Civic Intelligence

Casa of Montana Inc

EIN 20-2324128 • 501(c)3 • Helena, MT

Profile

CASA of Montana, Inc. (CASA-MT), together with independently operated local programs, supports and promotes court appointed volunteer advocacy for abused and neglected children in Montana, so they can thrive in safe, permanent homes.

PO Box 1046Helena, MT 59624

www.casagal.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-208%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$47,696

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 267.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-77%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$0

Down $42,806 (-100%) from 2016

Liabilities

Down

$0

Down $5,782 (-100%) from 2016

Net Assets

Down

$0

Down $37,024 (-100%) from 2016

Revenue

Down

$17,811

Down $59,692 (-77%) from 2016

Expenses

Down

$54,837

Down $61,414 (-53%) from 2016

Net Income

Up

-$37,026

Up $1,722 (+4.4%) from 2016

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $120,962Liabilities 2011: $43,7902011Assets 2012: $141,852Liabilities 2012: $78,157Net Assets 2012: $63,6952012Assets 2013: $124,428Liabilities 2013: $75,469Net Assets 2013: $48,9592013Assets 2014: $123,494Liabilities 2014: $45,640Net Assets 2014: $77,8542014Assets 2015: $86,879Liabilities 2015: $9,132Net Assets 2015: $77,7472015Assets 2016: $42,806Liabilities 2016: $5,782Net Assets 2016: $37,0242016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $161,929Expenses 2011: $156,464Net Income 2011: $5,4652011Expenses 2012: $149,5402012Revenue 2013: $131,646Expenses 2013: $146,384Net Income 2013: -$14,7382013Revenue 2014: $153,486Expenses 2014: $124,541Net Income 2014: $28,9452014Revenue 2015: $139,879Expenses 2015: $139,984Net Income 2015: -$1052015Revenue 2016: $77,503Expenses 2016: $116,251Net Income 2016: -$38,7482016Revenue 2017: $17,811Expenses 2017: $54,837Net Income 2017: -$37,0262017

Highlighted filing

2017

Revenue$17,811
Expenses$54,837
Net Income-$37,026

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$19,725
Mission and Program Overview

Mission

CASA of Montana, Inc. (CASA-MT), together with independently operated local programs, supports and promotes court appointed volunteer advocacy for abused and neglected children in Montana, so they can thrive in safe, permanent homes.

Program Services

DescriptionGrantsExpenses
CASA of Montana is a statewide organization supporting 15 local CASA-GAL programs and their volunteers across the state. This support includes local program system support, volunteer training and materials, and statewide public outreach and education. CASA of Montana serves as the state's liaison with the National CASA organization. CASA of Montana ceased operations and dissolved its entity during this fiscal year. We liquidated our assets to qualified exempt organizations in the total amount: non-cash assets $1,777, and cash $754. We also passed through a grant from the Fraternal Order of Eagles #234 in the amount of $5,000 to the local CASA program in Flathead County, for total grants and allocations of $7,531$7,531$2,278
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOYCE FUNDAExecutive DirectorFT$47,696-$47,696
GEORGE BALLEWDirector - Started January 2016-$0--
KEITH KELLYDirector - Started January 2016-$0--
DENNIS MOLNARDirector-$0--
HELEN CURTISTreasurer-$0--
MARK DOUGLASSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Casa of Montana Inc
EIN
20-2324128
Address
PO BOX 1046, HELENA, MT 59624

Signing Officer

Name
Helen Curtis
Title
Treasurer
Phone
4064497948
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
MRG Financial Services PLLC
Address
PO Box 883, Fairfield, MT 59601
Preparer
Marca R Gibson CPA
Phone
4064590676
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^REBATES;84^Total;84^

Form 990-EZ, Part I, Line 10

A pass-through grant in the amount of $5,000 was forwarded from the fraternal order of eagles #234 of kalispell, montana, to casa for kids, the local program for flathead county, montana. Most office equipment and furniture was donated to the local casa program in helena, casa of lewis & clark and broadwater counties, to settle debts owed from our organization to the local program. Once all other assets were liquidated due to the closure of our organization, the final cash balance of $753.71 was distributed to fund our successor organization, montana casa/gal association.

Form 990-EZ, Part I, Line 16

Description;Amount^REPAY PRIOR YEAR GRANT AWARD;2200|PROGRAM SERVICES;2913|STAFF TRAVEL AND MEETINGS;5143|BANK FEES;50^Total;10306^

Form 990-EZ, Part I, Line 20

Description;Amount^ROUNDING DIFFERENCE;2^Total;2^

Form 990-EZ, Part IV

The board operated without a president during this final fiscal cycle. Decisions were made by consensus and by the remaining executive committee.

Raw XML Appendix236 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR - STARTED JANUARY 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR - STARTED JANUARY 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0CASA of Montana, Inc. (CASA-MT), together with independently operated local programs, supports and promotes court appointed volunteer advocacy for abused and neglected children in Montana, so they can thrive in safe, permanent homes.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROGRAM SERVICE REVENUES, $2800 REBATES, $84
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0OFFICE FURNITURE, FILING CABINETS, 2 COMPUTERS WITH MONITORS, ETC.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0CASA OF LEWIS & CLARK AND BROADWATER COUNTIES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02016-10-31
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0COST COMPARISONS ONLINE, SUCH AS EBAY, FOR SIMILAR USED ITEMS. MOST OFFICE FURNITURE WAS DONATED IN USED CONDITION TO OUR ORGANIZATION MANY YEARS AGO AND THUS HAD NO COST BASIS AND LITTLE MARKET VALUE.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt075 E LYNDALE - LOWER LEVEL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0HELENA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^REBATES;84^Total;84^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A PASS-THROUGH GRANT IN THE AMOUNT OF $5,000 WAS FORWARDED FROM THE FRATERNAL ORDER OF EAGLES #234 OF KALISPELL, MONTANA, TO CASA FOR KIDS, THE LOCAL PROGRAM FOR FLATHEAD COUNTY, MONTANA. MOST OFFICE EQUIPMENT AND FURNITURE WAS DONATED TO THE LOCAL CASA PROGRAM IN HELENA, CASA OF LEWIS & CLARK AND BROADWATER COUNTIES, TO SETTLE DEBTS OWED FROM OUR ORGANIZATION TO THE LOCAL PROGRAM. ONCE ALL OTHER ASSETS WERE LIQUIDATED DUE TO THE CLOSURE OF OUR ORGANIZATION, THE FINAL CASH BALANCE OF $753.71 WAS DISTRIBUTED TO FUND OUR SUCCESSOR ORGANIZATION, MONTANA CASA/GAL ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^REPAY PRIOR YEAR GRANT AWARD;2200|PROGRAM SERVICES;2913|STAFF TRAVEL AND MEETINGS;5143|BANK FEES;50^Total;10306^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description;Amount^ROUNDING DIFFERENCE;2^Total;2^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OPERATED WITHOUT A PRESIDENT DURING THIS FINAL FISCAL CYCLE. DECISIONS WERE MADE BY CONSENSUS AND BY THE REMAINING EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part IV
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0202324128
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320177658
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MRG Financial Services PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 883
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059601
ReturnHeader/PreparerPersonGrp/PhoneNum04064590676
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marca R Gibson CPA
ReturnHeader/ReturnTs02017-11-14T21:15:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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