CASA Charter School Foundation (EIN 460965714) - 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

2012

Legal Domicile

Principal Officer

David Skerpon

Tax Period

2023-07-01 to 2024-06-30

CASA Charter School Foundation, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $361K in total revenue in fiscal year 2023. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $445K exceeded revenue, resulting in a 23% operating deficit.

Mission

Fundraising for the benefit of the Capital Area School for the Arts Charter School

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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 $361,114

Program Service Revenue $0

Investment Income $16

Other Revenue $0

TOTAL REVENUE $361,130

Expense Breakdown

Grants Paid $387,186

Salaries & Benefits $0

Fundraising Expenses $35,318

Program Expenses $445,445

Other Expenses $58,259

TOTAL EXPENSES $445,445

Year-over-Year Comparison

	2023	2022	Change
Revenue	$361,130	$180,832	+1.0%
Expenses	$445,445	$563,649	-0.2%
Net Income	$-84,315	$-382,817	-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

N/A

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
H Pollman	Chair	10	Officer Director	$0	$0	$0
K Page	Vice Chair	10	Officer Director	$0	$0	$0
E Mullaugh	Treasurer	10	Officer Director	$0	$0	$0
C Dupree	Treasurer	2	Director	$0	$0	$0
J F Cole	Director	2	Director	$0	$0	$0
M Greenwald	Director	2	Director	$0	$0	$0
M Shellenberge	Director	2	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
2025	No data	No data	No data	No data
2024	$361,130	$445,445	$31,371	$-84,315
2023	$180,832	$563,649	$115,686	$-382,817
2022	$523,063	$355,734	$498,503	$167,329
2021	$491,839	$462,399	$331,174	$29,440
2020	$304,309	$165,093	$301,733	$139,216
2019	$345,117	$381,240	$162,517	$-36,123

CASA Charter School Foundation