AMERICAN GI FORUM CASA DE ESPERANZA INC (EIN 742804894) - 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

1996

Legal Domicile

Principal Officer

JOSH HAMMOND

Phone

6628015066

Tax Period

2023-10-01 to 2024-09-30

AMERICAN GI FORUM CASA DE ESPERANZA INC, founded in 1996, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 494% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 47% operating margin.

Mission

TO PROVIDE AN AFFORDABLE SENIOR CITIZEN HOUSING FACILITY IN SAN ANTONIO, TEXAS CONSISTING OF SIXTY-NINE (69) 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 $3,708,565

Program Service Revenue $445,181

Investment Income $99,879

Other Revenue $1,935

TOTAL REVENUE $4,255,560

Expense Breakdown

Grants Paid $1,985,000

Salaries & Benefits $63,688

Fundraising Expenses $0

Program Expenses $2,226,703

Other Expenses $212,311

TOTAL EXPENSES $2,260,999

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,255,560	$716,758	+4.9%
Expenses	$2,260,999	$794,661	+1.8%
Net Income	$1,994,561	$-77,903	-26.6%

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

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	$4,255,560	$2,260,999	No data	$1,994,561
2023	$716,758	$794,661	$1,863,632	$-77,903
2022	$356,994	$496,764	$1,907,153	$-139,770
2021	$383,261	$458,265	$1,973,420	$-75,004
2020	$401,468	$441,085	$2,051,228	$-39,617
2019	$375,966	$418,654	$2,076,926	$-42,688
2018	$356,319	$476,763	$2,127,855	$-120,444

AMERICAN GI FORUM CASA DE ESPERANZA INC