Strategic Plan - Annual Details

December 2003
  Incorporated as Non-Profit PA Corporation
2004
  Recruited and formed qualified, independent Board of Directors
   Developed Vision and Long-Range Strategic Plan
   Registered as a Pennsylvania Charity
   Executive Director completed Esperanza comprehensive non-profit management training 
   Applied for Strategic Leverage and Capacity grants through Esperanza USA
   Applied for 501(c)(3) Tax-Exempt Status
2005
   Attained 501(c)(3), IRS Determination Letter issued February
   Procured computer equipment, printer and projector for outreach program
   Launched Community Outreach & Support Program funded by grants
   Added two pre-owned vehicles - one minivan and one passenger car
   Made formal introductions to state and local legislators and community leaders 
   Upgraded insurance coverages
   Retained professional grant research services and submitted 31 applications
   Visited Betel-NYC to study how to operate a business for self-funding
2006
   Provided livable salary and healthcare benefits for full-time Executive Director
   Replaced minivan with newer pre-owned van
   Developed two Charitable Foundation funding sources
2007
   Identified additional program “Responsibles” for leadership development
   Developed options for a new or additional facility with more beds and a workshop
   Launched website – www.casarefugiopa.org
   Added one Charitable Foundation and several churches as funding sources  
   Officially launched Casa Refugio Custodial Services business
2008
   Commitment made by a local church to buy a property and lease to Casa Refugio
   Custodial services business generated 12% of program's operating expenses 
   Secured $5K PA Community Development Grant
2009 
   Added single house 6/1/09, 5 beds, with detached workshop
   Expanded custodial services business generating 23% of program's operating costs 
   Executive Director completed advanced non-profit Operations Management certification                                                    
   Added part-time Program Assistant
   Achieved highest, Level 4, rating on national Non-profit Organizational Assessment for               Strategic Leadership, Organization Structure, Operations/Admin, Program, and Resource Deployment
   Secured $9K technical equipment (computers) grant from Esperanza USA 
2010
   Grew custodial services business to fund 36% of program's operating costs, added apartment reconditioning service   
   Procured a replacement pre-owned minivan and station wagon
   Added a new Board Secretary and a Board Member specializing in business development 
   Launched weekly support group for program graduates living in the community 
2011
   Updated all program curriculum and supporting materials 
   Offered Transition House living accommodations option for program graduates 
   Recruited new Program Manager replacing Executive Director who resigned 12/31/10
   Procured $6.5K grant-funded custodial equipment to further expand business which contributed 44% of program's operating costs
   Sent leadership development candidate to Mexican program for 6 months training 
Plan for 2012
   Strategically align with Teen Challenge to become their Spanish-speaking Induction Center
   Hire a Vocational Program Manager to develop the men and grow the business
   Acquire a 12 passenger van
  Develop plan for increased bed capacity