CAJA FRIENDS INC (EIN 364348705) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

LAURA KOVALCIK

Phone

2565326988

Tax Period

2023-10-01 to 2024-09-30

CAJA FRIENDS INC, founded in 1999, is a small nonprofit in the Crime & Legal sector that reported $135K in total revenue in fiscal year 2017. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $20K, a strong 15% operating margin.

Mission

CAJA FRIENDS PROVIDES FUNDRAISING AND PROMOTIONAL SUPPORT TO THE COURT APPOINTED JUVENILE ADVOCATE PROGRAM.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $236,353

Program Service Revenue $0

Investment Income $23,888

Other Revenue $0

TOTAL REVENUE $260,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,496

Fundraising Expenses $0

Program Expenses $186,843

Other Expenses $17,866

TOTAL EXPENSES $201,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,241	$241,237	+0.1%
Expenses	$201,362	$190,246	+0.1%
Net Income	$58,879	$50,991	+0.2%

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

168

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

$70,351

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA KOVALCIK	EXECUTIVE DI	40.00	Officer	$70,351	$0	$70,351
BILL EBERLE	CHAIR	2.00	Officer Director	$0	$0	$0
TIM SINGLETON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DONNA HILL	SECRETARY	2.00	Officer Director	$0	$0	$0
TINA MARTINSON	TREASURER	2.00	Officer Director	$0	$0	$0
JOHNETTA GRAVES	LIAISON	2.00	Officer Director	$0	$0	$0
JUDY BELL	MEMBER	2.00	Director	$0	$0	$0
LEIGH CONWILL	MEMBER	2.00	Director	$0	$0	$0
JAYLEN COTTON	MEMBER	2.00	Director	$0	$0	$0
MICHAEL JOHANNES	MEMBER	2.00	Director	$0	$0	$0
ANN LEE	MEMBER	2.00	Director	$0	$0	$0
CLAY MANLEY	MEMBER	2.00	Director	$0	$0	$0
MARK REITER	MEMBER	2.00	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	$260,241	$201,362	$606,878	$58,879
2023	$241,237	$190,246	$485,919	$50,991
2022	$214,252	$184,355	$435,435	$29,897
2021	$214,125	$152,288	$403,613	$61,837
2020	$265,159	$149,559	$341,709	$115,600
2019	$119,012	$116,192	$216,856	$2,820
2018	$135,182	$114,874	$215,484	$20,308

CAJA FRIENDS INC