CASA SANTA MARIA

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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

1978

Legal Domicile

Principal Officer

Carol Bowen

Phone

3232583512

Tax Period

2023-07-01 to 2024-06-30

CASA SANTA MARIA, founded in 1978, is a community nonprofit in the Housing & Shelter sector that reported $2.3M in total revenue in fiscal year 2023. The organization ran a surplus of $1.0M, a strong 45% operating margin.

Mission

CASA SANTA MARIA PROVIDES 100 HOUSING UNITS FOR LOW INCOME ELDERLY AND OR HANDICAPPED PERSONS.

Program Service Accomplishments

Program 1

Expenses: $1,236,950 Revenue: $2,261,822

CASA SANTA MARIA PROVIDED 100 HOUSING UNITS FOR LOW INCOME ELDERLY AND OR HANDICAPPED PERSONS.

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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 $2,236,210

Investment Income $22,504

Other Revenue $3,108

TOTAL REVENUE $2,261,822

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,236,950

Other Expenses $1,236,950

TOTAL EXPENSES $1,236,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,261,822	$2,203,861	+0.0%
Expenses	$1,236,950	$1,379,458	-0.1%
Net Income	$1,024,872	$824,403	+0.2%

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

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
CAROL BOWEN	President	2.00	Officer Director	$0	$0	$0
PATRICIA MANZO	Vice President	1.00	Officer Director	$0	$0	$0
REVEDWARD POETTGEN	Director	1.00	Director	$0	$0	$0
TERRY PAYNE	Director	1.00	Director	$0	$0	$0
REV MICHAEL RIZZO	Director	1.00	Director	$0	$0	$0
NORA MENDEZ	Executive Dir.	1.00	Director	$0	$0	$0
ELLEN ROY	Executive Dir.	1.00	Director	$0	$0	$0
JULIA MOORE	Director	1.00	Director	$0	$0	$0
GRACE QUACH	Director	1.00	Director	$0	$0	$0
STEVE PELLEGRINI	Director	1.00	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	No data	No data	No data	No data
2024	$2,261,822	$1,236,950	$6,168,394	$1,024,872
2023	$2,203,861	$1,379,458	$5,350,532	$824,403
2022	$1,808,690	$1,365,547	$4,725,363	$443,143
2021	$1,615,977	$1,222,596	$4,409,697	$393,381
2020	$1,600,571	$1,214,699	$4,174,067	$385,872
2019	$1,574,520	$1,238,959	$3,942,152	$335,561