SAN MIGUEL-CASA INC (EIN 742837551) - 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

1997

Legal Domicile

Principal Officer

Nadine Goodman

Phone

5124724732

Tax Period

2025-01-01 to 2025-12-31

SAN MIGUEL-CASA INC, founded in 1997, is a small nonprofit in the Education sector that reported $694K in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $662K left a modest 5% surplus.

Mission

THE ORGANIZATION PROVIDES FUNDING FOR FAMILY PLANNING, MATERNITY CARE, AND HEALTH EDUCATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $426,101

Program Service Revenue $0

Investment Income $267,780

Other Revenue $0

TOTAL REVENUE $693,881

Expense Breakdown

Grants Paid $650,510

Salaries & Benefits $0

Fundraising Expenses $238

Program Expenses $658,449

Other Expenses $11,819

TOTAL EXPENSES $662,329

Year-over-Year Comparison

	2025	2024	Change
Revenue	$693,881	$511,975	+0.4%
Expenses	$662,329	$465,036	+0.4%
Net Income	$31,552	$46,939	-0.3%

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

200

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
Normam Briere	President	3.75	Officer	$0	$0	$0
Ben Lenz	Treasurer	3.75	Officer	$0	$0	$0
Nadine Goodman	Secretary	3.75	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	$693,881	$662,329	$3,835,708	$31,552
2024	$511,975	$465,036	$3,705,195	$46,939
2023	$526,733	$476,172	$3,632,074	$50,561
2022	$487,712	$436,976	$3,463,323	$50,736
2021	$436,329	$233,616	$3,844,901	$202,713
2020	$534,565	$273,723	$3,567,370	$260,842
2019	$415,422	$298,349	$3,232,807	$117,073
2018	$438,637	$202,323	$2,907,566	$236,314

SAN MIGUEL-CASA INC