CASA DE AMIGOS #II INC (EIN 273805764) - 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

2010

Legal Domicile

Principal Officer

ALEX GUERRA

Phone

9562139400

Tax Period

2023-10-01 to 2024-09-30

CASA DE AMIGOS #II INC, founded in 2010, is a small nonprofit in the Housing & Shelter sector that reported $619K in total revenue in fiscal year 2023. The organization ran a surplus of $213K, a strong 34% operating margin.

Mission

THIS IS A NON-PROFIT ORGANIZATION PROJECTED FOR THE ELDERLY AND DISABLED WITH VERY LOW INCOME. IT IS OPERATED UNDER SECTION 202 OF THE NATIONAL HOUSING ACT OF 1959 AND REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.

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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 $432,105

Program Service Revenue $183,963

Investment Income $177

Other Revenue $2,547

TOTAL REVENUE $618,792

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128,513

Fundraising Expenses $0

Program Expenses $292,325

Other Expenses $277,367

TOTAL EXPENSES $405,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$618,792	$601,402	+0.0%
Expenses	$405,880	$437,045	-0.1%
Net Income	$212,912	$164,357	+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

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
OMAR QUINTANILLA	PRESIDENT	2.00	Director	$0	$0	$0
JOE MARTINEZ	VICE PRESIDENT	2.00	Director	$0	$0	$0
BASILIO SANCHEZ	SECRETARY	2.00	Director	$0	$0	$0
NORIE GARZA	TREASURER	2.00	Director	$0	$0	$0
GILBERT GONZALEZ	SENIOR MEMBER	2.00	Director	$0	$0	$0
FRANK MORALES	DIRECTOR	2.00	Director	$0	$0	$0
AUGUSTO CONTRERAS	DIRECTOR	2.00	Director	$0	$0	$0
MARIO TIJERINA	DIRECTOR	2.00	Director	$0	$0	$0
JOHN COWEN JR	DIRECTOR	2.00	Director	$0	$0	$0
FRANK CASTELLANO	DIRECTOR	2.00	Director	$0	$0	$0
RAUL GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SALAZAR	DIRECTOR	2.00	Director	$0	$0	$0
BEN ARJONA	DIRECTOR	2.00	Director	$0	$0	$0
JUAN BARRIOS	DIRECTOR	2.00	Director	$0	$0	$0
MONICA VILLAREAL	FINANCE DIRECTOR	2.00	Officer	$0	$0	$0
ALEX GUERRA	EXECUTIVE DIRECTOR	2.00	Officer	$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	$618,792	$405,880	$981,925	$212,912
2023	$601,402	$437,045	$792,975	$164,357
2022	$580,952	$429,640	$758,442	$151,312
2021	$571,238	$395,559	$816,141	$175,679
2020	$569,860	$472,865	$745,107	$96,995
2019	$566,123	$489,977	$767,796	$76,146
2018	$544,516	$436,832	$840,321	$107,684

CASA DE AMIGOS #II INC