Casa Ruben 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

2007

Legal Domicile

Principal Officer

Ligia Peralta

Phone

3014452500

Tax Period

2023-01-01 to 2023-12-31

Casa Ruben Inc, founded in 2007, is a small nonprofit in the Health Care sector that reported $603K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $545K left a modest 10% surplus.

Mission

Casa Ruben Foundation mission is to improve the health and wellbeing of underserved communities, in particular of those who are uninsured and underinsured, focusing on reducing health disparities.

Program Service Accomplishments

Program 1

Expenses: $503,396 Revenue: $397,962

Free vaccination clinics for COVID-19 and other vaccinations where those in need are: Churches, schools, parks, etc. and back-to-school vaccinations at the clinic and mobil clinic.

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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 $197,500

Program Service Revenue $397,962

Investment Income $7,288

Other Revenue $0

TOTAL REVENUE $602,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,644

Fundraising Expenses $0

Program Expenses $503,396

Other Expenses $514,455

TOTAL EXPENSES $545,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$602,750	$1,127,014	-0.5%
Expenses	$545,099	$272,699	+1.0%
Net Income	$57,651	$854,315	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ligia Peralta MD	President	1.00	Director	$0	$0	$0
Joseph Kenna	Treasurer	1.00	Director	$0	$0	$0
Maria Arcia	Secretary	1.00	Director	$0	$0	$0
Zuilyn Guerra-Galino	Chair	1.00	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
2024	No data	No data	No data	No data
2023	$602,750	$545,099	$1,106,287	$57,651
2022	$1,127,014	$269,308	$1,045,362	$857,706
2021	$244,660	$186,923	$169,708	$57,737