CASA OF TRINITY VALLEY INC

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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

1994

Legal Domicile

Principal Officer

SANDY DAVIS

Phone

9036757070

Tax Period

2023-07-01 to 2024-06-30

CASA OF TRINITY VALLEY INC, founded in 1994, is a small nonprofit in the Civil Rights & Advocacy sector that reported $741K in total revenue in fiscal year 2023. Expenses of $686K left a modest 7% surplus.

Mission

CASA OF TRINITY VALLEY PROVIDES INDEPENDENT, HIGHLY TRAINED VOLUNTEER ADVOCATES FOR CHILDREN IN THE CUSTODY OF TEXAS DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES IN ANDERSON, CHEROKEE AND HENDERSON COUNTIES. WE EMPOWER VOLUNTEERS TO ADVOCATE FOR THE CHILDREN'S BEST INTERESTS, TO ENSURE THAT THEIR NEEDS ARE MET, AND TO SECURE A PERMANENT, SAFE, AND NURTURING HOME AS SOON AS POSSIBLE.

Program Service Accomplishments

Program 1

Expenses: $481,530 Revenue: $539,327

CASA OF TRINITY VALLEY, INC. WORKS TO PROVIDE TRAINING AND SUPPORT FOR INDIVIDUAL VOLUNTEERS WHO SERVE AS COURT-APPOINTED SPECIAL ADVOCATES FOR CHILDREN IN THE COURT SYSTEM IN HENDERSON, ANDERSON & CHEROKEE COUNTIES, TX. THESE ADVOCATES SERVE AS THE VOICE OF THE CHILD IN MATTERS CONCERNING THE CHILD'S WELFARE IN COURT PROCEEDINGS. DURING THE PERIOD FROM JULY 1, 2023 THROUGH JUNE 30, 2024, CASA OF TRINITY VALLEY, INC. HAD 114 TRAINED ADVOCATES. THEY SERVED 306 CASES AND A TOTAL OF 525 CHILDREN. THIS REPRESENTS ALL OF THE NEW CHILD PROTECTIVE SERVICES CASES DURING THAT TIME PERIOD.

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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 $740,343

Program Service Revenue $0

Investment Income $612

Other Revenue $0

TOTAL REVENUE $740,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $492,315

Fundraising Expenses $10,656

Program Expenses $481,530

Other Expenses $193,529

TOTAL EXPENSES $685,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$740,955	$750,031	0.0%
Expenses	$685,844	$680,575	+0.0%
Net Income	$55,111	$69,456	-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

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

$69,999

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH LOPER	EXECUTIVE DI	40.00	Officer	$69,999	$0	$69,999
SANDY DAVIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
DEANNE BOSWELL	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LINDA CHAFFIN	SECRETARY	2.00	Officer Director	$0	$0	$0
NAN STELTER	TREASURER	2.00	Officer Director	$0	$0	$0
BRIDGETT TOSH	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER SEPHUS	DIRECTOR	1.00	Director	$0	$0	$0
KAREN PARSONS	DIRECTOR	1.00	Director	$0	$0	$0
DR MINDY SUTTON	DIRECTOR	1.00	Director	$0	$0	$0
DENISE SWARTWOOD	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	No data	No data	No data	No data
2024	$740,955	$685,844	$748,066	$55,111
2023	$750,031	$680,575	$726,085	$69,456
2022	$800,384	$679,774	$581,874	$120,610
2021	$738,425	$717,002	$450,774	$21,423
2020	$686,323	$696,534	$385,015	$-10,211
2019	$688,480	$679,366	$373,209	$9,114