AMERICAN GI FORUM CASA DE AMISTAD INC (EIN 742766000) - 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

Principal Officer

JOSH HAMMOND

Phone

6628015066

Tax Period

2023-10-01 to 2024-09-30

AMERICAN GI FORUM CASA DE AMISTAD INC, founded in 1995, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023. Revenue surged 845% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 71% operating margin.

Mission

TO PROVIDE AN AFFORDABLE SENIOR CITIZEN HOUSING FACILITY IN SAN ANTONIO, TEXAS CONSISTING OF SIXTY-ONE (61) UNITS DESIGNED FOR HANDICAPPED OR DISABLED IN ACCORDANCE WITH THE REGULATIONS OF 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 $3,205,838

Program Service Revenue $359,529

Investment Income $-64,485

Other Revenue $3,321

TOTAL REVENUE $3,504,203

Expense Breakdown

Grants Paid $625,000

Salaries & Benefits $70,458

Fundraising Expenses $0

Program Expenses $993,032

Other Expenses $328,584

TOTAL EXPENSES $1,024,042

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,504,203	$370,882	+8.4%
Expenses	$1,024,042	$1,200,722	-0.1%
Net Income	$2,480,161	$-829,840	-4.0%

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

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
JOSH HAMMOND	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
TIMOTHY BALLARD	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT F COOK	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK SEGEL	BOARD MEMBER	1.00	Director	$0	$0	$0
LAWSON STRINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK SHEA	BOARD MEMBER	1.00	Director	$0	$0	$0
ELEANOR WHITE	BOARD MEMBER	1.00	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
2024	$3,504,203	$1,024,042	No data	$2,480,161
2023	$370,882	$1,200,722	$1,673,762	$-829,840
2022	$346,699	$449,925	$1,642,736	$-103,226
2021	$434,431	$595,593	$1,784,819	$-161,162
2020	$375,564	$443,565	$1,753,543	$-68,001
2019	$370,020	$411,597	$1,801,722	$-41,577
2018	$361,366	$417,057	$1,844,751	$-55,691

AMERICAN GI FORUM CASA DE AMISTAD INC