Casa FoundationInc

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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

2024-08-01 to 2025-07-31

Casa FoundationInc, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $870K, a strong 61% operating margin.

Mission

See Statement 4

Program Service Accomplishments

Program 1

Expenses: $391,041 Revenue: $0

Provide support to CDLC (Casa de las Campanas, INC.) in furtherance of their exempt organization purpose in enhancing the life of older persons through innovative and socially responsible programs...

Provide support to CDLC (Casa de las Campanas, INC.) in furtherance of their exempt organization purpose in enhancing the life of older persons through innovative and socially responsible programs. Within this framework as a Foundation, it receives various donor restricted funds to support and promote the charitable nature of CDLC,which may include employee scholarships, health care, activities, resident hardships, music, transportion, employee assistance, art collection and other restrictions.

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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 $298,225

Program Service Revenue $0

Investment Income $1,123,598

Other Revenue $0

TOTAL REVENUE $1,421,823

Expense Breakdown

Grants Paid $343,501

Salaries & Benefits $0

Fundraising Expenses $38,080

Program Expenses $391,041

Other Expenses $208,651

TOTAL EXPENSES $552,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,421,823	$1,868,206	-0.2%
Expenses	$552,152	$423,691	+0.3%
Net Income	$869,671	$1,444,515	-0.4%

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

$251,342

Total Directors

Key Employees

$330,327

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Seifert	Chair	4.00	Officer Director	$0	$0	$0
Janette Piankoff	Vice Chair	2.00	Officer Director	$0	$0	$0
Megan Tanner	Secretary	2.00	Officer Director	$0	$0	$0
Garry Butterfield	Member	2.00	Director	$0	$0	$0
Tom Lee	Member	2.00	Director	$0	$0	$0
David Johnson	CFO/Treasurer	4.00	Officer	$0	$7,665	$251,342
Kim Dominy termed 625	Member	2.00	Key Emp	$0	$47,204	$330,327
Sonny Googins termed 1224	Chair	2.00	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
2025	$1,421,823	$552,152	$15,278,937	$869,671
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