CASA (EIN 561778714) - 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

1992

Legal Domicile

Principal Officer

EVERETT MCELVEEN

Phone

9197549960

Tax Period

2023-07-01 to 2024-06-30

CASA, founded in 1992, is a community nonprofit in the Housing & Shelter sector that reported $9.4M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $8.8M left a modest 7% surplus.

Mission

CASA PROVIDES ACCESS TO STABLE, AFFORDABLE HOUSING FOR PEOPLE WHO ARE HOMELESS OR AT RISK BY DEVELOPING AND MANAGING RENTAL COMMUNITIES.

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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 $4,653,225

Program Service Revenue $4,044,678

Investment Income $222,605

Other Revenue $510,873

TOTAL REVENUE $9,431,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,220,646

Fundraising Expenses $390,927

Program Expenses $6,757,624

Other Expenses $6,533,801

TOTAL EXPENSES $8,754,447

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,431,381	$10,419,968	-0.1%
Expenses	$8,754,447	$8,583,573	+0.0%
Net Income	$676,934	$1,836,395	-0.6%

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

$157,949

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARONDA OCEAN	CHAIR	4.00	Officer Director	$0	$0	$0
CASEY ANGEL	VICE CHAIR	3.00	Officer Director	$0	$0	$0
JENN JOHNSON	TREASURER	3.00	Officer Director	$0	$0	$0
KEITH HULL	SECRETARY	3.00	Officer Director	$0	$0	$0
SHENEQUE DUNCAN	DIRECTOR	2.00	Director	$0	$0	$0
ROB GRIFFIN	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA JOYNER	DIRECTOR	2.00	Director	$0	$0	$0
TINA KONIDARIS	DIRECTOR	2.00	Director	$0	$0	$0
LEVI ZSUPPAN	DIRECTOR	2.00	Director	$0	$0	$0
STEVE PEDEN	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE CLODFELTER	DIRECTOR	2.00	Director	$0	$0	$0
JEAN GROSS	DIRECTOR	2.00	Director	$0	$0	$0
CHAD JEMISON	DIRECTOR	2.00	Director	$0	$0	$0
EVERETT MCELVEEN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$157,764	$185	$157,949

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	No data	No data	No data	No data
2024	$9,431,381	$8,754,447	$70,991,339	$676,934
2023	$10,419,968	$8,583,573	$54,698,433	$1,836,395
2022	$9,762,684	$6,596,649	$38,680,133	$3,166,035
2021	$9,943,416	$5,849,276	$35,465,798	$4,094,140
2020	$7,315,167	$5,235,610	$31,840,564	$2,079,557

CASA