LA CASA DE ESPERANZA FOUNDATIONINC

EIN: 161640771 501(c)(3) Philanthropy & Grantmaking

WAUKESHA, WI

Total Revenue
$7,787
Total Expenses
$1,792
Total Assets
$148,994
Net Assets
$148,994
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
WI
Principal Officer
PETER BACON
Phone
2625470887
Tax Period
2024-01-01 to 2024-12-31

LA CASA DE ESPERANZA FOUNDATIONINC, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $8K in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6K, a strong 77% operating margin.

Mission

TO CREATE FINANCIAL AND PROGRAM STABILITY BY PROVIDING FINANCIAL RESOURCES AND ADVANCING PUBLIC AWARENESS OF LA CASA'S PROGRAMS AND SERVICES FOR THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $7,787
Other Revenue $0
TOTAL REVENUE $7,787

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,792
TOTAL EXPENSES $1,792

Year-over-Year Comparison

2024 2023 Change
Revenue $7,787 $4,243 +0.8%
Expenses $1,792 $35,635 -0.9%
Net Income $5,995 $-31,392 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PETER BACON PRESIDENT 1.00
Officer Director
$0 $0 $0
JAY MAGULSKI PRESIDENT EL 1.00
Officer Director
$0 $0 $0
JEFF MUSA TREASURER 1.00
Officer Director
$0 $0 $0
SUZANNE FRANK SECRETARY 1.00
Officer Director
$0 $0 $0
KEN RIESCH PAST PRESIDE 1.00
Director
$0 $0 $0
JUSTIN BEALHEN BOARD MEMBER 1.00
Director
$0 $0 $0
JESUS CABRERA BOARD MEMBER 1.00
Director
$0 $0 $0
NANCY E MIRANDA BOARD MEMBER 1.00
Director
$0 $0 $0
KATHLEEN FORD BOARD MEMBER 1.00
Director
$0 $0 $0
JESSE GREENBERG BOARD MEMBER 1.00
Director
$0 $0 $0
CESAR BOJORQUEZ IRIARTE BOARD MEMBER 1.00
Director
$0 $0 $0
DARRYL MORIN BOARD MEMBER 1.00
Director
$0 $0 $0
LARAINE O'BRIEN BOARD MEMBER 1.00
Director
$0 $0 $0
TIM OHNMACHT BOARD MEMBER 1.00
Director
$0 $0 $0
LARRY PESCH BOARD MEMBER 1.00
Director
$0 $0 $0
AVELINA POPPERT BOARD MEMBER 1.00
Director
$0 $0 $0
ADAM SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
FRED STIER BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $7,787 $1,792 $148,994 $5,995
2023 $4,243 $35,635 $151,314 $-31,392
2022 $10,158 $60,570 $154,497 $-50,412
2021 $5,797 $94,069 $231,941 $-88,272
2020 $9,095 $124,498 $309,731 $-115,403
2019 $13,918 $226,144 $418,050 $-212,226
2018 $32,227 $169,315 $614,030 $-137,088
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