CASAS - COMPREHENSIVE ADULT STUDENT ASSESSMENT SYSTEMS

EIN: 510618827 501(c)(3) Education

SAN DIEGO, CA

Total Revenue
$10,465,387
Total Expenses
$9,593,078
Total Assets
$8,722,384
Net Assets
$7,814,546
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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
CA
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 AND IN THE FAMILY.

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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%)

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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

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Governance

Voting Members
5
Independent Members
5
Employees
57
Volunteers
5

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
4
$455,366
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
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
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