CASA FAMILIA INC (EIN 474734481) - 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

Principal Officer

ANAY ABRAHAM

Phone

7865058887

Tax Period

2023-01-01 to 2023-12-31

CASA FAMILIA INC, founded in 2015, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $405K, a strong 38% operating margin.

Mission

CASA FAMILIA, INC. IS A NON-PROFIT ORGANIZATION DEDICATED TO CREATING SUSTAINABLE, ENRICHED AND AFFORDABLE HOUSING COMMUNITIES, WITH FEATURES, AMENITIES AND SERVICES DESIGNED TO BENEFIT ADULTS WITH INTELLECTUAL, DEVELOPMENTAL, AND OTHER RELATED DISABILITIES.

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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 $1,036,688

Program Service Revenue $0

Investment Income $27,620

Other Revenue $496

TOTAL REVENUE $1,064,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $223,426

Fundraising Expenses $99,374

Program Expenses $404,367

Other Expenses $435,931

TOTAL EXPENSES $659,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,064,804	$1,023,209	+0.0%
Expenses	$659,357	$421,413	+0.6%
Net Income	$405,447	$601,796	-0.3%

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

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

$160,417

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATASHA LOWELL	CHAIR	10.00	Officer Director	$0	$0	$0
NICK INAMDAR	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL MORAN	PRESIDENT	10.00	Officer Director	$0	$0	$0
KATHY FELDMAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL ALESSANDRI PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
ERBI BLANCO-TRUE	TREASURER	5.00	Officer Director	$0	$0	$0
ANAY ABRAHAM EDD	EXECUTIVE DIRECTOR	40.00	Director	$160,417	$0	$160,417
JAVIER FERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
LINDA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
LANE JAWITZ	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LAWRENCE JR	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN MCDONOUGH	DIRECTOR	1.00	Director	$0	$0	$0
MARC PLONSKIER	DIRECTOR	1.00	Director	$0	$0	$0
LILIANNE ROSSEL	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA TALIANOFF	DIRECTOR	1.00	Director	$0	$0	$0
TRACY WILSON MOURNING	DIRECTOR	1.00	Director	$0	$0	$0
ZACH TOVIN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS WHITEHURST	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT DE CARDENAS	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$1,064,804	$659,357	$5,499,062	$405,447
2022	$1,023,209	$421,413	$2,463,329	$601,796
2021	$370,265	$352,522	$1,667,734	$17,743
2020	$782,740	$154,803	$1,552,586	$627,937
2019	$1,004,919	$475,312	$679,732	$529,607

CASA FAMILIA INC