CASA Child Advocates of Montgomery County Inc (EIN 760333595) - 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

1991

Legal Domicile

Principal Officer

Katie Beatty

Phone

9364415437

Tax Period

2023-11-01 to 2024-10-31

CASA Child Advocates of Montgomery County Inc, founded in 1991, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.0M in total revenue in fiscal year 2023. Expenses of $2.2M exceeded revenue, resulting in a 11% operating deficit.

Mission

Child Advocates of Montgomery County empowers vulnerable children through volunteer advocacy and strengthens their family and community with education, so they can flourish in a safe, nurturing environment.

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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 $1,880,645

Program Service Revenue $21,213

Investment Income $86,587

Other Revenue $3,135

TOTAL REVENUE $1,991,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,546,824

Fundraising Expenses $228,686

Program Expenses $1,703,576

Other Expenses $672,132

TOTAL EXPENSES $2,218,956

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,991,580	$1,915,956	+0.0%
Expenses	$2,218,956	$2,028,173	+0.1%
Net Income	$-227,376	$-112,217	+1.0%

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

N/A

Volunteers

300

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

$137,978

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann N Ronsman	President CEO	45.00	Key Emp	$137,978	$0	$137,978
Mark Freeman	Board Chair	2.00	Officer Director	$0	$0	$0
Katie Beatty	Treasurer	2.00	Officer Director	$0	$0	$0
Julie Barrett	Secretary	2.00	Officer Director	$0	$0	$0
Christina Meineke	Vice Chairman	2.00	Director	$0	$0	$0
Tamika Taylor	Director	2.00	Director	$0	$0	$0
Travis Guinn	Director	2.00	Director	$0	$0	$0
Paul Mahoney	Director	2.00	Director	$0	$0	$0
Jason Howze	Director	2.00	Director	$0	$0	$0
Justin Lime	Director	2.00	Director	$0	$0	$0
Brittany Benko	Director	2.00	Director	$0	$0	$0
Catherine Miller	Director	2.00	Director	$0	$0	$0
Brian Albert	Director	2.00	Director	$0	$0	$0
Marcella Herrera	Director	2.00	Director	$0	$0	$0
Zachary Williams	Director	2.00	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	$1,991,580	$2,218,956	$4,369,203	$-227,376
2023	$1,915,956	$2,028,173	$4,701,019	$-112,217
2022	$2,012,911	$1,927,880	$4,778,906	$85,031
2021	$3,907,607	$1,519,764	$5,005,324	$2,387,843
2020	$1,595,949	$1,363,295	$1,712,487	$232,654
2019	$1,529,695	$1,273,020	$1,290,669	$256,675
2018	$1,274,447	$1,174,001	$1,047,370	$100,446

CASA Child Advocates of Montgomery County Inc