LAKEWAY CASA INC

EIN: 460542387 501(c)(3) Human Services

MORRISTOWN, TN

Total Revenue
$303,199
Total Expenses
$242,426
Total Assets
$223,819
Net Assets
$223,819
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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
2012
Principal Officer
ANTHONY MISKA
Phone
4233075762
Tax Period
2023-07-01 to 2024-06-30

LAKEWAY CASA INC, founded in 2012, is a small nonprofit in the Human Services sector that reported $303K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 20% operating margin.

Mission

TO IMPROVE THE LIVES OF ABUSED AND NEGLECTED CHILDREN

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $277,437
Program Service Revenue $0
Investment Income $0
Other Revenue $25,762
TOTAL REVENUE $303,199

Expense Breakdown

Grants Paid $0
Salaries & Benefits $193,401
Fundraising Expenses $0
Program Expenses $196,128
Other Expenses $49,025
TOTAL EXPENSES $242,426

Year-over-Year Comparison

2023 2022 Change
Revenue $303,199 $241,316 +0.3%
Expenses $242,426 $200,109 +0.2%
Net Income $60,773 $41,207 +0.5%
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

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Governance

Voting Members
14
Independent Members
13
Employees
7
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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NATOISHA HAGER EXECUTIVE DI N/A
Officer
$0 $0 $0
ANTHONY MISKA PRESIDENT-CH N/A
Officer
$0 $0 $0
SHARON OATS SECRETARY N/A
Officer
$0 $0 $0
JAKE STOKELY TREASURER N/A
Officer
$0 $0 $0
KRIS YARLETT VICE PRESIDE N/A
Officer
$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 $303,199 $242,426 $223,819 $60,773
2023 $241,316 $200,109 $167,388 $41,207
2022 $194,012 $178,375 $123,473 $15,637
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