CASA FORTALEZA (EIN 474381273) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

VALERIE SANCHEZ

Phone

5054854826

Tax Period

2024-07-01 to 2025-06-30

CASA FORTALEZA, founded in 2015, is a community nonprofit in the Mental Health sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $263K, a strong 21% operating margin.

Mission

CASA FORTALEZA PROVIDES ADVOCACY, CASE MANAGEMENT SERVICES, THERAPY, AND OUTREACH TO VICTIMS/SURVIVORS OF SEXUAL VIOLENCE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,231,461

Program Service Revenue $0

Investment Income $691

Other Revenue $-1,446

TOTAL REVENUE $1,230,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $590,982

Fundraising Expenses $9,563

Program Expenses $722,425

Other Expenses $375,758

TOTAL EXPENSES $968,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,230,706	$913,588	+0.3%
Expenses	$968,161	$787,071	+0.2%
Net Income	$262,545	$126,517	+1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$105,666

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE SANCHEZ	EXECUTIVE DI	40.00	Officer	$99,118	$6,548	$105,666
GARY JONES	DIRECTOR	1.00	Director	$0	$0	$0
ANTOINETTE SEDILLO LOPEZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
MONICA ESPINOSA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JULIANN SALINAS	TREASURER	1.00	Officer Director	$0	$0	$0
ARACELY POZAS	FUNDRAISING	1.00	Officer 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	$1,230,706	$968,161	$1,059,412	$262,545
2024	$913,588	$787,071	$807,090	$126,517
2023	$886,711	$597,304	$418,457	$289,407
2022	$495,775	$544,852	$108,427	$-49,077
2021	$625,526	$570,671	$158,893	$54,855
2020	$563,193	$577,036	$108,036	$-13,843
2019	$448,592	$375,775	$109,089	$72,817

CASA FORTALEZA