CASA OF THE NORTHERN BLUEGRASS REGION INC

EIN: 261158314 501(c)(3) Crime & Legal

CRESTVIEW HILLS, KY

Total Revenue
$583,174
Total Expenses
$586,471
Total Assets
$946,251
Net Assets
$857,286
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
KY
Principal Officer
Drew Vonlehman
Phone
8593921791
Tax Period
2024-07-01 to 2025-06-30

CASA OF THE NORTHERN BLUEGRASS REGION INC, founded in 2008, is a small nonprofit in the Crime & Legal sector that reported $583K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

The mission of CASA of the Northern Bluegrass Region is to provide court-appointed volunteer advocacy for abused and neglected children so that they can thrive in safe, permanent homes.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $523,182
Program Service Revenue $108
Investment Income $27,726
Other Revenue $32,158
TOTAL REVENUE $583,174

Expense Breakdown

Grants Paid $0
Salaries & Benefits $419,112
Fundraising Expenses $87,743
Program Expenses $380,211
Other Expenses $167,359
TOTAL EXPENSES $586,471

Year-over-Year Comparison

2024 2023 Change
Revenue $583,174 $539,531 +0.1%
Expenses $586,471 $484,131 +0.2%
Net Income $-3,297 $55,400 -1.1%
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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Governance

Voting Members
15
Independent Members
15
Employees
6
Volunteers
90

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
4
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DREW VONLEHMAN CHAIR 1.00
Officer Director
$0 $0 $0
DAVID DRAKE VICE CHAIR 1.00
Officer Director
$0 $0 $0
TERI WALKER SECRETARY 1.00
Officer Director
$0 $0 $0
COLLEEN SWANSON TREASURER 1.00
Officer Director
$0 $0 $0
LORI BURDINE TRUSTEE 1.00
Director
$0 $0 $0
CAROLINE CAPAL TRUSTEE 1.00
Director
$0 $0 $0
TRACEY COFFEY TRUSTEE 1.00
Director
$0 $0 $0
KEONI CHRISTENSEN TRUSTEE 1.00
Director
$0 $0 $0
JENNIFER COUTINHO TRUSTEE 1.00
Director
$0 $0 $0
JAMES GILBERT TRUSTEE 1.00
Director
$0 $0 $0
JUSTIN HANKS TRUSTEE 1.00
Director
$0 $0 $0
MIKE MCCLUSKEY TRUSTEE 1.00
Director
$0 $0 $0
STACY MEYERS TRUSTEE 1.00
Director
$0 $0 $0
MATTHEW UNDERWOOD TRUSTEE 1.00
Director
$0 $0 $0
JIM WARKEN TRUSTEE 1.00
Director
$0 $0 $0
NICOLE JEFFRIES EXECUTIVE DIRECTOR 40.00
Highest
$93,350 $0 $93,350
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 $583,174 $586,471 $946,251 $-3,297
2024 $539,531 $484,131 $1,014,949 $55,400
2023 $489,238 $281,905 $562,094 $207,333
2022 $292,921 $273,280 $404,043 $19,641
2021 $235,799 $218,135 $326,207 $17,664
2020 $259,744 $225,736 $278,880 $34,008
2019 $288,700 $208,416 $209,915 $80,284
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