CASA DE SALUD (EIN 270732049) - 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

2009

Legal Domicile

Principal Officer

CLAIRE SCHENK JD

Phone

3149771250

Tax Period

2024-07-01 to 2025-06-30

CASA DE SALUD, founded in 2009, is a community nonprofit in the Health Care sector that reported $2.3M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $850K, a strong 37% operating margin.

Mission

TO FACILITATE AND DELIVER HIGH QUALITY CLINICAL AND MENTAL HEALTH SERVICES FOR UNINSURED AND UNDERINSURED PATIENTS, FOCUSING ON NEW IMMIGRANTS AND REFUGEES WHO ENCOUNTER BARRIERS TO ACCESSING OTHER SOURCES OF CARE.

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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 $2,117,613

Program Service Revenue $134,980

Investment Income $73,526

Other Revenue $-10,562

TOTAL REVENUE $2,315,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,223,262

Fundraising Expenses $130,730

Program Expenses $1,187,130

Other Expenses $242,542

TOTAL EXPENSES $1,465,804

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,315,557	$1,937,501	+0.2%
Expenses	$1,465,804	$1,630,797	-0.1%
Net Income	$849,753	$306,704	+1.8%

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

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

$128,868

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAIRE SCHENK	CHAIR	2.50	Officer Director	$0	$0	$0
OSCAR MARTINEZ	VICE CHAIR/TREASURER	1.00	Officer Director	$0	$0	$0
PHILIP O ALDERSON MD	IMMEDIATE PAST CHAIR	0.25	Officer Director	$0	$0	$0
LUSNAIL HABERBERGER	SECRETARY	1.00	Officer Director	$0	$0	$0
BOB FOX	FOUNDER	0.25	Officer Director	$0	$0	$0
EDWARD MACIAS	DIRECTOR	0.25	Director	$0	$0	$0
CESAR PAREDES	DIRECTOR	0.25	Director	$0	$0	$0
ELIZABETH BELTRAN	DIRECTOR	0.25	Director	$0	$0	$0
JANICE FORSYTH JD	DIRECTOR	0.25	Director	$0	$0	$0
FR DAVID SUWALSKY SJ PHD	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTINE JACOBS MD	DIRECTOR	0.25	Director	$0	$0	$0
JAMES KIMMEY MD	DIRECTOR	0.25	Director	$0	$0	$0
F JAVIER OROZCO OFS PHD	DIRECTOR	0.25	Director	$0	$0	$0
KARL WILSON PHD	DIRECTOR	0.25	Director	$0	$0	$0
CLAUDIO ABREU	DIRECTOR	0.25	Director	$0	$0	$0
DIANA BAUMOHL	DIRECTOR	0.25	Director	$0	$0	$0
KIA LILLY CALDWELL PHD	DIRECTOR	0.25	Director	$0	$0	$0
WILLIAM POWDERLY MD	DIRECTOR	0.25	Director	$0	$0	$0
KIMBERLY SCHIEL MD	DIRECTOR	0.25	Director	$0	$0	$0
JOE YANCEY	DIRECTOR	0.25	Director	$0	$0	$0
JEFF FOWLER	DIRECTOR	0.25	Director	$0	$0	$0
JOHN CICOTTE	DIRECTOR	0.25	Director	$0	$0	$0
DIEGO ABENTE	EXECUTIVE DIRECTOR	60.00	Officer	$124,138	$4,730	$128,868

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	$2,315,557	$1,465,804	$2,642,469	$849,753
2024	No data	No data	No data	No data
2023	$1,638,439	$1,500,180	$1,486,010	$138,259
2022	$1,623,881	$1,407,404	$1,347,751	$216,477
2021	$1,720,287	$1,537,523	$1,131,274	$182,764
2020	$1,718,413	$1,636,048	$948,510	$82,365
2019	$1,182,453	$1,299,491	$866,145	$-117,038

CASA DE SALUD