CASA ACADEMY INC (EIN 461967299) - 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

TACEY CLAYTON CUNDY

Phone

6028925022

Tax Period

2023-07-01 to 2024-06-30

CASA ACADEMY INC, founded in 2012, is a community nonprofit in the Public Safety sector that reported $4.8M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $788K, a strong 16% operating margin.

Mission

CASA ACADEMY PROVIDES LOW INCOME STUDENTS WITH THE EARLY ACADEMIC FOUNDATION AND CHARACTER SKILLS NECESSARY TO GRADUATE FROM COLLEGE AND SUCCEED IN LIFE. AT CASA WE ARE NOT JUST A SCHOOL, BUT A MOVEMENT TO RAISE THE BAR FOR EDUCATION IN PHOENIX.

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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 $4,515,815

Program Service Revenue $158,878

Investment Income $54,330

Other Revenue $50,867

TOTAL REVENUE $4,779,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,841,416

Fundraising Expenses $0

Program Expenses $3,303,134

Other Expenses $2,150,831

TOTAL EXPENSES $3,992,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,779,890	$3,699,985	+0.3%
Expenses	$3,992,247	$2,984,876	+0.3%
Net Income	$787,643	$715,109	+0.1%

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

$136,649

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TACEY CLAYTON CUNDY	CEO	40.00	Officer	$116,581	$20,068	$136,649
DANIEL BROWN	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL CAMPILLO	SECRETARY	1.00	Officer Director	$0	$0	$0
EVAN HUNT	MEMBER	1.00	Director	$0	$0	$0
MADISON MAJOR	MEMBER	1.00	Director	$0	$0	$0
COURTNEY MOORE	MEMBER	1.00	Director	$0	$0	$0
LISA OSSELAER	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL ROOSEVELT	VICE CHAIR	1.00	Officer 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	$4,779,890	$3,992,247	$10,716,721	$787,643
2023	$3,699,985	$2,984,876	$9,924,592	$715,109
2022	$3,088,830	$2,353,206	$9,306,408	$735,624
2021	$2,660,195	$1,925,719	$8,245,763	$734,476
2020	$1,606,839	$1,282,181	$2,098,495	$324,658
2019	$1,477,195	$1,183,605	$1,581,365	$293,590
2018	$1,378,620	$1,201,192	$1,287,202	$177,428

CASA ACADEMY INC