CAMELOT CASITAS

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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

2000

Legal Domicile

Principal Officer

SHELLY MARQUEZ

Phone

3038303300

Tax Period

2023-01-01 to 2023-12-31

CAMELOT CASITAS, founded in 2000, is a micro nonprofit in the Housing & Shelter sector that reported $91K in total revenue in fiscal year 2023. Expenses of $106K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SPECIAL SERVICES AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING

Program Service Accomplishments

Program 1

Expenses: $86,226 Revenue: $29,789

THE ORGANIZATION WAS FORMED TO CONSTRUCT AND OPERATE LOW-INCOME HOUSING PROJECTS UNDER SECTION 811 OF THE NATIONAL HOUSING ACT AND PROVIDE SERVICES TO LOW-INCOME FAMILIES, ELDERLY, HANDICAPPED...

THE ORGANIZATION WAS FORMED TO CONSTRUCT AND OPERATE LOW-INCOME HOUSING PROJECTS UNDER SECTION 811 OF THE NATIONAL HOUSING ACT AND PROVIDE SERVICES TO LOW-INCOME FAMILIES, ELDERLY, HANDICAPPED, HOMELESS, AND DISADVANTAGED PERSONS. THE PROJECT CONSISTS OF 8 UNITS LOCATED IN PHOENIX, AZ.

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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 $60,735

Program Service Revenue $29,713

Investment Income $90

Other Revenue $76

TOTAL REVENUE $90,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,226

Other Expenses $106,457

TOTAL EXPENSES $106,457

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,614	$89,236	+0.0%
Expenses	$106,457	$87,680	+0.2%
Net Income	$-15,843	$1,556	-11.2%

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

N/A

Employees

N/A

Volunteers

N/A

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

$1,703,406

Total Directors

$741,340

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KASSIDI BOENING	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$28,632	$172,676
MELISSA CLAYTON	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$33,798	$299,519
SHELLY MARQUEZ	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$25,412	$269,145
CHAD PAYNE	TREASURER	1.00	Officer	$0	$8,496	$200,685
ELLEN ABRAMS	VICE PRESIDENT	1.00	Officer	$0	$22,735	$118,750
JOANNA CROSBY	VICE PRESIDENT	1.00	Officer	$0	$9,802	$124,515
JOE ROSENBLUM	SECRETARY	1.00	Officer	$0	$10,201	$232,549
KUHL BROWN	VICE PRESIDENT	1.00	Officer	$0	$34,402	$187,264
BRUCE SAAB	VICE PRESIDENT (UNTIL 10/23)	1.00	Officer	$0	$13,324	$98,303

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	$90,614	$106,457	$278,763	$-15,843
2022	$89,236	$87,680	$272,831	$1,556
2021	$85,386	$91,429	$276,975	$-6,043
2020	$82,449	$93,283	$280,394	$-10,834
2019	$75,630	$81,680	$290,586	$-6,050
2018	$71,949	$84,874	$293,560	$-12,925