Casa De Oro Alliance
Nonprofit profile at a glance
- EIN
- 831298506
- IRS 990-EZ coverage
- 2022–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2024
- Location
- Spring Valley, CA, USA
- Phone
- 6194567450
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Community, Neighborhood Development
Reported finances
- Revenue
- $95,171
- Expenses
- $59,743
- Assets
- $42,962
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Lisa Stewart (President)
- Andrew Phemister (Vice President for Business Development)
- Michael Herron (Vice President for Government Affairs)
People named in this filing
- Lisa Stewart (President)
- Janet Deering (Treasurer)
- Alexandra Stall (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Casa de Oro Alliance is a nonprofit public benefit corporation and is not organized for the private gain of any person. The specific purpose of the Casa de Oro Alliance shall include without limitation, the revitalization of Casa de Oro, an unincorporated area of Spring Valley, California, an unincorporated area of San Diego County.
What it reported doing in 2024
The Casa de Oro Alliance received a grant from the County of San Diego in the amount of $57,080 to engage with flood-impacted businesses and residents to inform them of available flood recovery resources, provide one-on-one assistance and support, to produce and mail a survey and informational post cards to residents and businesses, host a community workshop focusing on mental health support for flood victims. The Casa de Oro Alliance received a second grant from the County of San Diego in the amount of $35.000 to promote a shop local campaign that includes designing, printing, and installing double-sided banners on the light poles in the business corridor and to contract with ArtReach San Diego to oversee, manage, and supervise the painting of a mural on the wall of one of the businesses to kick off the shop-local campaign and bring new customers to the community to support the businesses.
Operating model
- Revenue model
- Earned-program. 97% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 74
- Transparency & Controls: 82
- Sustainability: 66
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 60%; rating input score 60
- Program expense ratio: 95.6%; rating input score 96
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 37.2%; rating input score 86; 86th percentile among comparable filings
- Total-asset coverage ratio: 0.72; rating input score 38; 38th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 150% per year; rating input score 100; 99th percentile among comparable filings
- Revenue growth: 65.7% per year; rating input score 100; 98th percentile among comparable filings
- Asset growth: 19% per year; rating input score 100; 85th percentile among comparable filings
Details
- Where the money goes: 60% of revenue deployed · 95.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $57K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.