CASA LAKE COUNTY 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

1993

Legal Domicile

Principal Officer

BRENT MOODY

Phone

8473836260

Tax Period

2023-07-01 to 2024-06-30

CASA LAKE COUNTY INC, founded in 1993, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $724K, a strong 27% operating margin.

Mission

CASA LAKE COUNTY IS A NONPROFIT MEMBERSHIP ORGANIZATION THAT ADVOCATES FOR THE BEST INTEREST OF ABUSED AND NEGLECTED CHILDREN WITHIN THE JUVENILE COURT SYSTEM.

Program Service Accomplishments

Program 1

Expenses: $1,405,713 Revenue: $1,218,643

RECRUITING, TRAINING AND SUPERVISING VOLUNTEERS TO REPRESENT ABUSED AND NEGLECTED CHILDREN IN THE COURT SYSTEM.

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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 $1,425,614

Program Service Revenue $1,114,741

Investment Income $103,902

Other Revenue $-589

TOTAL REVENUE $2,643,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,554,210

Fundraising Expenses $212,092

Program Expenses $1,405,713

Other Expenses $365,019

TOTAL EXPENSES $1,919,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,643,668	$1,952,854	+0.4%
Expenses	$1,919,229	$1,837,925	+0.0%
Net Income	$724,439	$114,929	+5.3%

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
BRENT MOODY	PRESIDENT	5.00	Officer Director	$0	$0	$0
DOUG MEYER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JACQUELINE DIOGUARDI	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SARAH LESSMAN	SECRETARY	5.00	Officer Director	$0	$0	$0
KYLE SAUERS	TREASURER	5.00	Officer Director	$0	$0	$0
GARY BENNETT	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD B BIAGI	DIRECTOR	2.00	Director	$0	$0	$0
HOWARD BUCKNER	DIRECTOR	2.00	Director	$0	$0	$0
MAIA DAVIS-SINGLETON	DIRECTOR	2.00	Director	$0	$0	$0
JUDI DUCHOSSOIS	DIRECTOR	2.00	Director	$0	$0	$0
KURT FEIEREISEL	DIRECTOR	2.00	Director	$0	$0	$0
DONNA GREENBERG	DIRECTOR	2.00	Director	$0	$0	$0
PAUL JENISTA	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA KRPAN	DIRECTOR	2.00	Director	$0	$0	$0
CINDY TAYLOR ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE TERBORG	DIRECTOR	2.00	Director	$0	$0	$0
LINDA S WHITE	DIRECTOR	2.00	Director	$0	$0	$0
TERRI Z GREENBERG	EXECUTIVE DIRECTOR	40.00	Highest	$182,069	$0	$182,069

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	No data	No data	No data	No data
2024	$2,643,668	$1,919,229	$4,732,644	$724,439
2023	$1,952,854	$1,837,925	$3,838,146	$114,929
2022	$2,551,663	$1,636,179	$3,603,139	$915,484
2021	$2,460,566	$1,184,615	$3,219,303	$1,275,951
2020	$1,384,357	$1,294,951	$1,800,545	$89,406