Children's Assessment Center Foundation (EIN 760458780) - 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

1994

Legal Domicile

Principal Officer

Lori Swann

Phone

7139863300

Tax Period

2023-10-01 to 2024-09-30

Children's Assessment Center Foundation, founded in 1994, is a mid-sized nonprofit in the Crime & Legal sector that reported $11.4M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 19% operating margin.

Mission

The Children's Assessment Center Foundation (CACF), in collaboration with Harris County, provides therapy and psychological services, forensic services, sexual assault examinations, family advocacy, community outreach, and training.

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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 $7,583,035

Program Service Revenue $3,352,230

Investment Income $429,056

Other Revenue $-3,937

TOTAL REVENUE $11,360,384

Expense Breakdown

Grants Paid $20,520

Salaries & Benefits $5,974,653

Fundraising Expenses $349,562

Program Expenses $8,337,356

Other Expenses $3,263,481

TOTAL EXPENSES $9,258,654

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,360,384	$8,345,617	+0.4%
Expenses	$9,258,654	$8,912,127	+0.0%
Net Income	$2,101,730	$-566,510	-4.7%

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

125

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

$387,466

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori Swann	President	1.00	Officer Director	$0	$0	$0
Buckley Morlot	Secretary	1.00	Officer Director	$0	$0	$0
Christopher DeClaire	Treasurer	1.00	Officer Director	$0	$0	$0
Gail Prather	Assistant Treasurer	1.00	Officer Director	$0	$0	$0
Mark Anderson	Director	1.00	Director	$0	$0	$0
Paul Bragg	Director	1.00	Director	$0	$0	$0
Angie Chen	Director	1.00	Director	$0	$0	$0
Brady Crosswell	Director	1.00	Director	$0	$0	$0
Sara Downey	Director	1.00	Director	$0	$0	$0
Melanie Rosin Feldman	Director	1.00	Director	$0	$0	$0
Tony Gibson	Director	1.00	Director	$0	$0	$0
Rhonda Graff	Director	1.00	Director	$0	$0	$0
Marian Harper	Director	1.00	Director	$0	$0	$0
Elizabeth Ingersoll	Director	1.00	Director	$0	$0	$0
David Key	Director	1.00	Director	$0	$0	$0
Jason Lacher	Director	1.00	Director	$0	$0	$0
Consuelo Macpherson	Director	1.00	Director	$0	$0	$0
Lexi Marek	Director	1.00	Director	$0	$0	$0
Jenifer Matula	Director	1.00	Director	$0	$0	$0
Sam Parikh	Director	1.00	Director	$0	$0	$0
Kim Pinyopusarerk	Director	1.00	Director	$0	$0	$0
Mariana Pope	Director	1.00	Director	$0	$0	$0
Lily Schnitzer	Director	1.00	Director	$0	$0	$0
Joan Shook	Director	1.00	Director	$0	$0	$0
Ileana Trevino	Director	1.00	Director	$0	$0	$0
Jeff Vaden	Director	1.00	Director	$0	$0	$0
David Williams	Director	1.00	Director	$0	$0	$0
Crystal Wright	Director	1.00	Director	$0	$0	$0
Robert Sanchez	CFO	16.00	Officer	$0	$30,553	$187,098
Kerry McCracken	Executive Director	16.00	Officer	$0	$22,438	$200,368

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	$11,360,384	$9,258,654	$46,581,684	$2,101,730
2023	$8,345,617	$8,912,127	$44,680,386	$-566,510
2022	$7,558,002	$9,723,393	$44,841,720	$-2,165,391
2022	$4,870,173	$4,834,180	$43,973,988	$35,993
2021	$7,755,202	$8,224,725	$47,148,428	$-469,523
2020	$5,955,134	$7,679,702	$47,180,044	$-1,724,568
2019	$11,504,733	$6,342,869	$48,792,183	$5,161,864
2018	$5,101,295	$5,175,273	$45,205,788	$-73,978

Children's Assessment Center Foundation