Casa Montego II Inc

EIN: 200601087 501(c)(3) Housing & Shelter

Berkeley, CA

Total Revenue
$486,644
Total Expenses
$638,984
Total Assets
$5,583,085
Net Assets
$-3,532,699
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
CA
Principal Officer
RAULY BUTLER
Phone
5106470700
Tax Period
2023-10-01 to 2024-09-30

Casa Montego II Inc, founded in 2003, is a small nonprofit in the Housing & Shelter sector that reported $487K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $639K exceeded revenue, resulting in a 31% operating deficit.

Mission

TO PROVIDE LOW-INCOME ELDERLY PERSONS AND HANDICAPPED PERSONS WITH AFFORDABLE HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING ON A NONPROFIT BASIS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $336,605
Program Service Revenue $127,884
Investment Income $22,155
Other Revenue $0
TOTAL REVENUE $486,644

Expense Breakdown

Grants Paid $0
Salaries & Benefits $122,373
Fundraising Expenses $0
Program Expenses $568,473
Other Expenses $516,611
TOTAL EXPENSES $638,984

Year-over-Year Comparison

2023 2022 Change
Revenue $486,644 $440,900 +0.1%
Expenses $638,984 $656,556 0.0%
Net Income $-152,340 $-215,656 -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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
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
6
$615,541
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN FRIEDLAND CEO 0.10
Officer
$0 $32,916 $370,289
JOSE SANCHEZ VP OF FINANCE 0.10
Officer
$0 $41,111 $245,252
RAULY BUTLER CHAIRPERSON 0.10
Officer Director
$0 $0 $0
SMITHA SESHADRI VICE CHAIR 0.10
Officer Director
$0 $0 $0
FRANCINE WILLIAMS Secretary 0.10
Officer Director
$0 $0 $0
SCOTT SMITH Treasurer 0.10
Officer Director
$0 $0 $0
ANTHONY BARRON MEMBER 0.10
Director
$0 $0 $0
GREG CHIN MEMBER 0.10
Director
$0 $0 $0
SAGE B FOSTER MEMBER 0.10
Director
$0 $0 $0
DAVID GREENSFELDER MEMBER 0.10
Director
$0 $0 $0
MIKE JACOB MEMBER 0.10
Director
$0 $0 $0
KAREN JOCOBS MEMBER 0.10
Director
$0 $0 $0
JOY MOORE MEMBER 0.10
Director
$0 $0 $0
JAMES REILLY MEMBER 0.10
Director
$0 $0 $0
RON RIDLEY MEMBER 0.10
Director
$0 $0 $0
JACEE SANTOS MEMBER 0.10
Director
$0 $0 $0
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
2024 $486,644 $638,984 $5,583,085 $-152,340
2023 $440,900 $656,556 $5,695,043 $-215,656
2022 $399,353 $589,770 $5,845,553 $-190,417
2021 $347,454 $592,293 $5,968,709 $-244,839
2020 $317,191 $561,856 $6,110,436 $-244,665
2019 $314,913 $564,179 $6,260,720 $-249,266
2018 $307,799 $560,505 $6,435,251 $-252,706
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