CASA of the Southern Tier Inc (EIN 222984339) - 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

1989

Legal Domicile

Principal Officer

Charlene Johnson

Phone

6079362272

Tax Period

2024-07-01 to 2025-06-30

CASA of the Southern Tier Inc, founded in 1989, is a small nonprofit in the Human Services sector that reported $201K in total revenue in fiscal year 2024. Expenses of $195K left a modest 3% surplus.

Mission

To advocate for the best interests of abused and neglected children in Family Court.

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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 $201,176

Program Service Revenue $0

Investment Income $8

Other Revenue $0

TOTAL REVENUE $201,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $156,443

Fundraising Expenses $0

Program Expenses $116,865

Other Expenses $38,640

TOTAL EXPENSES $195,083

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,184	$201,019	+0.0%
Expenses	$195,083	$223,248	-0.1%
Net Income	$6,101	$-22,229	-1.3%

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

$69,571

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristen Woodard	Treasurer	2.30	Officer Director	$0	$0	$0
Dr Chukwudi Okoro	Member	1.20	Director	$0	$0	$0
Christie McCarthy	President	1.80	Officer Director	$0	$0	$0
Bruce Sharpe	Member	1.70	Director	$0	$0	$0
Amanda Kowalski	Secretary	2.00	Officer Director	$0	$0	$0
Nancy Forgue	Member	1.80	Director	$0	$0	$0
Amanda Chafee	Member	0.80	Director	$0	$0	$0
Charlene Johnson	Executive Director	40.00	Officer	$69,571	$0	$69,571

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	$201,184	$195,083	$128,994	$6,101
2024	$201,019	$223,248	$127,951	$-22,229
2023	$237,957	$190,135	$149,772	$47,822
2022	$202,705	$162,457	$98,829	$40,248

CASA of the Southern Tier Inc