CASTING FOR RECOVERY (EIN 030354382) - 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

1996

Legal Domicile

Principal Officer

SUSAN GAETZ

Phone

4066246583

Tax Period

2024-01-01 to 2024-12-31

CASTING FOR RECOVERY, founded in 1996, is a community nonprofit in the Health Care sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $2.0M left a modest 14% surplus.

Mission

The mission of Casting for Recovery (CfR) is to empower women in treatment or recovery from breast cancer, through oncology-informed retreats that connect women to each other and nature using the therapeutic sport of fly fishing - all at no cost to the participants.

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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 $1,900,581

Program Service Revenue $0

Investment Income $71,352

Other Revenue $372,195

TOTAL REVENUE $2,344,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $947,714

Fundraising Expenses $333,684

Program Expenses $1,456,415

Other Expenses $1,033,926

TOTAL EXPENSES $2,010,569

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,344,128	$1,870,438	+0.3%
Expenses	$2,010,569	$1,973,450	+0.0%
Net Income	$333,559	$-103,012	-4.2%

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

Volunteers

1800

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

$125,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN GAETZ	Executive Dir.	40.00	Officer	$125,600	$0	$125,600
CHARLES PENLEY MD	Chair	1.00	Officer Director	$0	$0	$0
PATRICIA TRISH SHANDS MD	Trustee	1.00	Director	$0	$0	$0
KRISTIN MELLINGER	Treasurer	1.00	Officer Director	$0	$0	$0
LINDA LOVGREN APR	Secretary	1.00	Officer Director	$0	$0	$0
RONETTA RONI BRIGGS	Vice Chair	1.00	Officer Director	$0	$0	$0
DANIEL DANI ROSE	Trustee	1.00	Director	$0	$0	$0
BENITA WALTON	Trustee	1.00	Director	$0	$0	$0
SCOTT CASSITY	Trustee	1.00	Director	$0	$0	$0
CAITLYN MURPHY	Trustee	1.00	Director	$0	$0	$0
CINDY THEBAUD	Trustee	1.00	Director	$0	$0	$0
DANIEL HAYES	Trustee	1.00	Director	$0	$0	$0
ROBERT TOMPKINS	Trustee	1.00	Director	$0	$0	$0
JENNIFER JENN SPARKS	Trustee	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
2024	$2,344,128	$2,010,569	$3,552,157	$333,559
2023	$1,870,438	$1,973,450	$3,107,152	$-103,012
2022	$1,756,643	$1,680,415	$3,214,577	$76,228
2021	$1,870,933	$1,540,970	$3,168,214	$329,963
2020	$1,436,978	$927,228	$2,749,462	$509,750
2019	$1,883,745	$1,570,740	$2,209,776	$313,005
2019	$1,883,745	$1,570,740	$2,209,776	$313,005
2018	$1,684,311	$1,643,519	$1,772,912	$40,792

CASTING FOR RECOVERY