CASA OF LEXINGTON INC (EIN 611339185) - 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

2003

Legal Domicile

Principal Officer

AMY DAILEY

Phone

8592464313

Tax Period

2024-07-01 to 2025-06-30

CASA OF LEXINGTON INC, founded in 2003, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2024. The organization ran a surplus of $905K, a strong 46% operating margin.

Mission

CASA OF LEXINGTON PROVIDES TRAINED, SUPERVISED VOLUNTEERS TO ADVOCATE ON BEHALF OF THE BEST INTEREST OF CHILDREN IN THE FAMILY COURT SYSTEM DUE TO ABUSE, NEGLECT, OR DEPENDENCY.

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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 $1,673,408

Program Service Revenue $0

Investment Income $86,483

Other Revenue $212,739

TOTAL REVENUE $1,972,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $700,914

Fundraising Expenses $4,863

Program Expenses $975,928

Other Expenses $367,214

TOTAL EXPENSES $1,068,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,972,630	$1,958,580	+0.0%
Expenses	$1,068,128	$1,065,481	+0.0%
Net Income	$904,502	$893,099	+0.0%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER BARRON	DIRECTOR	1.00	Officer Director	$0	$0	$0
ZACH BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
ANITA BRITTON	DIRECTOR	1.00	Director	$0	$0	$0
ROGELIO CARBAJAL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
AMY DAILEY	CHAIR	1.00	Officer Director	$0	$0	$0
JOHNATHON DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA EVANS	EX-OFFICIO M	1.00	Director	$0	$0	$0
JEROME FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER HOSKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
STUART HURT	DIRECTOR	1.00	Director	$0	$0	$0
MELYNDA JAMISON	PROGRAM DIRE	20.00	Director	$0	$0	$0
SHELBY HOWELL LEE	TREASURER	1.00	Officer Director	$0	$0	$0
CHAUNCEY MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
BRIANA PERSLEY	EX-OFFICIO M	1.00	Director	$0	$0	$0
TIM SCHULER	DIRECTOR	1.00	Director	$0	$0	$0
KASEY SENNETT	EX-OFFICIO M	1.00	Director	$0	$0	$0
RENEE SHAW	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN SHELL	DIRECTOR	1.00	Director	$0	$0	$0
MIRANDA WYLES	DIRECTOR	1.00	Director	$0	$0	$0
KAY YATES	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	$1,972,630	$1,068,128	$6,343,488	$904,502
2024	No data	No data	No data	No data
2023	$1,802,512	$985,716	$4,406,066	$816,796
2022	$1,641,985	$860,565	$3,580,194	$781,420
2021	$1,523,060	$670,274	$2,797,813	$852,786
2020	$1,252,511	$777,657	$1,960,102	$474,854
2019	$1,031,943	$634,027	$1,090,400	$397,916
2018	$663,138	$479,219	$682,104	$183,919

CASA OF LEXINGTON INC