CASALENA FOUNDATION (EIN 832198097) - 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

8168420944

Tax Period

2024-01-01 to 2024-12-31

CASALENA FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $787K in total revenue in fiscal year 2024. Revenue surged 149% from the prior year, signaling strong growth momentum. The organization ran a surplus of $491K, a strong 62% operating margin.

Mission

THE CASALENA FOUNDATION WILL WORK TO FURTHER THEIR VISION OF STRENGTHENING THE COMMON GOOD LOCALLY AND THROUGHOUT THE WORLD PRIMARILY THROUGH GRANTMAKING TO A RANGE OF CHARITABLE ORGANIZATIONS THAT FOCUS ON A VARIETY OF MATTERS. THE FOUNDATION ALSO WORKS TO ADVANCE INNOVATIVE PHILANTHROPIC SOLUTIONS TO CHALLENGING PROBLEMS.

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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 $0

Program Service Revenue $0

Investment Income $786,887

Other Revenue $0

TOTAL REVENUE $786,887

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,000

Other Expenses $221,006

TOTAL EXPENSES $296,006

Year-over-Year Comparison

	2024	2023	Change
Revenue	$786,887	$316,561	+1.5%
Expenses	$296,006	$357,767	-0.2%
Net Income	$490,881	$-41,206	-12.9%

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

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

$840,903

Total Directors

$840,903

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY CASALENA	DIRECTOR/PRESIDENT	0.1	Officer Director	$0	$0	$0
COREY ZIEGLER	DIRECTOR/SECRETARY	0.1	Officer Director	$0	$23,599	$290,990
DEBORAH L WILKERSON	DIRECTOR/TREASURER	0.1	Officer Director	$0	$59,189	$549,913

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	$786,887	$296,006	$220,718,412	$490,881
2023	$316,561	$357,767	$160,372,860	$-41,206
2022	$-3,964,870	$373,506	$111,550,763	$-4,338,376
2021	$2,054,827	$229,256	$148,267,169	$1,825,571
2020	$46,876,515	$227,953	$228,806,634	$46,648,562
2019	$75,923,019	$98,819	$91,620,113	$75,824,200

CASALENA FOUNDATION