CASA TREATMENT CENTER (EIN 952513421) - Form 990 Financial Analysis & Trantor Score

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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

1967

Legal Domicile

Principal Officer

NELY MEZA

Phone

6267922770

Tax Period

2024-07-01 to 2025-06-30

CASA TREATMENT CENTER, founded in 1967, is a community nonprofit in the Mental Health sector that reported $3.9M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $646K, a strong 17% operating margin.

Mission

CASA TREATMENT CENTER ("CASA") IS A NONPROFIT 501(C)(3) CORPORATION WHOSE MISSION IS TO PROVIDE 24-HOUR, NON-MEDICAL SUBSTANCE ABUSE TREATMENT PROGRAM FOR WOMEN. OUR PROGRAMS EMPHASIZE ABSTINENCE FROM ALCOHOL AND/OR OTHER MIND-ALTERING SUBSTANCES AND ENCOURAGE THE PHYSICAL, MENTAL AND SPIRITUAL GROWTH IN THE RECOVERY PROCESS, WHILE ALSO ADDRESSING CO-OCCURRING DISORDERS. WOMEN 18 YEARS OF AGE OR OLDER (OR EMANCIPATED MINORS) ARE PROVIDED WITH A SAFE, CLEAN AND SOBER ENVIRONMENT TO HELP THEM REACH THE GOAL OF BECOMING ALCOHOL AND DRUG-FREE.

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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 $723,290

Program Service Revenue $3,117,990

Investment Income $54,928

Other Revenue $-22,783

TOTAL REVENUE $3,873,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,798,108

Fundraising Expenses $336,469

Program Expenses $2,418,848

Other Expenses $1,429,114

TOTAL EXPENSES $3,227,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,873,425	$2,867,294	+0.4%
Expenses	$3,227,222	$2,956,195	+0.1%
Net Income	$646,203	$-88,901	-8.3%

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

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

$162,106

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH AMERY	CHAIR OF THE BOARD	6.00	Officer Director	$0	$0	$0
SIDNEY BARNEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RONALD HELMUTH	TREASURER	4.00	Officer Director	$0	$0	$0
LAJOI MCCLENDON	SECREATARY	2.00	Officer Director	$0	$0	$0
LEEANN HAVNER	PAST-CHAIR	2.00	Director	$0	$0	$0
BRIAN CROPP	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN O'KANE	BOARD MEMBER	2.00	Director	$0	$0	$0
CANDY RENICK	BOARD MEMBER	2.00	Director	$0	$0	$0
CRAIG RETTIG	BOARD MEMBER	2.00	Director	$0	$0	$0
DR CHARLES WEINSTEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
DAISY RIVAS	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH SOLIS	BOARD MEMBER	2.00	Director	$0	$0	$0
NELY MEZA	EXECUTIVE DIRECTOR	40.00	Officer	$162,106	$0	$162,106

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	$3,873,425	$3,227,222	$4,746,950	$646,203
2024	$2,867,294	$2,956,195	$4,165,827	$-88,901
2023	$2,377,858	$2,310,347	$4,145,632	$67,511
2022	$2,332,100	$2,060,980	$4,106,275	$271,120
2021	$1,541,324	$2,137,163	$3,765,309	$-595,839
2020	$2,566,064	$2,487,091	$4,360,817	$78,973
2019	$1,871,241	$2,667,716	$4,370,390	$-796,475
2018	$2,359,840	$2,631,106	$5,245,025	$-271,266

CASA TREATMENT CENTER