CASA ESPERANZA ENDOWMENT 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

2001

Legal Domicile

Principal Officer

BILL COON

Phone

5052462700

Tax Period

2024-07-01 to 2025-06-30

CASA ESPERANZA ENDOWMENT FOUNDATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $378K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $483K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO OPERATE FOR THE SOLE BENEFIT OF CASA ESPERANZA, INC. BY ASSISTING IT TO CARRY OUT ITS CHARITABLE PURPOSE. THE ORGANIZATION MANAGES AN INVESTMENT PORTFOLIO AND A VEHICLE DONATION PROGRAM AND SPONSORS FUNDRAISING EVENTS IN ORDER TO RAISE FUNDS TO SUPPORT THE MISSION OF CASA ESPERANZA, INC.

Program Service Accomplishments

Program 1

Expenses: $101,846

GENERATED 60,539 FOR THE SUPPORT AND BENEFIT OF CASA ESPERANZA, INC. TO ASSIST IT IN CARRYING OUT ITS EXEMPT PURPOSES.

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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 $231,044

Program Service Revenue $0

Investment Income $102,909

Other Revenue $44,265

TOTAL REVENUE $378,218

Expense Breakdown

Grants Paid $60,539

Salaries & Benefits $110,875

Fundraising Expenses $246,126

Program Expenses $101,846

Other Expenses $311,196

TOTAL EXPENSES $482,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$378,218	$445,205	-0.2%
Expenses	$482,610	$434,871	+0.1%
Net Income	$-104,392	$10,334	-11.1%

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

$128,377

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNALESE S ELROD	DIRECTOR TO	1.00	Director	$0	$0	$0
AMY BLASING	DIRECTOR TO	1.00	Director	$0	$0	$0
RHIANNON R GALLEGOS	DIRECTOR	1.00	Director	$0	$0	$0
PAULA CASEY	BOARD SECRET	1.00	Officer Director	$0	$0	$0
BRYAN R RUNYAN	BOARD TREASU	1.00	Officer Director	$0	$0	$0
SHARON K AUSTIN	BOARD VICE C	1.00	Officer Director	$0	$0	$0
GABRIEL CASTRO	FORMER BOARD	1.00	Officer Director	$0	$0	$0
ESSENCE D HAND	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CHRISANN GRAY	EXECUTIVE DI	20.00	Officer	$28,229	$16,556	$128,377

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	$378,218	$482,610	$1,677,495	$-104,392
2024	$445,205	$434,871	$1,704,718	$10,334
2023	$395,975	$490,692	$1,662,098	$-94,717
2022	$461,347	$652,276	$1,685,866	$-190,929
2021	$760,670	$737,137	$2,202,353	$23,533
2020	$611,689	$772,967	$1,989,338	$-161,278
2019	$682,753	$745,757	$2,122,993	$-63,004