CASAS DEL RIO (EIN 953847239) - 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

1983

Legal Domicile

Principal Officer

RECINDA SHAFER

Phone

7148038900

Tax Period

2023-09-01 to 2024-08-31

CASAS DEL RIO, founded in 1983, is a micro nonprofit that reported $271K in total revenue in fiscal year 2023. Revenue fell 134% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE SUITABLE AFFORDABLE HOUSING TO LOW-INCOME, DISABLED RESIDENTS, AND ASSIST THEM WITH ACCESS TO SOCIAL AND HEALTH SERVICES.

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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 $229,005

Program Service Revenue $119,946

Investment Income $-619,835

Other Revenue $0

TOTAL REVENUE $-270,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,056

Fundraising Expenses $0

Program Expenses $135,341

Other Expenses $192,844

TOTAL EXPENSES $236,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-270,884	$787,558	-1.3%
Expenses	$236,900	$424,421	-0.4%
Net Income	$-507,784	$363,137	-2.4%

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

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
KEN ROBERTSON	CHAIR (THRU 2/24)	5.00	Officer Director	$0	$0	$0
RECINDA SHAFER	PRESIDENT	5.00	Officer Director	$0	$0	$0
NILSA GONZALEZ GUILLEN	TREASURER	5.00	Officer Director	$0	$0	$0
XOCHITL OLIVA	SECRETARY	5.00	Officer Director	$0	$0	$0
STEWART HALL	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MAUS	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	$-270,884	$236,900	$500,705	$-507,784
2023	$787,558	$424,421	$1,818,869	$363,137
2022	$529,487	$447,980	$1,616,654	$81,507
2021	$560,644	$394,673	$1,631,834	$165,971
2020	$548,514	$369,291	$1,572,556	$179,223
2019	$523,557	$393,418	$1,490,651	$130,139
2018	$529,292	$422,642	$1,457,777	$106,650

CASAS DEL RIO