CASA DE AMIGOS IX 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

1995

Legal Domicile

Phone

9562139400

Tax Period

2024-10-01 to 2025-09-30

CASA DE AMIGOS IX INC, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $276K in total revenue in fiscal year 2024. Expenses of $361K exceeded revenue, resulting in a 31% 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 (HUD) WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS.

Program Service Accomplishments

Program 1

Expenses: $249,618 Revenue: $149,827

PROVIDES FEDERALLY SUBSIDIZED HOUSING AND A SAFE SANITARY ENVIRONMENT FOR ELDERLY OR DISABLED PERSONS WITH A 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 $125,693

Program Service Revenue $149,827

Investment Income $248

Other Revenue $463

TOTAL REVENUE $276,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,300

Fundraising Expenses $0

Program Expenses $249,618

Other Expenses $253,752

TOTAL EXPENSES $361,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,231	$267,689	+0.0%
Expenses	$361,052	$319,166	+0.1%
Net Income	$-84,821	$-51,477	+0.6%

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 COWEN JR	DIRECTOR	2.00	Director	$0	$0	$0
GILBERT GONZALEZ	SENIOR MEMBER	2.00	Director	$0	$0	$0
FRANK CASTELLANO	SECRETARY	2.00	Director	$0	$0	$0
JOE MARTINEZ	PRESIDENT	2.00	Director	$0	$0	$0
AUGUSTO CONTRERAS	DIRECTOR	2.00	Director	$0	$0	$0
AURELIO ALEMAN	TREASURER	2.00	Director	$0	$0	$0
FRANK MORALES	DIRECTOR	2.00	Director	$0	$0	$0
MARIO TIJERINA	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
NORIE GARZA	VICE PRESIDENT	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	$276,231	$361,052	$1,403,891	$-84,821
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