CASA COMMUNITY ASSOCIATION (EIN 954525241) - 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

1995

Legal Domicile

Principal Officer

TOM A LUNGIN

Phone

8054137991

Tax Period

2024-01-01 to 2024-12-31

CASA COMMUNITY ASSOCIATION, founded in 1995, is a community nonprofit in the Housing & Shelter sector that reported $1.5M in total revenue in fiscal year 2024. Expenses of $1.9M exceeded revenue, resulting in a 29% operating deficit.

Mission

PROVIDE AFFORDABLE HOUSING TO LOW INCOME FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $749,106

Program Service Revenue $698,651

Investment Income $56,003

Other Revenue $2,050

TOTAL REVENUE $1,505,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $350,285

Fundraising Expenses $0

Program Expenses $1,460,121

Other Expenses $1,587,801

TOTAL EXPENSES $1,938,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,505,810	$1,414,263	+0.1%
Expenses	$1,938,086	$1,714,150	+0.1%
Net Income	$-432,276	$-299,887	+0.4%

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

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
TOM A LUNGIN	PRESIDENT/CEO FOR CA	2.00	Officer Director	$0	$0	$0
STEPHEN WATSON	SECRETARY,TREASURER/CEO FOR CA	2.00	Officer Director	$0	$0	$0
ESTELLE JIMENEZ	DIRECTOR	2.00	Director	$0	$0	$0
GARRETT LUNGIN	DIRECTOR	2.00	Director	$0	$0	$0
GINGER ALLEN	DIRECTOR	2.00	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
2024	$1,505,810	$1,938,086	$3,723,241	$-432,276
2023	$1,414,263	$1,714,150	$4,162,074	$-299,887
2022	$1,321,297	$1,781,752	$4,531,065	$-460,455
2021	$1,266,142	$1,559,927	$4,841,400	$-293,785
2020	$1,253,959	$1,389,885	$5,153,469	$-135,926
2019	$1,222,456	$1,459,658	$5,284,131	$-237,202
2018	$1,190,783	$1,413,668	$5,527,955	$-222,885

CASA COMMUNITY ASSOCIATION