CASA DE VIDA (EIN 202875244) - 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

2005

Legal Domicile

Phone

8053071869

Tax Period

2020-07-01 to 2021-06-30

CASA DE VIDA, founded in 2005, is a small nonprofit in the Housing & Shelter sector that reported $227K in total revenue in fiscal year 2020. Expenses of $195K left a modest 14% surplus.

Mission

TO PROVIDE RESIDENTIAL AND REHABILITATION CARE FOR MEN AND WOMEN HAVING DIFFICULTIES WITH ALCOHOL AND DRUG DEPENDENCE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $191,258

Program Service Revenue $35,510

Investment Income $0

Other Revenue $0

TOTAL REVENUE $226,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,475

Fundraising Expenses $48

Program Expenses $191,609

Other Expenses $80,860

TOTAL EXPENSES $195,335

Year-over-Year Comparison

	2020	2019	Change
Revenue	$226,768	N/A	N/A
Expenses	$195,335	N/A	N/A
Net Income	$31,433	N/A	N/A

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

N/A

Employees

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

$37,800

Total Directors

$37,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIANA RIVERA-MORENO	CEO	5.00	Officer Director	$37,800	$0	$37,800
GEORGE MASON	Director	2.00	Director	$0	$0	$0
BARRY BROWN	Vice Chairman	5.00	Officer Director	$0	$0	$0
MICHELLE MING	Director	2.00	Director	$0	$0	$0
DAVID MAGREGREOR	Chairman	5.00	Officer Director	$0	$0	$0
GEORGE CASAREZ	Director	2.00	Director	$0	$0	$0
CINDY STEWART	Secretary	5.00	Officer Director	$0	$0	$0
DARLENE MCGREGOR	Treasurer	5.00	Officer Director	$0	$0	$0
CHERI CARNEY	Director	2.00	Director	$0	$0	$0
RICK CARNEY	Director	2.00	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
2021	$226,768	$195,335	$68,695	$31,433
2019	$219,157	$195,777	$36,945	$23,380

CASA DE VIDA