CASA MONROE INC

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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

2007

Legal Domicile

Principal Officer

ALISA HOBBS

Phone

4234422750

Tax Period

2024-01-01 to 2024-12-31

CASA MONROE INC, founded in 2007, is a small nonprofit in the Human Services sector that reported $338K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $317K left a modest 6% surplus.

Mission

TO WORK WITHIN THE COURT SYSTEM, IN COLLABORATION WITH LOCAL AGENCIES AND RESOURCES TO SERVE AS A CHILD'S ADVOCATE AND TO REPRESENT THE CHILD IN JUVENILE AND OTHER COURTS WHERE THE WELFARE OF THE CHILD IS AN ISSUE.

Program Service Accomplishments

Program 1

Expenses: $256,780

PROMOTED AND SUPPORTED COURT-APPOINTED VOLUNTEER ADVOCACY TO REPRESENT THE BEST INTEREST OF CHILDREN WHO FIND THEMSELVES IN THE COURT SYSTEM BECAUSE OF ABUSE OR NEGLECT. GATHERED CRITICAL AND...

PROMOTED AND SUPPORTED COURT-APPOINTED VOLUNTEER ADVOCACY TO REPRESENT THE BEST INTEREST OF CHILDREN WHO FIND THEMSELVES IN THE COURT SYSTEM BECAUSE OF ABUSE OR NEGLECT. GATHERED CRITICAL AND OBJECTIVE INFORMATION TO BE USED BY THE COURT IN DECIDING THE MOST BENEFICIAL PLACEMENT OF THESE CHILDREN. DURING THE CURRENT YEAR, OVER 190 CHILDREN WERE SERVED WITH OVER 100 CASES. WE CURRENTLY HAVE OVER 52 ACTIVE CASES INVOLVING OVER 100 CHILDREN AND OVER 50 ADVOCATES. NUMBER OF VOLUNTEER HOURS FOR THIS YEAR WAS APPROX. 18,400.

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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 $236,875

Program Service Revenue $0

Investment Income $15,273

Other Revenue $85,442

TOTAL REVENUE $337,590

Expense Breakdown

Grants Paid $0

Salaries & Benefits $242,732

Fundraising Expenses $7,244

Program Expenses $256,780

Other Expenses $74,212

TOTAL EXPENSES $316,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,590	$383,922	-0.1%
Expenses	$316,944	$283,674	+0.1%
Net Income	$20,646	$100,248	-0.8%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISA HOBBS	EXEC. DIR.	N/A	Officer	$0	$0	$0
TERRIE HARE	CHAIRMAN	N/A	Director	$0	$0	$0
JOSH RULE	VICE CHAIRMA	N/A	Director	$0	$0	$0
JIM MCINTYRE	TREASURER	N/A	Director	$0	$0	$0
DEB MARSHALL	SECRETARY	N/A	Director	$0	$0	$0
JOE ANDERSON	CHAIRMAN EME	N/A	Director	$0	$0	$0
JOE HAJEK	BOD	N/A	Director	$0	$0	$0
DUANE BAUMERT	BOD	N/A	Director	$0	$0	$0
ERIC BEST	BOD	N/A	Director	$0	$0	$0
LUKE NOE	BOD	N/A	Director	$0	$0	$0
JIM FAIRWEATHER	BOD	N/A	Director	$0	$0	$0
MEGAN CONNER FRY	BOD	N/A	Director	$0	$0	$0
TAMMY MYERS	BOD	N/A	Director	$0	$0	$0
CHARLES RIDENOUR	BOD	N/A	Director	$0	$0	$0
DERRICK NELSON	BOD	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	$337,590	$316,944	$743,764	$20,646
2023	$383,922	$283,674	$733,235	$100,248
2022	$290,934	$275,247	$639,855	$15,687
2021	$324,011	$234,384	$632,287	$89,627
2020	$223,422	$194,887	$331,043	$28,535
2019	$256,681	$201,072	$299,325	$55,609
2018	$177,591	$176,477	$243,721	$1,114