Casa Pacifica Centers for Children & Families (EIN 770195022) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Shawna Morris

Phone

8054457800

Tax Period

2023-07-01 to 2024-06-30

Casa Pacifica Centers for Children & Families, founded in 1988, is a mid-sized nonprofit in the Human Services sector that reported $29.8M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

Casa Pacifica Centers for Children and Families (Casa Pacifica) is dedicated to meeting with children, adolescents, teens and their families at the most challenging times of their lives.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $19,956,063

Program Service Revenue $9,452,995

Investment Income $323,328

Other Revenue $92,153

TOTAL REVENUE $29,824,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,695,795

Fundraising Expenses $1,378,342

Program Expenses $24,208,888

Other Expenses $7,247,567

TOTAL EXPENSES $29,943,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,824,539	$37,280,738	-0.2%
Expenses	$29,943,362	$29,598,224	+0.0%
Net Income	$-118,823	$7,682,514	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

381

Volunteers

500

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

$326,537

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shawna Morris	CEO	40.00	Officer	$283,500	$43,037	$326,537
Monetta Rose Williams	Chief HR Officer	40.00		$174,442	$53,636	$228,078
Katie Pollock	Chief Financial Officer	40.00		$151,058	$48,598	$199,656
Kimberly Bennett	Chief Clinical Officer	40.00		$162,077	$33,497	$195,574
Carrie Hughes	Chief Development Officer	40.00		$143,778	$37,886	$181,664
Mark Capritto	Sr. Director of Ed	40.00		$140,478	$27,656	$168,134
Frank Clemens	Chief Operating Officer	40.00		$151,558	$4,090	$155,648
Kimberly Valenzuela	Psychologist	40.00		$121,548	$28,368	$149,916
Theresa Plante	Regional Director	40.00		$114,346	$28,484	$142,830
Jessica Zetley	General Counsel	40.00		$124,318	$12,583	$136,901
Stephan Salter	Clinical Prgm Dir	40.00		$106,795	$15,711	$122,506
Robert Wynner	President	7.00	Officer Director	$0	$0	$0
Heidi Whitcomb	Vice President	6.00	Officer Director	$0	$0	$0
Eric Shain	Treasurer	6.00	Officer Director	$0	$0	$0
John Broome Jr	Asst Treasurer	3.00	Officer Director	$0	$0	$0
Melissa Livingston	Secretary	3.00	Officer Director	$0	$0	$0
William Ayub	Director	3.00	Director	$0	$0	$0
Marni Brook	Director	3.00	Director	$0	$0	$0
Keets Cassar	Director	3.00	Director	$0	$0	$0
Brick Conners	Director	3.00	Director	$0	$0	$0
Michael Case	Director	3.00	Director	$0	$0	$0
Richard J Hernandez	Director	3.00	Director	$0	$0	$0
Brenda Allison	Director	3.00	Director	$0	$0	$0
Sean L Leonard	Director	3.00	Director	$0	$0	$0
Rick MacLennan	Director	3.00	Director	$0	$0	$0
Terri Parks	Director	3.00	Director	$0	$0	$0
Patrick Nygren	Director	3.00	Director	$0	$0	$0
Connie CJ Yao	Director	3.00	Director	$0	$0	$0
Adam Thunell	Director	3.00	Director	$0	$0	$0
Celina L Zacarias	Director	3.00	Director	$0	$0	$0
Charles W Cohen	Director	3.00	Director	$0	$0	$0
Daniel Friedlander	Director	3.00	Director	$0	$0	$0
John Kearney	Director	3.00	Director	$0	$0	$0
Rosalind Warner	Director	3.00	Director	$0	$0	$0
Beth deHamel	Director	3.00	Director	$0	$0	$0
Ayla Kalani	Director	3.00	Director	$0	$0	$0
Ryan Bristol	Director	3.00	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	$29,824,539	$29,943,362	$40,525,322	$-118,823
2023	$37,280,738	$29,598,224	$39,887,345	$7,682,514
2022	$27,970,986	$27,879,743	$22,634,247	$91,243
2021	$33,066,027	$30,285,781	$23,625,266	$2,780,246
2020	$28,580,913	$30,272,057	$25,977,806	$-1,691,144
2019	$29,906,705	$29,329,116	$22,809,941	$577,589
2018	$30,194,903	$29,569,442	$25,544,537	$625,461

Casa Pacifica Centers for Children & Families