PIEDMONT CASA INC (EIN 582537970) - 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

2000

Legal Domicile

Principal Officer

BRITTANY GEE

Tax Period

2023-07-01 to 2024-06-30

PIEDMONT CASA INC, founded in 2000, is a small nonprofit in the Civil Rights & Advocacy sector that reported $345K in total revenue in fiscal year 2023.

Mission

TO TRAIN VOLUNTEER ADVOCATES FOR FOSTER CARE CHILDREN IN THE PIEDMONT JUVENILE COURT CIRCUIT

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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 $340,407

Program Service Revenue $0

Investment Income $56

Other Revenue $4,860

TOTAL REVENUE $345,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $289,646

Fundraising Expenses $0

Program Expenses $332,915

Other Expenses $57,489

TOTAL EXPENSES $347,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$345,323	$361,583	0.0%
Expenses	$347,135	$342,872	+0.0%
Net Income	$-1,812	$18,711	-1.1%

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

N/A

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

$55,750

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE VOGT	CHAIRMAN	4	Officer	$0	$0	$0
STEVE WITTRY	TREASURER	4	Officer	$0	$0	$0
LORI HEERDE	VICE CHAIRMAN	4	Officer	$0	$0	$0
LISA WHITMIRE	SECRETARY	4	Officer	$0	$0	$0
RAND BAKES	DIRECTOR	1	Director	$0	$0	$0
KYM MCLANE	DIRECTOR	1	Director	$0	$0	$0
MARY BRYANT	DIRECTOR	1	Director	$0	$0	$0
MARTHA MARTIN	DIRECTOR	1	Director	$0	$0	$0
K CRUICKSHANK	DIRECTOR	1	Director	$0	$0	$0
LEIGH CARROLL	DIRECTOR	1	Director	$0	$0	$0
BRAD GRIMSLEY	DIRECTOR	1	Director	$0	$0	$0
APRIL ANGELES	DIRECTOR	1	Director	$0	$0	$0
BRITTANY GEE	EXEC DIRECTOR	40	Key Emp	$55,750	$0	$55,750
MARK HOLDER	DIRECTOR	1	Director	$0	$0	$0
EVELYN HOLDER	DIRECTOR	1	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	$345,323	$347,135	$192,052	$-1,812
2023	$361,583	$342,872	$194,533	$18,711

PIEDMONT CASA INC