EL CASTILLO RETIREMENT RESIDENCES

EIN: 850211735 501(c)(3)

SANTA FE, NM

Total Revenue
$22,222,063
Total Expenses
$22,547,492
Total Assets
$118,759,449
Net Assets
$11,033,851
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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
1969
Legal Domicile
NM
Principal Officer
CAROLE PEET
Phone
5059882877
Tax Period
2024-07-01 to 2025-06-30

EL CASTILLO RETIREMENT RESIDENCES, founded in 1969, is a mid-sized nonprofit that reported $22.2M in total revenue in fiscal year 2024.

Mission

TO ENRICH THE LIVES OF OLDER ADULTS THROUGH COMMUNITY LIVING

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,000
Program Service Revenue $19,708,807
Investment Income $1,948,350
Other Revenue $562,906
TOTAL REVENUE $22,222,063

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,391,080
Fundraising Expenses $0
Program Expenses $15,166,357
Other Expenses $13,156,412
TOTAL EXPENSES $22,547,492

Year-over-Year Comparison

2024 2023 Change
Revenue $22,222,063 $21,740,541 +0.0%
Expenses $22,547,492 $22,494,551 +0.0%
Net Income $-325,429 $-754,010 -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

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Governance

Voting Members
8
Independent Members
8
Employees
225
Volunteers
8

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
6
$501,906
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHERYL PICK SOMMER TREASURER 5.00
Officer Director
$0 $0 $0
WILLIAM GARCIA PRESIDENT 5.00
Officer Director
$0 $0 $0
SIMON BRACKLEY BOARD MEMBER 5.00
Director
$0 $0 $0
JANIE THELIN VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
AMY WILSON BOARD MEMBER 5.00
Director
$0 $0 $0
DAVID RODRIGUEZ BOARD MEMBER 5.00
Director
$0 $0 $0
MAX MYERS SECRETARY 5.00
Officer Director
$0 $0 $0
JOHN FOX BOARD MEMBER 5.00
Director
$0 $0 $0
CAROLE PEET CEO 40.00
Officer
$307,178 $14,959 $322,137
MARIYA FLORES CFO 40.00
Officer
$179,769 $0 $179,769
KATHLEEN O'NEIL REGISTERED NURSE 40.00
Highest
$132,434 $0 $132,434
CHICQUEETA WHITAKER REGISTERED NURSE 40.00
Highest
$107,509 $10,404 $117,913
ROBERTA RAEL-SOLIS REGISTERED NURSE 40.00
Highest
$123,449 $0 $123,449
URSULA KIRKPATRICK DIRECTOR OF NURSING 40.00
Highest
$111,022 $0 $111,022
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 $22,222,063 $22,547,492 $118,759,449 $-325,429
2024 $21,740,541 $22,494,551 $122,458,319 $-754,010
2023 $18,997,755 $21,194,828 $122,768,941 $-2,197,073
2022 $11,771,221 $12,927,461 $122,205,602 $-1,156,240
2021 $12,101,669 $10,766,150 $124,048,378 $1,335,519
2020 $11,194,979 $10,448,261 $124,122,547 $746,718
2019 $12,808,133 $10,169,142 $52,078,259 $2,638,991
2018 $10,422,239 $9,551,524 $46,714,431 $870,715
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