CASA OMEGA (EIN 952677592) - 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

1971

Legal Domicile

Principal Officer

Robert M Ayer

Phone

8056373532

Tax Period

2023-01-01 to 2023-12-31

CASA OMEGA, founded in 1971, is a small nonprofit that reported $113K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $279K exceeded revenue, resulting in a 147% operating deficit.

Mission

Provide specialized care in a residential (homestyle) setting for mentally disabled male adults

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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 $0

Program Service Revenue $113,023

Investment Income $73

Other Revenue $0

TOTAL REVENUE $113,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,946

Fundraising Expenses $0

Program Expenses $278,953

Other Expenses $124,007

TOTAL EXPENSES $278,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$113,096	$426,948	-0.7%
Expenses	$278,953	$508,145	-0.5%
Net Income	$-165,857	$-81,197	+1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert M Ayer	President	5.00	Officer Director	$0	$0	$0
Jennifer Swank	Secretary	2.00	Officer Director	$0	$0	$0
John D Murray	Treasurer	2.00	Officer 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
2023	$113,096	$278,953	No data	$-165,857
2022	$426,948	$508,145	$165,857	$-81,197
2021	$455,735	$478,443	$247,054	$-22,708
2020	$427,053	$360,868	$269,762	$66,185
2019	$360,346	$366,289	$203,577	$-5,943
2018	$359,567	$361,003	$209,520	$-1,436

CASA OMEGA