CASBO EDUCATION ADVOCACY FOUNDATION (EIN 200870036) - 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

2004

Legal Domicile

Principal Officer

TATIA DAVENPORT

Phone

9164473783

Tax Period

2022-07-01 to 2023-06-30

CASBO EDUCATION ADVOCACY FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $799K in total revenue in fiscal year 2022. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $347K, a strong 43% operating margin.

Mission

TO FURTHER THE IMPROVEMENT OF SCHOOL BUSINESS ADMINISTRATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $799,040

Investment Income $164

Other Revenue $0

TOTAL REVENUE $799,204

Expense Breakdown

Grants Paid $0

Salaries & Benefits $320,373

Fundraising Expenses $0

Program Expenses $433,451

Other Expenses $132,086

TOTAL EXPENSES $452,459

Year-over-Year Comparison

	2022	2021	Change
Revenue	$799,204	$386,490	+1.1%
Expenses	$452,459	$457,051	0.0%
Net Income	$346,745	$-70,561	-5.9%

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

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

$406,882

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE DIAL	CHAIR	5.00	Officer Director	$0	$0	$0
DIANE DESHLER	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
GARY STINE	ASSISTANT CHAIR	5.00	Officer Director	$0	$0	$0
TINA DOUGLAS	TRUSTEE	5.00	Director	$0	$0	$0
RICHARD DE NAVA	TRUSTEE	5.00	Director	$0	$0	$0
TATIA DAVENPORT	CEO	5.00	Officer	$0	$63,013	$406,882
ELIZABETH ESQUIVEL	ASSISTANT EXECUTIVE DIRECTOR OF POLICY AND ADVOCA	40.00	Highest	$142,196	$20,979	$163,175

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$799,204	$452,459	$622,844	$346,745
2022	$386,490	$457,051	$510,832	$-70,561
2021	$233,580	$445,246	$375,772	$-211,666
2020	$474,015	$534,556	$558,042	$-60,541
2019	$449,758	$501,308	$462,498	$-51,550
2018	$414,889	$478,763	$450,770	$-63,874

CASBO EDUCATION ADVOCACY FOUNDATION