CASITA COALITION

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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

2019

Legal Domicile

Principal Officer

NOERENA LIMON

Phone

3233196009

Tax Period

2025-01-01 to 2025-12-31

CASITA COALITION, founded in 2019, is a community nonprofit in the Housing & Shelter sector that reported $1.4M in total revenue in fiscal year 2025. Revenue surged 166% from the prior year, signaling strong growth momentum. The organization ran a surplus of $551K, a strong 39% operating margin.

Mission

CASITA COALITION REMOVES BARRIERS TO MIDDLE-SCALE HOMES AND ACCESSORY DWELLING UNITS (ADU) IN CALIFORNIA TO INCREASE THE SUPPLY OF ATTAINABLE HOMES FOR RENTERS AND HOME BUYERS.

Program Service Accomplishments

Program 1

Expenses: $687,381

EDUCATION: 5 GUIDEBOOKS AND HANDOUTS PUBLISHED & DISTRIBUTED; 5 WEBINARS PRESENTED; 16 PRESENTATIONS BY BOARD MEMBERS; 1 ADU EDUCATION COURSE CURRICULUM DEVELOPED; 2 ADU INTENSIVE COURSE COHORTS...

EDUCATION: 5 GUIDEBOOKS AND HANDOUTS PUBLISHED & DISTRIBUTED; 5 WEBINARS PRESENTED; 16 PRESENTATIONS BY BOARD MEMBERS; 1 ADU EDUCATION COURSE CURRICULUM DEVELOPED; 2 ADU INTENSIVE COURSE COHORTS COMPLETED WITH 42% OF ATTENDEES VERY LOW AND LOW INCOME; 4 ADU HOMEOWNER FAIRS HOSTED.

Program 2

POLICY REFORM: RECOMMENDATIONS PROVIDED TO LOCAL, STATE AND FEDERAL AGENCIES IN TOPIC AREAS RELATED TO ADU & MIDDLE HOUSING POLICY. MIDDLE HOUSING PLAYBOOK PUBLISHED AND DISTRIBUTED TO ASSIST IN...

POLICY REFORM: RECOMMENDATIONS PROVIDED TO LOCAL, STATE AND FEDERAL AGENCIES IN TOPIC AREAS RELATED TO ADU & MIDDLE HOUSING POLICY. MIDDLE HOUSING PLAYBOOK PUBLISHED AND DISTRIBUTED TO ASSIST IN DEVELOPMENT OF EFFECTIVE POLICIES FOR ATTAINABLE HOMES FOR RENTAL AND PURCHASE; ADVISED ON STATEWIDE POLICIES TO REMOVE BARRIERS TO MORE HOMES; ASSISTED IN DEVELOPMENT OF STANDARDIZED DATA FIELDS FOR ADUS ON MLS PLATFORMS

Program 3

SECTOR DEVELOPMENT/COALITION-BUILDING; 12 INDUSTRY ROUNDTABLES HOSTED; 4 NETWORKING EVENTS FOR PEER-TO-PEER KNOWLEDGE-SHARING HOSTED; MENTORED ADU AND MIDDLE HOUSING ADVOCATES FROM CITIES AND STATES OUTSIDE CALIFORNIA TO SHARE LESSONS LEARNED AND SPEED ADOPTION OF POLICIES THAT ENCOURAGE PRODUCTION OF ATTAINABLE HOMES

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,429,387

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,429,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $624,644

Fundraising Expenses $78,844

Program Expenses $687,381

Other Expenses $228,082

TOTAL EXPENSES $878,045

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,429,387	$537,332	+1.7%
Expenses	$878,045	$535,635	+0.6%
Net Income	$551,342	$1,697	+323.9%

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

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

$173,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NOERENA LIMON	CEO	40.00	Officer	$173,692	$0	$173,692
TIMOTHY PAWLAK	DIRECTOR OF EDUCATION	40.00		$120,781	$0	$120,781
DENISE PINKSTON	Secretary	1.00	Officer Director	$0	$0	$0
RAFAEL PEREZ	PREVIOUS Pres.	1.00	Officer Director	$0	$0	$0
ROBERT APODACA	Treasurer	1.00	Officer Director	$0	$0	$0
ANNE HINTON	Director	1.00	Director	$0	$0	$0
ADAM BRIONES	Director	1.00	Director	$0	$0	$0
KATHERINE PEOPLES	President	1.00	Officer Director	$0	$0	$0
KOL PETERSON	Director	1.00	Director	$0	$0	$0
FABIAN CASAREZ	Director	1.00	Director	$0	$0	$0
DAN HArdcastle	Director	1.00	Director	$0	$0	$0
ANNE WYATT	Director	1.00	Director	$0	$0	$0
JONATHAN LAWLESS	Director	1.00	Director	$0	$0	$0
MUHAMMAD ALAMELDIN	Director	1.00	Director	$0	$0	$0
LOUIS MIRANTE	Director	1.00	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	$1,429,387	$878,045	$1,461,930	$551,342
2024	$537,332	$535,635	$635,032	$1,697
2023	$322,495	$324,916	$16,294	$-2,421
2022	$226,212	$220,041	$18,715	$6,171