BLUEBONNET CASA INC (EIN 300117462) - 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

2002

Legal Domicile

Principal Officer

CONNIE STOCKBRIDGE

Phone

3253476474

Tax Period

2024-01-01 to 2024-12-31

BLUEBONNET CASA INC, founded in 2002, is a small nonprofit in the Unknown sector that reported $324K in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $109K, a strong 34% operating margin.

Mission

TO TRAIN AND SUPERVISE VOLUNTEERS AS COURT APPOINTED GUARDIANS FOR ABUSED AND/OR NEGLECTED CHILDREN IN THE CHILD PROTECTIVE SERVICE (CPS) CUSTODY

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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 $307,967

Program Service Revenue $8,978

Investment Income $6,901

Other Revenue $0

TOTAL REVENUE $323,846

Expense Breakdown

Grants Paid $9,129

Salaries & Benefits $115,540

Fundraising Expenses $3,542

Program Expenses $171,227

Other Expenses $89,908

TOTAL EXPENSES $214,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$323,846	$224,173	+0.4%
Expenses	$214,577	$222,666	0.0%
Net Income	$109,269	$1,507	+71.5%

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

Total Directors

Key Employees

$64,300

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM HEATH	PRESIDENT	1.00	Officer Director	$0	$0	$0
HOLLY BRYAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CONNIE STOCKBRIDGE	TREASURER	1.00	Officer Director	$0	$0	$0
JANET MORAN	SECRETARY	2.00	Officer Director	$0	$0	$0
KATHERINE WALKER	MEMBER	1.00	Director	$0	$0	$0
NOL DEAR	MEMBER	1.00	Director	$0	$0	$0
DEBBIE VICKERS	MEMBER	1.00	Director	$0	$0	$0
PAIGE WRIGHT	MEMBER	1.00	Director	$0	$0	$0
LISA GOEHMANN	EXECUTIVE DIRECTOR	40.00	Key Emp Highest	$64,300	$0	$64,300
JACQUELINE COTTLE	MEMBER	1.00	Director	$0	$0	$0
BC HARDIN	MEMBER	1.00	Director	$0	$0	$0
CARLA IVINS	MEMBER	1.00	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	$323,846	$214,577	$660,662	$109,269
2023	$224,173	$222,666	$562,635	$1,507
2022	$252,690	$241,166	$570,352	$11,524
2021	$256,948	$237,327	$569,224	$19,621
2020	$249,844	$239,196	$561,467	$10,648
2019	$306,486	$242,452	$559,405	$64,034
2018	$311,521	$253,276	$513,340	$58,245

BLUEBONNET CASA INC