CASA SAN JOSE (EIN 464729004) - 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

2013

Legal Domicile

Principal Officer

MONICA RUIZ

Phone

4123433111

Tax Period

2024-07-01 to 2025-06-30

CASA SAN JOSE, founded in 2013, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $922K, a strong 25% operating margin.

Mission

CASA SAN JOSE IS A COMMUNITY RESOURCE CENTER THAT ADVOCATES FOR AND EMPOWERS LATINOS BY PROMOTING INTEGRATION AND SELF SUFFICIENCY.

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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 $3,579,045

Program Service Revenue $0

Investment Income $73,700

Other Revenue $41,711

TOTAL REVENUE $3,694,456

Expense Breakdown

Grants Paid $145,512

Salaries & Benefits $1,867,784

Fundraising Expenses $115,075

Program Expenses $1,921,176

Other Expenses $751,036

TOTAL EXPENSES $2,772,414

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,694,456	$2,179,836	+0.7%
Expenses	$2,772,414	$2,206,192	+0.3%
Net Income	$922,042	$-26,356	-36.0%

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

Volunteers

300

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

$183,819

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONICA RUIZ	EXECUTIVE DIRECTOR	40.00	Officer	$99,853	$25,733	$125,586
SEBASTIAN GARETTO	CFO	1.00	Officer	$55,575	$2,658	$58,233
SISTER MARY PARKS	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN GOLDMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH PLATT	TREASURER	1.00	Officer Director	$0	$0	$0
SHARON ROSS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ARACELI MEDRANO	BOARD MEMBER	1.00	Director	$0	$0	$0
CRISTIAN MINOR	BOARD MEMBER	1.00	Director	$0	$0	$0
GUILLERMO VELAZQUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
OLGA VELASQUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
PILAR CABALLERO	BOARD MEMBER	1.00	Director	$0	$0	$0
SISTER RITA MURILLO	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MAUREEN HAGGARTY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN HOHLFELDER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTONIA DOMINGO	BOARD MEMBER	1.00	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	$3,694,456	$2,772,414	$4,979,669	$922,042
2024	$2,179,836	$2,206,192	$3,987,090	$-26,356
2023	$2,482,719	$2,083,066	$3,869,420	$399,653
2022	$3,172,846	$1,789,475	$3,295,517	$1,383,371
2021	$2,019,188	$1,525,845	$1,978,351	$493,343
2020	$1,705,873	$1,048,897	$1,826,977	$656,976
2019	$649,056	$443,387	$525,083	$205,669
2018	$426,846	$323,211	$236,075	$103,635

CASA SAN JOSE