MASSACHUSETTS CASA ASSOCIATION (EIN 823536706) - 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

2018

Legal Domicile

Principal Officer

Kathleen Cook

Phone

6179975719

Tax Period

2023-01-01 to 2023-12-31

MASSACHUSETTS CASA ASSOCIATION, founded in 2018, is a small nonprofit in the Civil Rights & Advocacy sector that reported $232K in total revenue in fiscal year 2023. Revenue surged 299% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 22% operating margin.

Mission

The mission of the Massachusetts CASA Association is to support and develop local CASA volunteer advocacy programs to champion the best interests of children in the Commonwealth's child protection system.

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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 $231,759

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $231,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,313

Fundraising Expenses $10,671

Program Expenses $15,373

Other Expenses $59,625

TOTAL EXPENSES $179,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$231,759	$58,049	+3.0%
Expenses	$179,938	$64,506	+1.8%
Net Income	$51,821	$-6,457	-9.0%

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

Volunteers

N/A

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

$106,716

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Lerner	Executive Director	30	Key Emp	$106,716	$0	$106,716
Kathleen R Cook	Board Chair	8	Director	$0	$0	$0
Jonathan Randall	Director	1	Director	$0	$0	$0
Rachel MacDonald	Director	1	Director	$0	$0	$0
Ali Wannop	Director	1	Director	$0	$0	$0
Kay Pancheri	Director	1	Director	$0	$0	$0
Tanya Inwals	Director	1	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
2023	$231,759	$179,938	$62,713	$51,821

MASSACHUSETTS CASA ASSOCIATION