CASA DE MISERICORDIA (EIN 742912461) - 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

1999

Legal Domicile

Principal Officer

SR ROSEMARY WELSH RSM

Phone

3145796100

Tax Period

2024-07-01 to 2025-06-30

CASA DE MISERICORDIA, founded in 1999, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2024. Net assets of $4.9M represent 28 months of operating reserves.

Mission

AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE.

🔒

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 $2,013,657

Program Service Revenue $0

Investment Income $2,449

Other Revenue $65,505

TOTAL REVENUE $2,081,611

Expense Breakdown

Grants Paid $180,712

Salaries & Benefits $1,485,427

Fundraising Expenses $4,278

Program Expenses $1,890,202

Other Expenses $527,950

TOTAL EXPENSES $2,194,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,081,611	$2,018,788	+0.0%
Expenses	$2,194,089	$2,135,504	+0.0%
Net Income	$-112,478	$-116,716	0.0%

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

180

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

$207,772

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENAVIDES MARIA DEL ROSARIO	BOARD MEMBER	1.00	Director	$0	$0	$0
FISH CAITLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
FLORES MARIA DEL CARMEN	BOARD MEMBER	1.00	Director	$0	$0	$0
GARZA ROLANDO	BOARD MEMBER	1.00	Director	$0	$0	$0
GONZALEZ JOSEFINA	BOARD MEMBER	1.00	Director	$0	$0	$0
GONZALEZ RICARDO	BOARD MEMBER	1.00	Director	$0	$0	$0
GUTIERREZ ANNIE	BOARD MEMBER	1.00	Director	$0	$0	$0
LAMBRETON ROSA	BOARD MEMBER	1.00	Director	$0	$0	$0
LONA LORENA	BOARD MEMBER	1.00	Director	$0	$0	$0
MEDELLIN HAZEL	BOARD MEMBER	1.00	Director	$0	$0	$0
MEDINA MARINA	BOARD MEMBER	1.00	Director	$0	$0	$0
MONTEMAYOR LUCY	BOARD MEMBER	1.00	Director	$0	$0	$0
OBREGAN AMAURY	BOARD MEMBER	1.00	Director	$0	$0	$0
PERALES MELISSA	BOARD MEMBER	1.00	Director	$0	$0	$0
RAMIREZ ANITA	BOARD MEMBER	1.00	Director	$0	$0	$0
RANGEL MARISELA	BOARD MEMBER	1.00	Director	$0	$0	$0
RODRIGUEZ CELINA	BOARD MEMBER	1.00	Director	$0	$0	$0
SANCHEZ TRACY	BOARD MEMBER	1.00	Director	$0	$0	$0
SERVIN MARLENNE	BOARD MEMBER	1.00	Director	$0	$0	$0
VILLASENOR MARIA	BOARD MEMBER	1.00	Director	$0	$0	$0
VITELA MARIA T	BOARD MEMBER	1.00	Director	$0	$0	$0
WIRSCHING ANNA	BOARD MEMBER	1.00	Director	$0	$0	$0
ACEVEDO LAURA	BOARD MEMBER	1.00	Director	$0	$0	$0
GARCIA KELLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
HINOJOSA SUSANA	BOARD MEMBER	1.00	Director	$0	$0	$0
KNOSEL LORENA	BOARD MEMBER	1.00	Director	$0	$0	$0
MACDONALD ANN	BOARD MEMBER	1.00	Director	$0	$0	$0
MERCADO ANNA	BOARD MEMBER	1.00	Director	$0	$0	$0
PADRON ANGELICA	BOARD MEMBER	1.00	Director	$0	$0	$0
ZEPEDA JUANITA	BOARD MEMBER	1.00	Director	$0	$0	$0
WELSH RSM SR ROSEMARY	EXECUTIVE DIRECTOR	39.00	Officer	$0	$0	$0
CASSO ELIZABETH	PRESIDENT	1.00	Officer	$0	$22,505	$207,772

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	$2,081,611	$2,194,089	$5,397,256	$-112,478
2024	No data	No data	No data	No data
2023	$2,022,570	$1,970,633	$5,189,288	$51,937
2022	$1,754,375	$1,852,271	$5,001,279	$-97,896
2021	$1,674,927	$1,641,102	$4,906,603	$33,825
2020	$1,350,151	$1,519,480	$4,304,545	$-169,329
2019	$1,208,475	$1,530,020	$4,376,971	$-321,545
2018	$1,311,963	$1,486,833	$4,511,905	$-174,870

CASA DE MISERICORDIA