CASITA FELIZ

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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

2023

Legal Domicile

Principal Officer

DIANA OLIVA

Phone

3235739879

Tax Period

2025-01-01 to 2025-12-31

Mission

Casita Feliz is dedicated to enhancing the health and well-being of the Latine LGBTQ+ Fresno and underserved communities through holistic programs, education, support services, fostering health equity and social justice.

Program Service Accomplishments

Program 1

Expenses: $165,335 Revenue: $-56,603

The Translatina Coalitions CDPH generated $108,731.88 in contributed revenue in 2025 including individual donations nonprofit grants and other contributions. The program incurred $133,929.47 in...

The Translatina Coalitions CDPH generated $108,731.88 in contributed revenue in 2025 including individual donations nonprofit grants and other contributions. The program incurred $133,929.47 in operating expenses, primarily for contract and professional services, payroll, rent, and food supplies. These expense exceeded revenue, resulting in an operating deficit of $25,197.59 for the year. After including minor vehicle expenses, the total net los for the project was <$25,459.55> Overall the project reflects nonprofit program operations funded by contributions but with expenses exceeding revenue during the 2025 reporting period.

Program 2

Expenses: $16,057 Revenue: $26,233

The Sierra Health Foundation Opioid and Stimulant Education Initiative generated $42,289.83 in grant revenue in 2025. Program expenditures totaled $16,057.15 primarily for payroll and office...

The Sierra Health Foundation Opioid and Stimulant Education Initiative generated $42,289.83 in grant revenue in 2025. Program expenditures totaled $16,057.15 primarily for payroll and office equipment. Payroll expenses accounted for $12,856.92, while office equipment and tools totaled $3,200.23. After expenses, the project produced a net operating surplus of $26,232.68 for the year. Overall, the initiative operated efficiently, with grant funding exceeding program costs during the 2025 reporting period.

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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 $316,478

Program Service Revenue $0

Investment Income $0

Other Revenue $-316,478

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,919

Fundraising Expenses $0

Program Expenses $181,392

Other Expenses $39,473

TOTAL EXPENSES $181,392

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	N/A	N/A
Expenses	$181,392	N/A	N/A
Net Income	N/A	N/A	N/A

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

175

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
none	none	N/A		$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	No data	$181,392	No data	No data