CASA of Rochester-Monroe County Inc (EIN 222296489) - 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

1980

Legal Domicile

Principal Officer

Maryellen Dance

Phone

5853713986

Tax Period

2024-04-01 to 2025-03-31

CASA of Rochester-Monroe County Inc, founded in 1980, is a small nonprofit in the Unknown sector that reported $229K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $205K left a modest 10% surplus.

Mission

To advocate for children who have been abused and/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 (2024)

Revenue Breakdown

Contributions & Grants $230,125

Program Service Revenue $0

Investment Income $0

Other Revenue $-848

TOTAL REVENUE $229,277

Expense Breakdown

Grants Paid $0

Salaries & Benefits $165,211

Fundraising Expenses $22,819

Program Expenses $149,431

Other Expenses $40,010

TOTAL EXPENSES $205,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,277	$185,413	+0.2%
Expenses	$205,221	$202,389	+0.0%
Net Income	$24,056	$-16,976	-2.4%

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

$46,331

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roger Awe	Member	0.90	Director	$0	$0	$0
Elizabeth Escobar	Secretary	1.20	Officer Director	$0	$0	$0
Heather Papietro	Member	0.90	Director	$0	$0	$0
Maryellen Dance	President	1.40	Officer Director	$0	$0	$0
Jennison Bielemeier	Treasurer	1.20	Officer Director	$0	$0	$0
Sharon Scherer	Member	0.90	Director	$0	$0	$0
Jessica Simonetti	Member	0.90	Director	$0	$0	$0
Jessica LeDonne	Member	0.90	Director	$0	$0	$0
Nikisha Ridgeway	Member	0.90	Director	$0	$0	$0
Lara Graham	Executive Director	40.00	Officer	$40,847	$5,484	$46,331

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	$229,277	$205,221	$113,142	$24,056
2024	$185,413	$202,389	$81,444	$-16,976
2023	$138,011	$177,422	$98,390	$-39,411
2022	$188,284	$151,279	$134,233	$37,005

CASA of Rochester-Monroe County Inc