CASA OF NORTH ALABAMA

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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

2014

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

CASA OF NORTH ALABAMA, founded in 2014, is a small nonprofit in the Human Services sector that reported $356K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $327K left a modest 8% surplus.

Mission

SEE ORGANIZATIONS PRIMARY EXEMPT PURPOSE ON SCHEDULE O

Program Service Accomplishments

Program 1

Expenses: $316,296

SERVED 496 CHILDREN OF MORGAN AND LIMESTONE COUNTY BY PROVIDING IN-COURT REPORTS OF CHILD WELFARE.

Program 2

ADVOCATES VOLUNTEERED OVER 2000 HOURS TOWARD BETTERING CHILD WELFARE

Program 3

SERVED ALL 118,818 CITIZENS OF MORGAN COUNTY BY ENSURING THAT WE REMAIN RESOURCE FOR THE EXPEDIENTDELIVERY OF JUDICIAL SERVICES FOR THE COUNTYS JUDICIAL SYSTEM

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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 $354,891

Program Service Revenue $0

Investment Income $702

Other Revenue $0

TOTAL REVENUE $355,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $273,608

Fundraising Expenses $11,176

Program Expenses $316,296

Other Expenses $53,864

TOTAL EXPENSES $327,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$355,593	$396,498	-0.1%
Expenses	$327,472	$289,362	+0.1%
Net Income	$28,121	$107,136	-0.7%

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

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
MATT HANSARD	BOARD MEMBER	1.00	Director	$0	$0	$0
BRITLEY LEONARD	BOARD MEMBER	1.00	Director	$0	$0	$0
AUTUMN DILBECK	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKE MCCOLLUM	BOARD MEMBER	1.00	Director	$0	$0	$0
GINNY LIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY CZERWONKA	BOARD MEMBER	1.00	Director	$0	$0	$0
BLAKE WILLIAMS	VICE PRESIDENT	20.00	Director	$0	$0	$0
SHELLI WAGGONER	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA GENTLE	SECRETARY	2.00	Director	$0	$0	$0
AMANDA JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
JOELLEN GREENWELL	TREASURER	18.00	Officer Director	$0	$0	$0
HEATHER LOYD	PRESIDENT	20.00	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
2024	No data	No data	No data	No data
2023	$355,593	$327,472	$316,414	$28,121
2022	$396,498	$289,362	$286,981	$107,136
2021	$260,872	$222,623	$178,856	$38,249
2020	$232,868	$196,267	$141,069	$36,601
2019	$196,091	$189,770	$103,520	$6,321