CASA CALDERON INC (EIN 592415825) - 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

1978

Legal Domicile

Principal Officer

FR TIM HOLEDA

Phone

2288183226

Tax Period

2024-07-01 to 2025-06-30

CASA CALDERON INC, founded in 1978, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2024.

Mission

PROVIDING HOUSING FOR ELDERLY AND DISABLED PERSONS BY OPERATING A HUD- ASSISTED APARTMENT COMMUNITY REGULATED UNDER SECTION 223(F) OF THE NATIONAL HOUSING ACT AND A USE AGREEMENT WITH THE U.S. DEPARTMENT OF HOUSING & URBAN 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 $0

Program Service Revenue $1,235,966

Investment Income $357

Other Revenue $0

TOTAL REVENUE $1,236,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $312,210

Fundraising Expenses $0

Program Expenses $1,188,554

Other Expenses $966,118

TOTAL EXPENSES $1,278,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,236,323	$1,261,908	0.0%
Expenses	$1,278,328	$1,230,465	+0.0%
Net Income	$-42,005	$31,443	-2.3%

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

N/A

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MYRA CARLSON	DIRECTOR	2.00	Director	$0	$0	$0
FR TIM HOLEDA	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHERYL MCCARRON	SECRETARY	2.00	Officer Director	$0	$0	$0
DASHA NIXON	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL PEARSON	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN SHEEDY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
WILLIAM WOODYARD	DIRECTOR	2.00	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
2025	$1,236,323	$1,278,328	$1,795,410	$-42,005
2024	$1,261,908	$1,230,465	$1,910,867	$31,443
2023	$1,100,403	$1,170,250	$1,970,130	$-69,847
2022	$1,056,833	$1,080,552	$2,105,466	$-23,719
2021	$1,067,897	$1,008,286	$2,189,761	$59,611
2020	$1,131,817	$1,049,463	$2,198,362	$82,354
2019	$1,059,554	$1,068,223	$2,265,961	$-8,669

CASA CALDERON INC