Casa FoundationInc (EIN 330632829) - 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

1994

Legal Domicile

Phone

8585921885

Tax Period

2023-08-01 to 2024-07-31

Casa FoundationInc, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 77% operating margin.

Mission

See Statement 4

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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 $1,210,891

Program Service Revenue $0

Investment Income $657,315

Other Revenue $0

TOTAL REVENUE $1,868,206

Expense Breakdown

Grants Paid $248,178

Salaries & Benefits $0

Fundraising Expenses $36,693

Program Expenses $288,043

Other Expenses $175,513

TOTAL EXPENSES $423,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,868,206	$919,123	+1.0%
Expenses	$423,691	$430,229	0.0%
Net Income	$1,444,515	$488,894	+2.0%

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

N/A

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

$562,462

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sonny Googins	Chair	2.00	Officer Director	$0	$0	$0
Janette Piankoff	Vice Chair	2.00	Officer Director	$0	$0	$0
Megan Tanner	Secretary	1.00	Officer Director	$0	$0	$0
Garry Butterfield	Member	2.00	Director	$0	$0	$0
Kim Dominy	Member	2.00	Officer	$0	$46,545	$295,746
David Johnson	CFO/Treasurer	4.00	Officer	$0	$7,500	$266,716
Kathy Lord term 1223	Chair	1.00		$0	$0	$0
Alex Monroe term 124	Member	1.00		$0	$0	$0
Tom Lee	Member	2.00	Director	$0	$0	$0
Vernon Pertell term 1223	Member	1.00		$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	$1,868,206	$423,691	$14,304,863	$1,444,515
2023	$919,123	$430,229	$12,473,234	$488,894
2022	$1,542,283	$250,943	$11,784,363	$1,291,340
2021	$936,717	$364,417	$12,899,243	$572,300
2020	$1,391,550	$675,084	$10,576,313	$716,466
2019	$1,900,014	$426,828	$10,097,219	$1,473,186
2018	$1,262,121	$400,154	$8,918,547	$861,967

Casa FoundationInc