Casa Esperanza Inc (EIN 741551417) - 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

Tax Period

2023-07-01 to 2024-06-30

Casa Esperanza Inc, founded in 1976, is a community nonprofit in the Health Care sector that reported $4.4M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $4.0M left a modest 11% surplus.

Mission

To provide residential care and treatment for children, adolescents and adults with one or more handicaps which severely impair their ability to function adequately in society

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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 $1,267,561

Program Service Revenue $3,170,726

Investment Income $-4,007

Other Revenue $4,484

TOTAL REVENUE $4,438,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,180,795

Fundraising Expenses $0

Program Expenses $3,965,889

Other Expenses $785,094

TOTAL EXPENSES $3,965,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,438,764	$3,915,524	+0.1%
Expenses	$3,965,889	$3,493,973	+0.1%
Net Income	$472,875	$421,551	+0.1%

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

$126,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Gould	Executive Director	35.00	Key Emp	$126,500	$0	$126,500
Erin Askew	Member	1.00	Director	$0	$0	$0
David Pope	Secretary	1.00	Officer Director	$0	$0	$0
Stephen B Smith	Treasurer	1.00	Officer Director	$0	$0	$0
David Cordell	Chair	1.00	Officer Director	$0	$0	$0
Michael Jones	Vice Chair	1.00	Officer 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	No data	No data	No data	No data
2024	$4,438,764	$3,965,889	$3,020,560	$472,875
2023	$3,915,524	$3,493,973	$2,723,220	$421,551
2022	$3,753,267	$3,139,962	$2,306,299	$613,305
2021	$3,300,486	$3,002,668	$1,772,648	$297,818
2020	$3,149,153	$2,523,971	$1,847,746	$625,182

Casa Esperanza Inc