WILLIAM M CASEY FOUNDATION INC (EIN 237339626) - 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

1973

Legal Domicile

Phone

7184224200

Tax Period

2024-07-01 to 2025-06-30

WILLIAM M CASEY FOUNDATION INC, founded in 1973, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2024. The organization ran a surplus of $2.3M, a strong 57% operating margin.

Mission

TO HOLD TITLE TO BUILDINGS & LAND LOCATED IN NYC FOR THE PURPOSE OF LEASING & RENTING IN FURTHERANCE OF ST. VINCENT'S SERVICES, INC. MISSION AS A CATHOLIC SOCIAL SERVICE AGENCY.

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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 $0

Program Service Revenue $4,000,822

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,000,822

Expense Breakdown

Grants Paid $1,608,597

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $95,493

TOTAL EXPENSES $1,704,090

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,000,822	$4,113,532	0.0%
Expenses	$1,704,090	$1,662,843	+0.0%
Net Income	$2,296,732	$2,450,689	-0.1%

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

N/A

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

$1,205,513

Total Directors

$1,056,672

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN W VALENTINE-SAFFAYEH	SECRETARY / PRESIDENT & CEO - HSHS, HSVS, HEC, HSW	0.3	Officer Director	$0	$60,236	$571,800
JUSTIN NARDILLA	TREASURER / CFO THRU 01/2025 - HSHS, HSVS, HEC, HSW	0.5	Officer Director	$0	$28,250	$484,872
KENNETH P NOLAN ESQ	CHAIRMAN	0.5	Officer Director	$0	$0	$0
MARC SIMPSON	TREASURER AS OF 04/2025	0.5	Officer Director	$0	$0	$0
PAUL J TORRE	VICE CHAIR	0.5	Officer Director	$0	$0	$0
FR PAUL ANEL	BOARD MEMBER AS OF 04/2025	0.5	Director	$0	$0	$0
REV MICHAEL L GELFANT	BOARD MEMBER THRU 08/2024	0.5	Director	$0	$0	$0
DEVIN L CHAPMAN	SENIOR VP OF FINANCE / CFO AS OF 02/2025 - HSHS, HSVS, HEC, HSW	0.5	Officer	$0	$16,366	$148,841

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	$4,000,822	$1,704,090	$17,073,376	$2,296,732
2024	$4,113,532	$1,662,843	$15,456,525	$2,450,689
2023	$4,043,703	$2,028,135	$13,655,199	$2,015,568
2022	$3,689,739	$1,728,552	$12,316,713	$1,961,187
2021	$4,090,877	$2,422,508	$10,890,479	$1,668,369
2020	$3,685,718	$1,939,239	$14,192,081	$1,746,479
2019	$3,832,572	$2,832,387	$13,018,422	$1,000,185
2018	$3,672,575	$2,924,014	$12,599,157	$748,561

WILLIAM M CASEY FOUNDATION INC