CASA HELOTES SENIOR CENTER INC (EIN 742471234) - 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

1986

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

CASA HELOTES SENIOR CENTER INC, founded in 1986, is a small nonprofit in the Human Services sector that reported $111K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $101K left a modest 9% surplus.

Mission

TO PROVIDE A MEETING PLACE FOR THE ELDERLY OF HELOTES TX AND SURROUNDING 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 $4,091

Program Service Revenue $0

Investment Income $2,184

Other Revenue $104,546

TOTAL REVENUE $110,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,787

Fundraising Expenses $8,318

Program Expenses $92,603

Other Expenses $59,816

TOTAL EXPENSES $100,921

Year-over-Year Comparison

	2023	2022	Change
Revenue	$110,821	$92,438	+0.2%
Expenses	$100,921	$120,755	-0.2%
Net Income	$9,900	$-28,317	-1.3%

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

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
MARIA ROBINSON	BOARD MEMBER	5.00	Officer	$0	$0	$0
VELINDA GAUNA	BOARD MEMBER	5.00	Officer	$0	$0	$0
GABRIELLA OLGUIN	BOARD MEMBER	5.00	Officer	$0	$0	$0
JAMIE TAYLOR	BOARD MEMBER	5.00	Officer	$0	$0	$0
LAURETTE VINTON	TREASURERSECRETARY	5.00	Officer	$0	$0	$0
STEPHANIE OLGUIN	PRESIDENT	5.00	Officer	$0	$0	$0
PAUL VINTON	BOARD MEMBER	5.00	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
2024	$110,821	$100,921	$406,443	$9,900
2023	$92,438	$120,755	$396,390	$-28,317
2019	$120,719	$145,643	$446,125	$-24,924
2018	$137,997	$149,510	$459,924	$-11,513

CASA HELOTES SENIOR CENTER INC