CASA JUAN DIEGO (EIN 760003018) - 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

1981

Legal Domicile

Principal Officer

LOUISE ZWICK

Phone

7138697376

Tax Period

2024-04-01 to 2025-03-31

CASA JUAN DIEGO, founded in 1981, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $677K, a strong 18% operating margin.

Mission

PROVIDE SHELTER & SERVICES TO THE POOR

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,569,723

Program Service Revenue $0

Investment Income $10,329

Other Revenue $168,347

TOTAL REVENUE $3,748,399

Expense Breakdown

Grants Paid $2,424,745

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,937,023

Other Expenses $646,710

TOTAL EXPENSES $3,071,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,748,399	$3,069,014	+0.2%
Expenses	$3,071,455	$3,280,456	-0.1%
Net Income	$676,944	$-211,442	-4.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOUISE YARIAN ZWICK	DIRECTOR	60.00	Director	$0	$0	$0
JOACHIM ZWICK	VICE PRESIDENT	8.00	Officer	$0	$0	$0
DAWN MCCARTY	SECRETARY	8.00	Officer	$0	$0	$0
STEPHEN LUCAS	TREASURER	8.00	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	$3,748,399	$3,071,455	$3,405,737	$676,944
2024	$3,069,014	$3,280,456	$2,728,793	$-211,442
2023	$2,687,915	$3,154,637	$2,940,235	$-466,722
2022	$3,223,288	$2,530,231	$3,406,957	$693,057
2021	$2,803,919	$2,017,141	$2,713,900	$786,778

CASA JUAN DIEGO