Casa Esperanza Homeless Center

Nonprofit profile at a glance

EIN
770502754
IRS 990 coverage
2011–2015
Forms available
Form 990 2015
Location
Santa Barbara, CA, USA
Phone
8055631049
Rating confidence
Limited
Sector
Alliance/Advocacy Organizations

Official website

Reported finances

Revenue
$0
Expenses
$2,479,249
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

32 people listed

Executive titles in this filing

  • DAVID ALDEN (CO-PRESIDENT)
  • TERRY BIRD (CO-PRESIDENT)
  • JULIE DOWNEY (CO-VICE PRESIDENT)
  • SHANE GOLDSMITH (CO-VICE PRESIDENT)
  • JOEL ROBERTS (CHIEF EXECUTIVE OFFICER)
  • KATHERINE HILL (DEPUTY CEO)

Highest reported compensation

  • JOEL ROBERTS (CHIEF EXECUTIVE OFFICER): $242,544 total reported compensation
  • JOHN MOLLOY (CFO/DEPUTY CEO (LEFT 7/2016)): $171,147 total reported compensation
  • KATHERINE HILL (DEPUTY CEO): $170,582 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide shelter, food, social and medical services to the homeless population of santa barbara.

What it reported doing in 2015

The organization is dedicated to the needs of the homeless community in santa barbara, in which a facility is maintained to provide food, shelter, medical and social services. An emergency winter shelter is also provided as well as a year-round transitional shelter that enlists the support of community organizations and existing support services.the organization ended operations as casa esperanza homeless shelter on june 30, 2015. The organization's operations and assets and liabilities were acquired by people assisting the homeless ("path"), a separate 501(c)3 organization, on july 1, 2015 and operated as an extension of path under the dba path santa barbara going forward.

Operating model

Revenue model
No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 68
  • Accountability: 100
  • Sustainability: 3
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 79th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 5%; rating input score 20; 20th percentile among comparable filings

Growth

  • Program expense growth: 49.1% per year; rating input score 100; 90th percentile among comparable filings
  • Revenue growth: -16% per year; rating input score 0; 31st percentile among comparable filings
  • Asset growth: -29.3% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 100% of spending went to programs
  • Governance: 24 of 24 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.5M in reported program spending
  • Leadership: top reported pay $243K · 32 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 13 of 13 current checks pass
  • Schedules: 7 filed schedules · includes grants and executive pay
  • Filing history: 4 filing years from 2011 to 2015
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 20/100.
  • High — Growth: Asset growth scored 0/100.