CASA VALENTINA INC (EIN 204647939) - 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

2006

Legal Domicile

Principal Officer

JANICE M GRAHAM

Phone

3054440740

Tax Period

2024-07-01 to 2025-06-30

CASA VALENTINA INC, founded in 2006, is a community nonprofit in the Housing & Shelter sector that reported $1.0M in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 11% operating deficit.

Mission

HELP YOUTH TRANSITION SUCCESSFULLY FROM FOSTER CARE TO INDEPENDENT LIVING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $952,033

Program Service Revenue $55,030

Investment Income $38,578

Other Revenue $0

TOTAL REVENUE $1,045,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $660,721

Fundraising Expenses $82,968

Program Expenses $923,389

Other Expenses $500,371

TOTAL EXPENSES $1,161,092

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,045,641	$1,405,484	-0.3%
Expenses	$1,161,092	$1,321,075	-0.1%
Net Income	$-115,451	$84,409	-2.4%

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

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

$117,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON LANGER	CHAIR	5.00	Officer Director	$0	$0	$0
ADRIAN J VILLARAOS	VICE CHAIR -	5.00	Officer Director	$0	$0	$0
SUSAN LAMPEN	VICE CHAIR -	5.00	Officer Director	$0	$0	$0
MARYANNE LUKACS	SECRETARY	5.00	Officer Director	$0	$0	$0
GREGG SPIELER	MEMBER AT LA	5.00	Director	$0	$0	$0
DR DIANE KRIEGER	GOVERNANCE C	5.00	Officer Director	$0	$0	$0
WILLIAM ALTFIELD	MEMBER AT LA	5.00	Director	$0	$0	$0
DEBORAH MAGID	DIRECTOR	5.00	Director	$0	$0	$0
JOYCE MEYERS	DIRECTOR	3.00	Director	$0	$0	$0
OLIVER A BENITEZ	DIRECTOR	3.00	Director	$0	$0	$0
LYNN HAUSMANN	DIRECTOR	3.00	Director	$0	$0	$0
SHEDRICK BOREN	DIRECTOR	3.00	Director	$0	$0	$0
NUSHIN G SAYFIE	DIRECTOR	3.00	Director	$0	$0	$0
ELIZABETH CABRERA	DIRECTOR	3.00	Director	$0	$0	$0
PIERLUS DURANDIS	DIRECTOR	3.00	Director	$0	$0	$0
CYNTHIA STAFFORD	DIRECTOR	3.00	Director	$0	$0	$0
KESIA VAZQUEZ	DIRECTOR	3.00	Director	$0	$0	$0
VICTORIA AZPURUA	DIRECTOR	3.00	Director	$0	$0	$0
DAIMI RICHMAN	DIRECTOR	3.00	Director	$0	$0	$0
JANICE M GRAHAM	EXECUTIVE DI	40.00	Officer	$117,000	$0	$117,000

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
2025	$1,045,641	$1,161,092	$2,218,990	$-115,451
2024	$1,405,484	$1,321,075	$3,478,066	$84,409
2023	$1,292,158	$1,271,786	$3,437,281	$20,372
2022	$1,489,059	$1,049,579	$2,236,001	$439,480
2021	$1,509,922	$814,181	$1,984,924	$695,741
2020	$987,311	$829,493	$1,631,286	$157,818
2019	$793,455	$890,076	$1,386,110	$-96,621
2018	$683,154	$725,425	$1,514,091	$-42,271

CASA VALENTINA INC