CASA OF WESTMORELAND INC (EIN 205046788) - 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

2006

Legal Domicile

Principal Officer

STACEY SANDERS

Phone

7248506874

Tax Period

2023-01-01 to 2023-12-31

CASA OF WESTMORELAND INC, founded in 2006, is a small nonprofit in the Crime & Legal sector that reported $616K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

CASA OF WESTMORELAND, INC. RECRUITS, TRAINS AND SUPERVISES MEMBERS OF THE COMMUNITY TO SERVE AS COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN IN THE WESTMORELAND COUNTY COURT SYSTEM WHO HAVE BEEN ABUSED OR NEGLECTED.

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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 $613,455

Program Service Revenue $0

Investment Income $1,252

Other Revenue $1,596

TOTAL REVENUE $616,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $478,005

Fundraising Expenses $40,660

Program Expenses $586,665

Other Expenses $197,328

TOTAL EXPENSES $675,333

Year-over-Year Comparison

	2023	2022	Change
Revenue	$616,303	$514,914	+0.2%
Expenses	$675,333	$616,882	+0.1%
Net Income	$-59,030	$-101,968	-0.4%

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

$82,744

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANEEN MOFFA	PRESIDENT	2.00	Officer	$0	$0	$0
CHRIS MOHLER KING	VICE PRESIDENT	1.00	Officer	$0	$0	$0
STACEY SANDERS	TREASURER	3.00	Officer	$0	$0	$0
JANET HOLSHUE	SECRETARY	1.00	Officer	$0	$0	$0
ERIKA O'DONNELL	BOARD MEMBER	1.00	Director	$0	$0	$0
RICH ROHAC	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA BORTOLUZZI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID RIEHL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE RUGGERY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEB KOWALYK	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMANTHA QUINN STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY BATTLE	BOARD MEMBER	1.00	Director	$0	$0	$0
KARYN PRATT	BOARD MEMBER	1.00	Director	$0	$0	$0
MITCHELL SAMICK	EXECUTIVE DIRECTOR	40.00	Director	$78,420	$4,324	$82,744

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	$616,303	$675,333	$391,001	$-59,030
2022	$514,914	$616,882	$434,660	$-101,968
2021	$653,177	$571,509	$531,072	$81,668
2020	$457,014	$482,444	$434,284	$-25,430
2019	$456,057	$374,148	$455,873	$81,909
2018	$380,076	$272,958	$361,723	$107,118

CASA OF WESTMORELAND INC