CASA CIRCULO CULTURAL (EIN 474071542) - 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

2015

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

CASA CIRCULO CULTURAL, founded in 2015, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $228K, a strong 22% operating margin.

Mission

CASA CIRCULO CULTURAL IS A NON-PROFIT, TRULY VIBRANT GRASS-ROOT, MULTIDISCIPLINARY ART ORGANIZATION DEDICATED TO CREATE CULTURAL PROGRAMMING REFLECTIVE OF THE EXPERIENCES OF THE LATINO COMMUNITIES IN THE SAN FRANCISCO BAY AREA. OUR MISSION IS TO PROVIDE CREATIVE AND EDUCATIONAL..

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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 $348,363

Program Service Revenue $646,075

Investment Income $0

Other Revenue $17,655

TOTAL REVENUE $1,012,093

Expense Breakdown

Grants Paid $138,612

Salaries & Benefits $340,785

Fundraising Expenses $0

Program Expenses $756,086

Other Expenses $305,086

TOTAL EXPENSES $784,483

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,012,093	$745,526	+0.4%
Expenses	$784,483	$624,311	+0.3%
Net Income	$227,610	$121,215	+0.9%

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
VERONICA ESCAMEZ	FOUNDING DIRECTOR	20.00	Officer	$0	$0	$0
JEFF GEE	DIRECTOR	5.00	Officer	$0	$0	$0
FLORENCE ORTIZ	DIRECTOR	5.00	Officer	$0	$0	$0
LILIANA ACOSTA	DIRECTOR	2.00	Officer	$0	$0	$0
CONNIE GUERRERO	VICE-CHAIR	5.00	Officer	$0	$0	$0
ERIKA DIAZ	DIRECTOR	1.00	Officer	$0	$0	$0
CHRISTOPHER BLUM	DIRECTOR	2.00	Officer	$0	$0	$0
ADAM ALBERTI	DIRECTOR	2.00	Officer	$0	$0	$0
LYDIA HERNANDEZ	DIRECTOR	5.00	Officer	$0	$0	$0
CONNIE GUERRERO	VICE CHAIRWOMAN	5.00	Officer	$0	$0	$0
MARITZA GASCA	CHAIRWOMAN	5.00	Officer	$0	$0	$0
MANUEL ORTIZ	TREASURER	10.00	Officer	$0	$0	$0
IRIS LEZANA	SECRETARY	2.00	Officer	$0	$0	$0
SOFIA ORTIZ	PROGRAM ASSISTANT	20.00	Key Emp	$0	$0	$0
ANNA LEE MRAZ	GRANT WRITER	10.00	Key Emp	$0	$0	$0
FERNANDO ESCARTIZ	CREATIVE CONSULTANT	10.00	Key Emp	$0	$0	$0
WENDY SEGOVIA	PROGRAM MANAGER	20.00	Key Emp	$0	$0	$0
ROXANA ESCAMILLA	DIRECTOR PROGRAM ASSISTANT	20.00	Key Emp	$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	No data	No data	No data	No data
2023	$1,012,093	$784,483	$457,019	$227,610
2022	$745,526	$624,311	$149,821	$121,215
2021	$388,271	$311,986	$119,073	$76,285
2020	$186,500	$323,119	$47,005	$-136,619
2019	$241,900	$234,155	$76,624	$7,745
2018	$201,257	$191,854	$68,879	$9,403

CASA CIRCULO CULTURAL