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Casa Teresa, Inc.

 PO Box 429
 Orange, CA 92856
[P] (714) 538-4860
[F] (714) 744-6409
[email protected]
Lisa Wood
 Printable 1 Page Summary
 Printable Profile
Organization DBA Casa Teresa
Casa Teresa OC
Casa Teresa Inc.
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3251986 00000


Mission StatementMORE »

Casa Teresa provides pregnant women in crisis a loving home to begin their healing journey. 

Mission Statement

Casa Teresa provides pregnant women in crisis a loving home to begin their healing journey. 

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $2,416,289.00
Projected Revenue $2,416,289.00

ProgramsMORE »

  • Parenting Program
  • Transformation Program
  • Hannah's House - Adoption Program
  • Emergency Maternity Shelter

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

Casa Teresa provides pregnant women in crisis a loving home to begin their healing journey. 

Background Statement

Founded in 1976 in Santa Ana, Casa Teresa initiated as a home for pregnant women over the age of 18 who were alone and had no support. At the time, there were very few resources or shelters specifically for single, homeless pregnant women, and founders Neill and Sally Sullivan launched Casa Teresa as a four-unit building and cottage to meet the need. After nearly a decade in Santa Ana, Casa Teresa moved to its current site in Orange in 1985, where its Old Towne location ensured access to nearby stores, public transportation, and healthcare for residents.

Besides accessibility, Casa Teresa has ensured that the needs of pregnant women and mothers are met by adding new programs and services. For example, we established the Hannah’s House Adoption Program in 1995 to address the needs of women interested in placing their baby with an adoptive family. In 2001, we opened the Transformation I Program to serve residents who would benefit from a longer stay with Casa Teresa, and the independent apartment building housing the Transformation II Program soon followed in 2006.

Most recently, we opened the Emergency Maternity Shelter (EMS)—in 2013, catering specifically to women struggling with chronic homelessness, substance abuse, and other intensive issues. We also have the Alumni Resource Center, which provides educational classes, counseling, and other supportive services for graduates from our programs.


Impact Statement


  • Over 148 women, babies and children served last year
  • 30 Residents were able to gain retail work experience through our resale store, The Collection by Casa Teresa, since its opening in May 2016
  • 6 women completed the High School Equivalency Test
Over the coming year, Casa Teresa anticipates achieving the following results:
  • Serve over 150 women and babies across all our programs
  • Serve alumnae and their babies/children and gather impact data
  • Ensure none of our residents return to homelessness
  • Strive to have 85% of residents show marked progress toward reaching the goals they set with their case managers

Needs Statement

 Our top needs are: 

  1. Financial Contributions which go to support the program, directly impacting the pregnant women, moms and babies. 
  2. Household supplies: as women rotate through the programs we are in need of new linens, pillows, kitchen item, etc. to continue to keep the rooms well stocked. 
  3. Gift Card: grocery, gas, pharmacy, and retail for maternity undergarments and other maternity needs. 
  4.  Clothing: Maternity clothing (including new maternity wear) and new/like new clothing for our resale store (both men and women). 

CEO Statement

For more than 42 years, Casa Teresa has changed the lives of pregnant women, and through their transformation, creating healthy communities, families that thrive and hope for the future. This past year we served 148 women, children and babies and provided nearly 14,000 bed nights. Getting to know their stories and seeing them as they make healthy choices and huge steps towards transformation reminds me of their strength and courage. I am so grateful for our community, who hear the story of the transformational work in the lives of those we serve, want to invest in Casa Teresa. If you have any questions or would like to learn more please reach out to me. I would be happy to share our story and welcome you into the family.

Board Chair Statement

Other Ways to Donate/Volunteer

Giving Opportunities Mail: P.O. Box 429 Orange, CA 92856 Online: Visit and click on the donate button at the top of the website. One-time or recurring gift options available. Call Us Directly: If you would like to make a one-time gift or a monthly recurring gift using your credit card, please contact Heather Marshall at (714) 538-4860 ext. 19 to get set up. Guardian Angel: Make a monthly gift, either online or through the mail, and become part of our Guardian Angel Society which goes to support the unique monthly needs of our pregnant women (pregnancy pillows, maternity undergarments).   Matching Gift Campaigns: Many employers will match a donation you make to Casa Teresa. Please contact your human resources department for their matching gift program. In Honor or In Memoriam Gifts: Make a donation in honor of a loved one celebrating a milestone or in memory of a loved one who has passed on. In-Kind Donations/Gift Cards: Donations of gift cards to grocery stores, clothing/shoe stores, bus passes and gas cards all help our mothers during their stay at Casa Teresa. We also accept gently used clothing (mens, womens, children and baby). Contact Angie Navarro at (714) 538-4860 for more information on current needs. Estate Giving: Leave a legacy through your estate and make a positive impact for many futures to come. Volunteer OpportunitiesIf you are interested in volunteering around the Casa Teresa campus, at our fundraising events or with our residents, please go to and click on the SERVE tab to fill out an application. You can contact Volunteer/Outreach Coordinator, Elizabeth Escobar (714) 538-4860 to discuss your interests and find a meaningful way for you to donate your time. 

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County
The majority of our residents are from the greater Orange County area, but we serve women who come from all over the world.

Organization Categories

  1. Housing, Shelter - Homeless Shelters
  2. Employment - Employment Preparation & Procurement
  3. Human Services - Family Services



Parenting Program

Pregnant women who are committed to parenting their children can enroll in our Parenting Program, which prepares residents to become self-sufficient and loving parents by offering support and resources that will guide them toward independence. Residents build parenting skills while also learning healthy habits, addressing personal trauma, and removing barriers to success, all in the hopes that the new mother can move forward in every area of her life. Residents attend an array of staff- and volunteer-run classes, including life skills, an office certificate program, financial management, parenting, integrity courses, and nutrition. Any legal issues and safety needs resulting from situations of domestic violence or other difficult circumstances are reviewed and mothers are referred to relevant resources. If they have not achieved their high school diploma, residents can prepare for and pass their High School Equivalency Exam through our partnership with American Career College.

Our Program Director works with each resident through intensive case management to overcome the traumatic pasts creating barriers to moving forward. They learn to identify unhealthy relationships and patterns of behaviors that can be changed. In conjunction, Case Managers help them plan for their futures, coordinating services, programs, and activities and providing accountability. 


Budget  412,966
Category  Housing, General/Other Homeless Shelter
Population Served Females Adults Homeless
Program Short-Term Success  Through classes and case management, residents break down barriers that continue the generational cycle of poverty, abuse and homelessness. Residents begin to trust Casa Teresa staff members and progress to setting and working towards attainable goals. 
Program Long-Term Success  After graduating from Casa Teresa, our women and/or babies:
  • Are educated in parenting skills and child development
  • Have earned their high school diploma or passed the High School Equivalency Test
  • Have the tools to have healthy relationships
Program Success Monitored By 
Residents meet with case managers and the program director each week to monitor progress. 
The Dr. James Alumni Resource Center is available for all past Casa Teresa residents to report back to Casa Teresa about their progress and for any non-enabling continued resources.
Examples of Program Success 
  • Held a graduation ceremony in the fall of 2016 for two of our High School Equivalency Test graduates to receive their certificates
  • Two moms gave birth to twins in our parenting program
  • We had a mom pass her driving test and get her license
  • We've had moms begin working in our resale store, The Collection by Casa Teresa

Transformation Program


Residents who have completed the Parenting Program and wish to continue their development at Casa Teresa can apply for residency in the Transformation Program. The two-phase Transformation Program represents a significant increase in autonomy and responsibility. To be accepted into Transformation, residents must be progressing toward their individual financial, educational, career and personal goals established with their Case Managers and must participate in a panel interview with staff.

While in Transformation I, residents must attend school or work full-time, diligently clearing up past legal issues, and completing plans to resolve financial debt. Residents must secure reliable daycare; many enroll their infants and toddlers at our Dorothy Von der Ahe Infant Care Center. Though residents still attend some classes at Casa Teresa, the emphasis is on using the skills learned in the Parenting Program to establish a life outside of our walls, while still benefiting from the safety and continuity of our “Home with a Heart.” Case Managers work with moms to develop an exit strategy that includes finding permanent housing, securing a job that will provide a living wage, and creating a support system of stable individuals who care about their well-being.

After four months in Transformation I, residents can apply to live in Transformation II - individual loft-style apartments that provide an independent living situation and prepare them for the responsibilities they will face after completion of our program. Residents continue to work closely with Case Managers to find permanent housing and develop a successful exit strategy. 


Budget  515,183
Category  Housing, General/Other Transitional Housing
Population Served Females Homeless Adults
Program Short-Term Success  Case managers work with residents to clear up any open legal issues for better employment opportunities. Residents are enrolling in school or actively looking for employment. Classes and case managers assist residents in maintaining success after the Parenting Program. 
Program Long-Term Success  In the Transformation Program, residents are required to attend school or work, allowing them to work on their career and education development. A majority of these residents will move on to higher learning and obtain jobs that pay more than minimum wage. 
Program Success Monitored By 
Residents continue to meet with their Case Managers to track progress and ensure they're still on track for their goals.
The Dr. James Alumni Resource Center is available for all past Casa Teresa residents to report back about their progress and for non-enabling resources.
Examples of Program Success 
  • Several women began at local colleges to start working on higher education
  • A number of women were able to get work placement or internships in fields related to their interest. When these continued, some even were offered permanent positions
  • Women in this program are often able to afford a car at this point so they no longer have to rely on the bus schedule for getting to childcare, work or school

Hannah's House - Adoption Program

The decision to place a child with an adoptive family is a deeply personal choice. At Hannah’s House, Casa Teresa family members feel at home with others who share their experience and understand their challenges. The program is unique; unlike many other maternity homes in Southern California, Hannah’s House addresses the specific physical and emotional needs of birth mothers. Because the program is not affiliated with any adoption agency or legal practice, residents are supported in making the healthiest choice for themselves and their infants free from any pressure or outside influence. Hannah’s House provides a viable alternative for many women who have no one to turn to and nowhere to go.

Hannah’s House offers an apartment unit that accommodates two residents at a time. Women are permitted to stay up to two months following the birth, ensuring the birth mother has time to safely process the grief that can arise during the adoption process by working closely with our on-site psychologist and case manager.

Budget  $0.00
Category  Housing, General/Other Homeless Shelter
Population Served Females Adults Homeless
Program Short-Term Success  Residents gain confidence and break down barriers that continue the generational cycle of homelessness, poverty and abuse.   
Program Long-Term Success  Residents feel confident and comfortable with their decision to put their baby with an adoptive family. In open adoptions, the resident builds a strong relationship with the baby and its adoptive family. 
Program Success Monitored By  The Dr. James Alumni Resource Center is available for all past Casa Teresa residents to report back to Casa Teresa about their progress and for any non-enabling continued resources.
Examples of Program Success  --

Emergency Maternity Shelter


Casa Teresa's Emergency Maternity Shelter (EMS) provides homeless pregnant women with shelter, food, case management, counseling, vocational/educational assistance, life skills/parenting classes, health care, and other supportive services. Our 90-day program helps women who struggle with chronic homelessness, substance abuse, domestic violence, human trafficking, and other issues to help transition them off the streets and into a structured shelter program. 

While other shelters in Orange County require an established period of sobriety for applicants, the EMS accepts residents as early as the first day in their battle against substance use, enabling the women at highest risk for harm to themselves and their infants to find shelter and support. Furthermore, we are the only place in Orange County with beds specifically reserved for pregnant women caring for their existing children. Given this unique role, the EMS has been at full capacity since opening in January 2013. 

Once admitted to EMS, residents can stay for up to three 30-day phases, plus two months once her baby is born. Progressing from early crisis to growing empowerment, these three phases work together to stabilize the family situation as quickly as possible while supporting the longer-term health and wellness of the mother and child.


Budget  792,433
Category  Housing, General/Other Homeless Shelter
Population Served Females Homeless Adults
Program Short-Term Success 
The resident remains 100% substance free during her stay at the Emergency Maternity Shelter. Case managers refer residents to other counseling and classes to maintain sobriety during and after their stay with Casa Teresa. 
Case managers ensure residents have insurance coverage and obtain a local OB-GYN if they do not already have one.  
Program Long-Term Success  Cycles of homelessness are broken as women begin to feel loved and safe. They learn the tools they need to be parents, go back to school or get a job and take the next step towards healing. 
Program Success Monitored By  The Dr. James Alumni Resource Center is available for all past Casa Teresa residents to report back to Casa Teresa about their progress and for any non-enabling continued resources.
Examples of Program Success 
  • The first EMS resident to deliver a baby is now enrolled in nursing school, providing for her son and has seven years of sobriety
  • This past fiscal year we've had nine women move from the EMS program into our Parenting Program to continue on their journey of healing and self-sufficiency. 


CEO/Executive Director Lisa Wood
CEO Term Start Aug 2015
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Kerri McCutchan Perinatal Nurse --
Pamela Meyer Finance Director --
Dr. James Pugh Executive Program Director --
Tristen Seagondollar Director of Philanthropy --
Kim Self Program Director, Emergency Maternity Shelter --


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



Staff Information

Number of Full Time Staff 23
Number of Part Time Staff 7
Number of Volunteers 659
Number of Contract Staff 3
Staff Retention Rate % 75%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 1
Caucasian: 13
Hispanic/Latino: 13
Native American/American Indian: 0
Other: 1
Other (if specified): 0
Gender Female: 27
Male: 3
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 2
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses


CEO Comments


Foundation Comments



Board Chair Kathleen Boyle
Board Chair Company Affiliation Verify Inc
Board Chair Term July 2018 - June 2020
Board Co-Chair Ken Hart
Board Co-Chair Company Affiliation Aquatic Technologies
Board Co-Chair Term July 20118 - June 2020

Board Members

Name Company Affiliations Status
Troy Abercrombie Talley & Company Voting
Heather Akoubian Akoubian Enterprisse Voting
Paul Alarcon Buchalter Voting
Heather Ayala DaVita Dialysis Voting
Michael Bell Retired Executive Voting
Kristin Bengfort Nordhoff Bengfort Voting
Shaun Black PIVOTL Voting
Kathleen Boyle Verify, Inc Voting
Andrew Bramblett PIMCO Voting
Gaurica Chacko Community Leader Voting
Ken Hart Aquatic Technologies Voting
Kent Hayden Rise Baking Voting
Michael Janett Wells Fargo Voting
Jinny Lee Edwards Lifescience Voting
Jennifer MacMath-Brown Bank of America Merrill Lynch Voting
Kari Moore Applied Medical Voting
Samantha Morin Volunteer Voting
Stephen Muzzy MF Partners Voting
Rick Ptak Financial & Insurance Services Voting
Joseph Sanberg Aspire Voting
Margaret Sullivan Sullivan Strategy NonVoting
Tim Sullivan Worldwide Express NonVoting
Neill Sullivan Jr. REO Homes and Sullivan Management Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 2
Caucasian: 21
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 10
Male: 13
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 75%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 50%
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees

  • Audit
  • Board Governance
  • Finance
  • Marketing
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
  • Strategic Planning / Strategic Direction


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $2,416,289.00
Projected Expenses $2,416,289.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Casa Teresa 990

2012 Form 990

Audit Documents

2016 Audit FY 2016

2015 Audit

2015 Audit FS 6.30.15

2012 Casa Teresa Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $2,171,712 $2,061,916 $2,026,440
Total Expenses $2,588,883 $2,529,485 $2,570,481

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$927,441 $1,151,473 $1,668,696
Government Contributions $300,000 $350,000 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $300,000 $350,000 --
Individual Contributions -- -- --
Indirect Public Support -- $0 --
Earned Revenue $409,549 $337,703 $132,186
Investment Income, Net of Losses $16,110 $22,101 $22,402
Membership Dues -- $0 --
Special Events $462,067 $207,270 --
Revenue In-Kind $56,199 $71,544 --
Other $346 $-45,890 $203,156

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $2,111,872 $2,063,259 $42,641
Administration Expense $261,557 $172,678 $1,711,738
Fundraising Expense $215,454 $293,548 $54,423
Payments to Affiliates -- $0 $761,679
Total Revenue/Total Expenses 0.84 0.82 0.79
Program Expense/Total Expenses 82% 82% 2%
Fundraising Expense/Contributed Revenue 13% 17% 3%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $3,525,169 $3,657,062 $4,047,030
Current Assets $591,353 $324,659 --
Long-Term Liabilities $1,460,000 $1,230,464 --
Current Liabilities $1,324,942 $1,329,333 $2,452,729
Total Net Assets $740,227 $1,097,265 $1,594,301

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 0.45 0.24 0.00

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 41% 34% 0%
Endowment Value $0.00
Spending Policy N/A
Percentage(If selected) 0%
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments


Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.