LONE STAR CASA INC (EIN 752425980) - 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

1992

Legal Domicile

Phone

9727725858

Tax Period

2023-09-01 to 2024-08-31

LONE STAR CASA INC, founded in 1992, is a small nonprofit in the Civil Rights & Advocacy sector that reported $952K in total revenue in fiscal year 2023. The organization ran a surplus of $213K, a strong 22% operating margin.

Mission

Lone Star CASA elevates the voices of children in Kaufman and Rockwall County who have experienced abuse and neglect by providing trained volunteer advocates to work alongside children and families so they can achieve safety and stability to fulfill their potential.

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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 $694,921

Program Service Revenue $0

Investment Income $52,867

Other Revenue $204,174

TOTAL REVENUE $951,962

Expense Breakdown

Grants Paid $0

Salaries & Benefits $490,667

Fundraising Expenses $7,146

Program Expenses $635,292

Other Expenses $248,064

TOTAL EXPENSES $738,731

Year-over-Year Comparison

	2023	2022	Change
Revenue	$951,962	$890,912	+0.1%
Expenses	$738,731	$631,490	+0.2%
Net Income	$213,231	$259,422	-0.2%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD PRENTISS	Treasurer	2.00	Officer Director	$0	$0	$0
TONI GIBBS	MEMBER	2.00	Director	$0	$0	$0
JASON LEBOEUF	MEMBER	2.00	Director	$0	$0	$0
KIM CAMPBELL	Secretary	2.00	Officer Director	$0	$0	$0
BRENDA AVENETTI	MEMBER	2.00	Director	$0	$0	$0
BRYAN DECKER	MEMBER	2.00	Director	$0	$0	$0
ROBBIE PITTS	MEMBER	2.00	Director	$0	$0	$0
NATALIE READ	MEMBER	2.00	Director	$0	$0	$0
SUZANNE DUVALL	MEMBER	2.00	Director	$0	$0	$0
NATE DETTMER	MEMBER	2.00	Director	$0	$0	$0
SANDRA OWNBY	President	2.00	Officer Director	$0	$0	$0
HELEN ZAHND SCHLENSKER	Vice President	2.00	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	No data	No data	No data	No data
2024	$951,962	$738,731	$1,768,999	$213,231
2023	$890,912	$631,490	$1,558,566	$259,422
2022	$791,143	$540,384	$1,096,110	$250,759
2021	$711,068	$464,878	$839,829	$246,190
2020	$463,586	$383,648	$610,010	$79,938
2019	$529,257	$356,036	$507,333	$173,221
2018	$571,076	$498,856	$318,444	$72,220
2018	$571,076	$498,856	$318,444	$72,220

LONE STAR CASA INC