CASA INC (EIN 621203459) - 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

1984

Legal Domicile

Principal Officer

JULIEANNA HUDDLE

Phone

6154252383

Tax Period

2024-07-01 to 2025-06-30

CASA INC, founded in 1984, is a small nonprofit in the Civil Rights & Advocacy sector that reported $868K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $819K left a modest 6% surplus.

Mission

CASA'S MISSION IS TO TRAIN AND SUPPORT COURT APPOINTED VOLUNTEERS TO ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN THAT HAVE COME TO THE ATTENTION OF DAVIDSON COUNTY JUVENILE COURT.

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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 $1,022,669

Program Service Revenue $0

Investment Income $3,251

Other Revenue $-157,514

TOTAL REVENUE $868,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $558,974

Fundraising Expenses $156,413

Program Expenses $492,846

Other Expenses $259,752

TOTAL EXPENSES $818,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$868,406	$797,520	+0.1%
Expenses	$818,726	$916,370	-0.1%
Net Income	$49,680	$-118,850	-1.4%

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

145

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

$108,393

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIEANNA HUDDLE	EXECUTIVE DI	40.00	Officer	$99,775	$8,618	$108,393
LISA DOYLE	PRESIDENT	N/A	Officer Director	$0	$0	$0
ARIE NETTLES	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SPENCER CUMMINGS	TREASURER	N/A	Officer Director	$0	$0	$0
NATHAN WEINBERG	SECRETARY	N/A	Officer Director	$0	$0	$0
BROOKE ACKERLY	BOARD MEMBER	N/A	Director	$0	$0	$0
BRETT BURRELL	BOARD MEMBER	N/A	Director	$0	$0	$0
STEVE OWEN	BOARD MEMBER	N/A	Director	$0	$0	$0
CORI CREED	BOARD MEMBER	N/A	Director	$0	$0	$0
ASHLEY HENRY	BOARD MEMBER	N/A	Director	$0	$0	$0
DONTAL JOHNSON	BOARD MEMBER	N/A	Director	$0	$0	$0
SHANE LANTIGUA	BOARD MEMBER	N/A	Director	$0	$0	$0
ANGIE LAWLESS	BOARD MEMBER	N/A	Director	$0	$0	$0
KIM LOONEY	BOARD MEMBER	N/A	Director	$0	$0	$0
JEREMY OLIVER	BOARD MEMBER	N/A	Director	$0	$0	$0
JUDITH PRESLEY	BOARD MEMBER	N/A	Director	$0	$0	$0
SETH GRANDA	BOARD MEMBER	N/A	Director	$0	$0	$0
TANAKA VERCHER	BOARD MEMBER	N/A	Director	$0	$0	$0
ASHLEY SELLS	BOARD MEMBER	N/A	Director	$0	$0	$0
MEGAN ZARLING	BOARD MEMBER	N/A	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	$868,406	$818,726	$849,132	$49,680
2024	$797,520	$916,370	$828,280	$-118,850
2023	$748,918	$936,251	$837,720	$-187,333
2022	$964,545	$882,924	$979,832	$81,621
2021	$1,633,803	$934,298	$1,024,422	$699,505
2020	$695,054	$717,665	$509,177	$-22,611
2019	$719,546	$715,675	$455,713	$3,871
2018	$478,119	$598,438	$336,377	$-120,319

CASA INC