CASA OTONAL INC (EIN 510201170) - 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

1976

Legal Domicile

Principal Officer

ELMER RIVERA

Phone

2037739849

Tax Period

2024-01-01 to 2024-12-31

CASA OTONAL INC, founded in 1976, is a small nonprofit that reported $525K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring.

Mission

CASA OTONAL, INC. STRIVES TO CREATE AN EMPOWERED AND VIBRANT COMMUNITY BY PROVIDING AFFORDABLE HOUSING, SENIOR & FAMILY SUPPORTIVE SERVICES, YOUTH ENRICHMENT PROGRAMMING AND WORKFORCE DEVELOPMENT.

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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 $377,149

Program Service Revenue $147,648

Investment Income $407

Other Revenue $0

TOTAL REVENUE $525,204

Expense Breakdown

Grants Paid $11,200

Salaries & Benefits $246,363

Fundraising Expenses $0

Program Expenses $456,033

Other Expenses $280,779

TOTAL EXPENSES $538,342

Year-over-Year Comparison

	2024	2023	Change
Revenue	$525,204	$743,175	-0.3%
Expenses	$538,342	$405,192	+0.3%
Net Income	$-13,138	$337,983	-1.0%

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

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

$120,000

Total Directors

$120,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELMER RIVERA-BELLO	PRESIDENT/CEO	40.00	Officer Director	$120,000	$0	$120,000
JUAN CANDELARIA	CHAIR	1.00	Officer Director	$0	$0	$0
RAMON S RODRIGUEZ	OUTGOING TREASURER	1.00	Officer Director	$0	$0	$0
LARRY VANTERPOOL	DIRECTOR	1.00	Director	$0	$0	$0
VIVIANNA CAMACHO	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	$525,204	$538,342	$996,186	$-13,138
2023	$743,175	$405,192	$996,493	$337,983
2022	$335,299	$397,357	$973,978	$-62,058
2021	$505,338	$379,379	$966,626	$125,959
2020	$584,187	$287,256	$686,021	$296,931
2020	$447,268	$287,256	$686,021	$160,012
2019	$149,228	$189,972	$412,498	$-40,744
2018	$104,135	$151,839	$403,712	$-47,704

CASA OTONAL INC