Casa Otoñal
148 Sylvan Ave
New Haven CT 06519
Contact Information
Address 148 Sylvan Ave
New Haven, CT 06519-
Telephone (203) 773-9849 x
Fax 203-773-9849
E-mail casaotonalincprograms@hotmail.com
Web and Social Media
Mission

The mission of Casa Otoñal is to create a community which functions as an extended family by providing an array of housing, social, cultural and educational services with a focus on strengthening the Latino community. Casa Otoñal, Inc. does this through its housing services for the elderly and grandparents with custody of their grandchildren; training programs for child care providers given in Spanish; and our inter-generational after-school and summer programs for youth.

At A Glance
Year of Incorporation 1976
Organization's type of tax exempt status Exempt-Other
Organization received a competitive grant from the community foundation in the past five years Yes
Leadership
CEO/Executive Director Board Member Linda Kantor
Board Chair Mrs. Linda Kantor
Board Chair Company Affiliation Community Volunteer
Financial Summary
 
Projected Revenue $175,000.00
Projected Expenses $175,000.00
Statements
Mission

The mission of Casa Otoñal is to create a community which functions as an extended family by providing an array of housing, social, cultural and educational services with a focus on strengthening the Latino community. Casa Otoñal, Inc. does this through its housing services for the elderly and grandparents with custody of their grandchildren; training programs for child care providers given in Spanish; and our inter-generational after-school and summer programs for youth.

Background

In keeping with its mission as established in 1976, Casa Otoñal Inc. for 38 years has improved numerous lives in New Haven’s Latino community. When founded the mission of Casa Otoñal, “Autumn House,” was to ensure that elderly and disabled individuals were able to preserve their cultural and personal dignity, remain healthy, self-sufficient, and less isolated and productive members of society. The organization developed an award winning housing facility that offers “criollo” meals, education, cultural events, and comprehensive culturally appropriate support services to residents as well as other elderly and disabled citizens and their families, who come in from around the city and neighboring towns. Casa Otoñal’s staff, with support from high school, college, and community volunteers, touches the lives of over 750 people a year by providing a wide range of social, cultural, and educational services. These specific services include:

§         Affordable housing for seniors and grandparents with custody of their grandchildren.

§         Comprehensive support services such as information and referral, counseling, advocacy, translation, support groups, outreach, homemaker and companion services, health care and prevention, and transportation arrangements.Employment training in office work, maintenance jobs, and others for those elders who want to keep working through our Maturity Works program.

§         Intergenerational after-school and summer program that involves children, high school and college students, and elders. These programs serve school age students ages 6 through 12 and their parents.

§         Participation in Neighborhood Block Watch

§         Neighborhood Beautification

§         Folk arts and crafts (e.g. doll making, needlecraft, quilting, and woodworking)

§         English as a Second Language (ESL) classes for seniors and for the community

§         Computer literacy

§         Traditional holiday celebrations that include students from local schools

§         Intercultural exchanges –Latino/Jewish Dialogue, Betsy Ross Arts Magnet School

§         Early Childhood Education Training for child care workers

§          “La Casita” Thrift Store

§         Casa Community Center available for family/community social gatherings and private events.

Impact

Casa Otoñal accomplished the following:

Board Development

  • The Board of Directors was expanded to include new talent and meets on a regular basis.
  • Board members received substantive orientations.
  • Task Groups were established to address pressing organizational issues.

Staff Development

  • Specific staff has participated in ongoing training opportunities.
  • Staff retreats continue to be held resulting in an increased mutual understanding of the different Casa Otoñal program areas; an improved sense of cohesion and group identity; and improved morale.

Developing Revenue Streams

  • A financial management assessment was completed.
  • A fund development plan was completed; many funding sources were identified and sought. More than $100,000 new dollars have been brought into the organization.
  • Casa Otoñal has refinanced some of its properties to lower debt service, freeing funds for services.

Public Relations:

  • A public relations plan was developed.
  • Information/orientation packets for the Board and staff were developed
  • A Casa Otoñal website was developed and is active online as www.casaotonalinc.org
Goals for 2017 include:

Goal 1: Increase Casa Otoñal’s organizational capacity to provide services and diversify funding by hiring a permanent Executive Director to lead the organization.

Goal 2:  Evaluate program staffing needs.
 
Goal 3: Provide Board training on responsibility and expectations.
 
Goal 4: Work to increase partnerships in the community. 
 
Needs

Goal 1: Increase Casa Otoñal’s organizational capacity to provide services

Objective 1.1: To strengthen Board capacity by moving from Board managed to Board governance.

Objective 1.2: Hire Executive Director

 

Goal 2: Engage in establishing a Foundation Development Plan so as to maintain Casa Otoñal, Inc. on a solid and soluble foundation.   

              Objective 2.1: Enhance individual and foundation giving

 

Goal 3: Enhance Casa Otoñal’s Public Image and Reputation through Improved Public Relations.

               Objective 3.1: Develop a public relations plan and the capacity to put it into action.

               Objective 3.2  Develop a Casa Otoñal, Inc. Annual Report for Board, staff, community at large, funders and the Casa Otoñal, Inc. website

 

Goal 4: Meet the changing needs of Latino Seniors.

               Objective 4.1 Continue to provide housing and support services for seniors.

               Goal 5: Expand and Enhance Casa Otoñal’s Intergenerational Programs for Youth.

CEO Statement
Casa Otoñal, Inc. currently does not have a CEO.  The organization is managed directly by the Casa Otoñal, Inc. Board of Directors. At present, the Casa Otoñal, Inc. Board of Directors goal is to hire a permanent Executive Director.
Board Chair Statement The present campus of Casa Otoñal provides housing and services for the elderly, for grandparents raising grandchildren, for social and medical care, for a thrift shop run by volunteers, and for space in the community center that is available to all for use of family and social events. We have worked tirelessly for 41 years to provide programs and services to the elderly Latino population in New Haven. Our successes include providing an array of housing, social, cultural and educational services with a focus on strengthening the Latino community.  As the Board Chairperson, I have devoted 40 years to bringing dignity and community life to those in the Greater New Haven geographic. We currently face the challenge of raising funds to support our programs and services, as do most nonprofits in the area. 
Service Categories
Primary Organization Category Human Services / Neighborhood Centers
Secondary Organization Category Education / Alliances & Advocacy
Areas Served
New Haven
All of Casa Otoñal's services are offered in New Haven.  Participants may come from the Greater New Haven area as well.
CEO/Executive Director/Board Comments
Our Casa Otoñal Inc. Board of Directors seeks to strengthen the organization's  management, fund development and public relations capacities by working with a consultant to implement elements of Casa Otoñal's current strategic plan by accomplishing the following:
1) Training the Board and staff in governance and management, resulting in increased effectiveness of board members and staff to manage everyday operations and deliver services to the community, and an improvement in their ability to effective execute the strategic plan and carry forward the development of the organization;
2) Leading the organization in the creation of a "Casa Otoñal Foundation" resulting in a plan that will guide the Board in raising funds strategically to strengthen Casa Otoñal's financial stability and long term sustainability; and
3) Participate in the development of a new public relations plan and the completion of an annual report to the community resulting in positive public relations efforts and ultimately an improvement in Casa Otoñal's public image and knowledge in the community at large.
Tomas Miranda, Board Secretary, Casa Otoñal, Inc. Board of Directors
 
Programs
Description

Casa Otoñal, Inc. currently operates a residence for Latino and New Haven elderly; the Casa Otoñal Senior Center which provides a nutritional program, recreational activities, and supportive social services in translation, access to services, education on health and available benefits and cultural programs.

Casa Otoñal Inc. also operates Casa Familia: a housing building dedicated to grandparents who have legal custody of their grandchildren.

Population Served Hispanic, Latino Heritage / Elderly and/or Disabled / Families
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service. -90% of our elderly residents indicate a high level of satisfaction in the annual Residents' Survey of Services on housing, nutrition, social support services, recreation, education, and cross-cultural awareness.
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state.

-100% of our Resident elderly clients lead healthy, successful, independent lives within an enriching social, cultural environment.


Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.

-Anecdotal records and reports from health and social services staff;

-Annual Residents' Satisfaction Survey covering housing, nutrition, recreation activities, health and consumer education services, social services, and cultural activities thru the Casa Otoñal, Inc. Senior Center.
 

Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success.

-95% of Latino elderly residents who received the services of health professionals have been able to maintain their diabetes, cholesterol, and high blood pressure under control.

--91% of residents surveyed indicated that they feel supported and less alone due to the activities offered.

--90% responded in our Residents' Satisfaction Survey that they learn new things and get to see new places through the programming of the Casa Otoñal Senior Center social services worker. 
 
Description Casa Otoñal, Inc. has operated a training program in Spanish leading to the National Child Development Associate [CDA] credential for over 400 community participants since 1993.  Spanish speaking adults have been trained to meet the requirements of the National CDA Council in Washington, DC and have been employed to work in private child care centers and early education programs in the public schools.
Population Served Hispanic, Latino Heritage / Other Economic Level / Immigrant, Newcomers, Refugees
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state. 100% of our program participants have received their National CDA credential and are employed as child care workers in private child care centers or in Head Start/pre-kindergarten programs in the public schools.
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.

--Development of a Child Development Associate Portfolio which is presented at the end of the theoretical education component.

--Observation of each participant in an early childhood education situation interacting with young children and other professionals.

--Successful performance on the CDA Assessment Examination.
 
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success. Each year, 100% of our CDA program graduates acquire their CDA credential and gain employment in private child care centers or early childhood education programs in the public schools.
Description Casa Otoñal, Inc. operates an intergenerational after-school and summer program for children in grades 1 thru 5.  The program also includes Latino and other residents from our Casa Otoñal Residence.  Daily, the children meet with elderly participants and after-school teachers and tutors to complete their school homework assignments, participate in educational and recreational activities across curriculum areas of reading, writing, mathematics, social studies and science.  They also participate in planned field trips throughout the year and engage in art, music, dramatic arts, and sports/games activities on a daily basis.
Population Served Children Only (5 - 14 years) / At-Risk Populations / Families
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
CEO/Executive Director
Board Member Linda Kantor
Term Start Feb 2017
Email lskantor@snet.net
Staff
Number of Full Time Staff 1
Number of Part Time Staff 2
Number of Volunteers 20
Number of Contract Staff 1
Staff Retention Rate 100%
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 1
Hispanic/Latino 3
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 1
Female 3
Unspecified 0
Former CEOs and Terms
NameTerm
Jason Hayes July 2016 - Feb
Senior Staff
Title Program Manager
Formal Evaluations
CEO Formal Evaluation N/A
CEO/Executive Formal Evaluation Frequency N/A
Senior Management Formal Evaluation N/A
Senior Management Formal Evaluation Frequency N/A
Non Management Formal Evaluation N/A
Non Management Formal Evaluation Frequency N/A
Collaborations
We collaborate with LifeBridge, Department of Elderly Services of the City of New Haven, and Agency on Aging of South Central Connecticut to provide morning continental breakfast and daily lunch for residents and neighborhood elderly and their guests, which is served Monday - Friday.
Board Chair
Mrs. Linda Kantor
Company Affiliation Community Volunteer
Term Jan 2017 to Dec 2021
Board of Directors
NameAffiliation
Atty Peter Blasini Attorney at Law
Mrs. Magaly Cajigas United Way of Greater New Haven
Mr. Marcial Cuevas Caldwell Bankers Residential Brokerage
Mrs. Lucy Malfitani Utopia Home Care
Mr Ruben Mallma Martin de Porres Child Care Center
Mrs Dorothy Giannini Meyers DG Meyers, LLC
Mr. Tomas Miranda Community Volunteer
Dr. Edia B. Reyes Community Volunteer
Mrs. Maritza Rosa New Haven Public Schools
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 2
Hispanic/Latino 8
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 4
Female 6
Governance
Board Term Lengths 4
Board Term Limits 0
Written Board Selection Criteria Under Development
Written Conflict of Interest Policy Yes
Percentage Making Monetary Contributions 27%
Percentage Making In-Kind Contributions 72%
Constituency Includes Client Representation Yes
Board Co-Chair
Mr. Tomas Miranda
Term Jan 2017 to Dec 2021
Email tomastmir1818@aol.com
Standing Committees
Board Governance
Communications / Promotion / Publicity / Public Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Program / Program Planning
Human Resources / Personnel
Advisory Board / Advisory Council
 
 
Financials
Fiscal Year Start Jan 01 2017
Fiscal Year End Dec 31 2017
Projected Revenue $175,000.00
Projected Expenses $175,000.00
Spending Policy N/A
Credit Line No
Reserve Fund No
Documents
Form 990s
Form 9902015
Form 9902014
Form 9902013
Audit Documents
2015 Review2015
2014 Audit2014
2013 Audit2013
IRS Letter of Exemption
Casa Otonal Inc Determination Letter
Detailed Financials
Prior Three Years Revenue Sources ChartHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$20,166$15,451$36,894
Government Contributions$39,236$57,688$44,389
Federal------
State------
Local------
Unspecified$39,236$57,688$44,389
Individual Contributions------
------
$149,750$115,172$135,138
Investment Income, Net of Losses$562$481$41,367
Membership Dues------
Special Events------
Revenue In-Kind------
Other--$8,479--
Prior Three Years Expense Allocations Chart
Fiscal Year201520142013
Program Expense$210,421$179,069$206,550
Administration Expense$8,191$4,215$30,178
Fundraising Expense$4,501$3,580$554
Payments to Affiliates------
Total Revenue/Total Expenses0.941.061.09
Program Expense/Total Expenses94%96%87%
Fundraising Expense/Contributed Revenue8%5%1%
Prior Three Years Assets and Liabilities Chart
Fiscal Year201520142013
Total Assets$518,446$529,591$525,893
Current Assets$145,736$148,555$128,197
Long-Term Liabilities$359,789$372,710$384,880
Current Liabilities$119,761$104,586$90,646
Total Net Assets$38,896$52,295$50,367
Prior Three Years Top Three Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountAgency on Aging $31,500Agency on Aging $35,000Hispanics in Philanthropy $20,350
Second Highest Funding Source & Dollar AmountAfrica Plan Foundation $10,000CDBG $15,000 --
Third Highest Funding Source & Dollar AmountBoard of Alderman - Black & Hispanic Caucas $1,000City Missionary $2,000 --
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities1.221.421.41
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets69%70%73%
Capitial Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? Yes
Comments
Foundation Staff Comments

This profile, including the financial summaries prepared and submitted by the organization based on its own independent and/or internal audit processes and regulatory submissions, has been read by the Foundation. Financial information is inputted by Foundation staff directly from the organization’s IRS Form 990, audited financial statements or other financial documents approved by the nonprofit’s board. The Foundation has not audited the organization’s financial statements or tax filings, and makes no representations or warranties thereon. The Community Foundation is continuing to receive information submitted by the organization and may periodically update the organization’s profile to reflect the most current financial and other information available. The organization has completed the fields required by The Community Foundation and updated their profile in the last year. To see if the organization has received a competitive grant from The Community Foundation in the last five years, please go to the General Information Tab of the profile.

Address 148 Sylvan Ave
New Haven, CT 06519
Primary Phone 203 773-9849
CEO/Executive Director Board Member Linda Kantor
Board Chair Mrs. Linda Kantor
Board Chair Company Affiliation Community Volunteer

 

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