PIEDMONT CASA INC

EIN: 541704064 501(c)(3) Unknown

CHARLOTTESVILLE, VA

Total Revenue
$1,557,161
Total Expenses
$1,165,003
Total Assets
$4,468,589
Net Assets
$4,443,065
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
VA
Principal Officer
JAMES GELLY
Phone
4349717515
Tax Period
2024-07-01 to 2025-06-30

PIEDMONT COURT APPOINTED SPECIAL ADVOCATES INC, founded in 1994, is a small nonprofit in the Unknown sector that reported $839K in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year. Expenses of $928K exceeded revenue, resulting in a 11% operating deficit.

Mission

RECRUITS AND TRAINS VOLUNTEER ADVOCATES, AND MAKES AVAILABLE HOLISTIC PROFESSIONAL MENTORS, WHO ADVOCATE FOR THE BEST INTERESTS OF CHILDREN AND OLDER YOUTH IN FOSTER CARE.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $857,150
Program Service Revenue $1,550
Investment Income $624,190
Other Revenue $74,271
TOTAL REVENUE $1,557,161

Expense Breakdown

Grants Paid $0
Salaries & Benefits $921,970
Fundraising Expenses $145,677
Program Expenses $844,093
Other Expenses $243,033
TOTAL EXPENSES $1,165,003

Year-over-Year Comparison

2024 2023 Change
Revenue $1,557,161 $1,174,487 +0.3%
Expenses $1,165,003 $1,084,043 +0.1%
Net Income $392,158 $90,444 +3.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
15
Volunteers
118

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
5
$117,633
Total Directors
15
$117,633
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHRYN DUVALL PRESIDENT & 40.00
Officer Director
$108,532 $9,101 $117,633
JOEL DAVID REICH CHAIR 2.00
Officer Director
$0 $0 $0
LISA KEELER VICE-CHAIR 2.00
Officer Director
$0 $0 $0
JAMES GELLY TREASURER 2.00
Officer Director
$0 $0 $0
KRISTIN CUMMINGS STREED SECRETARY 2.00
Officer Director
$0 $0 $0
JAMES BENNETT MEMBER AT LA 2.00
Director
$0 $0 $0
PATRICIA FRYE MEMBER AT LA 2.00
Director
$0 $0 $0
MEARA HABASHI MEMBER AT LA 2.00
Director
$0 $0 $0
MOLLY MCSHANE MEMBER AT LA 2.00
Director
$0 $0 $0
LARRY LEE ROWLEY MEMBER AT LA 2.00
Director
$0 $0 $0
ERIN SCHNEIDER MEMBER AT LA 2.00
Director
$0 $0 $0
JAMES SCHOENSTER MEMBER AT LA 2.00
Director
$0 $0 $0
TRINA CLARK MEMBER AT LA 2.00
Director
$0 $0 $0
ANNIE IZARD MEMBER AT LA 2.00
Director
$0 $0 $0
SIRI S RUSSELL MEMBER AT LA 2.00
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 $1,557,161 $1,165,003 $4,468,589 $392,158
2025 $1,557,161 $1,165,003 $4,468,589 $392,158
2024 $1,174,487 $1,084,043 $4,500,435 $90,444
2023 $898,591 $926,803 $4,236,985 $-28,212
2022 $900,888 $980,931 $4,037,393 $-80,043
2021 $1,045,712 $892,463 $4,594,334 $153,249
2020 $878,871 $953,066 $3,804,514 $-74,195
2019 $839,461 $927,907 $3,642,354 $-88,446
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