CASA PROJECT INC

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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

1988

Legal Domicile

Principal Officer

JULIE BOWDITCH

Phone

5087579877

Tax Period

2024-01-01 to 2024-12-31

CASA PROJECT INC, founded in 1988, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.3M left a modest 6% surplus.

Mission

THE ORGANIZATION RECRUITS, TRAINS, SUPERVISES AND SUPPORTS VOLUNTEERS FROM THE COMMUNITY TO BE COURT APPOINTED SPECIAL ADVOCATES ON BEHALF OF CHILDREN IN THE FOSTER CARE SYSTEM THAT HAVE BEEN ABUSED OR NEGLECTED. THE ORGANIZATION OPERATES WITHIN WORCESTER COUNTY AND THROUGH THE 5 JUVENILE COURTS IN WORCESTER COUNTY (DUDLEY, MILFORD, WORCESTER, FITCHBURG AND LEOMINSTER). THE DEDICATED CORPS OF VOLUNTEERS SERVED ON NUMBEROUS CASES AND ADVOCATED FOR CHILDREN TO QUICKLY MOVE THEM FROM FOSTER CARE TO A PERMANENT, SAFE AND SUPPORTIVE HOME.

Program Service Accomplishments

Program 1

Expenses: $918,527 Revenue: $598,330

THE ORGANIZATION TRAINS, SUPERVISES AND SUPPORTS VOLUNTEER COMMUNITY ADVOCATES APPOINTED BY THE COURT AS GUARDIANS AD LITEM FOR CHILDREN WHO HAVE BEEN ABUSED, NEGLECTED OR EXPLOITED. THE...

THE ORGANIZATION TRAINS, SUPERVISES AND SUPPORTS VOLUNTEER COMMUNITY ADVOCATES APPOINTED BY THE COURT AS GUARDIANS AD LITEM FOR CHILDREN WHO HAVE BEEN ABUSED, NEGLECTED OR EXPLOITED. THE ORGANIZATION'S ACTIVITIES ARE CONDUCTED UNDER THE AUTHORITY OF THE WORCESTER JUVENILE COURT AND ITS SESSIONS IN THE DISTRICT COURTS OF DUDLEY, MILFORD, WORCESTER, FITCHBURG AND LEOMINSTER. THE ORGANIZATION'S VALUNTEERS WORK WITH ALL SERVICE PROVIDERS FOR CHILDREN.THERE IS A NEED FOR CHILDREN TO BE REPRESENTED IN COURT. IN MOST COURT PROCEEDINGS, CHILDREN ARE NOT PRESENT AND ARE REPRESENTED BY AN ATTORNEY, WHO SPEAKS FOR THE WISHED OF THE CHILD. THE CASE IS ASSIGNED TO A DCF SOCIAL WORKER WITH NUMBEROUS CASES. A COMMUNITY ADVOCATE SERVES ONE CHILD OR SIBILING GROUP AND OFFERS INDIVIDUALIZED ADVOCACY DURING THE LIFE OF THE CASE.A COMMUNITY ADVOCATE SPEAKS FOR THE BEST INTEREST OF THE CHILD.

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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 $692,417

Program Service Revenue $598,330

Investment Income $41,814

Other Revenue $96,797

TOTAL REVENUE $1,429,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $974,165

Fundraising Expenses $166,244

Program Expenses $918,527

Other Expenses $365,471

TOTAL EXPENSES $1,339,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,429,358	$1,237,730	+0.2%
Expenses	$1,339,636	$1,031,723	+0.3%
Net Income	$89,722	$206,007	-0.6%

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

Volunteers

185

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
LYNN BARRIEAU	ASSISTANT DIRECTOR	40.00		$108,186	$3,246	$111,432
JULIE BOWDITCH	EXECUTIVE DIRECTOR	40.00		$104,936	$3,148	$108,084
JENA BAUMAN ADAMS	Director	1.00	Director	$0	$0	$0
JAMES GENTILE	President	1.00	Officer Director	$0	$0	$0
PETER METZ	Vice President	1.00	Officer Director	$0	$0	$0
STEVE PLOOF	Treasurer	1.00	Officer Director	$0	$0	$0
LORNA KOGON	Secretary	1.00	Officer Director	$0	$0	$0
JENNIFER FLEMMING	Director	1.00	Director	$0	$0	$0
ERIN JANSKY	Director	1.00	Director	$0	$0	$0
RENEE FALCONER	Director	1.00	Director	$0	$0	$0
ELIZABETH ESTABROOKS	Director	1.00	Director	$0	$0	$0
FITZROY HALL	Director	1.00	Director	$0	$0	$0
McKENZIE DAVIS-MARTIN	Director	1.00	Director	$0	$0	$0
JANELLE TANENBAUM	Director	1.00	Director	$0	$0	$0
JOHN CLEARY	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
2024	$1,429,358	$1,339,636	$1,721,573	$89,722
2023	$1,237,730	$1,031,723	$1,663,777	$206,007
2022	$1,116,461	$961,283	$1,269,105	$155,178
2021	$1,075,775	$935,493	$1,127,353	$140,282
2020	$1,221,891	$988,492	$980,840	$233,399
2019	$996,508	$930,965	$740,702	$65,543
2018	$956,935	$995,563	$667,541	$-38,628