CASEYS SAFE HAVEN HOLISTIC RESCUE & SANCTUARY (EIN 452865627) - 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

2011

Legal Domicile

Principal Officer

KRISTENA ANDERSON

Tax Period

2020-07-01 to 2021-06-30

CASEYS SAFE HAVEN HOLISTIC RESCUE & SANCTUARY, founded in 2011, is a small nonprofit in the Animal-Related sector that reported $243K in total revenue in fiscal year 2020. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 15% operating margin.

Mission

HORSE RESCUE (SEE STATEMENT- SCHEDULE O)

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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 (2020)

Revenue Breakdown

Contributions & Grants $145,437

Program Service Revenue $74,855

Investment Income $1,873

Other Revenue $20,785

TOTAL REVENUE $242,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,238

Fundraising Expenses $0

Program Expenses $198,914

Other Expenses $151,540

TOTAL EXPENSES $205,778

Year-over-Year Comparison

	2020	2019	Change
Revenue	$242,950	$149,189	+0.6%
Expenses	$205,778	$153,039	+0.3%
Net Income	$37,172	$-3,850	-10.7%

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

N/A

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
CASSY BOHLIN	DIRECTOR	4.00	Officer	$0	$0	$0
NANCY MCCORMICK	SECRETARY	18.00	Officer	$0	$0	$0
VICKEY WALKER	DIRECTOR	6.00	Officer	$0	$0	$0
KATHLEEN DIETZ	DIRECTOR	4.00	Officer	$0	$0	$0
NANCY YOUNG	TREASURER	18.00	Officer	$0	$0	$0
JIM OCONNOR	DIRECTOR	4.00	Officer	$0	$0	$0
KRISTENA ANDERSON	PRESIDENT	10.00	Officer	$0	$0	$0
SUSAN LYNN BALLA	EXECUTIVE DIRECTOR	20.00	Key Emp	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2021	$242,950	$205,778	$62,606	$37,172

CASEYS SAFE HAVEN HOLISTIC RESCUE & SANCTUARY