CASA OF BERKS COUNTY (EIN 473440847) - 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

2015

Principal Officer

NANCY MCCULLAR

Phone

6013018634

Tax Period

2024-07-01 to 2025-06-30

CASA OF BERKS COUNTY, founded in 2015, is a small nonprofit in the Crime & Legal sector that reported $322K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE A COMPETENT, RESPONSIBLE, AND COMPASSIONATE COURT-APPOINTED COMMUNITY VOLUNTEER TO ADVOCATE FOR EACH CHILD WHO FACES ABUSE, NEGLECT, AND/OR ABANDONMENT; OUR GOAL, TO RESTORE THEIR WELL-BEING AND ENSURE THE EMINENT RIGHT TO A SAFE, NURTURING, AND PERMANENT HOME.

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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 (2024)

Revenue Breakdown

Contributions & Grants $289,450

Program Service Revenue $0

Investment Income $3,034

Other Revenue $29,785

TOTAL REVENUE $322,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $231,068

Fundraising Expenses $15,946

Program Expenses $295,085

Other Expenses $95,462

TOTAL EXPENSES $326,530

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,269	$238,541	+0.4%
Expenses	$326,530	$282,194	+0.2%
Net Income	$-4,261	$-43,653	-0.9%

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

$55,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY MCCULLAR	EXECUTIVE DI	40.00	Officer	$55,888	$0	$55,888
TIMOTHY GREUSEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
ZACHARY GRIFFITH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TODD ZIEGLER	TREASURER	1.00	Officer Director	$0	$0	$0
BENJAMIN WATTS PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN DEEGAN MS	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR GRIM JD	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS HILL	DIRECTOR	1.00	Director	$0	$0	$0
ALNEASA JORDAN	DIRECTOR	1.00	Director	$0	$0	$0
EVE KIMBALL MD	DIRECTOR	1.00	Director	$0	$0	$0
CAILIN LONG ESQ	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET MILLER	DIRECTOR	1.00	Director	$0	$0	$0
MINERVA OCASIO-RUIZ MSW	DIRECTOR	1.00	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	$322,269	$326,530	$237,136	$-4,261
2024	$238,542	$282,194	$253,643	$-43,652
2023	$277,993	$237,259	$291,914	$40,734
2022	$242,010	$239,498	$211,820	$2,512
2021	$282,136	$192,662	$225,165	$89,474

CASA OF BERKS COUNTY