patrick LarkinVP Weatherization-$166,140$22,644$188,784
Maria WadinaChief GrowthFT$173,219$10,690$183,909
Maria WadinaChief Growth Officer-$171,119$12,790$183,909
Pascual RodriguezExecutive PrFT$168,320$10,396$178,716
Pascual RodriguezExecutive Principal-$166,220$12,496$178,716
Jesse CortezEmergency FuFT$105,905$6,640$112,545
Joe LawniczakAccounting MFT$104,293$6,723$111,016

Board Members and Trustees

NameTitle
Raul GutierrezChairperson
Jesus CabreraChairperson-
Bradley PiazzaBoard Mbr/pa
Carmen LermaBoard Member
Xochitl DriscollBoard Member
Anselmo VillarrealMember at La
Sue KoprowskiSecretary
Andrew GutierrezTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Insulation Technologies INCWeatherization321 N 25TH STREET, Milwaukee, WI 53233$1,758,223
Action Heating & Cooling INCWeatherization4230 WEST DOUGLAS AVE, Milwaukee, WI 53209$1,719,289
Seiderenvira-tech INCWeatherizationN22 W22967 NANCY CT SUITE A, Waukesha, WI 53186$1,447,611
Weatherization Services LLCWeatherization1101 W LAYTON AVE, Milwaukee, WI 53221$1,044,580
J & E Heating And Cooling LLCWeatherization2707 GOLF AVE, Racine, WI 53404$676,326
Revenue and Support

Revenue Composition

Contributions and Grants
$23,035,278
Program Service Revenue
$893,337
Investment Income
$96,363
Other Revenue
$179,185
All Other Contributions
$970,454
Change in Net Assets
$163,183

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,204,163
Revenue Not Reported on Form 990
$107,004
Total Revenue per Audited Statements
$24,311,167
Total Revenue per Form 990
$24,204,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,174,007
Salaries, Compensation, and Employee Benefits$8,866,973
Total Fundraising Expense$55,524
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,533,781$869,226-$6,403,007
Fees for Services Other$953,572$182,399-$1,135,971
Other Employee Benefits$740,767$166,770-$907,537
Depreciation Depletion-$727,506-$727,506
Current Officers, Directors, Trustees, and Key Employees$185,421$436,634-$622,055
Payroll Taxes$457,125$84,342-$541,467
All Other Expenses$412,002$77,178$1,395$490,575
Pension Plan Contributions$337,596$55,311-$392,907
Interest$91,861$213,316-$305,177
Insurance$248,883$49,323-$298,206
Other Expenses$140,505$90,873-$231,378
Occupancy$90,239$100,710-$190,949
Travel$163,361$24,568-$187,929
Conferences and Meetings$142,990$3,574-$146,564
Advertising$65,262-$53,744$119,006
Fees for Services Accounting$77,283$7,278-$84,561
Office Expenses$41,282$10,425$385$52,092
Fees for Services Legal$6,533$10,032-$16,565
Total Functional Expenses$20,871,666$3,113,790$55,524$24,040,980

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,111,005
Expenses per Audited Statements$24,040,980
Total Expenses per Form 990$24,040,980
Expenses Not Reported on Form 990$70,025
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$203,240
Fundraising Direct Expenses$81,583
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner$311,161$179,140$66,443$112,697
Misc Small Even$24,100$24,100$15,140$8,960
Total Events$335,261$203,240$81,583$121,657
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$2,140,346
Lease Liability$126,502
Security Deposits$881
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Review by the treasurer, cafo and the president and ceo.

Form 990, Page 6, Part VI, Line 12C

Policy is signed as acknowledged at hiring and updated annually. Vendor list is reviewed annually. Any conflicts are disclosed to hr for resolution.

Form 990, Page 6, Part VI, Line 15A

Compensation for the president and ceo is determined with the help of an outside consultant to determine appropriate compensation based on comparable data. The committee determines compensation.

Form 990, Page 6, Part VI, Line 15B

Compensation for key personnel is determined with the help of an outside consultant to determine appropriate compensation based on comparable data. The committee determines compensation.

Form 990, Page 6, Part VI, Line 19

Governing documents are available at the organization's website at www.lacasadeesperanza.org or are available upon request.

Filing and Contact Details

Filer

Filer Name
La Casa De Esperanza Inc
EIN
39-1144446
Phone
2624469900
Address
410 ARCADIAN AVE, WAUKESHA, WI 53186

Signing Officer

Name
Raul Gutierrez
Title
Chairperson
Phone
2624469900
Signed
2025-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raul Gutierrez
Formed
1967
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
185
Volunteers
50

Preparer

Firm
Walkowicz Boczkiewicz & Co Sc
Address
1800 E MAIN ST STE 100, WAUKESHA, WI 53186
Preparer
Valorie a Boczkiewicz
Phone
2625480444
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Other miscellaneous programs: charter school--provides quality education to low-income students expenses 3,488,116 grants 0 revenue 1,200 center for financial stability - provides assistance to individuals in securing adequate employment to maintain their families. Includes career and financial stability counseling, housing counseling program, remedial education, skills assessment,interviewing and application assistance, and job shadowing. Provides free federal and state income tax preparation and filing for low to moderate expenses 666,970 grants 0 revenue 15,974

Form 990, Part XI, Line 9

Losses reported on return -2,873 special events exp 67,152 loss on disposal of assets 2,873 special events exp -67,152

Financial Statement Notes

Schedule D, Page 3, Part X

The organization follows accounting for uncertainty in income taxes which describes a recognition and measurement of a tax position taken or expected to be taken and also provides guidance on derecognition, interest and penalties, and disclosure. Management has reviewed all tax positions taken, if any, and those expected to be taken in future tax returns. As of december 31, 2024, the organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The organization does not anticipate any significant changes to unrecognized income tax benefits over the next year.

Schedule D, Page 4, Part XI, Line 2D

Special events exp 67,152 loss on disposal of assets 2,873

Schedule D, Page 4, Part XII, Line 2D

Special events exp 67,152

Raw XML AppendixShowing 400 of 702 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO PROVIDE OPPORTUNITIES FOR LOW-INCOME INDIVIDUALS TO ACHIEVE FULL SOCIAL AND ECONOMIC PARTICIPATION IN SOCIETY, WITH EMPHASIS ON THE HISPANIC POPULATION
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