CASA BIENVIVIR (EIN 742790201) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

LUIS ORTIZ

Phone

9155623444

Tax Period

2024-10-01 to 2025-09-30

CASA BIENVIVIR, founded in 1998, is a small nonprofit in the Human Services sector that reported $394K in total revenue in fiscal year 2024. Expenses of $451K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE HOUSING FOR THE LOW INCOME/ELDERLY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,001

Program Service Revenue $389,781

Investment Income $857

Other Revenue $0

TOTAL REVENUE $393,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153,921

Fundraising Expenses $0

Program Expenses $394,023

Other Expenses $296,929

TOTAL EXPENSES $450,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$393,639	$394,889	0.0%
Expenses	$450,850	$423,548	+0.1%
Net Income	$-57,211	$-28,659	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$658,817

Total Directors

$658,817

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRACE R ORTIZ	PRESIDENT	0.10	Officer Director	$0	$0	$0
CINDY COOPER	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
MARY YANEZ	TREASURER	0.10	Officer Director	$0	$0	$0
ROSA MARIA BURGOS	SECRETARY	0.10	Officer Director	$0	$0	$0
ROSEMARY CASTILLO	C.E.O.	0.10	Officer Director	$0	$0	$437,460
LUIS ORTIZ	VICE PRESIDENT OF FINANCE	1.50	Officer Director	$0	$0	$221,357
JESSICA MARIE KLUDT	B.O.D	0.10	Director	$0	$0	$0
ROSALVA HERNANDEZ	B.O.D	0.10	Director	$0	$0	$0
JODI GILLETT	B.O.D	0.10	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
2025	$393,639	$450,850	$1,119,684	$-57,211
2024	$394,889	$423,548	$1,190,794	$-28,659
2023	$384,692	$422,822	$1,206,839	$-38,130
2022	$352,477	$439,644	$1,246,077	$-87,167
2021	$346,380	$444,282	$1,323,780	$-97,902
2020	$345,556	$373,549	$1,423,196	$-27,993
2019	$349,464	$379,235	$1,473,912	$-29,771
2018	$325,806	$370,832	$1,479,864	$-45,026

CASA BIENVIVIR