CASA SERENA: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: CASA SERENA (EIN 95-2862385)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-04-06
IRS object ID: 202230969349301628
Schema version: 2020v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-04-06T18:02:02-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	272087941	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MELISSA PETERSEN & CO	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 92202	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	931902202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	952862385	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CASA SERENA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CASA	BusinessNameControlTxt
Phone	8059661260	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1515 BATH STREET	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LISETTE FRASER	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	8059661260	PhoneNum
Signature	2022-02-28	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LISETTE	PersonFirstNm
Person Last	FRASER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MELISSA R PETERSEN	PreparerPersonNm
PTIN	P01072423	PTIN
Phone	8056948331	PhoneNum
Preparation	2022-04-06	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ERIN SCHADEN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1515 BATH STREET	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,198,157	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	CASASERENA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1974	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	RESIDENTIAL ALCOHOL AND DRUG TREATMENT.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	49	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$798,835	PYContributionsGrantsAmt
CY Contributions Grants	$418,093	CYContributionsGrantsAmt
PY Program Service Revenue	$1,492,710	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,411,162	CYProgramServiceRevenueAmt
PY Investment Income	$26,351	PYInvestmentIncomeAmt
CY Investment Income	$368,647	CYInvestmentIncomeAmt
PY Other Revenue	-$27,179	PYOtherRevenueAmt
CY Other Revenue	$255	CYOtherRevenueAmt
PY Total Revenue	$2,290,717	PYTotalRevenueAmt
CY Total Revenue	$3,198,157	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$788,868	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,159,296	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$177,867	CYTotalFundraisingExpenseAmt
PY Other Expenses	$680,941	PYOtherExpensesAmt
CY Other Expenses	$993,852	CYOtherExpensesAmt
PY Total Expenses	$1,469,809	PYTotalExpensesAmt
CY Total Expenses	$2,153,148	CYTotalExpensesAmt
PY Revenues Less Expenses	$820,908	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,045,009	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,225,438	TotalAssetsBOYAmt
Total Assets EOY	$6,192,654	TotalAssetsEOYAmt
Total Liabilities BOY	$189,878	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$149,214	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,035,560	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,043,440	NetAssetsOrFundBalancesEOYAmt
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,515,116	ExpenseAmt
Revenue	$2,411,162	RevenueAmt
Desc	CASA SERENA EMPLOYS A TWO-PHASED RESIDENTAL PROGRAM: WOMEN BEGIN AT MAIN HOUSE, A STRUCTURED 90 DAY PROGRAM, AND CAN CONTINUE TREATMENT AT MILLIE'S HOUSE FOR AS LONG AS CLINICALLY INDICATED. IN BOTH OF THESE HOMES, WOMEN PARTICIPATE IN EXTENSIVE GROUP AND INDIVIDUAL COUNSELING. CASA SERENA ALSO OFFERS SPECIAL CLASSES SUCH AS PARENTING EDUCATION, FAMILY THERAPY, CAREER COUNSELING, YOGA, MEDITATION AND ART THERAPY. CASA SERENA PROVIDES SUBSTANCE ABUSE AND MENTAL HEALTH THERAPY SERVICES, AS WELL AS COORDINATING CASE MANAGEMENT MEETINGS WITH SOCIAL SERVICES, PROBATION AND PAROLE OFFICERS. EACH YEAR CASA SERENA SERVES OVER 300 WOMEN AND THEIR FAMILIES.	Desc
Total Program Service Expenses	$1,515,116	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	17	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	49	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	LISETTE FRASER	PersonNm
Phone	8059661260	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1515 BATH STREET	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ERIN SCHADEN
PRESIDENT	2.00	Yes (X)	Yes (X)	$0	$0	$0
GINGER WOOLF
VICE PRESIDE	2.00	Yes (X)	Yes (X)	$0	$0	$0
BARBARA ROSENBLUM
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
BLAINE PARKER
TREASURER	2.00	Yes (X)	Yes (X)	$0	$0	$0
RICK HEYMAN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
LISETTE FRASER
EXECUTIVE DI	40.00		Yes (X)	$134,260	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$134,260	TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$418,093	AllOtherContributionsAmt
Total Contributions	$418,093	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	RESIDENT FEES	Desc
Total Revenue Column	$2,411,162	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,411,162	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,411,162	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$56,231	TotalRevenueColumnAmt
Related Or Exempt Func Income	$56,231	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$312,416	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$312,416	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$312,416	TotalRevenueColumnAmt
Related Or Exempt Func Income	$312,416	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Total Revenue Column	$255	TotalRevenueColumnAmt
Related Or Exempt Func Income	$255	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$255	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,198,157	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,780,064	RelatedOrExemptFuncIncomeAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$134,260	TotalAmt
Program Services	$60,417	ProgramServicesAmt
Management And General	$60,417	ManagementAndGeneralAmt
Fundraising	$13,426	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$869,791	TotalAmt
Program Services	$542,014	ProgramServicesAmt
Management And General	$240,798	ManagementAndGeneralAmt
Fundraising	$86,979	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$70,644	TotalAmt
Program Services	$42,387	ProgramServicesAmt
Management And General	$21,193	ManagementAndGeneralAmt
Fundraising	$7,064	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$84,601	TotalAmt
Program Services	$50,761	ProgramServicesAmt
Management And General	$25,380	ManagementAndGeneralAmt
Fundraising	$8,460	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$21,367	TotalAmt
Program Services	$21,062	ProgramServicesAmt
Management And General	$305	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$47,315	TotalAmt
Management And General	$47,315	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$46,049	TotalAmt
Program Services	$1,635	ProgramServicesAmt
Management And General	$2,053	ManagementAndGeneralAmt
Fundraising	$42,361	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$101,200	TotalAmt
Program Services	$101,200	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$81,247	TotalAmt
Program Services	$58,140	ProgramServicesAmt
Management And General	$22,453	ManagementAndGeneralAmt
Fundraising	$654	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,535	TotalAmt
Program Services	$3,988	ProgramServicesAmt
Management And General	$547	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$8,154	TotalAmt
Program Services	$2,363	ProgramServicesAmt
Management And General	$5,751	ManagementAndGeneralAmt
Fundraising	$40	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$75,640	TotalAmt
Program Services	$68,076	ProgramServicesAmt
Management And General	$7,564	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$32,245	TotalAmt
Program Services	$15,279	ProgramServicesAmt
Management And General	$16,966	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
PROGRAM EXPENSE	$356,607	$356,607
REPAIRS & MAINTENANCE	$125,624	$125,624
FOOD	$33,846	$33,832	$14
UTILITIES	$31,534	$31,534

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$28,489	TotalAmt
Program Services	$197	ProgramServicesAmt
Management And General	$9,423	ManagementAndGeneralAmt
Fundraising	$18,869	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,153,148	TotalAmt
Program Services	$1,515,116	ProgramServicesAmt
Management And General	$460,165	ManagementAndGeneralAmt
Fundraising	$177,867	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,045,660	BOYAmt
EOY	$1,578,200	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,690,466	BOYAmt
EOY	$2,020,917	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$207,869	BOYAmt
EOY	$336,024	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$13,634	BOYAmt
EOY	$15,748	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,900,230	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$658,465	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,267,809	BOYAmt
EOY	$2,241,765	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,225,438	BOYAmt
EOY	$6,192,654	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$85,040	BOYAmt
EOY	$149,214	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$104,838	BOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$189,878	BOYAmt
EOY	$149,214	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,875,970	BOYAmt
EOY	$4,884,686	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,159,590	BOYAmt
EOY	$1,158,754	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,035,560	BOYAmt
EOY	$6,043,440	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,225,438	BOYAmt
EOY	$6,192,654	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,045,009	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$37,129	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$382,962	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$284,403	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$467,851	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$798,835	CurrentTaxYearMinus1YearAmt
Current Tax Year	$418,093	CurrentTaxYearAmt
Total	$2,352,144	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$496,114	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$822,038	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$621,551	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,529,765	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,467,648	CurrentTaxYearAmt
Total	$5,937,116	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$879,076	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,106,441	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,089,402	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,328,600	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,885,741	CurrentTaxYearAmt
Total	$8,289,260	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$76,464	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$69,138	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$481,450	CurrentTaxYearMinus1YearAmt
Total	$627,052	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$76,464	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$69,138	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$481,450	CurrentTaxYearMinus1YearAmt
Total	$627,052	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$7,662,208	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,156	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$369,121	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$34,484	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,351	CurrentTaxYearMinus1YearAmt
Total	$445,112	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,156	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$369,121	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$34,484	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,351	CurrentTaxYearMinus1YearAmt
Total	$445,112	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$894,232	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,475,562	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,123,886	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,354,951	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,885,741	CurrentTaxYearAmt
Total	$8,734,372	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.87720	PublicSupportCY509Pct
Public Support PY509	0.81390	PublicSupportPY509Pct
Investment Income CY	0.05000	InvestmentIncomeCYPct
Investment Income PY	0.07000	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,432,214	BeginningYearBalanceAmt
Investment Earnings Or Losses	$327,598	InvestmentEarningsOrLossesAmt
Other Expenditures	$60,844	OtherExpendituresAmt
End Year Balance	$1,698,968	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,452,308	BeginningYearBalanceAmt
Contributions	$378,380	ContributionsAmt
Investment Earnings Or Losses	$38,046	InvestmentEarningsOrLossesAmt
Other Expenditures	$436,520	OtherExpendituresAmt
End Year Balance	$1,432,214	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,454,841	BeginningYearBalanceAmt
Other Expenditures	$2,533	OtherExpendituresAmt
End Year Balance	$1,452,308	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,396,956	BeginningYearBalanceAmt
Investment Earnings Or Losses	$57,885	InvestmentEarningsOrLossesAmt
End Year Balance	$1,454,841	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,367,800	BeginningYearBalanceAmt
Contributions	$1,528	ContributionsAmt
Investment Earnings Or Losses	$167,628	InvestmentEarningsOrLossesAmt
Other Expenditures	$140,000	OtherExpendituresAmt
End Year Balance	$1,396,956	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.50000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.50000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,037,936	OtherCostOrOtherBasisAmt
Book Value	$1,037,936	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$975,503	OtherCostOrOtherBasisAmt
Depreciation	$94,156	DepreciationAmt
Book Value	$881,347	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$785,065	OtherCostOrOtherBasisAmt
Depreciation	$504,088	DepreciationAmt
Book Value	$280,977	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$88,560	OtherCostOrOtherBasisAmt
Depreciation	$52,678	DepreciationAmt
Book Value	$35,882	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,166	OtherCostOrOtherBasisAmt
Depreciation	$7,543	DepreciationAmt
Book Value	$5,623	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,241,765	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$3,161,028	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$37,129	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$37,129	RevenueNotReportedAmt
Revenue Subtotal	$3,198,157	RevenueSubtotalAmt
Total Revenue Per Form990	$3,198,157	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,153,148	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$2,153,148	ExpensesSubtotalAmt
Total Expenses Per Form990	$2,153,148	TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	THE 990 IS FIRST REVIEWED BY THE EXECUTIVE STAFF, BOOKKEEPER AND FINANCE COMMITTEE. IT IS THEN PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED.
FORM 990, PAGE 6, PART VI, LINE 12C	OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ANNUALLY SIGN AN OATH OF CONFIDENTIALITY AND CODE OF ETHICAL CONDUCT, WHICH INCLUDES A CONFLICT OF INTEREST POLICY. NEW BOARD MEMBERS ARE REQUIRED TO SIGN WHEN THEY ARE APPOINTED TO THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 15A	CASA SERENA USES COMPARABILITY DATA FOR LIKE NON-PROFITS ISSUED BY THE NON-PROFIT SUPPORT CENTER. BASED ON THAT COMPENSATION DATA AND YEARLY EVALUATION OF THE EXECUTIVE DIRECTOR, ADJUSTMENTS TO SALARY ARE MADE BY THE FINANCE COMMITTEE AND PRESENTED TO THE BOARD. FURTHER DISCUSSION IS MADE, IF NEEDED AND FINAL COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES.
FORM 990, PAGE 6, PART VI, LINE 15B	THE COMPENASTION OF OTHER KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR AND REVIEWED BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BY LOOKING AT COMPENSATION AT COMPARABLE ORGANIZATIONS ALONG WITH YEARLY PERFORMANCE EVALUATION.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST AT THE EXECUTIVE OFFICES DURING NORMAL BUSINESS HOURS WITH ADVANCE APPOINTMENT OR VIA MAIL IF REQUESTED.