CASA NUEVA VIDA (EIN 043012063) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

VOULA KANELLIAS

Phone

6175246332

Tax Period

2021-07-01 to 2022-06-30

CASA NUEVA VIDA, founded in 1993, is a community nonprofit that reported $8.1M in total revenue in fiscal year 2021. The organization ran a surplus of $1.4M, a strong 17% operating margin.

Mission

THE ORGANIZATION PROVIDES TEMPORARY HOUSING TO HOMELESS FAMILIES WITH PARTICULAR ATTENTION TO THE NEEDS OF HISPANIC FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $8,111,317

Program Service Revenue $0

Investment Income $769

Other Revenue $2,589

TOTAL REVENUE $8,114,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,382,649

Fundraising Expenses $45,456

Program Expenses $5,678,186

Other Expenses $3,357,810

TOTAL EXPENSES $6,740,459

Year-over-Year Comparison

	2021	2020	Change
Revenue	$8,114,675	$7,786,557	+0.0%
Expenses	$6,740,459	$6,757,747	0.0%
Net Income	$1,374,216	$1,028,810	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

122

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$37,080

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIOLETA GONZALEZ	DIRECTOR	0.50	Director	$0	$0	$0
ALBA ALVAREZ	TREASURER	1.00	Director	$0	$0	$0
JIM COTE	DIRECTOR	1.00	Director	$0	$0	$0
LISA MORALES	PRESIDENT, CLERK, INTERIM DIRECTOR	10.00	Director	$37,080	$0	$37,080
VERNON BLESSING	INTERIM EXETIVE DIRECTOR	40.00		$112,740	$0	$112,740

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$8,114,675	$6,740,459	$6,808,115	$1,374,216
2020	$6,906,290	$6,801,869	$5,246,257	$104,421
2019	$6,772,662	$6,702,272	$4,840,232	$70,390
2018	$6,765,757	$6,529,448	$4,513,822	$236,309

CASA NUEVA VIDA