CASA of Solano County (EIN 202551209) - 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

Phone

7074212272

Tax Period

2023-01-01 to 2023-12-31

CASA of Solano County, founded in 2004, is a small nonprofit in the Civil Rights & Advocacy sector that reported $944K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $314K, a strong 33% operating margin.

Mission

Advocates for abused, neglected and other identified children within the court system, with the belief that every child is entitled to a safe and stable home.

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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 (2023)

Revenue Breakdown

Contributions & Grants $802,906

Program Service Revenue $0

Investment Income $12,981

Other Revenue $128,551

TOTAL REVENUE $944,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $461,656

Fundraising Expenses $108,207

Program Expenses $438,049

Other Expenses $168,803

TOTAL EXPENSES $630,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$944,438	$853,173	+0.1%
Expenses	$630,459	$465,958	+0.4%
Net Income	$313,979	$387,215	-0.2%

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

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
Candice Pierce	Executive Director	40.00		$125,000	$0	$125,000
Brandi Palomo	Treasurer	5.00	Officer Director	$0	$0	$0
Sara MacCaughey	Secretary	3.00	Officer Director	$0	$0	$0
Julia Lopez	Director	2.00	Director	$0	$0	$0
JD Lopez	Chair	5.00	Officer Director	$0	$0	$0
Caryn Mikich	Director	1.00	Director	$0	$0	$0
Steve Wilkins	Past Chair	1.00	Director	$0	$0	$0
Yolanda Addiego	Director	2.00	Director	$0	$0	$0
Kelley Hanson	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	No data	No data	No data	No data
2023	$944,438	$630,459	$1,501,519	$313,979
2022	$853,173	$465,958	$1,179,108	$387,215
2021	$589,959	$438,127	$789,907	$151,832
2020	$549,988	$400,697	$638,239	$149,291
2019	$640,318	$439,945	$547,656	$200,373
2018	$473,218	$397,410	$343,366	$75,808

CASA of Solano County