CASA ESPERANZA INC

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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

1984

Legal Domicile

Principal Officer

EMILY STEWART

Phone

6174451123

Tax Period

2024-07-01 to 2025-06-30

CASA ESPERANZA INC, founded in 1984, is a mid-sized nonprofit in the Mental Health sector that reported $17.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO EMPOWER INDIVIDUALS AND FAMILIES TO RECOVER FROM ADDICTION, TRAUMA, MENTAL ILLNESS AND OTHER CHRONIC MEDICAL CONDITIONS; OVERCOME HOMELESSNESS; AND ACHIEVE HEALTH AND WELLNESS THROUGH COMPREHENSIVE, INTEGRATED CARE.

Program Service Accomplishments

Program 1

Expenses: $5,269,132 Revenue: $687,622

OUTPATIENT SERVICES - FAMILIES UNIDAS OUTPATIENT SERVICES IS A LICENSED,CARF-ACCREDITED MENTAL HEALTH ORGANIZATION THAT PROVIDES CULTURALLY COMPETENT, INTEGRATED SUBSTANCE USE, MENTAL HEALTH, AND...

OUTPATIENT SERVICES - FAMILIES UNIDAS OUTPATIENT SERVICES IS A LICENSED,CARF-ACCREDITED MENTAL HEALTH ORGANIZATION THAT PROVIDES CULTURALLY COMPETENT, INTEGRATED SUBSTANCE USE, MENTAL HEALTH, AND PRIMARY CARE SERVICES, INCLUDING GREATER BOSTON'S ONLY SPANISH-LANGUAGE STRUCTURED OUTPATIENT ADDICTIONS PROGRAM AND AN ARRAY OF RECOVERY SUPPORT DESIGNED TO FOSTER EMPOWERMENT,RECOVERY AND WELLNESS.

Program 2

Expenses: $3,530,457 Revenue: $5,737,724

CSS PROGRAM - DPH LICENSED, CLINICALLY MANAGED DETOXIFICATION PROGRAM THAT PROVIDES 24/7 INTENSIVE RESIDENTIAL CARE AS A STEP-DOWN FROM ACUTE DETOXIFICATION SERVICES (ATS), OR TO RESTABILIZE CLIENTS AT RISK OF RELAPSE. CONEXIONES OPENED ON NOVEMBER 1, 2017 IN TEWKSBURY, MASSACHUSETTS, ON THE GROUNDS OF TEWKSBURY STATE HOSPITAL, AND IS THE FIRST BILINGUAL AND BICULTURAL CLINICAL STABILIZATION SERVICE IN THE COMMONWEALTH OF MASSACHUSETTS.

Program 3

Expenses: $1,676,767 Revenue: $1,651,487

WOMEN'S RESIDENTIAL PROGRAM - FOCUSES ON SERVING ADULT WOMEN:- STRUGGLING WITH ALCOHOL OR SUBSTANCE ABUSE, MENTAL ILLNESS, AND OTHER CHRONIC MEDICAL CONDITIONS- WHO ARE SINGLE, PREGNANT, AND/OR HAVE CHILDREN 10 YEARS OF AGE AND UNDER- WITHOUT SECURE AND STABLE HOUSING- LIVING WITH HIV/AIDS- RE-ENTERING FROM INCARCERATION

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,025,538

Program Service Revenue $9,226,626

Investment Income $17,025

Other Revenue $7,892

TOTAL REVENUE $17,277,081

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,526,773

Fundraising Expenses $220,412

Program Expenses $12,318,500

Other Expenses $4,338,158

TOTAL EXPENSES $16,864,931

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,277,081	$15,161,118	+0.1%
Expenses	$16,864,931	$15,420,888	+0.1%
Net Income	$412,150	$-259,770	-2.6%

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

Governance

Voting Members

Independent Members

Employees

264

Volunteers

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

$394,517

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLOS CAPPAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIA TORRES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
EDWIN PEREZ	TREASURER	2.00	Officer Director	$0	$0	$0
EUNICE AVILES FARIA	TRUSTEE	1.00	Director	$0	$0	$0
JUDITH LISCHETTI	TRUSTEE	1.00	Director	$0	$0	$0
HANSEL LUGO	TRUSTEE (AS OF 12/24)	1.00	Director	$0	$0	$0
EMILY STEWART	CEO	38.00	Officer	$200,990	$23,518	$224,508
MERCEDITAS GIMENEZ-WELTMAN	CFO	38.00	Officer	$154,000	$16,009	$170,009
DIANE MOUSSATCHA	NURSE PRACTITIONER	38.00	Highest	$213,960	$26,169	$240,129
ANA VANESSA MARQUEZ	PSYCHIATRIC NURSE PRACTITIONER	38.00	Highest	$176,800	$25,061	$201,861
DILIANA DE JESUS	CHIEF DEVELOPMENT OFFICER	38.00	Highest	$161,990	$23,580	$185,570
ANI RODRIGUEZ	CHIEF PEOPLE & CULTURE OFFICER	38.00	Highest	$134,992	$31,121	$166,113
JESSICA EVANS	CHIEF OPERATING OFFICER	38.00	Highest	$140,992	$22,050	$163,042

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
2025	$17,277,081	$16,864,931	$8,566,540	$412,150
2024	$15,161,118	$15,420,888	$8,339,120	$-259,770
2023	$14,063,711	$13,806,332	$7,898,332	$257,379
2022	$13,392,453	$11,021,943	$7,692,330	$2,370,510
2021	$9,471,438	$10,050,319	$6,042,134	$-578,881
2020	$9,902,150	$9,562,999	$5,975,809	$339,151
2019	$7,843,090	$8,055,064	$5,644,263	$-211,974
2018	$6,077,892	$6,465,595	$5,740,615	$-387,703