Court Appointed Special Advocates … - Form 990 Financial Data

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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

1996

Legal Domicile

Principal Officer

Beth Wilbur

Phone

8314556800

Tax Period

2024-07-01 to 2025-06-30

Court Appointed Special Advocates of Monterey County Inc, founded in 1996, is a community nonprofit in the Crime & Legal sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $323K, a strong 16% operating margin.

Mission

CASA recruits, trains, and supports community volunteers who advocate for chidren and youth throughout their journey in foster care.

Program Service Accomplishments

Program 1

Expenses: $1,010,021

CASA OF MONTEREY COUNTY RECRUITS, TRAIN, AND SUPPORTS COMMUNITY VOLUNTEERS WHO ADVOCATE FOR CHILDREN AND YOUTH IN FOSTER CARE AND THE JUVENILE JUSTICE SYSTEM. IN FY 24-25 WE SERVED A TOTAL OF 174...

CASA OF MONTEREY COUNTY RECRUITS, TRAIN, AND SUPPORTS COMMUNITY VOLUNTEERS WHO ADVOCATE FOR CHILDREN AND YOUTH IN FOSTER CARE AND THE JUVENILE JUSTICE SYSTEM. IN FY 24-25 WE SERVED A TOTAL OF 174 CHILDREN AND YOUTH ACROSS THE COUNTY. WE ALSO TRAINED 35 NEW VOLUNTEERS AND SUPERVISED AND SUPPORTED 192 VOLUNTEERS DURING THIS TIME PERIOD. In 2025, we significantly expanded our advocacy to support youth involved in juvenile justice and truancy, partnering closely with the Probation Department to create more coordinated interventions. Our outreach efforts increased visibility across the county through radio, TV, and in-person events, while deepening engagement and building stronger connections with communities in South County. These efforts have helped raise awareness, strengthen local networks, and create more opportunities for youth to access the support they need.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,969,086

Program Service Revenue $0

Investment Income $69,475

Other Revenue $-76,387

TOTAL REVENUE $1,962,174

Expense Breakdown

Grants Paid $15,337

Salaries & Benefits $1,152,999

Fundraising Expenses $327,337

Program Expenses $1,010,021

Other Expenses $470,997

TOTAL EXPENSES $1,639,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,962,174	$1,554,315	+0.3%
Expenses	$1,639,333	$1,437,923	+0.1%
Net Income	$322,841	$116,392	+1.8%

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

192

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

$182,572

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beth Wilbur	Executive Dir.	40.00	Officer	$171,664	$10,908	$182,572
Catherine Griggs	Director	2.00	Director	$0	$0	$0
Juliet Del Rosario	Chairman	2.00	Officer Director	$0	$0	$0
Rich Aiello	Treasurer	2.00	Officer Director	$0	$0	$0
Daniel Little	Director	2.00	Director	$0	$0	$0
Eliza DiCiantis	Director	2.00	Director	$0	$0	$0
Clement Miller	Director	2.00	Director	$0	$0	$0
Monica Tovar	Vice Chair	2.00	Officer Director	$0	$0	$0
Denise O'Laughlin	Director	2.00	Director	$0	$0	$0
Lance Koehler	Director	2.00	Director	$0	$0	$0
Aerin Murphy	Director	2.00	Director	$0	$0	$0
Katie Padilla	Secretary	2.00	Officer Director	$0	$0	$0
Kirk Milgrew	Director	2.00	Director	$0	$0	$0
Dina Ruiz	Director	2.00	Director	$0	$0	$0
Amy Gibson	Director	2.00	Director	$0	$0	$0
Martha Gustavson	Vice Treasurer	2.00	Officer	$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	$1,962,174	$1,639,333	$3,222,645	$322,841
2024	$1,554,315	$1,437,923	$2,933,448	$116,392
2023	$1,563,692	$1,264,234	$2,489,691	$299,458
2022	$1,463,207	$1,043,413	$1,974,181	$419,794
2021	$1,708,646	$988,503	$1,873,478	$720,143
2020	$1,007,685	$1,096,464	$992,545	$-88,779
2019	$943,181	$944,676	$905,988	$-1,495
2018	$715,590	$889,000	$885,876	$-173,410

Court Appointed Special Advocates of Monterey County Inc