YAVAPAI CASA FOR KIDS FOUNDATION

EIN: 710946266 501(c)(3) Human Services

PRESCOTT VALLEY, AZ

Total Revenue
$1,040,467
Total Expenses
$1,280,373
Total Assets
$3,945,379
Net Assets
$3,825,188
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
AZ
Principal Officer
YVONNE BARTLETT
Phone
9284450800
Tax Period
2023-01-01 to 2023-12-31

YAVAPAI CASA FOR KIDS FOUNDATION, founded in 2003, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 23% operating deficit.

Mission

YAVAPAI CASA FOR KIDS FOUNDATION WORKS TO ENRICH THE LIVES OF CURRENT AND FORMER FOSTER YOUTH AND SUPPORT THE CASA (COURT APPOINTED SPECIAL ADVOCATE) PROGRAM. VALUES: WE HAVE THE COMMITMENT TO SERVE THE NEGLECTED AND ABUSED CHILDREN IN YAVAPAI COUNTY WITH RESPECT FOR EVERYONE INVOLVED IN THEIR CASES. WE HAVE THE PASSION TO PERSEVERE AND SUCCEED IN THE CASA MISSION TO HELP EACH CHILD THRIVE IN A SAFE, PERMANENT, AND NURTURING HOME. WE HAVE THE INTEGRITY TO OPERATE WITH THE HIGHEST STANDARDS OF QUALITY, EFFECTIVENESS, CONFIDENTIALITY, AND ACCOUNTABILITY TO THE CHILDREN WE SERVE, CASA VOLUNTEERS, DONORS, AND PARTNERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $976,763
Program Service Revenue $0
Investment Income $77,957
Other Revenue $-14,253
TOTAL REVENUE $1,040,467

Expense Breakdown

Grants Paid $0
Salaries & Benefits $339,247
Fundraising Expenses $138,464
Program Expenses $881,584
Other Expenses $941,126
TOTAL EXPENSES $1,280,373

Year-over-Year Comparison

2023 2022 Change
Revenue $1,040,467 $1,119,900 -0.1%
Expenses $1,280,373 $927,842 +0.4%
Net Income $-239,906 $192,058 -2.2%
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
10
Independent Members
10
Employees
6
Volunteers
25

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
4
$98,189
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA WATTS PRESIDENT 5.00
Officer Director
$0 $0 $0
GRETCHEN DUMAS VICE PRESIDE 5.00
Officer Director
$0 $0 $0
LUKE LEWIS TREASURER 5.00
Officer Director
$0 $0 $0
BRYON ACKERMAN DIRECTOR 3.00
Director
$0 $0 $0
MISSY SIKORA DIRECTOR 3.00
Director
$0 $0 $0
GREG BYRUM DIRECTOR 3.00
Director
$0 $0 $0
BARBARA FOX-THOMAS DIRECTOR 3.00
Director
$0 $0 $0
EILEEN BOND DIRECTOR 3.00
Director
$0 $0 $0
CHERYL MICHOLOFKI DIRECTOR 3.00
Director
$0 $0 $0
JAYNE SCHWANTES DIRECTOR 3.00
Director
$0 $0 $0
YVONNE BARTLETT EXECUTIVE DI 40.00
Officer
$81,525 $16,664 $98,189
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
2024 No data No data No data No data
2023 $1,040,467 $1,280,373 $3,945,379 $-239,906
2022 $1,119,900 $927,842 $3,932,151 $192,058
2021 $1,091,541 $757,881 $4,048,489 $333,660
2020 $2,838,579 $527,294 $3,705,713 $2,311,285
2019 $692,162 $462,357 $1,368,857 $229,805
2018 $791,625 $322,715 $1,119,943 $468,910
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