CASAS - COMPREHENSIVE ADULT STUDEN… - Form 990 Financial Data

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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

2007

Legal Domicile

Phone

8582922900

Tax Period

2023-07-01 to 2024-06-30

CASAS - COMPREHENSIVE ADULT STUDENT ASSESSMENT SYSTEMS, founded in 2007, is a mid-sized nonprofit in the Education sector that reported $10.5M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $9.6M left a modest 8% surplus.

Mission

THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO ASSIST ADULTS AND OLDER YOUTH, FUNCTIONING AT OR BELOW A HIGH SCHOOL LEVEL IN ATTAINING THE BASIC LITERACY SKILLS TO FUNCTION EFFECTIVELY ON THE JOB, IN THE COMMUNITY, IN THE FAMILY AND IN TRANSITIONING TO POSTSECONDARY EDUCATION OR TRAINING PROGRAMS. THE ORGANIZATION WILL ACCOMPLISH ITS GOALS BY ASSISTING STATE AND LOCAL EDUCATION, TRAINING, SOCIAL SERVICE PROGRAMS AND BUSINESSES IN THE DESIGN AND DELIVERY OF QUALITY EDUCATION AND TRAINING PROGRAMS THAT MEET THE NEEDS OF THE PARTICIPANTS BY PROVIDING PRODUCTS AND SERVICES IN ASSESSMENT, AND EVALUATION SYSTEMS AND CURRICULUM MANAGEMENT.

Program Service Accomplishments

Program 1

Expenses: $3,091,724 Revenue: $6,511,295

SALES - ASSESSMENT MATERIALS

Program 2

Expenses: $2,558,082

PROGRAM DEVELOPMENT:PROGRAM DEVELOPMENT INVOLVED ENHANCEMENTS TO TOPSPRO SOFTWARE, E-TESTS AND CONTINUING DEVELOPMENT OF NEDP. IT ALSO INVOLVED THE DEVELOPMENT OF NEW ASSESSMENTS AND THE...

PROGRAM DEVELOPMENT:PROGRAM DEVELOPMENT INVOLVED ENHANCEMENTS TO TOPSPRO SOFTWARE, E-TESTS AND CONTINUING DEVELOPMENT OF NEDP. IT ALSO INVOLVED THE DEVELOPMENT OF NEW ASSESSMENTS AND THE RE-VALIDATION OF EXISTING ASSESSMENTS FOR SUBMISSION TO OCTAE FOR APPROVAL.

Program 3

Expenses: $1,582,551 Revenue: $554,739

OTHER ADULT LITERACY SERVICES

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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 $2,802,984

Program Service Revenue $7,587,962

Investment Income $74,441

Other Revenue $0

TOTAL REVENUE $10,465,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,392,612

Fundraising Expenses $0

Program Expenses $8,802,711

Other Expenses $6,200,466

TOTAL EXPENSES $9,593,078

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,465,387	$8,248,778	+0.3%
Expenses	$9,593,078	$7,943,391	+0.2%
Net Income	$872,309	$305,387	+1.9%

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

$455,366

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE EGUEZ	CEO/President	40.00	Officer	$165,346	$3,342	$168,688
DEBALINA GANGULI	CFO/DIR OF RSCH	40.00	Officer	$155,707	$10,344	$166,051
LAURA FETTER-CHARDIET	PROG DEL MGR	40.00		$121,988	$19,569	$141,557
Daniel Esko	Assess. Prog. Mgr.	40.00		$112,792	$22,982	$135,774
JESUS SANCHEZ	Dir. of IT	40.00		$121,569	$13,008	$134,577
JOHN WRIGHT	CA TRAINING MGR	40.00		$121,388	$11,615	$133,003
PATRICIA RICKARD	SENIOR DIRECTOR	40.00	Officer	$117,285	$3,342	$120,627
AMY STUDER	Asst. Prog. Mgr.	40.00		$111,884	$3,999	$115,883
TIMOTHY GARFIELD	Director	1.00	Director	$0	$0	$0
MICHAEL BECK	Director	1.00	Director	$0	$0	$0
JAMES OLSEN	Director	1.00	Director	$0	$0	$0
MICHEL ANDERSON	Chairman	1.00	Officer Director	$0	$0	$0
JERE BATTEN	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	No data	No data	No data	No data
2024	$10,465,387	$9,593,078	$8,722,384	$872,309
2023	$8,248,778	$7,943,391	$8,017,430	$305,387
2022	$8,078,168	$7,548,137	$7,496,351	$530,031
2021	$6,811,174	$6,501,334	$7,888,039	$309,840
2020	$6,979,099	$7,135,797	$7,433,857	$-156,698
2019	$8,077,142	$7,813,806	$7,257,690	$263,336
2018	$7,407,759	$7,065,205	$7,039,122	$342,554

CASAS - COMPREHENSIVE ADULT STUDENT ASSESSMENT SYSTEMS