Nonprofit · EIN 95-2862385
CASA SERENA
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,811,420 | $5,785,824 | $25,596 | $7,328,614 | $336,373 | $6,992,241 |
| June 30, 2024 | 990 | $5,610,211 | $5,517,231 | $92,980 | $7,492,866 | $387,364 | $7,105,502 |
| June 30, 2023 | 990 | $4,643,421 | $4,715,515 | -$72,094 | $7,324,359 | $430,674 | $6,893,685 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $372,677
- Program service revenue
- $5,136,675
- Investment income
- $303,825
- Other revenue
- -$1,757
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $206,845
- Other salaries and wages
- $2,848,034
- Salaries, compensation and benefits (total)
- $3,629,247
- Professional fundraising fees
- $0
- Legal fees
- $7,127
- Accounting fees
- $73,719
- Occupancy
- $59,349
- Depreciation
- $113,417
- Program services (functional)
- $4,617,264
- Management and general (functional)
- $789,779
- Fundraising (functional)
- $378,781
Balance sheet and other
- Total assets, start of year
- $7,492,866
- Total assets, end of year
- $7,328,614
- Total liabilities, end of year
- $336,373
- Net assets, end of year
- $6,992,241
- Land, buildings and equipment
- $2,252,076
- Publicly traded securities
- $3,602,474
- Net assets without donor restrictions
- $6,130,223
- Net assets with donor restrictions
- $862,018
- Gross receipts
- $5,811,420
- Employees
- 92
- Volunteers
- 0
- Year formed
- 1974
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisette Fraser | CEO Officer | 40 | $206,845 |
| Ginger Woolf | President Trustee or director, Officer | 2 | $0 |
| Rick Heyman | Vice President Trustee or director, Officer | 2 | $0 |
| Blaine Parker | Treasurer Trustee or director, Officer | 2 | $0 |
| Nicole Lalande | Secretary Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisette Fraser | CEO Officer | 40 | $227,826 |
| Ginger Woolf | President Trustee or director, Officer | 2 | $0 |
| Rick Heyman | Vice President Trustee or director, Officer | 2 | $0 |
| Blaine Parker | Treasurer Trustee or director, Officer | 2 | $0 |
| Nicole Lalande | Secretary Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisette Fraser | CEO Officer | 40 | $205,000 |
| Ginger Woolf | President Trustee or director, Officer | 2 | $0 |
| Rick Heyman | Vice President Trustee or director, Officer | 2 | $0 |
| Blaine Parker | Treasurer Trustee or director, Officer | 2 | $0 |
| Nicole Lalande | Secretary Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1515 BATH ST, SANTA BARBARA, CA 93101-3024
- Principal officer (990 for 2024)
- Lisette Fraser, 1515 Bath Street, Santa Barbara, CA 93101
- Signed the 990
- Lisette Fraser, CEO
- Phone
- (805) 966-1260
- Website
- casaserena.org
- Return prepared by
- MELISSA PETERSEN AND COMPANY
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2862385 or by the name CASA SERENA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
See Schedule O
Program accomplishments
- 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.Expenses $4,617,264 · revenue $5,136,675
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2862385
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F33Z)
- Assets (IRS master file)
- $7,328,614
- Income (IRS master file)
- $5,811,420
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,811,420 | $5,785,824 | $7,328,614 | XML |
| 990 | June 2024 | $5,610,211 | $5,517,231 | $7,492,866 | XML |
| 990 | June 2023 | $4,643,421 | $4,715,515 | $7,324,359 | XML |
| 990 | June 2022 | $4,361,951 | $3,395,254 | $7,024,648 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-2862385).
Questions about CASA SERENA
- What is the EIN of CASA SERENA?
- The employer identification number (EIN) of CASA SERENA is 95-2862385.
- Is CASA SERENA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to CASA SERENA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CASA SERENA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASA SERENA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASA SERENA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CASA SERENA?
- The 990 for the year ended June 30, 2025 names Lisette Fraser.
- Who are the officers and directors of CASA SERENA?
- The 990 for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $206,845 (Lisette Fraser, CEO).
- How much revenue does CASA SERENA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,811,420, expenses of $5,785,824 and total assets of $7,328,614 at year end.
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- AHA ATTITUDE HARMONY ACHIEVEMENT EIN 20-4418873 · last filed 990 for 2025
- SANTA BARBARA NEW HOUSE EIN 95-2887119 · last filed 990 for 2024
- STANDING TOGETHER TO END SEXUAL ASSAULT EIN 95-2929455 · last filed 990 for 2025
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All nonprofits in SANTA BARBARA · California · Mental health and crisis intervention