Civic Intelligence

Casa Serena

990 • Fiscal year 2025 • EIN 95-2862385

Jul 01, 2024 to Jun 30, 2025

Organization Profilecasaserena.org

View Organization Page

1515 Bath StreetSanta Barbara, CA 93101

(805) 966-1260

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.05x

Higher debt load relative to assets than 35% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

29th percentile

0.06x

Higher debt load relative to revenue than 29% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

36th percentile

0.4%

Higher net margin than 36% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

79th percentile

$206,845

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

25th percentile

-2.2%

Faster asset growth than 25% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

3.6%

Faster revenue growth than 44% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$7,328,614

Down $164,252 (-2.2%) from 2024

Net Assets

Down

$6,992,241

Down $113,261 (-1.6%) from 2024

Liabilities

Down

$336,373

Down $50,991 (-13%) from 2024

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin36th percentile

Revenue

Up

$5,811,420

Up $201,209 (+3.6%) from 2024

Expenses

Up

$5,785,824

Up $268,593 (+4.9%) from 2024

Net Income

Down

$25,596

Down $67,384 (-72%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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: $7,105,5022024Assets 2025: $7,328,614Liabilities 2025: $336,373Net Assets 2025: $6,992,2412025

Highlighted filing

2025

Assets$7,328,614
Liabilities$336,373
Net Assets$6,992,241
Open 2025 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this 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: $92,9802024Revenue 2025: $5,811,420Expenses 2025: $5,785,824Net Income 2025: $25,5962025

Highlighted filing

2025

Revenue$5,811,420
Expenses$5,785,824
Net Income$25,596
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 7, 2026
Return Version
2024v5.5
Gross Receipts
$5,811,420
Mission and Program Overview

Mission

Residential alcohol and drug treatment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,293,926$3,602,474▲ $1,308,548
Land, Buildings, and Equipment, Net$2,322,314$2,252,076▼ $70,238
Cash and Non-Interest-Bearing Accounts$2,240,632$902,577▼ $1,338,055
Accounts Receivable$478,509$466,447▼ $12,062
Prepaid Expenses and Deferred Charges$12,528$13,324▲ $796
Total Assets$7,492,866$7,328,614▼ $164,252
Other Assets Total$144,957$91,716▼ $53,241
Liabilities
Accounts Payable and Accrued Expenses$242,407$244,657▲ $2,250
Other Liabilities$144,957$91,716▼ $53,241
Total Liabilities$387,364$336,373▼ $50,991
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,257,023$6,130,223▼ $126,800
Net Assets With Donor Restrictions$848,479$862,018▲ $13,539
Total Net Assets Fund Balance$7,105,502$6,992,241▼ $113,261
Total Liabilities and Net Assets / Fund Balance$7,492,866$7,328,614▼ $164,252

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$816,957$577,379$1,394,336
Land$995,979-$995,979
Other Land Buildings$439,140$466,107$905,247

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,770,091-▲ $48,283$956,356$862,018
2023$1,627,251-▲ $211,423$68,583$1,770,091
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
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisette FraserCEOFT$206,845$206,845

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$372,677
Program Service Revenue
$5,136,675
Investment Income
$303,825
Other Revenue
$-1,757
All Other Contributions
$372,677
Change in Net Assets
$25,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,811,420
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-138,857
Total Revenue per Audited Statements
$5,672,563
Total Revenue per Form 990
$5,811,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,629,247
Other Expenses$2,156,577
Total Fundraising Expense$378,781
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,259,177$365,152$223,705$2,848,034
Advertising$719,929--$719,929
Other Employee Benefits$260,223$50,693$27,036$337,952
Payroll Taxes$182,041$35,462$18,913$236,416
Current Officers, Directors, Trustees, and Key Employees$93,080$93,080$20,685$206,845
Depreciation Depletion$102,075$11,342-$113,417
Office Expenses$52,671$39,197$2,171$94,039
Fees for Services Other-$12,321$76,302$88,623
Other Expenses$47,327$26,437-$73,764
Fees for Services Accounting-$73,719-$73,719
All Other Expenses$13,433$41,590$9,969$64,992
Occupancy$59,349--$59,349
Insurance$23,131$33,659-$56,790
Fees for Services Legal-$7,127-$7,127
Total Functional Expenses$4,617,264$789,779$378,781$5,785,824

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,785,824
Total Expenses per Audited Statements$5,785,824
Total Expenses per Form 990$5,785,824
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$91,716
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
2026-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisette Fraser
Formed
1974
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
92
Volunteers
0

Preparer

Firm
Melissa Petersen and Company
Address
PO BOX 92202, SANTA BARBARA, CA 93190
Preparer
Melissa Petersen
Phone
8056948331
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013324
IRS990/PrincipalOfficerNm0Lisette Fraser
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0Resident Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05136675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05136675
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0404331
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0183604
IRS990/PYOtherExpensesAmt01860545
IRS990/PYOtherRevenueAmt0110
IRS990/PYProgramServiceRevenueAmt05022166
IRS990/PYRevenuesLessExpensesAmt092980
IRS990/PYSalariesCompEmpBnftPaidAmt03656686
IRS990/PYTotalExpensesAmt05517231
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05610211
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt025596
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05136675
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0372677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0404331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0418482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0575365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0418093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02188948
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0164968
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0183604
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0226778
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt039265
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt056231
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0670846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05136675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05022166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04145168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03783274
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02467648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020554931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0164968
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0183604
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0226778
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt039265
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt056231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0670846
IRS990ScheduleA/InvestmentIncomeCYPct00.02870
IRS990ScheduleA/InvestmentIncomePYPct00.02650
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97130
IRS990ScheduleA/PublicSupportPY509Pct00.94840
IRS990ScheduleA/PublicSupportTotal509Amt022743879
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05509352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05426497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04563650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04358639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02885741
IRS990ScheduleA/Total509Grp/TotalAmt022743879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05674320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05610101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04790428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04397904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02941972
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023414725
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/BookValueAmt0816957
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0577379
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01394336
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01770091
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0862018
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt048283
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0956356
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01627251
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01770091
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0211423
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt068583
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01534386
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01627251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160332
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt067467
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01698968
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01534386
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-99309
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt065273
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01432214
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01698968
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0327598
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt060844
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05785824
IRS990ScheduleD/LandGrp/BookValueAmt0995979
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0995979
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-138857
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0439140
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0466107
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0905247
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt091716
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Lease liability - operating
IRS990ScheduleD/RevenueNotReportedAmt0-138857
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05811420
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02252076
IRS990ScheduleD/TotalExpensesPerForm990Amt05785824
IRS990ScheduleD/TotalLiabilityAmt091716
IRS990ScheduleD/TotalRevenuePerForm990Amt05811420
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05672563
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05785824
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0206845
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/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lisette Fraser
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0206845
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
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,328,614
Liabilities
$336,373
Net assets
$6,992,241
Revenue
$5,811,420
Expenses
$5,785,824
Net income
$25,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.33$0.34$6.99$5.81$5.79$0.03
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