Civic Intelligence

Casa Serena

990 • Fiscal year 2018 • EIN 95-2862385

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

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

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

69th percentile

$100,665

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

46th percentile

-0.0%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$2,395,104

Down $155 (-0.0%) from 2017

Net Assets

Down

$2,337,214

Down $3,248 (-0.1%) from 2017

Liabilities

Up

$57,890

Up $3,093 (+5.6%) from 2017

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin80th percentile

Revenue

Up

$1,070,504

Up $156,444 (+17%) from 2017

Expenses

Down

$817,829

Down $110,314 (-12%) from 2017

Net Income

Up

$252,675

Up $266,758 (+1894%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th 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: $7,105,5022024

Highlighted filing

2018

Assets$2,395,104
Liabilities$57,890
Net Assets$2,337,214
Open 2018 Filing

Operations Trend

Revenue Growth72nd 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: $92,9802024

Highlighted filing

2018

Revenue$1,070,504
Expenses$817,829
Net Income$252,675
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$1,106,441
Mission and Program Overview

Mission

To help women and their families recover from addiction by providing evidence-based treatment services while building community, instilling self-determination, and empowering them with educational opportunities and financial literacy.

Residential alcohol and drug treatment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$113,236$1,454,841▲ $1,341,605
Investments in Publicly Traded Securities$1,396,956--
Land, Buildings, and Equipment, Net$815,600$755,381▼ $60,219
Cash and Non-Interest-Bearing Accounts$52,218$179,587▲ $127,369
Pledges and Grants Receivable$9,653--
Prepaid Expenses and Deferred Charges$4,260$4,893▲ $633
Intangible Assets$2,386--
Accounts Receivable$950$402▼ $548
Total Assets$2,395,259$2,395,104▼ $155
Liabilities
Accounts Payable and Accrued Expenses$26,271$51,223▲ $24,952
Other Liabilities$28,526--
Deferred Revenue-$6,667-
Total Liabilities$54,797$57,890▲ $3,093
Net Assets / Fund Balance
Unrestricted Net Assets$1,095,402$1,164,678▲ $69,276
Permanently Rstr Net Assets$722,050$722,050→ $0
Temporarily Rstr Net Assets$523,010$450,486▼ $72,524
Total Net Assets Fund Balance$2,340,462$2,337,214▼ $3,248
Total Liabilities and Net Assets / Fund Balance$2,395,259$2,395,104▼ $155

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$292,242$592,502$884,744
Buildings$159,436$617,423$776,859
Land$292,597-$292,597
Equipment$7,724$91,774$99,498
Other Land Buildings$3,382$48,696$52,078

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,396,956-▲ $57,885-$1,454,841
2016$1,367,800$1,528▲ $167,628$140,000$1,396,956
2015$1,389,131$5,055▼ $26,386-$1,367,800
2014$1,394,676$29,372▲ $18,424$53,341$1,389,131
2013$1,195,854-▲ $198,822-$1,394,676
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisette FraserExecutive DiFT$100,000$665$100,665

Board Members and Trustees

NameTitle
Pam OlsenPresident
Barbara RosenblumBoard Member
Erin SchadenBoard Member
George LeperleBoard Member
Nan SchooleyBoard Member
Taryn MartinBoard Member
Rick HeymanBuildings/gr
Ginger WoolfDevelopment
Valerie CavanaughSecretary
Julie GundersonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$284,403
Program Service Revenue
$451,740
Investment Income
$369,121
Other Revenue
$-34,760
All Other Contributions
$284,403
Change in Net Assets
$252,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,070,504
Revenue Not Reported on Form 990
$-255,923
Total Revenue per Audited Statements
$814,581
Total Revenue per Form 990
$1,070,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$479,918
Other Expenses$337,911
Total Fundraising Expense$87,638
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$288,978--$288,978
Current Officers, Directors, Trustees, and Key Employees$22,204$38,898$38,898$100,000
Depreciation Depletion$58,276$6,475-$64,751
Other Employee Benefits$44,730$5,591$5,591$55,912
Fees for Services Other$7,731$12,640$31,335$51,706
Occupancy$32,021$3,558-$35,579
Payroll Taxes$28,022$3,503$3,503$35,028
Office Expenses$19,859$5,013$2,963$27,835
Fees for Services Accounting-$25,380-$25,380
Insurance$17,012$1,890-$18,902
Other Expenses$21,716-$5,348$5,348
Travel$5,089--$5,089
Conferences and Meetings$4,177--$4,177
Fees for Services Legal-$945-$945
Total Functional Expenses$626,298$103,893$87,638$817,829

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$817,829
Total Expenses per Audited Statements$817,829
Total Expenses per Form 990$817,829
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,937
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
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, Page 6, Part VI, Line 11B

“The 990 is first reviewed by the executive staff, bookkeeper and finance comittee. It is then presented to the full board of directors for review before it is filed.”

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

“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.”

Form 990, Page 6, Part VI, 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.”

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
Executive Director
Phone
8059661260
Signed
2019-05-14

Organization Details

Principal Officer
Pam Olsen
Formed
1974
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
28
Volunteers
7

Preparer

Firm
Melissa Petersen & Co
Address
PO BOX 92202, SANTA BARBARA, CA 93190-2202
Preparer
Melissa R Petersen CPA
Phone
8056948331
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To help women and their families recover from addiction by providing evidence-based treatment services while building community, instilling self-determination, and empowering them with educational opportunities and financial literacy.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment is to provide financial stability for the organization and to ensure the longevity of the oliver house program.”

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IRS990/MissionDesc0TO HELP WOMEN AND THEIR FAMILIES RECOVER FROM ADDICTION BY PROVIDING EVIDENCE-BASED TREATMENT SERVICES WHILE BUILDING COMMUNITY, INSTILLING SELF-DETERMINATION, AND EMPOWERING THEM WITH EDUCATIONAL OPPORTUNITIES AND FINANCIAL LITERACY.
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IRS990/ReconcilationRevenueExpnssAmt0252675
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0451740
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0398232
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0822038
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0457283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0445099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02693588
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0369121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015156
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015791
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0425354
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt074141
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt092157
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0500764
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt083894
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt085406
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt074141
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0879076
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0874488
IRS990ScheduleA/Total509Grp/TotalAmt04525785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01475562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0894232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0823052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0868014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0890279
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04951139
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.24000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0159436
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0617423
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0776859
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01454841
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt057885
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt091774
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt099498
IRS990ScheduleD/ExpensesSubtotalAmt0817829
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0292597
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0292242
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0884744
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt048696
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052078
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IRS990ScheduleD/RevenueNotReportedAmt0-255923
IRS990ScheduleD/RevenueSubtotalAmt01070504
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT IS TO PROVIDE FINANCIAL STABILITY FOR THE ORGANIZATION AND TO ENSURE THE LONGEVITY OF THE OLIVER HOUSE PROGRAM.

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,395,104
Liabilities
$57,890
Net assets
$2,337,214
Revenue
$1,070,504
Expenses
$817,829
Net income
$252,675
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