Casa Allegra Community Services

EIN: 942775979 501(c)(3) Employment

San Rafael, CA

Total Revenue
$8,674,339
Total Expenses
$8,228,651
Total Assets
$6,469,603
Net Assets
$4,684,109
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
CA
Principal Officer
Eny Campos
Phone
4154991116
Tax Period
2024-07-01 to 2025-06-30

Casa Allegra Community Services, founded in 1976, is a community nonprofit in the Employment sector that reported $8.7M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $8.2M left a modest 5% surplus.

Mission

Provide residential care facility for individuals with disabilities. The purpose of the organization is to develop community living options, educational and recreational opportunities and employment for all persons regardless of their disabilities.

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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 $64,340
Program Service Revenue $8,306,937
Investment Income $303,062
Other Revenue $0
TOTAL REVENUE $8,674,339

Expense Breakdown

Grants Paid $0
Salaries & Benefits $7,473,547
Fundraising Expenses $5,329
Program Expenses $7,501,065
Other Expenses $755,104
TOTAL EXPENSES $8,228,651

Year-over-Year Comparison

2024 2023 Change
Revenue $8,674,339 $7,604,147 +0.1%
Expenses $8,228,651 $7,520,387 +0.1%
Net Income $445,688 $83,760 +4.3%
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
6
Independent Members
6
Employees
138
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
3
$155,139
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Eny Campos Executive Dir. 40.00
Officer
$155,139 $0 $155,139
Patty Parnow Board Member 2.00
Director
$0 $0 $0
Allen Peters President 2.00
Officer Director
$0 $0 $0
Theresa Eisenberg Secretary 2.00
Officer Director
$0 $0 $0
Eri Brevig Board Member 2.00
Director
$0 $0 $0
Laura LaLonde Board Member 2.00
Director
$0 $0 $0
Donna Rodriguez Board Member 2.00
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
2025 $8,674,339 $8,228,651 $6,469,603 $445,688
2024 $7,621,520 $7,506,967 $5,560,534 $114,553
2024 $7,604,147 $7,520,387 $5,560,534 $83,760
2023 $6,896,338 $6,740,272 $5,399,028 $156,066
2022 $6,177,965 $6,276,728 $4,870,838 $-98,763
2021 $6,898,179 $5,987,460 $4,995,332 $910,719
2020 $5,820,328 $5,404,839 $4,030,368 $415,489
2019 $5,176,830 $4,855,699 $3,590,469 $321,131
2018 $4,739,717 $4,568,332 $3,115,255 $171,385
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