Civic Intelligence

Promesa Behavioral Health

EIN 77-0174896 • 501(c)3 • Fresno, CA

Profile

Promesa behavioral health's mission is to act as a model nonprofit organization creating tangible, measurable, accountable community benefits by providing safe, sensitive, and therapeutic environments and treatment to those we serve through the work of trained, dedicated staff in partnerships with social, health, judicial, and other appropriate community agencies.

7120 N Marks 110Fresno, CA 93711

www.promesabehavioral.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.33x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.35x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

36th percentile

0.0%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$222,288

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

39th percentile

1.2%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

25%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$12,441,619

Up $149,915 (+1.2%) from 2023

Liabilities

Down

$4,102,268

Down $45,376 (-1.1%) from 2023

Net Assets

Up

$8,339,351

Up $195,291 (+2.4%) from 2023

Revenue

Up

$11,766,869

Up $2,333,897 (+25%) from 2023

Expenses

Up

$11,761,948

Up $1,870,765 (+19%) from 2023

Net Income

Up

$4,921

Up $463,132 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $2,764,189Liabilities 2010: $1,351,279Net Assets 2010: $1,412,9102010Assets 2011: $2,648,012Liabilities 2011: $1,475,159Net Assets 2011: $1,172,8532011Assets 2012: $3,012,140Liabilities 2012: $1,668,847Net Assets 2012: $1,343,2932012Assets 2013: $3,847,385Liabilities 2013: $2,016,700Net Assets 2013: $1,830,6852013Assets 2014: $4,480,712Liabilities 2014: $1,842,475Net Assets 2014: $2,638,2372014Assets 2015: $5,184,456Liabilities 2015: $2,389,066Net Assets 2015: $2,795,3902015Assets 2016: $5,004,466Liabilities 2016: $2,487,380Net Assets 2016: $2,517,0862016Assets 2017: $5,109,847Liabilities 2017: $2,525,560Net Assets 2017: $2,584,2872017Assets 2018: $6,515,937Liabilities 2018: $2,916,455Net Assets 2018: $3,599,4822018Assets 2019: $7,108,756Liabilities 2019: $2,914,213Net Assets 2019: $4,194,5432019Assets 2020: $9,624,558Liabilities 2020: $2,951,515Net Assets 2020: $6,673,0432020Assets 2021: $10,814,640Liabilities 2021: $3,055,330Net Assets 2021: $7,759,3102021Assets 2022: $12,645,263Liabilities 2022: $4,368,769Net Assets 2022: $8,276,4942022Assets 2023: $12,291,704Liabilities 2023: $4,147,644Net Assets 2023: $8,144,0602023Assets 2024: $12,441,619Liabilities 2024: $4,102,268Net Assets 2024: $8,339,3512024

Highlighted filing

2024

Assets$12,441,619
Liabilities$4,102,268
Net Assets$8,339,351

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,710,4952010Expenses 2011: $6,839,0142011Expenses 2012: $6,878,6602012Revenue 2013: $7,606,918Expenses 2013: $7,119,496Net Income 2013: $487,4222013Revenue 2014: $8,658,388Expenses 2014: $7,850,836Net Income 2014: $807,5522014Revenue 2015: $8,182,751Expenses 2015: $7,713,746Net Income 2015: $469,0052015Revenue 2016: $8,021,611Expenses 2016: $8,299,915Net Income 2016: -$278,3042016Revenue 2017: $8,699,195Expenses 2017: $8,631,994Net Income 2017: $67,2012017Revenue 2018: $10,577,869Expenses 2018: $9,562,674Net Income 2018: $1,015,1952018Revenue 2019: $11,020,345Expenses 2019: $10,425,283Net Income 2019: $595,0622019Revenue 2020: $12,705,673Expenses 2020: $10,227,173Net Income 2020: $2,478,5002020Revenue 2021: $11,295,524Expenses 2021: $10,209,257Net Income 2021: $1,086,2672021Revenue 2022: $10,310,142Expenses 2022: $9,792,958Net Income 2022: $517,1842022Revenue 2023: $9,432,972Expenses 2023: $9,891,183Net Income 2023: -$458,2112023Revenue 2024: $11,766,869Expenses 2024: $11,761,948Net Income 2024: $4,9212024

Highlighted filing

2024

Revenue$11,766,869
Expenses$11,761,948
Net Income$4,921

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$4.10$8.34$11.8$11.8$0.00
2023Summary only. Only limited summary data is available for this year.$12.3$4.15$8.14$9.43$9.89$0.46
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$4.37$8.28$10.3$9.79$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$3.06$7.76$11.3$10.2$1.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.62$2.95$6.67$12.7$10.2$2.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.11$2.91$4.19$11.0$10.4$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$2.92$3.60$10.6$9.56$1.02
2017Summary only. Only limited summary data is available for this year.$5.11$2.53$2.58$8.70$8.63$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$2.49$2.52$8.02$8.30$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$2.39$2.80$8.18$7.71$0.47
2014Detailed filing. Detailed filing data is available for this year.$4.48$1.84$2.64$8.66$7.85$0.81
2013Detailed filing. Detailed filing data is available for this year.$3.85$2.02$1.83$7.61$7.12$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$1.67$1.34$6.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$1.48$1.17$6.84
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$1.35$1.41$5.71
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$10,359,359
Mission and Program Overview

Mission

Promesa behavioral health's mission is to act as a model nonprofit organization creating tangible, measurable, accountable community benefits by providing safe, sensitive, and therapeutic environments and treatment to those we serve through the work of trained, dedicated staff in partnerships with social, health, judicial, and other appropriate community agencies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$4,099,245-
Cash and Non-Interest-Bearing Accounts$1,174,479$3,844,619▲ $2,670,140
Land, Buildings, and Equipment, Net$1,347,154$1,226,860▼ $120,294
Accounts Receivable$1,457,949$1,098,886▼ $359,063
Savings and Temporary Cash Investments$6,751,693$830,582▼ $5,921,111
Prepaid Expenses and Deferred Charges$43,973$35,346▼ $8,627
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$10,814,640$12,645,263▲ $1,830,623
Other Assets Total$39,392$1,509,725▲ $1,470,333
Liabilities
Accounts Payable and Accrued Expenses$2,188,255$2,138,250▼ $50,005
Other Liabilities-$1,482,026-
Mortgage Notes Payable Secured by Investment Property$867,075$748,493▼ $118,582
Total Liabilities$3,055,330$4,368,769▲ $1,313,439
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,759,310$8,253,185▲ $493,875
Net Assets With Donor Restrictions-$23,309-
Total Net Assets Fund Balance$7,759,310$8,276,494▲ $517,184
Total Liabilities and Net Assets / Fund Balance$10,814,640$12,645,263▲ $1,830,623

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$577,426$1,918,670$2,496,096
Equipment$38,566$1,375,393$1,413,959
Other Land Buildings$90,227$539,740$629,967
Land$520,641-$520,641
Other Assets Org$1,472,401--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa WeigantCEOFT$214,163$2,467$216,630
Erlan ZunigaCFOFT$129,010$13,223$142,233
Jodeane RomeroHR DirectorFT$119,704$5,527$125,231

Board Members and Trustees

NameTitle
Michael Der Manouel SrPresident
Eric HodgeDirector
Nida Guzon-palmoreDirector
Patricia BrownsDirector
Fred OlmsteadSec/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
MCJ Investments LPRents7090 N Marks Ave Suite 102, Fresno, CA 93711$404,222
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,087,230
Investment Income
$160,734
Other Revenue
$62,178
Change in Net Assets
$517,184

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,310,142
Total Revenue per Audited Statements
$10,310,142
Total Revenue per Form 990
$10,310,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,116,274
Other Expenses$3,676,684
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,646,058$90,756-$4,736,814
Other Employee Benefits$471,920$197,706-$669,626
Occupancy$312,364$121,728-$434,092
Payroll Taxes$335,864$30,797-$366,661
Current Officers, Directors, Trustees, and Key Employees-$343,173-$343,173
All Other Expenses$187,399$155,592-$342,991
Depreciation Depletion$201,669$11,636-$213,305
Other Expenses$154,115$12,838-$166,953
Office Expenses$145,239$18,873-$164,112
Fees for Services Other$149,713$14,296-$164,009
Insurance$124,496$14,083-$138,579
Travel$63,902--$63,902
Advertising$48,284$3,987-$52,271
Interest$41,110--$41,110
Conferences and Meetings$37,567$1,080-$38,647
Total Functional Expenses$8,752,757$1,040,201$0$9,792,958

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,792,958
Total Expenses per Audited Statements$9,792,958
Total Expenses per Form 990$9,792,958
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$1,482,026
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by the Organization's independent accountant from information provided by management. The completed Form 990 is presented to Management for review and approval prior to being filed.

Form 990, Part VI, Section B, Line 12C

The Board of Directors all sign a conflict of interest policy on an annual basis to remind each member of the Board of their responsibility. If any conflict of interest issues arise, they are to be addressed during the next scheduled board meeting, with a course of action to be decided by the Board and implemented immediately. In the instances disclosed on Schedule L the applicable direct excuses himself from the Board discussion and abstains from voting on the transactions.

Form 990, Part VI, Section C, Line 19

All governing documents, conflict of interest policies, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Promesa Behavioral Health
EIN
77-0174896
Phone
5594395437
Address
7120 N Marks 110, Fresno, CA 93711

Signing Officer

Name
Lisa Weigant
Title
CEO
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Weigant
Formed
1988
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
176

Preparer

Firm
Price Paige & Company
Address
570 N Magnolia Ave Ste 100, Clovis, CA 93611
Preparer
Fausto Hinojosa CPA CFE
Phone
5592999540
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: Promesa also provided Adoption services The adoption services provide emotional, psychological, education and medical support services to help caring people through what can be a long, emotional process to adoption for the family and to permanency for the child. During 2022 Promesa facilitated the completion of 1 adoption. OTHER PROGRAM SERVICES 5: The Transitional Housing Program plus Foster Care (THP+FC) provides safe housing, supportive services and weekly, intensive case management. Promesa's purpose is to provide independent living opportunities for non-minor dependents to practice life skills in a safe environment and to ease the transition from dependency to self-sufficiency. The program will allow non-minor dependents the greatest amount of freedom possible in order to prepare them for self-sufficiency, while allowing participants to develop permanent connections with caring and committed adults, develop independent living skills and have opportunities for incremental responsibility. In 2022, Promesa provided 3,448 days of care to non-minor dependents throughout their service area.

Financial Statement Notes

Part X : FIN48 Footnote

Promesa Behavioral Health is a tax-exempt corporation under section 501(c)(3) of the Internal Revenue Code and section 23701(d) of the Revenue and Taxation code.Generally accepted accounting principles provides accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax position and believes that all positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Organization files exempt organization information returns in the U.S. Federal and California state jurisdictions. The Organizations returns are subject to examination by federal and state taxing authorities, generally for three years, respectively, after they are filed.

Raw XML AppendixShowing 400 of 516 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/ActivityOrMissionDesc0PROMESA BEHAVIORAL HEALTH'S MISSION IS TO ACT AS A MODEL NONPROFIT ORGANIZATION CREATING TANGIBLE, MEASURABLE, ACCOUNTABLE COMMUNITY BENEFITS BY PROVIDING SAFE, SENSITIVE, AND THERAPEUTIC ENVIRONMENTS AND TREATMENT TO THOSE WE SERVE THROUGH THE WORK OF TRAINED, DEDICATED STAFF IN PARTNERSHIPS WITH SOCIAL, HEALTH, JUDICIAL, AND OTHER APPROPRIATE COMMUNITY AGENCIES.
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IRS990/Form990PartVIISectionAGrp/PersonNm0LISA WEIGANT
IRS990/Form990PartVIISectionAGrp/PersonNm1Erlan Zuniga
IRS990/Form990PartVIISectionAGrp/PersonNm2Jodeane Romero
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA BROWNS
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IRS990/MissionDesc0PROMESA BEHAVIORAL HEALTH'S MISSION IS TO ACT AS A MODEL NONPROFIT ORGANIZATION CREATING TANGIBLE, MEASURABLE, ACCOUNTABLE COMMUNITY BENEFITS BY PROVIDING SAFE, SENSITIVE, AND THERAPEUTIC ENVIRONMENTS AND TREATMENT TO THOSE WE SERVE THROUGH THE WORK OF TRAINED, DEDICATED STAFF IN PARTNERSHIPS WITH SOCIAL, HEALTH, JUDICIAL, AND OTHER APPROPRIATE COMMUNITY AGENCIES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Foster Family Agency (FFA) program recruits, trains, and supervises foster parents. The Agency then places children who are wards or dependents of the court system in appropriate homes. In 2022 Promesa provided approximately 19,721 days of foster care to children throughout their service area.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Substance Use Treatment Disorder Program offers state certified multilingual drug and alcohol programs in individual and group settings for an outpatient setting with sensitivity to multicultural needs. The program provides telehealth effective short-term tools to support abstention, teach triggers for addictive behaviors and offer relapse prevention services after program completion.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Promesa Behavioral Health is a tax-exempt corporation under section 501(c)(3) of the Internal Revenue Code and section 23701(d) of the Revenue and Taxation code.Generally accepted accounting principles provides accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax position and believes that all positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Organization files exempt organization information returns in the U.S. Federal and California state jurisdictions. The Organizations returns are subject to examination by federal and state taxing authorities, generally for three years, respectively, after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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