CASA LA MERCED INC C/O FALKENBERG/… - Form 990 Financial Data

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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

ARTEMIO NAVARRO

Phone

3232583512

Tax Period

2018-07-01 to 2019-06-28

CASA LA MERCED INC C/O FALKENBERG/GILLIAM & ASSOCIATES, founded in 1983, is a micro nonprofit that reported $52K in total revenue in fiscal year 2018. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $16.2M exceeded revenue, resulting in a 31044% operating deficit.

Mission

TO PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY AND USEFULNESS IN LONGER LIVING.

Program Service Accomplishments

Program 1

Expenses: $16,165,767

PROVIDED HOUSING TO 129 ELDERLY INDIVIDUALS

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $52,026

Other Revenue $0

TOTAL REVENUE $52,026

Expense Breakdown

Grants Paid $16,144,309

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,165,767

Other Expenses $58,416

TOTAL EXPENSES $16,202,725

Year-over-Year Comparison

	2018	2017	Change
Revenue	$52,026	$227,553	-0.8%
Expenses	$16,202,725	$427,820	+36.9%
Net Income	$-16,150,699	$-200,267	+79.6%

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	Role	Reportable Comp	Other Comp	Total
TOM MALKASIAN	VICE PRESIDENT	Officer Director	$0	$0	$0
JERI CHINARIAN	TREASURER	Officer Director	$0	$0	$0
DR JAMES A LEMUS	DIRECTOR	Director	$0	$0	$0
ARTEMIO NAVARRO	PRESIDENT	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
2019	$52,026	$16,202,725	No data	$-16,150,699
2018	$227,553	$427,820	$16,093,302	$-200,267

CASA LA MERCED INC C/O FALKENBERG/GILLIAM & ASSOCIATES