CASA LINDA INC (EIN 770263695) - 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

1991

Legal Domicile

Principal Officer

KIM MORRISON

Phone

8314691700

Tax Period

2024-07-01 to 2025-06-30

CASA LINDA INC, founded in 1991, is a small nonprofit in the Housing & Shelter sector that reported $292K in total revenue in fiscal year 2024. Net assets of $1.1M represent 47 months of operating reserves.

Mission

TO PROVIDE LOW-INCOME HOUSING.

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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 $183,551

Program Service Revenue $105,375

Investment Income $176

Other Revenue $3,162

TOTAL REVENUE $292,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $282,255

Other Expenses $317,433

TOTAL EXPENSES $317,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$292,264	$272,116	+0.1%
Expenses	$317,433	$341,560	-0.1%
Net Income	$-25,169	$-69,444	-0.6%

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
KIM MORRISON	CHAIRPERSON (START 1/25)	0.20	Officer Director	$0	$0	$0
MONICA MARTINEZ	CHAIRPERSON (THRU 1/25)	0.20	Officer Director	$0	$0	$0
RONNIE LIPSCHUTZ	VICE CHAIR	0.20	Officer Director	$0	$0	$0
BLYTHE CAMPBELL	SECRETARY/TREASURER	0.20	Officer Director	$0	$0	$0
LORI LANGONA	DIRECTOR	0.20	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
2025	$292,264	$317,433	$1,206,174	$-25,169
2024	$272,116	$341,560	$1,381,304	$-69,444
2023	$262,447	$293,633	$1,301,952	$-31,186
2022	$261,123	$283,918	$1,330,396	$-22,795
2021	$247,486	$279,609	$1,368,477	$-32,123
2020	$234,886	$310,106	$1,380,812	$-75,220
2019	$230,623	$267,858	$1,461,518	$-37,235
2018	$226,982	$272,784	$1,495,968	$-45,802

CASA LINDA INC