CASA DE AMIGOS VII INC

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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

1989

Legal Domicile

Phone

9562139400

Tax Period

2024-10-01 to 2025-09-30

CASA DE AMIGOS VII INC, founded in 1989, is a small nonprofit that reported $380K in total revenue in fiscal year 2024. Net assets of $1.1M represent 33 months of operating reserves.

Mission

THIS IS A NON PROFIT ORGANIZATION WITH A 40 UNIT APARTMENT PROJECT FOR THE ELDERLY AND DISABLED WITH VERY LOW INCOME. IT IS OPERATED UNDER SECTION 202 OF THE NATIONAL HOUSING ACT OF 1959 AND REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS.

Program Service Accomplishments

Program 1

Expenses: $303,608 Revenue: $116,744

PROVIDES FEDERALLY SUBSIDIZED HOUSING WITH A SAFE SANITARY ENVIRONMENT FOR ELDERLY OR DISABLED PERSONS WITH LOW INCOME

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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 $257,899

Program Service Revenue $116,744

Investment Income $377

Other Revenue $4,848

TOTAL REVENUE $379,868

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,850

Fundraising Expenses $0

Program Expenses $303,608

Other Expenses $218,989

TOTAL EXPENSES $399,839

Year-over-Year Comparison

	2024	2023	Change
Revenue	$379,868	$361,788	+0.0%
Expenses	$399,839	$370,308	+0.1%
Net Income	$-19,971	$-8,520	+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
JOE MARTINEZ	PRESIDENT	2.00	Director	$0	$0	$0
NORIE GARZA	VICE PRESIDENT	2.00	Director	$0	$0	$0
FRANK CASTELLANOS	SECRETARY	2.00	Director	$0	$0	$0
AURELIO ALEMAN	TREASURER	2.00	Director	$0	$0	$0
GILBERT GONZALEZ	SENIOR MEMBER	2.00	Director	$0	$0	$0
FRANK MORALES	DIRECTOR	2.00	Director	$0	$0	$0
AUGUSTO CONTRERAS	DIRECTOR	2.00	Director	$0	$0	$0
MARIO TIJERINA	DIRECTOR	2.00	Director	$0	$0	$0
JOHN COWEN JR	DIRECTOR	2.00	Director	$0	$0	$0
JESSE JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
RAUL GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
ROLANDO RIOS	DIRECTOR	2.00	Director	$0	$0	$0
JESUS J RAMIREZ	DIRECTOR	2.00	Director	$0	$0	$0
JUAN BARRIOS	DIRECTOR	2.00	Director	$0	$0	$0
OMAR QUINTANILLA	DIRECTOR	2.00	Director	$0	$0	$0
MONICA VILLARREAL	FINANCE DIRECTOR	2.00	Officer	$0	$0	$0
ALEX GUERRA	EXECUTIVE DIRECTOR	2.00	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	$379,868	$399,839	$1,103,779	$-19,971
2024	$361,788	$370,308	$1,121,815	$-8,520
2023	$376,126	$383,107	$1,138,683	$-6,981
2022	$351,617	$372,297	$1,136,685	$-20,680
2021	$358,296	$363,465	$1,181,076	$-5,169
2020	$351,625	$324,950	$1,225,413	$26,675
2019	$341,252	$332,588	$1,134,179	$8,664
2018	$337,119	$316,847	$1,127,042	$20,272