CASITA ROJA FOUNDATION INC (EIN 471295684) - 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

2014

Principal Officer

NATHAN BERZAI

Tax Period

2021-01-01 to 2021-12-31

CASITA ROJA FOUNDATION INC, founded in 2014, is a small nonprofit in the Housing & Shelter sector that reported $292K in total revenue in fiscal year 2021.

Mission

TO MAKE THE INITIAL AND CONTINUING COSTS OF PURCHASING A HOME AFFORDABLE TO LOW AND VERY LOW-INCOME INDIVIDUALS AND FAMILIES. TO PROVIDE HOME OWNERSHIP PROGRAMS AND OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES THAT CANNOT OTHERWISE AFFORD TO PURCHASE SAFE AND DECENT HOUSING. TO REHABILITATE, CONSTRUCT, DEVELOP AND FOSTER SAFE, DECENT AND AFFORDABLE HOUSING FOR LOW AND VERY LOW-INCOME INDIVIDUALS AND FAMILIES. TO COMBAT COMMUNITY DETERIORATION THROUGH PROGRAMS AND ACTIVITIES DESIGNED TO PROVIDE SAFE, DECENT AND AFFORDABLE HOUSING TO LOW AND VERY LOW-INCOME INDIVIDUALS AND FAMILIES. TO LESSEN THE BURDENS OF GOVERNMENT BY PARTICIPATING IN AND ADVANCING FEDERAL, STATE AND/OR LOCAL GOVERNMENT PROGRAMS DESIGNED TO FOSTER SAFE, DECENT AND AFFORDABLE HOUSING TO LOW AND VERY LOW-INCOME INDIVIDUALS AND FAMILIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $292,349

Investment Income $4

Other Revenue $0

TOTAL REVENUE $292,353

Expense Breakdown

Grants Paid $645

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $303,236

Other Expenses $302,758

TOTAL EXPENSES $303,403

Year-over-Year Comparison

	2021	2020	Change
Revenue	$292,353	N/A	N/A
Expenses	$303,403	N/A	N/A
Net Income	$-11,050	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASEY ANDERSON	SECRETARY	3.00	Officer Director	$0	$0	$0
LUIS ARAIZA	OUTREACH	2.00	Officer Director	$0	$0	$0
NATHAN BERZAI	BOARD MEMBER	10.00	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
2021	$292,353	$303,403	$114,793	$-11,050

CASITA ROJA FOUNDATION INC