Casa Viva (EIN 262341918) - 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

2008

Legal Domicile

Principal Officer

Douglas R Knox

Phone

6304274040

Tax Period

2023-01-01 to 2023-12-31

Casa Viva, founded in 2008, is a small nonprofit in the International Affairs sector that reported $345K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $384K exceeded revenue, resulting in a 11% operating deficit.

Mission

Promote Christian child care and foster care networks

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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 $327,091

Program Service Revenue $10,746

Investment Income $17

Other Revenue $7,507

TOTAL REVENUE $345,361

Expense Breakdown

Grants Paid $0

Salaries & Benefits $161,919

Fundraising Expenses $8,337

Program Expenses $339,152

Other Expenses $221,916

TOTAL EXPENSES $383,835

Year-over-Year Comparison

	2023	2022	Change
Revenue	$345,361	$436,342	-0.2%
Expenses	$383,835	$445,633	-0.1%
Net Income	$-38,474	$-9,291	+3.1%

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

Total Directors

$77,079

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Philip Aspegren	Director	40.00	Director	$77,079	$0	$77,079
Douglas R Knox	President	5.00	Officer Director	$0	$0	$0
Robert J Jagt	VP Treasurer	5.00	Officer Director	$0	$0	$0
Edee M Schulze	Secretary	5.00	Officer 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	$345,361	$383,835	$256,760	$-38,474
2022	$436,342	$445,633	$297,916	$-9,291
2021	$427,393	$392,223	$309,134	$35,170
2020	$416,642	$326,264	$276,568	$90,378
2019	$395,433	$369,433	$186,110	$26,000

Casa Viva