Civic Intelligence

California Court Appointed Special

EIN 68-0163010 • 501(c)3 • San Diego, CA

Profile

Founded in 1987, the mission of California Court Appointed Special Advocate (CASA)Association is to ensure that children in the foster care system have both a voice and the services that they need for a stable future. We achieve this goal by strengthening California's network of local CASA programs and advocating for progressive child welfare policy and practice.

Refreshing map…

3525 Del Mar Heights Rd 243San Diego, CA 92130

www.californiacasa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.75x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.48x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

41st percentile

1.3%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$279,302

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-7.1%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$13,023,360

Up $9,940,305 (+322%) from 2022

Liabilities

Up

$9,707,731

Up $9,474,468 (+4062%) from 2022

Net Assets

Up

$3,315,629

Up $465,837 (+16%) from 2022

Revenue

Up

$20,367,473

Up $17,191,182 (+541%) from 2022

Expenses

Up

$20,107,517

Up $18,487,865 (+1141%) from 2022

Net Income

Down

$259,956

Down $1,296,683 (-83%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2016: $331,490Liabilities 2016: $154,299Net Assets 2016: $177,1912016Assets 2017: $298,049Liabilities 2017: $176,842Net Assets 2017: $121,2072017Assets 2018: $394,220Liabilities 2018: $270,998Net Assets 2018: $123,2222018Assets 2020: $1,599,310Liabilities 2020: $779,572Net Assets 2020: $819,7382020Assets 2022: $3,083,055Liabilities 2022: $233,263Net Assets 2022: $2,849,7922022Assets 2025: $13,023,360Liabilities 2025: $9,707,731Net Assets 2025: $3,315,6292025

Highlighted filing

2025

Assets$13,023,360
Liabilities$9,707,731
Net Assets$3,315,629

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2016: $987,302Expenses 2016: $999,097Net Income 2016: -$11,7952016Revenue 2017: $930,689Expenses 2017: $986,673Net Income 2017: -$55,9842017Revenue 2018: $778,760Expenses 2018: $776,745Net Income 2018: $2,0152018Revenue 2020: $1,924,155Expenses 2020: $1,582,566Net Income 2020: $341,5892020Revenue 2022: $3,176,291Expenses 2022: $1,619,652Net Income 2022: $1,556,6392022Revenue 2025: $20,367,473Expenses 2025: $20,107,517Net Income 2025: $259,9562025

Highlighted filing

2025

Revenue$20,367,473
Expenses$20,107,517
Net Income$259,956

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 4, 2026
Return Version
2024v5.2
Gross Receipts
$20,367,473
Mission and Program Overview

Mission

California casa was founded in 1987. Its mission is to ensure that children and youth in the child welfare and juvenile justice systems have both a voice and the services they need to thrive. We achieve this by strengthening and empowering californias network of local casa programs and advocating for effective child welfare policies and practices.

The mission of california casa is to ensure that children and youth in the child welfare and juvenile justice systems have both a voice and the services they need to thrive. We achieve this by strengthening and empowering californias network of local casa programs and advocating for effective child welfare policies and practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,212,469$6,440,783▲ $1,228,314
Investments in Publicly Traded Securities$4,627,916$6,383,999▲ $1,756,083
Accounts Receivable$276,737$80,381▼ $196,356
Prepaid Expenses and Deferred Charges$77,066$75,147▼ $1,919
Cash and Non-Interest-Bearing Accounts$7,036$28,050▲ $21,014
Pledges and Grants Receivable$252,500$15,000▼ $237,500
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$10,453,724$13,023,360▲ $2,569,636
Other Assets Total-$0-
Liabilities
Deferred Revenue$7,026,643$9,177,447▲ $2,150,804
Accounts Payable and Accrued Expenses$570,384$530,284▼ $40,100
Total Liabilities$7,597,027$9,707,731▲ $2,110,704
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,427,551$3,253,129▲ $825,578
Net Assets With Donor Restrictions$429,146$62,500▼ $366,646
Total Net Assets Fund Balance$2,856,697$3,315,629▲ $458,932
Total Liabilities and Net Assets / Fund Balance$10,453,724$13,023,360▲ $2,569,636
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon M LawrenceCEOFT$265,449$2,092$279,302
Joan ReillyCFO & COOFT$185,916$35,658$217,850
Kathryn MathewsCPOFT$186,801$23,158$206,161
Lauren BergquistCPO (Philanth)FT$190,633$15,088$201,482
Quinton BuckleySr Director Prog OpsFT$128,700$12,339$141,039
Jeannie LowDirector of MarketingFT$109,390$14,212$123,602
Shawn NoetzliRegional FundraiseFT$101,662$11,970$113,632
Kelly LerossignolDr of PhilanthropyFT$100,877$12,377$113,254
Cynthia FeathersonDei ManagerFT$101,914$6,868$108,782

Highest Paid Contractors

ContractorServicesLocationCompensation
PastillaMarketing530 S LAKE AVE 606, Pasadena, CA 91101$1,519,573
Apco Worldwide LLCConsulting1299 PENNSYLVANIA AVE STE 300, Washington, DC 20004$525,000
Pbo Advisory GroupConsulting3655 NOBEL DRIVE STE 520, San Diego, CA 92122$334,470
Learning For Action INCConsultingPO BOX 411490, San Francisco, CA 94141$265,576
Revenue and Support

Revenue Composition

Contributions and Grants
$19,737,007
Program Service Revenue
$0
Investment Income
$373,216
Other Revenue
$257,250
All Other Contributions
$1,644,633
Change in Net Assets
$259,956

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$207,253Fair Market Value (FMV)
Other Non Cash Contri Table1$3,325Cost
Other Non Cash Contri Table1$191Cost
Total Noncash Contributions3$210,769-

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,331,691
Revenue Not Reported on Financial Statements
$35,782
Revenue Not Reported on Form 990
$239,930
Total Revenue per Audited Statements
$20,571,621
Total Revenue per Form 990
$20,367,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,702,361
Other Expenses$3,065,707
Salaries, Compensation, and Employee Benefits$2,339,449
Total Fundraising Expense$736,101
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,702,361--$14,702,361
Fees for Services Other$1,479,233$7,577$12,616$1,499,426
Other Salaries and Wages$592,982$204,213$345,390$1,142,585
Advertising$926,484--$926,484
Current Officers, Directors, Trustees, and Key Employees$467,858$261,735$141,887$871,480
Payroll Taxes$76,313$33,518$35,053$144,884
Other Employee Benefits$72,268$31,742$33,195$137,205
Fees for Services Lobbying$96,000--$96,000
All Other Expenses$32,455$13,116$17,229$62,800
Travel$20,930$19,066$7,709$47,705
Pension Plan Contributions$22,804$10,016$10,475$43,295
Information Technology$14,176$6,176$12,767$33,119
Insurance$16,138$7,088$7,413$30,639
Fees for Services Accounting$15,109$6,636$6,940$28,685
Other Expenses$12,479$5,481$5,732$23,692
Fees for Services Legal$16,621$2,237-$18,858
Occupancy$3,742$1,643$1,719$7,104
Conferences and Meetings$2,583$1,134$1,187$4,904
Total Functional Expenses$18,760,038$611,378$736,101$20,107,517

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$20,112,689
Expenses per Audited Statements$20,107,517
Total Expenses per Form 990$20,107,517
Expenses Not Reported on Form 990$5,172
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa of Los Angeles CountyMonterey Park, CA501(c)(3)State Appropriation$2,565,020
Casa of Orange CountySanta Ana, CA501(c)(3)STATE APPROP; JUVENILE JUSTICE$1,986,474
Voices for ChildrenSan Diego, CA501(c)(3)State Appropriation$1,301,805
Child Adv of Silicon ValleyMilpitas, CA501(c)(3)State Appropriation$580,060
Casa of Fresno CountyFresno, CA501(c)(3)State Appropriation$572,338
San Francisco CasaSan Francisco, CA501(c)(3)STATE APPROP; YOUTH TAX SUPPORT$547,061
Child Adv of Placer CountyRoseville, CA501(c)(3)State Appropriation$501,778
Casa of Sacramento CountySacramento, CA501(c)(3)State Appropriation$477,349
Casa of Santa Cruz CountyWatsonville, CA501(c)(3)State Appropriation$443,873
Casa of Solano CountyFairfield, CA501(c)(3)State Appropriation$409,791
Casa of Monterey CountySalinas, CA501(c)(3)State Appropriation$400,812
Casa of Kern CountyBakersfield, CA501(c)(3)State Appropriation$363,005
Casa of Santa Barbara CntySanta Maria, CA501(c)(3)State Appropriation$334,409
Casa of Marin CountySan Rafael, CA501(c)(3)State Appropriation$317,714
Alameda County Health Care SeAlameda, CAGovernmentState Appropriation$301,042
Casa of Tulare CountyVisalia, CA501(c)(3)State Appropriation$286,169
Casa of San Bernardino CountyColton, CA501(c)(3)State Appropriation$270,326
Casa of Humboldt CountyEureka, CA501(c)(3)STATE APPROP; FAR NORTH SUPPORT$269,591
Casa of San Mateo CountyRedwood City, CA501(c)(3)State Appropriation$267,216
Casa of San Luis Obispo CntySan Luis Obispo, CA501(c)(3)State Appropriation$237,974
Casa of Contra Costa CountyConcord, CA501(c)(3)State Appropriation$199,600
Casa of Ventura CountyCamarillo, CA501(c)(3)State Appropriation$181,289
Casa of Kings CountyHanford, CA501(c)(3)State Appropriation$165,904
Casa of Imperial CountyEl Centro, CA501(c)(3)State Appropriation$164,635
Child Abuse Prevention CounciStockton, CA501(c)(3)State Appropriation$163,500
Casa of San Benito CountyHollister, CA501(c)(3)State Appropriation$118,182
Casa of Stanislaus CountyModesto, CA501(c)(3)State Appropriation$115,088
Casa of Yolo CountyWoodland, CA501(c)(3)State Appropriation$106,889
Child Adv of Sonoma CountyKenwood, CA501(c)(3)State Appropriation$105,059
Casa El DoradoPlacerville, CA501(c)(3)State Appropriation$103,137
Youth Empowerment SiskiyouYreka, CA501(c)(3)STATE APPROP; FAR NORTH SUPPORT$101,565
Alliance for CommunityMariposa, CA501(c)(3)State Appropriation$86,256
Nexus Youth & Family ServicesJackson, CA501(c)(3)State Appropriation$82,101
Casa of Merced CountyMerced, CA501(c)(3)State Appropriation$77,186
Lassen Family Services CasaSusanville, CA501(c)(3)STATE APPROP; FAR NORTH SUPPORT$71,617
Wild Iris Family CounselingBishop, CA501(c)(3)State Appropriation$68,027
Plumas Crisis InterventionQuincy, CA501(c)(3)State Appropriation$65,333
Casa of Del Norte CountyCrescent City, CA501(c)(3)STATE APPROP; FAR NORTH SUPPORT$51,942
Training Employment & CommAlturas, CA501(c)(3)STATE APPROP; FAR NORTH SUPPORT$49,166
Child Adv of Nevada CountyNevada City, CA501(c)(3)STATE APPROP; FAR NORTH SUPPORT$48,432
Casa of Mendocino CountyUkiah, CA501(c)(3)State Appropriation$48,344
Casa a Voice for ChildrenNapa, CA501(c)(3)State Appropriation$36,400
Friends of Alameda CountySan Leandro, CA501(c)(3)State Appropriation$30,000
Northern Valley Catholic SsRedding, CA501(c)(3)STATE APPROP; FAR NORTH SUPPORT$28,902
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

California casa conducted an extensive review of the organization's bylaws. As a result of these revisions, the articles of incorporation were restated and filed with the appropriate authorities.

Form 990, Part VI, Section B, Line 11B

The chief financial & operating officer reviews the 990 tax returns and conducts a detailed discussion with the tax preparer. The audit committee subsequently reviews the 990 tax returns and conducts a detailed discussion with the audit partner and chief financial & operating officer. Once the audit committee approves the 990 draft, it is presented to the board of directors for review in advance of the board meeting. During its meeting, the board of directors reviews the 990 and poses questions to the audit committee chair and chief financial & operating officer before approving the 990 for filing.

Form 990, Part VI, Section B, Line 12C

The board of directors review key policies and documents annually, including the articles of incorporation, bylaws, conflict of interest policy, executive compensation policy, anti-harassment and anti-discrimination policy, and the whistleblower policy. Monitoring and enforcement is conducted by requiring board members to sign the conflict-of-interest policy, the whistleblower policy, and the anti-harassment and anti-discrimination policy on an annual basis.

Form 990, Part VI, Section B, Line 15A

Compensation benchmarking on the ceos position (compensation and benefits) was conducted by the chief financial & operating officer. The board used this compensation and benefits benchmarking information, along with the ceos annual performance review, to determine the ceos compensation. The executive committee reviewed and approved the proposed compensation changes for the ceo and presented these compensation recommendations to the full board during a closed session of a board meeting.

Form 990, Part VI, Section B, Line 15B

The ceo used benchmarking information for similar positions to determine compensation. The ceo reviews with the executive committee any proposed compensation changes for the chief financial & operating officer. Once approved by the executive committee, the board then votes on such compensation changes.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request. Audited financial statements and the 990 are also made available on our website at www.californiacasa.org.

Filing and Contact Details

Filer

Filer Name
California Court Appointed Special
EIN
68-0163010
Phone
5103808569
Address
3525 DEL MAR HEIGHTS RD 243, SAN DIEGO, CA 92130

Signing Officer

Name
Howard Slayen
Title
Treasurer
Signed
2026-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vince Hall
Formed
1987
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
19
Volunteers
19

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
Preparer
Latonya M Knox
Phone
6192947200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

California casa is a public charity and is exempt from income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. California casa believes that it has appropriate support for any tax positions taken, and, as such, does not have any uncertain tax positions that are material to the financial statements. California casa is not a private foundation.california casas returns of organization exempt from income tax for the years ended june 30, 2025, 2024, 2023, 2022, and 2021 are subject to examination by the internal revenue service and state taxing authorities, generally three-to-four years after the returns were filed.

Raw XML AppendixShowing 400 of 1,178 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0CALIFORNIA CASA IS A PRIVATE, NONPROFIT CORPORATION SUPPORTED BY A BALANCED MIX OF PUBLIC AND PRIVATE GRANTS AND PHILANTHROPIC CONTRIBUTIONS. WE WORK ON A STATEWIDE LEVEL TO ACTIVELY SUPPORT A NETWORK OF 44 LOCAL CASA PROGRAMS IN 53 COUNTIES AND STRENGTHEN THE SCOPE, QUALITY, AND IMPACT OF ADVOCACY BY THE CASA NETWORK. THESE ADVOCACY SERVICES ARE PROVIDED TO ABUSED AND NEGLECTED CHILDREN IN THE DEPENDENCY AND JUVENILE JUSTICE COURTS, USING TRAINED CASA VOLUNTEERS.THROUGH A RIGOROUS GRANT PROGRAM, WE DISTRIBUTE STATE FUNDS TO THE CASA NETWORK TO STABILIZE AND STRENGTHEN LOCAL PROGRAMS OPERATIONS AND INCREASE THE NUMBER OF CASAS PROVIDED TO CHILDREN IN NEED. WE PROVIDE LOCAL CASA PROGRAMS WITH PROFESSIONAL-LEVEL TRAININGS AND CURRICULA, TECHNICAL ASSISTANCE, MARKETING AND FUNDRAISING SUPPORT, AND OTHER RESOURCES.WE IDENTIFY AND PURSUE STRATEGIC ALLIANCES THAT LEVERAGE AND INCREASE CHILDRENSRESOURCES STATEWIDE; EXPANDING PUBLIC AWARENESS ABOUT THE NEEDS OF CHILDREN IN CALIFORNIAS FOSTER CARE AND JUVENILE JUSTICE SYSTEMS; ADVOCATE FOR IMPROVED CHILD WELFARE PRACTICES AND POLICIES; AND PROMOTE CASA AS AN EFFECTIVE, COST-EFFICIENT, COMPASSIONATE MODEL TO ENSURE THAT CHILDRENS BEST INTERESTS ARE MET, THEIR VOICES ARE HEARD, AND THEIR HEALTH AND EMOTIONAL NEEDS ARE SUPPORTED.
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