CASA OF POLK COUNTY INC (EIN 270102203) - 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

2004

Legal Domicile

Principal Officer

KATHRYN AXTELL

Phone

5036238473

Tax Period

2023-01-01 to 2023-12-31

CASA OF POLK COUNTY INC, founded in 2004, is a small nonprofit in the Human Services sector that reported $304K in total revenue in fiscal year 2023. The organization ran a surplus of $67K, a strong 22% operating margin.

Mission

COURT APPROVED SPECIAL ADVOCATES WILL PROVIDE A POWERFUL VOICE FOR ABUSED AND NEGLECTED CHILDREN THAT ARE WARDS OF THE 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 (2023)

Revenue Breakdown

Contributions & Grants $308,662

Program Service Revenue $0

Investment Income $281

Other Revenue $-4,578

TOTAL REVENUE $304,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,415

Fundraising Expenses $0

Program Expenses $170,885

Other Expenses $93,627

TOTAL EXPENSES $237,042

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,365	$303,321	+0.0%
Expenses	$237,042	$258,209	-0.1%
Net Income	$67,323	$45,112	+0.5%

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

$43,318

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEVERLY WEST	GOVERNANCE VICE CHAIR	1.00	Officer Director	$0	$0	$0
TAMERA BIRD	FINANCE VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANTHONY JEFFRIES	DIRECTOR THRU 1/2023	1.00	Director	$0	$0	$0
SUSAN MEIKLE-STOOPS	CHAIR	3.00	Officer Director	$0	$0	$0
ED KLIMOWICZ	SECRETARY	1.00	Officer Director	$0	$0	$0
RICK YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
SALLY DAVIES	TREASURER	5.00	Officer Director	$0	$0	$0
KATRINA HOVEY	DIRECTOR	1.00	Director	$0	$0	$0
ALEJANDRO LUMBRERAS	DIRECTOR THRU 11/2023	1.00	Director	$0	$0	$0
SHANE RIDER	DIRECTOR AS OF 9/2023	1.00	Director	$0	$0	$0
JENNIFER VON DERAHE	DIRECTOR AS OF 2/2023	1.00	Director	$0	$0	$0
KATHRYN AXTELL	EXECUTIVE DIRECTOR	35.00	Officer	$43,318	$0	$43,318

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	No data	No data	No data	No data
2023	$304,365	$237,042	$257,330	$67,323
2022	$303,321	$258,209	$181,284	$45,112
2021	$278,927	$212,830	$161,930	$66,097
2020	$198,136	$165,771	$95,481	$32,365

CASA OF POLK COUNTY INC