AUMdb

Casa Serena

EIN 952862385 · 501(c)(3) · Public charity · Santa Barbara, CA · recognized 1974

Assets
$7.5M
Revenue
$5.6M
Expenses
$5.5M
Investment income
$184K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Lisette Fraser Ceo $227,826 $0
Ginger Woolf President $0 $0
Rick Heyman Vice president $0 $0
Blaine Parker Treasurer $0 $0
Nicole Lalande Secretary $0 $0