CASA HOGAR ORPHANAGE INC (EIN 743000844) - 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

2002

Legal Domicile

Principal Officer

Petra Tucker

Phone

4322941217

Tax Period

2021-01-01 to 2021-12-31

CASA HOGAR ORPHANAGE INC, founded in 2002, is a small nonprofit in the Human Services sector that reported $142K in total revenue in fiscal year 2021. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 47% operating margin.

Mission

Provide a USA based fundraising structure for the support of educationally and economically disadvantaged, orphaned, abused or homeless children who are housed or need to be housed in group homes along the USA/Mexico border.

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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 (2021)

Revenue Breakdown

Contributions & Grants $139,186

Program Service Revenue $0

Investment Income $2,364

Other Revenue $0

TOTAL REVENUE $141,550

Expense Breakdown

Grants Paid $73,537

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,537

Other Expenses $980

TOTAL EXPENSES $74,517

Year-over-Year Comparison

	2021	2020	Change
Revenue	$141,550	$69,495	+1.0%
Expenses	$74,517	$71,949	+0.0%
Net Income	$67,033	$-2,454	-28.3%

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

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
Chris Powell	Director	10	Director	$0	$0	$0
Nancy Antrim	Director	2	Director	$0	$0	$0
Melinda Valkonen	Director	2	Director	$0	$0	$0
Vickie Coker	Director	2	Director	$0	$0	$0
Mary Puckett	Director	2	Director	$0	$0	$0
Felissa Taylor	Director	2	Director	$0	$0	$0
Elidia Polanco	Director	2	Director	$0	$0	$0
Karen Gibson	Director	2	Director	$0	$0	$0
Steve Mullins	Director	2	Director	$0	$0	$0
Martha Bumpas	Director	2	Director	$0	$0	$0
Michael Davis	Director	2	Director	$0	$0	$0
Petra Tucker	President	20	Officer	$0	$0	$0
Vicki Maline	Vice President	5	Officer	$0	$0	$0
Kathy Donnell	Treasurer	10	Officer	$0	$0	$0
Kathleen Foley	Secretary	5	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
2021	$141,550	$74,517	$338,891	$67,033

CASA HOGAR ORPHANAGE INC