2016-05-16T18:30:57-05:00 2015-06-30 952835976 MACFARLANE FALETTI & CO LLP 115 E MICHELTORENA ST 200 SANTA BARBARA CA 93101 990 2014-07-01 952862385 CASA SERENA INC CASA 8059661260 1515 BATH STREET SANTA BARBARA CA 93101 LISETTE FRASER EXECUTIVE DIRECTOR 8059661260 2016-05-13 1 GAIL H ANIKOUCHINE P00161999 8059664157 2014 2016-08-17 19:52:53Z LISETTE FRASER 1515 BATH STREET SANTA BARBARA CA 93101 951701 0 X CASASERENA.ORG X 1974 CA RESIDENTIAL ALCOHOL AND DRUG TREATMENT 11 11 22 18 0 0 429389 398232 430186 422830 68582 73109 -4071 8220 924086 902391 0 0 0 0 551608 543920 9980 6680 46196 374614 359447 936202 910047 -12116 -7656 2623618 2588513 39258 66494 2584360 2522019 X THE MISSION OF CASA SERENA, INC. IS TO PROVIDE EFFECTIVE TREATMENT SERVICES AND A SAFE, SOBER LIVING ENVIRONMENT TO WOMEN SUFFERING FROM THE DISEASE OF ALCOHOLISM OR WHO ARE ADDICTED TO ALCOHOL AND OTHER DRUGS; TO INTRODUCE THEM TO THE RECOVERY PHILOSOPHY OF ALCOHOLICS ANONYMOUS AND THE 12 STEP PROCESS; AND TO PROMOTE COMMUNITY AWARENESS OF CASA SERENA. 0 0 722748 422830 CASA SERENA EMPLOYS A TWO-PHASED RESIDENTIAL PROGRAM: WOMEN BEGIN AT MAIN HOUSE, A STRUCTURED 90 DAY PROGRAM, AND CAN CONTINUE TREATMENT AT GRAD HOUSE FOR AN ADDITIONAL NINE MONTHS; OR, AT OLIVER HOUSE, FOR WOMEN AND THEIR CHILDREN, FOR UP TO EIGHTEEN MONTHS. IN EACH 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 DRUG AND ALCOHOL, H.I.V. AND HEPATITIS C TESTING AND EDUCATION AS WELL AS COORDINATING CASE MANAGEMENT MEETINGS WITH SOCIAL SERVICES, PROBATION AND PAROLE OFFICERS. EACH YEAR APPROXIMATELY 100 WOMEN AND 25 CHILDREN ARE SERVED IN ONE OF CASA SERENA'S THREE FACILITIES. 722748 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRISTINA KELLY 8059661260 1515 BATH STREET SANTA BARBARA CA 93101 BRUCE MACKENZIE BOARD MEMBER 1.00 X 0 0 0 MIKI GARCIA BOARD MEMBER 1.00 X 0 0 0 CAROLYN GROTH-MARNAT BOARD MEMBER 1.00 X 0 0 0 JOCK SEWALL BOARD MEMBER 1.00 X 0 0 0 JULIE GUNDERSON BOARD MEMBER 1.00 X 0 0 0 RUSS LLEWELLYN BOARD MEMBER 0.00 X 0 0 0 RALPH BINNEY BOARD MEMBER 1.00 X 0 0 0 DOUGLAS JACKSON MD PRESIDENT 4.00 X X 0 0 0 ROBBIN BEHRENS VICE PRESIDENT 1.00 X X 0 0 0 DICK ELLISON INTERIM SECRETARY 2.00 X X 0 0 0 BRUCE READ FINANCE CHAIR 2.00 X X 0 0 0 LISETTE FRASER EXECUTIVE DIRECTOR 40.00 X 0 0 0 CHRISTINA KELLEY OPERATIONS DIRECTOR 40.00 X 63024 0 7326 IMELDA LOZA PRIOR EXECUTIVE DIRECTOR 40.00 X 61687 0 1170 124711 0 8496 0 0 0 0 0 47525 350707 14865 398232 RESIDENT FEES 900099 316727 316727 GOVERNMENT CONTRACTS 900099 98633 98633 MISCELLANEOUS INCOME 900099 7470 7470 422830 12499 12499 83687 23077 60610 60610 60610 34453 47525 26233 8220 8220 902391 422830 0 81329 133527 21522 94212 17793 302675 302675 1969 1816 153 65703 53013 10129 2561 40046 30123 8293 1630 20688 20688 6680 6680 24112 17932 5567 613 40780 35295 5485 29127 26214 2913 1665 1665 2822 2822 57077 42808 14269 26724 26489 235 REPAIRS & MAINTENANCE 56392 56392 FOOD 46084 46084 PROGRAM EXPENSE 37210 37210 DEVELOPMENT 16766 16766 910047 722748 141103 46196 22078 8993 321344 247608 6411 15357 10260 3581 8769 9097 2082255 1180272 860083 901983 1394673 1394300 7594 2623618 2588513 10461 28272 9830 28797 28392 39258 66494 X 1787651 1754592 74659 45377 722050 722050 2584360 2522019 2623618 2588513 -7656 -54685 0 X X 0 1 X 1 0 X 417918 480853 504531 429389 398232 2230923 485581 362033 413792 445099 457283 2163788 903499 842886 918323 874488 855515 4394711 0 290000 145028 249769 184191 198692 1067680 290000 145028 249769 184191 198692 1067680 3327031 29627 21536 25804 15791 12499 105257 29627 21536 25804 15791 12499 105257 7335 6570 5818 19723 940461 870992 949945 890279 868014 4519691 0.73610 0.71780 0.02330 0.02630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1394676 29372 18424 53341 1389131 1195854 198822 1394676 1116765 127289 48200 1195854 722050 460510 -20328 45467 1116765 751656 29606 722050 0.48000 0.52000 0 0 292597 292597 776859 544415 232444 824211 491011 333200 163323 144846 18477 25265 25265 901983 COMPENSATED ABSENCES PAYABLE 5816 EMPLOYEE RETIREMENT PAYABLE 750 ACCRUED WAGES & PAYROLL TAXES 19136 RESIDENT DEPOSITS 2690 28392 X 847706 -54685 -54685 902391 0 902391 910047 0 910047 0 910047 PART V, LINE 4: THE ENDOWMENT IS TO PROVIDE STABILITY AND ENSURE THE LONGEVITY OF THE OLIVER HOUSE PROGRAM. PART X, LINE 2: AT JUNE 30, 2015, NOR FOR ANY YEAR FOR WHICH THE STATUTE IS OPEN, CASA SERENA IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. ANNUAL DINNER 80978 47525 33453 14865 6717 150 4017 80978 47525 33453 14865 6717 150 4017 25749 7704 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS FIRST REVIEWED BY THE EXECUTIVE STAFF, BOOKKEEPER AND FINANCE COMMITTEE WHICH THEN PRESENT THE 990 TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEW AND APPROVE THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE BY THE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES 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. FORM 990, PART VI, SECTION B, LINE 15 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, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST AT THE EXECUTIVE OFFICES DURING BUSINESS HOURS WITH ADVANCE APPOINTMENT OR MAILS THEM IF REQUESTED. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE AND EXECUTIVE DIRECTOR SELECT AND ENGAGE AN INDEPENDENT CPA FIRM FOR PERFORMING THE AUDIT AND PREPARING FORM 990. DRAFTS OF EACH ARE REVIEWED BY THE FINANCE COMMITTEE WHICH THEN PRESENTS THE FINAL AUDIT AND IRS FILINGS TO THE BOARD. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. FORM 990, PART VII CASA SERENA'S EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS, WHICH SHALL HAVE THE POWER OF THE BOARD OF DIRECTORS BETWEEN MEETINGS, THE ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE SUBMITTED TO THE BOARD AT ITS NEXT MEETING FOR RATIFICATION. THE EXECUTIVE COMMITTEE DUTIES INCLUDE: TO TRANSACT SUCH BUSINESS AS MAY ARISE BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, TO DIRECT DISBURSEMENT OF FUNDS SUBJECT TO BOARD APPROVAL, TO APPROVE ANY BANK OR BANKS WHERE FUNDS ARE TO BE DEPOSITED, TO MEET WITH THE EXECUTIVE DIRECTOR ON A REGULAR BASIS, AND TO EVALUATE TEH PERFORMANCE OF THE EXECUTIVE DIRECTOR AND ACT AS THE PERSONNEL COMMITTEE AS NEEDED. DURING THE YEAR, THE EXECUTIVE COMMITTEE MET 10 TIMES.