CASA SIERRA VISTA INC (EIN 953422024) - 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

1978

Legal Domicile

Principal Officer

MICHAEL MORRISSEY

Phone

9287823823

Tax Period

2023-01-01 to 2023-12-31

CASA SIERRA VISTA INC, founded in 1978, is a small nonprofit in the Housing & Shelter sector that reported $394K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $129K, a strong 33% operating margin.

Mission

LOW AND MODERATE INCOME HOUSING

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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 $285,026

Program Service Revenue $108,956

Investment Income $199

Other Revenue $0

TOTAL REVENUE $394,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,472

Other Expenses $265,472

TOTAL EXPENSES $265,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$394,181	$364,407	+0.1%
Expenses	$265,472	$265,774	0.0%
Net Income	$128,709	$98,633	+0.3%

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

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
GLORIA GODLEY	BOARD MEMBER	N/A	Director	$0	$0	$0
HAROLD MAXWELL	PRESIDENT	N/A	Officer Director	$0	$0	$0
GLEN MOSS	SECRETARY	N/A	Officer Director	$0	$0	$0
TOM RUSHIN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LEONARD TROXEL	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHAEL MORRISSEY	MANAGING AGE	N/A	Officer	$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
2024	No data	No data	No data	No data
2023	$394,181	$265,472	$450,488	$128,709
2022	$364,407	$265,774	$328,290	$98,633
2021	$388,569	$276,257	$315,620	$112,312
2020	$359,368	$285,151	$320,550	$74,217
2019	$354,718	$295,366	$319,535	$59,352
2018	$346,822	$307,706	$341,311	$39,116

CASA SIERRA VISTA INC