OKLAHOMA CASA ASSOCIATION INC (EIN 731333538) - 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

1988

Legal Domicile

Principal Officer

SHERYL MARSEILLES

Phone

4055248999

Tax Period

2024-07-01 to 2025-06-30

OKLAHOMA CASA ASSOCIATION INC, founded in 1988, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 12% surplus.

Mission

TO PROVIDE A STATEWIDE VOICE FOR CHILDREN BY ENHANCING & SUSTAINING THE GROWTH OF LOCAL CASA PROGRAMS WHICH PROVIDE TRAINED COMMUNITY VOLUNTEERS TO REPRESENT THE BEST INTERESTS OF ABUSED & 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 $254,286

Program Service Revenue $1,860,249

Investment Income $100,589

Other Revenue $0

TOTAL REVENUE $2,215,124

Expense Breakdown

Grants Paid $969,045

Salaries & Benefits $539,900

Fundraising Expenses $0

Program Expenses $1,815,168

Other Expenses $436,505

TOTAL EXPENSES $1,945,450

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,215,124	$2,160,588	+0.0%
Expenses	$1,945,450	$1,789,497	+0.1%
Net Income	$269,674	$371,091	-0.3%

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

$179,478

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERYL MARSEILLES	EXECUTIVE DI	40.00	Officer	$159,329	$20,149	$179,478
LISA SMITH	PRESIDENT	2.00	Officer Director	$0	$0	$0
JACK CHAPMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
WESLEY TUR	TREASURER	2.00	Officer Director	$0	$0	$0
CHERYL MCGEE	SECRETARY	2.00	Officer Director	$0	$0	$0
KEVIN KATES	DIRECTOR	1.00	Director	$0	$0	$0
COREY COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER HARDIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE SEYBOLT	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH BASE	DIRECTOR	1.00	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	$2,215,124	$1,945,450	$3,022,552	$269,674
2024	$2,160,588	$1,789,497	$2,714,880	$371,091
2023	$1,935,752	$1,714,546	$2,331,495	$221,206
2022	$1,791,645	$1,757,403	$2,111,060	$34,242
2021	$1,661,051	$1,692,380	$2,159,508	$-31,329
2020	$1,927,736	$1,979,635	$2,118,335	$-51,899
2019	$2,059,751	$1,960,094	$2,198,901	$99,657

OKLAHOMA CASA ASSOCIATION INC