CASA DE AMIGOS IX INC (EIN 742739262) - 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

1995

Legal Domicile

Phone

9562139400

Tax Period

2023-10-01 to 2024-09-30

CASA DE AMIGOS IX INC, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $268K in total revenue in fiscal year 2023. Expenses of $319K exceeded revenue, resulting in a 19% operating deficit.

Mission

THIS IS A NON-PROFIT ORGANIZATION WITH A 59 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.

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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 $119,260

Program Service Revenue $146,895

Investment Income $212

Other Revenue $1,322

TOTAL REVENUE $267,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,105

Fundraising Expenses $0

Program Expenses $215,252

Other Expenses $243,061

TOTAL EXPENSES $319,166

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,689	$269,391	0.0%
Expenses	$319,166	$303,685	+0.1%
Net Income	$-51,477	$-34,294	+0.5%

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
OMAR QUINTANILLA	PRESIDENT	2.00	Director	$0	$0	$0
JOE MARTINEZ	VICE PRESIDENT	2.00	Director	$0	$0	$0
BASILIO SANCHEZ	SECRETARY	2.00	Director	$0	$0	$0
NORIE GARZA	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
FRANK CASTELLANO	DIRECTOR	2.00	Director	$0	$0	$0
RAUL GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SALAZAR	DIRECTOR	2.00	Director	$0	$0	$0
BEN ARJONA	DIRECTOR	2.00	Director	$0	$0	$0
JUAN BARRIOS	DIRECTOR	2.00	Director	$0	$0	$0
ALEX GUERRA	EXECUTIVE DIRECTOR	2.00	Officer	$0	$0	$0
MONICA VILLARREAL	FINANCE 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
2024	$267,689	$319,166	$1,438,885	$-51,477
2023	$269,391	$303,685	$1,480,712	$-34,294
2022	$265,008	$312,376	$1,519,766	$-47,368
2021	$253,884	$304,209	$1,570,985	$-50,325
2020	$249,662	$347,327	$1,624,494	$-97,665
2019	$251,377	$305,992	$1,718,905	$-54,615
2018	$257,584	$311,799	$1,772,309	$-54,215

CASA DE AMIGOS IX INC