DALLAS CASA (EIN 751866204) - 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

1980

Legal Domicile

Principal Officer

KATHLEEN M LAVALLE

Phone

2148278961

Tax Period

2023-01-01 to 2023-12-31

DALLAS CASA, founded in 1980, is a mid-sized nonprofit in the Civil Rights & Advocacy sector that reported $10.9M in total revenue in fiscal year 2023. The organization ran a surplus of $1.9M, a strong 18% operating margin.

Mission

VOLUNTEERS ADVOCATE FOR THE BEST INTERESTS OF ABUSED AND NEGLECTED CHILDREN (SEE SCHEDULE O)...IN THE PROTECTIVE CARE OF THE STATE SO THEY CAN GROW UP IN SAFE, PERMANENT HOMES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,737,113

Program Service Revenue $0

Investment Income $415,195

Other Revenue $-251,113

TOTAL REVENUE $10,901,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,131,720

Fundraising Expenses $619,333

Program Expenses $7,494,519

Other Expenses $1,823,128

TOTAL EXPENSES $8,973,563

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,901,195	$10,377,432	+0.1%
Expenses	$8,973,563	$8,550,675	+0.0%
Net Income	$1,927,632	$1,826,757	+0.1%

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

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

1202

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

$292,149

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN LAVALLE	PRESIDENT AND CEO	40.00	Officer	$275,596	$16,553	$292,149
BEN WILKINS	CHIEF PROGRAM OFFICER	40.00	Highest	$141,161	$15,761	$156,922
LYNN BROOKS	CHIEF MARKETING OFFICER	40.00	Highest	$128,614	$15,580	$144,194
BECCA LEONARD	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$118,900	$15,530	$134,430
CYNTHIA MARSHALL	CHAIR	3.00	Officer Director	$0	$0	$0
SCOTT ORR	VICE-CHAIR/CHAIR ELECT	2.00	Officer Director	$0	$0	$0
GREG MAY	ASST. TREASURER	3.00	Officer Director	$0	$0	$0
VIRGINIA SCHAEFER	SECRETARY	3.00	Officer Director	$0	$0	$0
JANICE Z DAVIS	VP FINANCE/TREASURER	3.00	Officer Director	$0	$0	$0
TERENCE D GOODS	VP COMMUNITY OUTREACH	3.00	Officer Director	$0	$0	$0
PAIGE RICHEY	VP GOVERNANCE	3.00	Officer Director	$0	$0	$0
RETTA A MILLER	VP DEVELOPMENT	3.00	Officer Director	$0	$0	$0
COREY ANTHONY	IMMEDIATE PAST CHAIR	3.00	Officer Director	$0	$0	$0
JONATHAN BASSHAM	DIRECTOR	1.00	Director	$0	$0	$0
MARK S BERG	DIRECTOR	1.00	Director	$0	$0	$0
VEREE HAWKINS BROWN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIE CARTER	DIRECTOR	1.00	Director	$0	$0	$0
JAMAL CARTY	DIRECTOR	1.00	Director	$0	$0	$0
HUGH COMER	DIRECTOR	1.00	Director	$0	$0	$0
GERARDO FUENTES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GIBSON	DIRECTOR	1.00	Director	$0	$0	$0
LANA HARDER PHD	DIRECTOR	1.00	Director	$0	$0	$0
AALIYAH HAQQ	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KRAHE	DIRECTOR	1.00	Director	$0	$0	$0
DAVE KROENCKE	DIRECTOR	1.00	Director	$0	$0	$0
LAURA LOSINGER	DIRECTOR	1.00	Director	$0	$0	$0
JIM LOZIER	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH MANOGUE	DIRECTOR	1.00	Director	$0	$0	$0
WOODY MCMINN	DIRECTOR	1.00	Director	$0	$0	$0
EVELYN HENRY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
CHANCE MONROE	DIRECTOR	1.00	Director	$0	$0	$0
KARL G NELSON	DIRECTOR	1.00	Director	$0	$0	$0
JUAN NEVAREZ	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN H NOVIT	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN BL PENROSE	DIRECTOR	1.00	Director	$0	$0	$0
KRISTY HOGLUND ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
TERESE S STEVENSON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE STEWART	DIRECTOR	1.00	Director	$0	$0	$0
LINDA M SWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
DAVID YOUNG	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
2024	No data	No data	No data	No data
2023	$10,901,195	$8,973,563	$24,439,214	$1,927,632
2022	$10,377,432	$8,550,675	$28,068,677	$1,826,757
2021	$9,714,958	$8,493,295	$30,963,048	$1,221,663
2020	$9,538,124	$8,608,186	$34,211,248	$929,938
2019	$8,609,960	$8,368,397	$33,619,040	$241,563
2018	$9,885,416	$7,530,496	$34,374,686	$2,354,920

DALLAS CASA