WILSON COUNTY CASA

EIN: 621354029 501(c)(3) Housing & Shelter

LEBANON, TN

Total Revenue
$326,286
Total Expenses
$305,141
Total Assets
$1,279,003
Net Assets
$1,247,346
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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
1987
Legal Domicile
TN
Principal Officer
MICHELLE SWART
Phone
6154432002
Tax Period
2024-07-01 to 2025-06-30

WILSON COUNTY CASA, founded in 1987, is a small nonprofit in the Housing & Shelter sector that reported $326K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $305K left a modest 6% surplus.

Mission

LEGAL ADVOCACY FOR FOSTER CHILDREN

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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 (2024)

Revenue Breakdown

Contributions & Grants $274,628
Program Service Revenue $0
Investment Income $51,658
Other Revenue $0
TOTAL REVENUE $326,286

Expense Breakdown

Grants Paid $0
Salaries & Benefits $244,548
Fundraising Expenses $0
Program Expenses $213,599
Other Expenses $60,593
TOTAL EXPENSES $305,141

Year-over-Year Comparison

2024 2023 Change
Revenue $326,286 $281,479 +0.2%
Expenses $305,141 $322,593 -0.1%
Net Income $21,145 $-41,114 -1.5%
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
14
Independent Members
14
Employees
5
Volunteers
45

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
6
$122,850
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMELIA VANCE PRESIDENT 1.00
Officer Director
$0 $0 $0
SHELIA FERRELL SECRETARY 1.00
Officer Director
$0 $0 $0
GINA WATERS TREASURER 1.00
Officer Director
$0 $0 $0
TONYA JONES PRESIDENT ELECT 1.00
Officer Director
$0 $0 $0
PHIL MOREHEAD BOARD MEMBER 1.00
Director
$0 $0 $0
KAY SELF BOARD MEMBER 1.00
Director
$0 $0 $0
LEE CAMPBELL BOARD MEMBER 1.00
Director
$0 $0 $0
SHELLEY GARDNER BOARD MEMBER 1.00
Director
$0 $0 $0
DEBBIE MOSS BOARD MEMBER 1.00
Director
$0 $0 $0
LISA WILSON BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM GLOVER BOARD MEMBER 1.00
Director
$0 $0 $0
CAROL FERRELL BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN BENNETT BOARD MEMBER 1.00
Director
$0 $0 $0
VERDELLE BOWIE BOARD MEMBER 1.00
Director
$0 $0 $0
CATHEY SWEENEY FORMER EXECUTIVE DIRECTOR 40.00
Officer
$77,250 $0 $77,250
MICHELLE SWART EXECUTIVE DIRECTOR 40.00
Officer
$45,600 $0 $45,600
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 $326,286 $305,141 $1,279,003 $21,145
2024 $281,479 $322,593 $272,508 $-41,114
2023 $300,914 $310,752 $313,604 $-9,838
2022 $378,403 $302,330 $329,890 $76,073
2021 $261,523 $229,251 $309,024 $32,272
2020 $272,142 $240,480 $283,688 $31,662
2019 $266,477 $243,638 $262,340 $22,839
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