Esperanza Shelter Inc

Nonprofit profile at a glance

EIN
850313174
IRS 990 coverage
2009–2020
Forms available
Form 990 2020
Location
Santa Fe, NM, USA
Phone
5054745536
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Family Violence Shelters

Official website

Reported finances

Revenue
$2,697,014
Expenses
$2,922,877
Assets
$2,784,349
Liabilities
$528,480

Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • JO ANN DEWING WARD (President)
  • THOMAS CARR (Vice President)

People named in this filing

  • JO ANN DEWING WARD (President)
  • THOMAS CARR (Vice President)
  • MARISA ORNELAS (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To conduct a program of social services, advocacy and education, designed to alleviate the problem of domestic violence in north central New Mexico with the stated goals of protecting people from abuse, neglect and exploitation, and to offer remedies to domestic violence.

What it reported doing in 2020

Non-residential counseling services. Esperanza runs weekly domestic violence groups for victim-survivors, child victim-witnesses, and offenders. Some of these groups have special focuses such as spanish-speaking or gay/lesbian/bisexual/transgender components.

Operating model

Revenue model
Grant-funded. 62% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 31
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.8%; rating input score 85
  • Program expense ratio: 78.3%; rating input score 78
  • Fundraising efficiency: $59.56 raised per $1 spent on fundraising; rating input score 78; 78th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -8.4%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 0.95; rating input score 34; 34th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 48; 48th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 92; 92nd percentile among comparable filings

Growth

  • Program expense growth: 8.3% per year; rating input score 100; 66th percentile among comparable filings
  • Revenue growth: 5.6% per year; rating input score 100; 54th percentile among comparable filings
  • Asset growth: 3.2% per year; rating input score 100; 32nd percentile among comparable filings

Details

  • Where the money goes: 84.8% of revenue deployed · 78.3% of spending went to programs
  • Governance: 11 of 11 board members independent · 7 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $2.3M in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 27 of 27 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 8 filing years from 2009 to 2020
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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 — Sustainability: Operating margin scored 10/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 48/100.