CASA OF BEE LIVE OAK & MCMULLEN COUNTIES TEXAS (EIN 472229883) - 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

2014

Legal Domicile

Tax Period

2023-09-01 to 2024-08-31

CASA OF BEE LIVE OAK & MCMULLEN COUNTIES TEXAS, founded in 2014, is a small nonprofit in the Crime & Legal sector that reported $580K in total revenue in fiscal year 2023. Expenses of $545K left a modest 6% surplus.

Mission

TO SPEAK OUT FOR ABUSED AND NEGLECTED CHILDREN CAUGHT IN THE COURT SYSTEM.THE MAIN GOAL IS PLACEMENT OF THESE CHILDREN IN A SAFE,NURTURING ENVIRONMENT.

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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 $568,590

Program Service Revenue $0

Investment Income $9,590

Other Revenue $1,973

TOTAL REVENUE $580,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $366,506

Fundraising Expenses $15,161

Program Expenses $433,506

Other Expenses $178,012

TOTAL EXPENSES $544,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$580,153	$592,098	0.0%
Expenses	$544,518	$449,775	+0.2%
Net Income	$35,635	$142,323	-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
SHERYL BENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
TAYLOR GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY FLORENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN CORKILL	BOARD MEMBER	1.00	Director	$0	$0	$0
MEREDITH THOMS	BOARD MEMBER	0.00	Director	$0	$0	$0
CLARENCE MOORE	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES SCOTTEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JACQUELIN LAUREL	SECRETARY	2.00	Officer Director	$0	$0	$0
STEVEN MILAM	TREASURER	2.00	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	$580,153	$544,518	$598,905	$35,635
2023	$592,098	$449,775	$563,222	$142,323
2022	$453,794	$485,905	$430,795	$-32,111
2021	$427,575	$372,105	$453,010	$55,470
2020	$396,285	$309,246	$397,540	$87,039
2019	$293,294	$198,030	$311,371	$95,264
2018	$268,857	$169,346	$215,237	$99,511

CASA OF BEE LIVE OAK & MCMULLEN COUNTIES TEXAS