FRIENDS OF CASA FELIZ INC (EIN 593737446) - 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

2001

Legal Domicile

Principal Officer

BETSY ROGERS OWENS

Phone

4076288200

Tax Period

2025-01-01 to 2025-12-31

FRIENDS OF CASA FELIZ INC, founded in 2001, is a small nonprofit in the Recreation & Sports sector that reported $539K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $475K left a modest 12% surplus.

Mission

TO PROTECT, OPERATE AND MAINTAIN THE INTEGRITY OF THE CASA FELIZ HISTORIC HOME MUSEUM AND ITS COLLECTIONS, TO EDUCATE THE PUBLIC ON THE LIFE AND LEGACY OF ARCHITECT JAMES GAMBLE ROGERS II, AND TO ENGAGE THE PUBLIC THROUGH EDUCATION AND ADVOCACY FOR THE PURPOSE OF PRESERVING AND PROMOTING THE COMMUNITY'S RICH ARCHITECTURAL, HISTORIC, AND CULTURAL HERITAGE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $88,979

Program Service Revenue $403,333

Investment Income $27,161

Other Revenue $19,206

TOTAL REVENUE $538,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $229,597

Fundraising Expenses $23,913

Program Expenses $362,590

Other Expenses $245,248

TOTAL EXPENSES $474,845

Year-over-Year Comparison

	2025	2024	Change
Revenue	$538,679	$452,784	+0.2%
Expenses	$474,845	$408,001	+0.2%
Net Income	$63,834	$44,783	+0.4%

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

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
JOHN BILL	CHAIR	2.00	Officer Director	$0	$0	$0
REBECCA GALLARDO	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ERIC RAVNDAL	TREASURER	2.00	Officer Director	$0	$0	$0
AIMEE SPENCER	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF BRIGGS	DIRECTOR	1.00	Director	$0	$0	$0
LUCY BOUDET	DIRECTOR	1.00	Director	$0	$0	$0
PHIL ESCHBACH	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA LINDSEY	DIRECTOR	1.00	Director	$0	$0	$0
DONOVAN MYRIE	DIRECTOR	1.00	Director	$0	$0	$0
BRENDAN O'MAHONY	DIRECTOR	1.00	Director	$0	$0	$0
TORY PARISH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WENRICH	DIRECTOR	1.00	Director	$0	$0	$0
BETSY ROGERS OWENS	EXECUTIVE DIRECTOR	35.00	Officer	$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	$538,679	$474,845	$1,074,802	$63,834
2024	$452,784	$408,001	$999,095	$44,783
2023	$517,745	$414,730	$942,275	$103,015
2022	$491,963	$417,945	$876,558	$74,018
2021	$411,592	$271,652	$823,360	$139,940
2020	$254,094	$217,511	$562,136	$36,583
2019	$316,290	$306,867	$488,080	$9,423
2018	$354,807	$393,041	$458,114	$-38,234

FRIENDS OF CASA FELIZ INC