Casa de Esperanza

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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

1977

Legal Domicile

Principal Officer

Michelle Downing

Phone

5306745400

Tax Period

2023-07-01 to 2024-06-30

Casa de Esperanza, founded in 1977, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $314K, a strong 15% operating margin.

Mission

Casa is a refuge, providing protection and education for people caught in the cylces of domestic violence, sexual assault and child assault. Casa is a healing community where women and children can receive the nurturing and support necessary to their effots in gathering control of their own lives.

Program Service Accomplishments

Program 1

Expenses: $593,527

CALOES Domestic Violence Program: Provide 24 hour Crisis Line , Emergency Shelter, individual and group counseling, Case Management, legal assistance, advocacy and accompaniment to victims of...

CALOES Domestic Violence Program: Provide 24 hour Crisis Line , Emergency Shelter, individual and group counseling, Case Management, legal assistance, advocacy and accompaniment to victims of Domestic Violence. Community Prevention and Educational Programs

Program 2

Expenses: $284,659

CALOES Sexual Assault Program: operates programs that provide advocacy and intervention to victims. 24/7 sexual assault response team dispatches an advocate to provide support to a victim of sexual assault during a forensic exam and ongoing advocacy and accompaniment services to victims of Sexual Assault.

Program 3

Expenses: $160,252

Casa de Esperanza has expanded it's reach by opening a new support center in April 2024, dedicated to providing comprehensive services for individuals affected by domestic and sexual violence. The...

Casa de Esperanza has expanded it's reach by opening a new support center in April 2024, dedicated to providing comprehensive services for individuals affected by domestic and sexual violence. The Hope Haven Counseling and Support Center works in conjunction with the existing Shelter to ensure that all services provided to shelter residents are also accessible to unsheltered individuals in need of assistance. The new support center is located at 103 D Street, Marysville. Casa de Esperanza was also credentialed with the Medi-Cal managed health care plan, The Partnership Health Plan, and offers Community Support Services which include Housing Transition Navigation, and Housing Tenancy and Sustaining services.

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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 $1,203,423

Program Service Revenue $26,390

Investment Income $28,831

Other Revenue $792,613

TOTAL REVENUE $2,051,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $831,428

Fundraising Expenses $14,908

Program Expenses $1,078,057

Other Expenses $906,275

TOTAL EXPENSES $1,737,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,051,257	$1,244,395	+0.6%
Expenses	$1,737,703	$1,325,273	+0.3%
Net Income	$313,554	$-80,878	-4.9%

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

$93,878

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle Downing	Executive Dir.	40.00	Officer	$89,245	$4,633	$93,878
John Nicoletti	Treasurer	2.00	Officer Director	$0	$0	$0
Whitney Hardison	President	2.00	Officer Director	$0	$0	$0
Jason Roper	Director	2.00	Director	$0	$0	$0
Cynthia Rachel	Secretary	2.00	Officer Director	$0	$0	$0
Julie Gill Shuffield	Director	2.00	Director	$0	$0	$0
Brian Baker	Director	2.00	Director	$0	$0	$0
Tippy Dhaliwal	Director	2.00	Director	$0	$0	$0
Sureena Thiara	Director	2.00	Director	$0	$0	$0
Cameron Elkins	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	$2,051,257	$1,737,703	$1,558,482	$313,554
2023	$1,244,395	$1,325,273	$972,888	$-80,878
2022	$1,366,693	$1,195,423	$918,563	$171,270
2021	$1,327,690	$1,175,148	$869,998	$152,542
2021	$1,327,490	$1,142,721	$746,515	$184,769