Civic Intelligence

Casa Serena

EIN 95-2862385 • 501(c)3 • Santa Barbara, CA

View Organization Page

Profile

Residential alcohol and drug treatment.

1515 Bath StreetSanta Barbara, CA 93101

casaserena.org

Siviq Scores

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

Liabilities / Assets

38th percentile

0.06x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.09x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

32nd percentile

-1.6%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

48th percentile

4.3%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

6.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$7,492,866

Up $168,507 (+2.3%) from 2023

Liabilities

Down

$387,364

Down $43,310 (-10%) from 2023

Net Assets

Up

$7,105,502

Up $211,817 (+3.1%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin32nd percentile

Revenue

Up

$5,610,211

Up $966,790 (+21%) from 2023

Expenses

Up

$5,517,231

Up $801,716 (+17%) from 2023

Net Income

Up

$92,980

Up $165,074 (+229%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,465,399Liabilities 2011: $81,503Net Assets 2011: $2,383,8962011Assets 2012: $2,413,959Liabilities 2012: $59,171Net Assets 2012: $2,354,7882012Assets 2013: $2,536,101Liabilities 2013: $69,865Net Assets 2013: $2,466,2362013Assets 2014: $2,623,618Liabilities 2014: $39,258Net Assets 2014: $2,584,3602014Assets 2015: $2,588,513Liabilities 2015: $66,494Net Assets 2015: $2,522,0192015Assets 2016: $2,364,032Liabilities 2016: $94,762Net Assets 2016: $2,269,2702016Assets 2017: $2,395,259Liabilities 2017: $54,797Net Assets 2017: $2,340,4622017Assets 2018: $2,395,104Liabilities 2018: $57,890Net Assets 2018: $2,337,2142018Assets 2019: $4,329,656Liabilities 2019: $117,406Net Assets 2019: $4,212,2502019Assets 2020: $5,225,438Liabilities 2020: $189,878Net Assets 2020: $5,035,5602020Assets 2021: $6,192,654Liabilities 2021: $149,214Net Assets 2021: $6,043,4402021Assets 2022: $7,024,648Liabilities 2022: $205,876Net Assets 2022: $6,818,7722022Assets 2023: $7,324,359Liabilities 2023: $430,674Net Assets 2023: $6,893,6852023Assets 2024: $7,492,866Liabilities 2024: $387,364Net Assets 2024: $7,105,5022024

Highlighted filing

2024

Assets$7,492,866
Liabilities$387,364
Net Assets$7,105,502
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $924,406Expenses 2011: $856,716Net Income 2011: $67,6902011Expenses 2012: $885,9212012Expenses 2013: $939,9822013Revenue 2014: $924,086Expenses 2014: $936,202Net Income 2014: -$12,1162014Revenue 2015: $902,391Expenses 2015: $910,047Net Income 2015: -$7,6562015Revenue 2016: $832,262Expenses 2016: $1,003,146Net Income 2016: -$170,8842016Revenue 2017: $914,060Expenses 2017: $928,143Net Income 2017: -$14,0832017Revenue 2018: $1,070,504Expenses 2018: $817,829Net Income 2018: $252,6752018Revenue 2019: $3,039,781Expenses 2019: $1,199,028Net Income 2019: $1,840,7532019Revenue 2020: $2,290,717Expenses 2020: $1,469,809Net Income 2020: $820,9082020Revenue 2021: $3,198,157Expenses 2021: $2,153,148Net Income 2021: $1,045,0092021Revenue 2022: $4,361,951Expenses 2022: $3,395,254Net Income 2022: $966,6972022Revenue 2023: $4,643,421Expenses 2023: $4,715,515Net Income 2023: -$72,0942023Revenue 2024: $5,610,211Expenses 2024: $5,517,231Net Income 2024: $92,9802024

Highlighted filing

2024

Revenue$5,610,211
Expenses$5,517,231
Net Income$92,980
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,492,866
Liabilities
$387,364
Net assets
$7,105,502
Revenue
$5,610,211
Expenses
$5,517,231
Net income
$92,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.49$0.39$7.11$5.61$5.52$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.32$0.43$6.89$4.64$4.72$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.02$0.21$6.82$4.36$3.40$0.97
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.15$6.04$3.20$2.15$1.05
2020Detailed filing. Detailed filing data is available for this year.$5.23$0.19$5.04$2.29$1.47$0.82
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.12$4.21$3.04$1.20$1.84
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.06$2.34$1.07$0.82$0.25
2017Summary only. Only limited summary data is available for this year.$2.40$0.05$2.34$0.91$0.93$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.09$2.27$0.83$1.00$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.07$2.52$0.90$0.91$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.04$2.58$0.92$0.94$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.07$2.47$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.06$2.35$0.89
2011Summary only. Only limited summary data is available for this year.$2.47$0.08$2.38$0.92$0.86$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 27, 2025
Return Version
2023v6.0
Gross Receipts
$5,610,211
Mission and Program Overview

Mission

Residential alcohol and drug treatment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,192,736$2,322,314▲ $129,578
Savings and Temporary Cash Investments$2,064,997$2,293,926▲ $228,929
Cash and Non-Interest-Bearing Accounts$2,463,560$2,240,632▼ $222,928
Accounts Receivable$396,413$478,509▲ $82,096
Prepaid Expenses and Deferred Charges$10,497$12,528▲ $2,031
Total Assets$7,324,359$7,492,866▲ $168,507
Other Assets Total$196,156$144,957▼ $51,199
Liabilities
Accounts Payable and Accrued Expenses$234,518$242,407▲ $7,889
Other Liabilities$196,156$144,957▼ $51,199
Total Liabilities$430,674$387,364▼ $43,310
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,994,475$6,257,023▲ $262,548
Net Assets With Donor Restrictions$899,210$848,479▼ $50,731
Total Net Assets Fund Balance$6,893,685$7,105,502▲ $211,817
Total Liabilities and Net Assets / Fund Balance$7,324,359$7,492,866▲ $168,507

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$855,949$538,387$1,394,336
Land$995,979-$995,979
Other Land Buildings$470,386$391,894$862,280

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,627,251---$1,627,251
2022$1,534,386-▲ $160,332$67,467$1,627,251
2021$1,698,968-▼ $99,309$65,273$1,534,386
2020$1,432,214-▲ $327,598$60,844$1,698,968
2019$1,452,308$378,380▲ $38,046$436,520$1,432,214
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisette FraserCEOFT$205,000$22,826$227,826

Board Members and Trustees

NameTitle
Ginger WoolfPresident
Rick HeymanVice President
Nicole LalandeSecretary
Blaine ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$404,331
Program Service Revenue
$5,022,166
Investment Income
$183,604
Other Revenue
$110
All Other Contributions
$404,331
Change in Net Assets
$92,980

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,610,211
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$118,837
Total Revenue per Audited Statements
$5,729,048
Total Revenue per Form 990
$5,610,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,656,686
Other Expenses$1,860,545
Total Fundraising Expense$369,731
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,296,318$373,055$227,663$2,897,036
Advertising$485,693--$485,693
Other Employee Benefits$231,418$45,082$24,044$300,544
Payroll Taxes$195,661$38,116$20,329$254,106
Current Officers, Directors, Trustees, and Key Employees$92,250$92,250$20,500$205,000
Depreciation Depletion$93,456$10,384-$103,840
All Other Expenses$10,614$63,676$12,461$86,751
Fees for Services Other-$8,385$61,835$70,220
Other Expenses$47,556$22,016-$69,572
Fees for Services Accounting-$67,527-$67,527
Office Expenses$20,479$39,140$2,899$62,518
Occupancy$57,621--$57,621
Insurance$18,084$32,056-$50,140
Fees for Services Legal-$11,615-$11,615
Total Functional Expenses$4,344,198$803,302$369,731$5,517,231

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,517,231
Total Expenses per Audited Statements$5,517,231
Total Expenses per Form 990$5,517,231
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease liability - operating$144,957
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is first reviewed by the Executive Staff, Bookkeeper and Treasurer. It is then presented to the full Board of Directors for review before it is filed.”

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

“Officers, Directors, Trustees, and Key Employees annually sign an oath of confidentiality and code of ethical conduct, which includes a conflict of interest policy. New Board Members are required to sign when they are appointed to the Board.”

Form 990, Part VI, Section B, line 15

“Casa Serena uses comparability data for like non-profits issued by the non-profit support center. Based on that compensation data and yearly evaluation of the Executive Director, adjustments to salary are made by the Finance Committee and presented to the Board. Further discussion is made, if needed and final compensation is documented in the board minutes. The Compenastion of other key employees is determined by the Executive Director and reviewed by the Board of Directors. Compensation is determinedby looking at compensation at comparable organizations along with yearly performance evaluation.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents available upon request at the Executive Offices during normal business hours with advance appointment or via mail if requested.”

Form 990, Part VI, Line 11B - Organization'S Process to Review Form 990

“The 990 is first reviewed by the Executive Staff, Bookkeeper and Treasurer. It is then presented to the full Board of Directors for review before it is filed.”

Filing and Contact Details

Filer

Filer Name
Casa Serena
EIN
95-2862385
Phone
8059661260
Address
1515 Bath Street, Santa Barbara, CA 93101

Signing Officer

Name
Lisette Fraser
Title
CEO
Phone
8059661260
Signed
2025-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisette Fraser
Formed
1974
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
91
Volunteers
0

Preparer

Firm
Melissa Petersen and Company
Address
PO BOX 92202, SANTA BARBARA, CA 93190
Preparer
Melissa Petersen
Phone
8056948331
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Investment fees”

Raw XML AppendixShowing 400 of 477 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/Desc0Casa Serena employs a two-phased residental program: women begin at Main House, a structured 90 day program, and can continue treatment at Millie's House for as long as clinically indicated. In both of these homes, women participate in extensive group and individual counseling. Casa Serena also offers special classes such as parenting education, family therapy, career counseling, yoga, meditation and art therapy. Casa Serena provides substance abuse and mental health therapy services, as well as coordinating case management meetings with social services, probation and parole officers. Each year Casa Serena serves over 300 women and their families.
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IRS990/OtherExpensesGrp/Desc2Food
IRS990/OtherExpensesGrp/Desc3Utilities
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022016
IRS990/OtherExpensesGrp/ProgramServicesAmt0612330
IRS990/OtherExpensesGrp/ProgramServicesAmt197199
IRS990/OtherExpensesGrp/ProgramServicesAmt285519
IRS990/OtherExpensesGrp/ProgramServicesAmt347556
IRS990/OtherExpensesGrp/TotalAmt0612330
IRS990/OtherExpensesGrp/TotalAmt197199
IRS990/OtherExpensesGrp/TotalAmt285519
IRS990/OtherExpensesGrp/TotalAmt369572
IRS990/OtherLiabilitiesGrp/BOYAmt0196156
IRS990/OtherLiabilitiesGrp/EOYAmt0144957
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0110
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0110
IRS990/OtherRevenueTotalAmt0110
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0227663
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0373055
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02296318
IRS990/OtherSalariesAndWagesGrp/TotalAmt02897036
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt020329
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038116
IRS990/PayrollTaxesGrp/ProgramServicesAmt0195661
IRS990/PayrollTaxesGrp/TotalAmt0254106
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010497
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012528
IRS990/PrincipalOfficerNm0Lisette Fraser
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0Resident Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05022166
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05022166
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0418482
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt079711
IRS990/PYOtherExpensesAmt01660566
IRS990/PYOtherRevenueAmt060
IRS990/PYProgramServiceRevenueAmt04145168
IRS990/PYRevenuesLessExpensesAmt0-72094
IRS990/PYSalariesCompEmpBnftPaidAmt03054949
IRS990/PYTotalExpensesAmt04715515
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04643421
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt092980
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05022166
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02064997
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02293926
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0404331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0418482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0575365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0418093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0798835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02615106
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0183604
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0226778
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt039265
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt056231
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt026351
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0532229
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05022166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04145168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03783274
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02467648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01529765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016948021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0183604
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0226778
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt039265
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt056231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026351
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0532229
IRS990ScheduleA/InvestmentIncomeCYPct00.02650
IRS990ScheduleA/InvestmentIncomePYPct00.02450
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94840
IRS990ScheduleA/PublicSupportPY509Pct00.94310
IRS990ScheduleA/PublicSupportTotal509Amt019058127
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0505000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0505000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0505000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0505000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05426497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04563650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04358639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02885741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02328600
IRS990ScheduleA/Total509Grp/TotalAmt019563127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05610101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04790428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04397904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02941972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02354951
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020095356
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0855949
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0538387
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01394336
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01627251
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01627251
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01534386
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01627251
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt067467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01698968
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01534386
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-99309
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt065273
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01432214
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01698968
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0327598
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt060844
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01452308
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0378380
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01432214
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038046
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0436520
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05517231
IRS990ScheduleD/LandGrp/BookValueAmt0995979
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0995979
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0118837
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0470386
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0391894
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0862280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0144957
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Lease liability - operating
IRS990ScheduleD/RevenueNotReportedAmt0118837
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05610211
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Investment fees
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02322314
IRS990ScheduleD/TotalExpensesPerForm990Amt05517231
IRS990ScheduleD/TotalLiabilityAmt0144957
IRS990ScheduleD/TotalRevenuePerForm990Amt05610211
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05729048
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05517231
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0205000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt022826
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lisette Fraser
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0227826
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is first reviewed by the Executive Staff, Bookkeeper and Treasurer. It is then presented to the full Board of Directors for review before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Officers, Directors, Trustees, and Key Employees annually sign an oath of confidentiality and code of ethical conduct, which includes a conflict of interest policy. New Board Members are required to sign when they are appointed to the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Casa Serena uses comparability data for like non-profits issued by the non-profit support center. Based on that compensation data and yearly evaluation of the Executive Director, adjustments to salary are made by the Finance Committee and presented to the Board. Further discussion is made, if needed and final compensation is documented in the board minutes. The Compenastion of other key employees is determined by the Executive Director and reviewed by the Board of Directors. Compensation is determinedby looking at compensation at comparable organizations along with yearly performance evaluation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization makes its governing documents available upon request at the Executive Offices during normal business hours with advance appointment or via mail if requested.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 990 is first reviewed by the Executive Staff, Bookkeeper and Treasurer. It is then presented to the full Board of Directors for review before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b - Organization's Process to Review Form 990
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA

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