CASA DE LA ESPERANZA FOUNDATION (EIN 263392628) - 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

GARY RICHARDS

Phone

9704935494

Tax Period

2024-01-01 to 2024-12-31

CASA DE LA ESPERANZA FOUNDATION, founded in 2008, is a small nonprofit in the International Affairs sector that reported $624K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $287K, a strong 46% operating margin.

Mission

Fund and operate Casa de la Esperanza, a childrens home located in the town of Anahuac, state of Chihuahua, Mexico.

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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 $543,219

Program Service Revenue $0

Investment Income $80,476

Other Revenue $0

TOTAL REVENUE $623,695

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $336,522

TOTAL EXPENSES $336,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$623,695	$709,792	-0.1%
Expenses	$336,522	$279,241	+0.2%
Net Income	$287,173	$430,551	-0.3%

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

N/A

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

$60,000

Total Directors

$60,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GILBERT SANCHEZ	PRESIDENT	010.00	Officer Director	$60,000	$0	$60,000
JEFFREY BONNEY	SECRETARY	001.00	Officer Director	$0	$0	$0
GARY RICHARDS	TREASURER	006.00	Officer Director	$0	$0	$0
JOSE VILLICANA	VICE PRESIDENT	N/A	Director	$0	$0	$0
MICHAEL MITCHELL	DIRECTOR	N/A	Director	$0	$0	$0
JOHN MCCRUSTION	DIRECTOR	N/A	Director	$0	$0	$0
KENT BAGGETT	DIRECTOR	N/A	Director	$0	$0	$0
KURT AUGUSTINE	DIRECTOR	N/A	Director	$0	$0	$0
KEITH CAUGHFIELD	DIRECTOR	N/A	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	$623,695	$336,522	$2,098,058	$287,173
2023	$709,792	$279,241	$1,810,885	$430,551
2022	$353,118	$240,014	$1,380,334	$113,104
2021	$420,358	$201,319	$1,267,230	$219,039
2020	$241,470	$81,140	$1,048,191	$160,330
2019	$172,395	$101,012	$887,862	$71,383
2018	$272,419	$60,226	$816,479	$212,193

CASA DE LA ESPERANZA FOUNDATION