CASA OF THE TENNESSEE VALLEY (EIN 264363736) - 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

2009

Legal Domicile

Principal Officer

TRACEY WILLIAMS

Phone

4235395550

Tax Period

2024-01-01 to 2024-12-31

CASA OF THE TENNESSEE VALLEY, founded in 2009, is a small nonprofit in the Human Services sector that reported $552K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $535K left a modest 3% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROVIDE A POWERFUL VOICE FOR ABUSED AND NEGLECTED CHILDREN BY ADVOCATING FOR EACH CHILD, WITHIN THE COURT'S JURISDICTION, IN ORDER TO ENSURE SAFETY, PERMANCY AND AN OPPORTUNITY TO THRIVE.

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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 $538,212

Program Service Revenue $0

Investment Income $3,123

Other Revenue $10,950

TOTAL REVENUE $552,285

Expense Breakdown

Grants Paid $0

Salaries & Benefits $347,579

Fundraising Expenses $41,327

Program Expenses $437,940

Other Expenses $187,194

TOTAL EXPENSES $534,773

Year-over-Year Comparison

	2024	2023	Change
Revenue	$552,285	$324,024	+0.7%
Expenses	$534,773	$334,413	+0.6%
Net Income	$17,512	$-10,389	-2.7%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE ANDERSON	DIRECTOR	N/A	Director	$0	$0	$0
STEVEN BARLOW	DIRECTOR	N/A	Director	$0	$0	$0
TIMOTHY BELL	DIRECTOR	N/A	Director	$0	$0	$0
WENDY BRETZ	DIRECTOR	N/A	Director	$0	$0	$0
TAMMY BROWN	DIRECTOR	N/A	Director	$0	$0	$0
NATHAN CLOUSE	DIRECTOR	N/A	Director	$0	$0	$0
RYAN MOORE CPA	TREASURER	N/A	Officer Director	$0	$0	$0
KEVIN GENTRY	DIRECTOR	N/A	Director	$0	$0	$0
MIKE GILPATRICK	DIRECTOR	N/A	Director	$0	$0	$0
GEOL GREENLEE	DIRECTOR	N/A	Director	$0	$0	$0
SHERRI HUNDLEY	EXECUTIVE DI	N/A	Director	$0	$0	$0
MELODY KEES	DIRECTOR	N/A	Director	$0	$0	$0
LIN MARTEN	DIRECTOR	N/A	Director	$0	$0	$0
PATRICIA VINCENT	DIRECTOR	N/A	Director	$0	$0	$0
KELLY WILLIAMS	SECRETARY	N/A	Officer Director	$0	$0	$0
TRACEY WILLIAMS	CHAIR	N/A	Officer Director	$0	$0	$0
MANDI WOLFE	DIRECTOR	N/A	Director	$0	$0	$0

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	$552,285	$534,773	$363,746	$17,512
2023	$324,024	$334,413	$349,629	$-10,389
2022	$234,520	$248,220	$320,111	$-13,700
2021	$270,230	$256,937	$336,333	$13,293
2021	$270,230	$214,476	$378,794	$55,754

CASA OF THE TENNESSEE VALLEY