Casa Angelica Foundation

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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

1960

Legal Domicile

Principal Officer

SISTER ANNA MARIA SERAFINI

Phone

5055070820

Tax Period

2023-01-01 to 2023-12-31

Casa Angelica Foundation, founded in 1960, is a micro nonprofit in the Religion sector that reported $11K in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. Expenses of $109K exceeded revenue, resulting in a 882% operating deficit.

Mission

Casa Angelica Foundation provides financial support to enhance the lives of the residents of Casa Angelica, an intermediate care facility for the developmentally disabled.

Program Service Accomplishments

Program 1

Expenses: $108,602

Payments made to Casa Angelica are applied toward meeting operating expenses and capital improvements in their work of caring for children and young adults with severe cognitive and developmental...

Payments made to Casa Angelica are applied toward meeting operating expenses and capital improvements in their work of caring for children and young adults with severe cognitive and developmental disabilities and pervasive medical needs. Casa Angelica is directed by the Daughters of Charity Canossa. The Foundation is responsible for funds and real estate donated at the time of construction of the facility, prudent investment of present and future bequests, and current gifts to assist with the existence of Casa Angelica in the future.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,607

Program Service Revenue $0

Investment Income $8,452

Other Revenue $0

TOTAL REVENUE $11,059

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,602

Other Expenses $8,602

TOTAL EXPENSES $108,602

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,059	$5,292	+1.1%
Expenses	$108,602	$32,754	+2.3%
Net Income	$-97,543	$-27,462	+2.6%

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
SISTER ANNA MARIA SERAFINI	President	0.100	Officer Director	$0	$0	$0
SISTER NECY GUAN	Vice President	0.100	Officer Director	$0	$0	$0
JAMES MAGOVERN	Secretary	0.200	Officer Director	$0	$0	$0
GARY KISSOCK	Treasurer	0.400	Officer Director	$0	$0	$0
SISTER STELLA NEGRI	Director	0.100	Director	$0	$0	$0
JIM DOUGLAS	Director ex officio	0.100	Director	$0	$0	$0
LAURA JILL AUBREY	Director	0.100	Director	$0	$0	$0
ANNETTE ARRIGONI	Director	0.100	Director	$0	$0	$0
REGINA ARRIGONI	Director	0.100	Director	$0	$0	$0
LOUISE D'AMOUR	Director	0.100	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
2023	$11,059	$108,602	$522,098	$-97,543
2022	$5,292	$32,754	$598,929	$-27,462
2021	$86,504	$28,415	$686,274	$58,089
2020	$15,384	$26,980	$648,853	$-11,596
2019	$32,106	$50,338	$617,534	$-18,232
2018	$9,447	$26,855	$594,614	$-17,408