CASA of Western Oklahoma Inc (EIN 821169044) - 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

2017

Legal Domicile

Phone

5807749017

Tax Period

2023-10-01 to 2024-09-30

CASA of Western Oklahoma Inc, founded in 2017, is a small nonprofit in the Human Services sector that reported $305K in total revenue in fiscal year 2023. Expenses of $284K left a modest 7% surplus.

Mission

The purpose of the corporation is to support the formation, development, growth and continuation of programs which recruit, train and supervise volunteers primarily to serve as court appointed special advocates for abused and neglected children and support the needs of the children served.

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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 $292,723

Program Service Revenue $3,000

Investment Income $4,080

Other Revenue $5,013

TOTAL REVENUE $304,816

Expense Breakdown

Grants Paid $207

Salaries & Benefits $195,311

Fundraising Expenses $865

Program Expenses $216,838

Other Expenses $88,970

TOTAL EXPENSES $284,488

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,816	$300,432	+0.0%
Expenses	$284,488	$259,412	+0.1%
Net Income	$20,328	$41,020	-0.5%

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

$65,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chad Roper	Vice President	1.0	Officer Director	$0	$0	$0
Jake Mills	Secretary	1.0	Officer Director	$0	$0	$0
Julie Strong	President	1.0	Officer Director	$0	$0	$0
Teresa Magill	Treasurer	1.0	Officer Director	$0	$0	$0
Dr Treva Graham	Director	1.0	Director	$0	$0	$0
Lezley Bell	Director	1.0	Director	$0	$0	$0
Terri Lockhart	Director	1.0	Director	$0	$0	$0
Jacqueline D Aaron	Executive Director	40.0	Officer	$65,000	$0	$65,000

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	$304,816	$284,488	$208,376	$20,328
2023	$300,432	$259,412	$188,176	$41,020
2022	$303,232	$265,268	$146,867	$37,964
2021	$236,841	$252,821	$109,932	$-15,980
2020	$328,032	$274,258	$125,655	$53,774
2019	$221,539	$204,143	$71,364	$17,396

CASA of Western Oklahoma Inc