Court Appointed Special Advocates

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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

1997

Legal Domicile

Principal Officer

Heloisa Heinen

Phone

7075656375

Tax Period

2024-07-01 to 2025-06-30

Court Appointed Special Advocates, founded in 1997, is a small nonprofit in the Civil Rights & Advocacy sector that reported $760K in total revenue in fiscal year 2024. Net assets of $2.1M represent 33 months of operating reserves.

Mission

The Sonoma County Court Appointed Special Advocates (CASA) Program serves abused and neglected children coming before the Juvenile Court of Protection and Rehabilitation Services.

Program Service Accomplishments

Program 1

Expenses: $679,013 Revenue: $0

CASA of Sonoma County connects children and youth within the foster care and juvenile justice systems with dedicated and highly trained volunteers known as Court Appointed Special Advocates (CASAs). These advocates are appointed by the Juvenile Court to champion the best interests of these young individuals, ensuring they have access to essential services and addressing their needs in education, placement, and mental and physical health. The program offers continuous supervision to approximately 185 volunteers each year, enabling them to provide advocacy, support, and mentorship to up to 325 young people, fostering their healthy development and facilitating a successful transition into adulthood.

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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 $744,904

Program Service Revenue $0

Investment Income $15,134

Other Revenue $0

TOTAL REVENUE $760,038

Expense Breakdown

Grants Paid $0

Salaries & Benefits $509,705

Fundraising Expenses $3,066

Program Expenses $679,013

Other Expenses $257,018

TOTAL EXPENSES $766,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$760,038	$769,779	0.0%
Expenses	$766,723	$714,286	+0.1%
Net Income	$-6,685	$55,493	-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

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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

228

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

$124,375

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heloisa Heinen	Executive Director	40.00	Officer	$124,375	$0	$124,375
Mary Jo Williams	Co-President	5.00	Officer Director	$0	$0	$0
Karen Wallenberg McEwen	Co-President	5.00	Officer Director	$0	$0	$0
Brigette M Castino	Secretary	5.00	Officer Director	$0	$0	$0
Siobhan McCarthy	Treasurer	5.00	Officer Director	$0	$0	$0
Theresa Lee	Director	5.00	Director	$0	$0	$0
Nancy Fowler	Director	5.00	Director	$0	$0	$0
Alexander Crossman	Director	5.00	Director	$0	$0	$0
Sophia Metzner	Director	5.00	Director	$0	$0	$0
Maria Tah Pech	Director	5.00	Director	$0	$0	$0
Amanda Tallman	Director	5.00	Director	$0	$0	$0
Arnold Rosenfield	Director	5.00	Director	$0	$0	$0
Jameka Rothschild	Director	5.00	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	$760,038	$766,723	$2,118,760	$-6,685
2024	$769,779	$714,286	$2,128,781	$55,493
2023	$715,588	$577,982	$2,071,572	$137,606
2022	$558,524	$380,710	$1,897,036	$177,814
2021	$748,704	$689,549	$1,718,436	$59,155
2019	$757,553	$457,401	$1,477,234	$300,152