CASA of Southwest Oklahoma Inc (EIN 731301658) - 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

1986

Legal Domicile

Principal Officer

Jodie Franzen

Phone

5802482272

Tax Period

2024-10-01 to 2025-09-30

CASA of Southwest Oklahoma Inc, founded in 1986, is a small nonprofit in the Crime & Legal sector that reported $265K in total revenue in fiscal year 2024. The organization ran a surplus of $98K, a strong 37% operating margin.

Mission

Court Advocate for Abused and Neglected 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $243,784

Program Service Revenue $0

Investment Income $7,752

Other Revenue $13,955

TOTAL REVENUE $265,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,202

Fundraising Expenses $0

Program Expenses $105,371

Other Expenses $64,450

TOTAL EXPENSES $167,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,491	N/A	N/A
Expenses	$167,652	N/A	N/A
Net Income	$97,839	$0	N/A

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

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

$44,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cynthia Savel	Executive Director	40.00	Director	$44,583	$0	$44,583
Jodie	Franzen	1.00	Officer Director	$0	$0	$0
Benne	Brewer	1.00	Officer Director	$0	$0	$0
Shelby	Brittain	1.00	Officer Director	$0	$0	$0
Robert	Munoz	1.00	Officer 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	$265,491	$167,652	$280,934	$97,839
2024	$175,101	$158,921	$241,029	$16,180
2023	$152,144	$182,536	$158,718	$-30,392
2022	$207,919	$207,548	$179,332	$371
2021	$291,145	$231,813	$183,048	$59,332
2020	$253,687	$275,871	$152,034	$-22,184
2019	$304,050	$255,082	$145,549	$48,968
2018	$277,834	$277,361	$97,185	$473

CASA of Southwest Oklahoma Inc