THE CASEY CREELY FOUNDATION INC (EIN 920780658) - 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

2022

Legal Domicile

Principal Officer

KAREN MOFFETT

Phone

4073342550

Tax Period

2023-01-01 to 2023-12-31

THE CASEY CREELY FOUNDATION INC, founded in 2022, is a small nonprofit that reported $260K in total revenue in fiscal year 2023. The organization ran a surplus of $249K, a strong 96% operating margin.

Mission

THE CASEY CREELY FOUNDATION, INC. PROVIDES SAFE AND CONDUCIVE HOUSING TO THOSE WHO ARE COMMITTED TO THEIR RECOVERY. OUR SOBER-LIVING HOMES GREATLY INCREASE THE CHANCES OF SUCCESS AS OUR RESIDENTS TRANSITION FROM REHAB TO LIVING INDEPENDENTLY WITHOUT THE USE OF DRUGS AND ALCOHOL.

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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 $259,112

Program Service Revenue $1,113

Investment Income $0

Other Revenue $0

TOTAL REVENUE $260,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $384

Other Expenses $11,569

TOTAL EXPENSES $11,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,225	N/A	N/A
Expenses	$11,569	N/A	N/A
Net Income	$248,656	N/A	N/A

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

N/A

Employees

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHAEL CARRABOTTA	PRESIDENT	N/A	Director	$0	$0	$0
KAREN MOFFETT	SECRETARY	N/A	Officer Director	$0	$0	$0
CURT HATHAWAY	TREASURER	N/A	Officer Director	$0	$0	$0
JOHN HOOVER	DIRECTOR	N/A	Director	$0	$0	$0
PATTY CREELY	DIRECTOR	N/A	Director	$0	$0	$0
KEN CREELY	DIRECTOR	N/A	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	$260,225	$11,569	$248,717	$248,656

THE CASEY CREELY FOUNDATION INC