MI CASA INC (EIN 521796840) - 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

1992

Legal Domicile

Principal Officer

JUAN PABLO VACATELLO

Phone

2027227423

Tax Period

2024-01-01 to 2024-12-31

MI CASA INC, founded in 1992, is a community nonprofit in the Religion sector that reported $6.9M in total revenue in fiscal year 2024. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.8M, a strong 40% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING OPPORTUNITIES FOR LOW AND MODERATE-INCOME PEOPLE IN THE WASHINGTON, DC AND BALTIMORE METROPOLITAN AREAS. THE ORGANIZATION PROMOTES ECONOMIC REINVESTMENT, HOUSING DEVELOPMENT, AND NEIGHBORHOOD REVITALIZATION TO SUSTAIN DIVERSE AND HEALTHY COMMUNITIES.

🔒

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 $1,201,248

Program Service Revenue $2,133,226

Investment Income $2,827,666

Other Revenue $694,527

TOTAL REVENUE $6,856,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,521,520

Fundraising Expenses $179,363

Program Expenses $3,382,731

Other Expenses $2,489,648

TOTAL EXPENSES $4,086,820

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,856,667	$2,779,537	+1.5%
Expenses	$4,086,820	$3,626,003	+0.1%
Net Income	$2,769,847	$-846,466	-4.3%

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

$499,004

Total Directors

$499,004

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FERNANDO LEMOS	EXECUTIVE DIRECTOR UNTIL 04/24	40.00	Officer Director	$150,750	$24,640	$175,390
CHRISTINA STURDIVANT SANI	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETA-GAY LEWIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIELLE MARIE BURS	SECRETARY	1.00	Officer Director	$0	$0	$0
FERNANDO BONILLA-VERDESOTO	TREASURER	0.50	Officer Director	$0	$0	$0
NATASHA HADIJSKI	MEMBER	0.50	Director	$0	$0	$0
CAROLYN IONITA-IBACACHE	MEMBER	0.50	Director	$0	$0	$0
MAURICE PERRY	MEMBER	1.00	Director	$0	$0	$0
JUAN PABLO VACATELLO COO UNTIL	04/24, THEN CO-EXEC DIRECTOR	40.00	Officer Director	$154,433	$11,675	$166,108
ELIN ZURBRIGG DEPUTY DIRECTOR	UNTIL 04/24, THEN CO-EXEC DIRECTOR	40.00	Officer Director	$144,330	$13,176	$157,506
ROSA LABRA	DIRECTOR OF FINANCE	40.00	Highest	$112,064	$9,051	$121,115

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	$6,856,667	$4,086,820	$19,092,901	$2,769,847
2023	$2,779,537	$3,626,003	$23,509,866	$-846,466
2022	$3,445,476	$3,705,636	$24,015,382	$-260,160
2021	$3,256,114	$3,254,688	$23,290,578	$1,426
2020	$5,741,306	$3,634,506	$23,882,826	$2,106,800
2019	$3,455,032	$3,768,898	$24,252,798	$-313,866
2018	$2,697,034	$3,727,262	$23,960,105	$-1,030,228

MI CASA INC