CASA ALMA (EIN 800427266) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

LAURA SNYDER BROWN

Phone

4342933133

Tax Period

2023-01-01 to 2023-12-31

CASA ALMA, founded in 2009, is a micro nonprofit in the Human Services sector that reported $54K in total revenue in fiscal year 2023. Net assets of $272K represent 60 months of operating reserves.

Mission

CASA ALMA IS A CATHOLIC WORKER COMMUNITY AND ALL-VOLUNTEER NON-PROFIT LOCATED ON .6 ACRES IN A DIVERSE NEIGHBORHOOD IN THE CITY OF CHARLOTTESVILLE. WE HOST A COMMUNITY HOUSE FOR RESIDENT VOLUNTEERS AND TWO HOUSES OF HOSPITALITY FOR HOMELESS AND LOW-INCOME FAMILIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $68,886

Program Service Revenue $0

Investment Income $78

Other Revenue $-14,591

TOTAL REVENUE $54,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $325

Program Expenses $54,542

Other Expenses $58,781

TOTAL EXPENSES $58,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,373	N/A	N/A
Expenses	$58,781	N/A	N/A
Net Income	$-4,408	N/A	N/A

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
LAURA SNYDER BROWN	EXECUTIVE DI	20.00	Officer Director	$0	$0	$0
JASON OBERGFELL	OFFICER	15.00	Officer Director	$0	$0	$0
OWEN BRENNAN	TREASURER	0.25	Officer Director	$0	$0	$0
STEPHEN BROWN	DIRECTOR	0.25	Director	$0	$0	$0
REBECCA STANGL	DIRECTOR	0.25	Director	$0	$0	$0
SARAH MALPASS	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTINE HITCHINS	DIRECTOR	0.25	Director	$0	$0	$0
ERIKA WILLIAMS-RODRIGUEZ	DIRECTOR	0.25	Director	$0	$0	$0
HEIDY COLEMAN	DIRECTOR	0.25	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
2024	No data	No data	No data	No data
2023	$54,373	$58,781	$272,414	$-4,408

CASA ALMA