CASA ESPERANZA TRANSITIONAL HOME F… - Form 990 Financial Data

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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

2014

Legal Domicile

Principal Officer

JULIE CESARE

Phone

6614775303

Tax Period

2023-07-01 to 2024-06-30

CASA ESPERANZA TRANSITIONAL HOME FOR WOMEN, founded in 2014, is a small nonprofit in the Housing & Shelter sector that reported $857K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $438K, a strong 51% operating margin.

Mission

TO PROVIDE HOMELESS WOMEN AND CHILDREN IN THE BAKERSFIELD AREA WITH INNOVATIVE AND HOLISTIC SERVICES IN A SUSTAINABLE MODEL THAT SUPPORTS THEIR TRANSITION TO PERMANAENT HOUSING AND STABLE EMPLOYMENT.

Program Service Accomplishments

Program 1

Expenses: $349,214

THE ORGANIZATION OWNS AND OPERATES A HOME IN BAKERSFIELD FOR WOMEN AND THEIR CHILDREN TRANSITIONING FROM HOMELESSNESS TO ECONOMIC STABILITY AND PERMANENT HOUSING BY PROVIDING SHELTER, SERVICES AND...

THE ORGANIZATION OWNS AND OPERATES A HOME IN BAKERSFIELD FOR WOMEN AND THEIR CHILDREN TRANSITIONING FROM HOMELESSNESS TO ECONOMIC STABILITY AND PERMANENT HOUSING BY PROVIDING SHELTER, SERVICES AND RESOURCES NECESSARY FOR THEM TO BREAK THE CYCLE OF HOMELESSNESS AND REBUILD THEIR LIVES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $798,712

Program Service Revenue $1,791

Investment Income $27,456

Other Revenue $28,918

TOTAL REVENUE $856,877

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,636

Program Expenses $349,214

Other Expenses $418,940

TOTAL EXPENSES $418,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$856,877	$963,597	-0.1%
Expenses	$418,940	$234,337	+0.8%
Net Income	$437,937	$729,260	-0.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE CESARE	CHAIR	5.00	Officer Director	$0	$0	$0
GREG DEWITT	DIRECTOR	2.00	Director	$0	$0	$0
KATHY FENN	DIRECTOR	2.00	Director	$0	$0	$0
LISA KING	CFO	5.00	Officer Director	$0	$0	$0
GIANNA LUTJE	DIRECTOR	2.00	Director	$0	$0	$0
LAURAINE COOK	SECRETARY	3.00	Officer Director	$0	$0	$0
DAVE PACKER	DIRECTOR	2.00	Director	$0	$0	$0
COLEEN PETERS	DIRECTOR	2.00	Director	$0	$0	$0
SISTER MARIE FRANCIS SCHROEPFER	DIRECTOR	2.00	Director	$0	$0	$0
LISA ELZY WATSON	VP PROGRAM	5.00	Officer Director	$0	$0	$0
DIANNA PRATHER	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$856,877	$418,940	$2,623,131	$437,937
2023	$963,597	$234,337	$1,989,575	$729,260
2022	$535,478	$19,202	$1,254,049	$516,276
2021	$212,249	$23,964	$736,682	$188,285
2020	$364,216	$7,935	$541,589	$356,281

CASA ESPERANZA TRANSITIONAL HOME FOR WOMEN