Casa Familiar Inc

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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

1973

Legal Domicile

Phone

6194281115

Tax Period

2023-07-01 to 2024-06-30

Casa Familiar Inc, founded in 1973, is a community nonprofit in the Human Services sector that reported $8.9M in total revenue in fiscal year 2023. Expenses of $14.1M exceeded revenue, resulting in a 59% operating deficit.

Mission

The mission of Casa Familiar is to enhance the quality of life for people living in underserved and underrepresented communities.

Program Service Accomplishments

Program 1

Expenses: $4,840,812

CASA FAMILIAR PROVIDES DIRECT SERVICES TO NEARLY 10,000 INDIVIDUALS ON AN ANNUAL BASIS UNDER SIX MAJOR CATEGORIES THAT INCLUDE: ADVOCACY, SOCIAL SERVICES, EDUCATION, AFFORDABLE HOUSING, ARTS AND...

CASA FAMILIAR PROVIDES DIRECT SERVICES TO NEARLY 10,000 INDIVIDUALS ON AN ANNUAL BASIS UNDER SIX MAJOR CATEGORIES THAT INCLUDE: ADVOCACY, SOCIAL SERVICES, EDUCATION, AFFORDABLE HOUSING, ARTS AND CULTURE, FINANCIAL COACHING, ENVIRONMENTAL JUSTICE, COMMUNITY AND ECONOMIC DEVELOPMENT. CASA RUNS AND HOSTS OVER 50 PROGRAMS/ACTIVITIES THROUGHOUT THE YEAR AND ADDRESSES COMMUNITY NEEDS WITH A HOLISTIC APPROACH.

Program 2

Expenses: $856,882

CASA FAMILIAR IS THE GENERAL MANAGING PARTNER FOR OVER 1,200 AFFORDABLE HOUSING UNITS IN SOUTHERN SAN DIEGO. CASA FAMILIAR ALSO CONTINUES TO BE AN INNOVATOR AND SUCCESSFUL EXAMPLE IN ADDRESSING...

CASA FAMILIAR IS THE GENERAL MANAGING PARTNER FOR OVER 1,200 AFFORDABLE HOUSING UNITS IN SOUTHERN SAN DIEGO. CASA FAMILIAR ALSO CONTINUES TO BE AN INNOVATOR AND SUCCESSFUL EXAMPLE IN ADDRESSING DESIGN AND QUALITY OF LIFE IN AFFORDABLE HOUSING PROJECTS IN SOUTH SAN DIEGO AREA.

Program 3

Expenses: $253,151

CASA FAMILIAR ACQUIRED AND REHABILITATED THREE APARTMENT BUILDINGS IN NATIONAL CITY, WHICH ARE BEING RENTED TO LOW INCOME FAMILIES AT BELOW MARKET RENT.CASA FAMILIAR IS INVOLVED IN OTHER...

CASA FAMILIAR ACQUIRED AND REHABILITATED THREE APARTMENT BUILDINGS IN NATIONAL CITY, WHICH ARE BEING RENTED TO LOW INCOME FAMILIES AT BELOW MARKET RENT.CASA FAMILIAR IS INVOLVED IN OTHER REDEVELOPMENT PROJECTS IN SOUTHERN SAN DIEGO.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,606,201

Program Service Revenue $3,520,698

Investment Income $725,554

Other Revenue $50,437

TOTAL REVENUE $8,902,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,659,672

Fundraising Expenses $1,838

Program Expenses $5,950,845

Other Expenses $9,466,759

TOTAL EXPENSES $14,126,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,902,890	$9,334,842	0.0%
Expenses	$14,126,431	$7,403,468	+0.9%
Net Income	$-5,223,541	$1,931,374	-3.7%

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

107

Volunteers

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

$300,993

Total Directors

$154,936

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Refugio Cuestas	President & CEO	40.00	Officer Director	$154,936	$0	$154,936
Elizabeth Aguilar	CFO	40.00	Officer	$146,057	$0	$146,057
Anita Dharapuram	Chairman	2.00	Officer Director	$0	$0	$0
Omar Calleros	Chairman	2.00	Officer Director	$0	$0	$0
Ciro G Villa	Treasurer	2.00	Officer Director	$0	$0	$0
Roman Partida-Lopez	Secretary	2.00	Officer Director	$0	$0	$0
Juan Vargas	Director	2.00	Director	$0	$0	$0
Wilson Adam Schooley	Director	2.00	Director	$0	$0	$0
Roberto Carrillo	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
2025	No data	No data	No data	No data
2024	$8,902,890	$14,126,431	$58,575,101	$-5,223,541
2023	$9,334,842	$7,403,468	$57,771,122	$1,931,374
2022	$6,445,359	$5,561,133	$45,020,981	$884,226
2021	$29,272,037	$6,424,616	$42,435,959	$22,847,421
2020	$4,262,249	$3,771,766	$19,342,093	$490,483
2019	$9,714,296	$3,328,723	$18,701,856	$6,385,573
2018	$3,393,398	$2,668,807	$8,462,802	$724,591