Civic Intelligence

Bluebonnet Casa Inc

EIN 30-0117462 • 501(c)3 • Mason, TX

Profile

To train and supervise volunteers as court appointed guardians for abused and/or neglected children in the child protective service (cps) custody

Box 130Mason, TX 76856

www.bluebonnetcasa.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.09x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$64,300

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

44%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$660,662

Up $90,310 (+16%) from 2022

Liabilities

Down

$30,416

Down $20,466 (-40%) from 2022

Net Assets

Up

$630,246

Up $110,776 (+21%) from 2022

Revenue

Up

$323,846

Up $71,156 (+28%) from 2022

Expenses

Down

$214,577

Down $26,589 (-11%) from 2022

Net Income

Up

$109,269

Up $97,745 (+848%) from 2022

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2018: $513,340Liabilities 2018: $99,697Net Assets 2018: $413,6432018Assets 2019: $559,405Liabilities 2019: $81,728Net Assets 2019: $477,6772019Assets 2020: $561,467Liabilities 2020: $73,142Net Assets 2020: $488,3252020Assets 2022: $570,352Liabilities 2022: $50,882Net Assets 2022: $519,4702022Assets 2024: $660,662Liabilities 2024: $30,416Net Assets 2024: $630,2462024

Highlighted filing

2024

Assets$660,662
Liabilities$30,416
Net Assets$630,246

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2018: $311,521Expenses 2018: $253,276Net Income 2018: $58,2452018Revenue 2019: $306,486Expenses 2019: $242,452Net Income 2019: $64,0342019Revenue 2020: $249,844Expenses 2020: $239,196Net Income 2020: $10,6482020Revenue 2022: $252,690Expenses 2022: $241,166Net Income 2022: $11,5242022Revenue 2024: $323,846Expenses 2024: $214,577Net Income 2024: $109,2692024

Highlighted filing

2024

Revenue$323,846
Expenses$214,577
Net Income$109,269

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 26, 2025
Return Version
2024v5.2
Gross Receipts
$323,846
Mission and Program Overview

Mission

To train and supervise volunteers as court appointed guardians for abused and/or neglected children in the child protective service (cps) custody

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$276,424$275,489▼ $935
Savings and Temporary Cash Investments$159,365$166,266▲ $6,901
Cash and Non-Interest-Bearing Accounts$93,196$137,263▲ $44,067
Pledges and Grants Receivable$26,831$74,814▲ $47,983
Prepaid Expenses and Deferred Charges$6,819$6,830▲ $11
Total Assets$562,635$660,662▲ $98,027
Liabilities
Unsecured Notes Loans Payable$33,053$22,535▼ $10,518
Accounts Payable and Accrued Expenses$8,605$7,881▼ $724
Total Liabilities$41,658$30,416▼ $11,242
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$513,030$623,781▲ $110,751
Net Assets With Donor Restrictions$7,947$6,465▼ $1,482
Total Net Assets Fund Balance$520,977$630,246▲ $109,269
Total Liabilities and Net Assets / Fund Balance$562,635$660,662▲ $98,027

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$89,603$18,061-
Land$39,100--
Equipment$18,644$57,385-
Leasehold Improvements$128,142$45,232-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa GoehmannExecutive DirectorFT$64,300$64,300

Board Members and Trustees

NameTitle
Jim HeathPresident
Holly BryanVice President
Bc HardinMember
Carla IvinsMember
Debbie VickersMember
Jacqueline CottleMember
Katherine WalkerMember
Nol DearMember
Paige WrightMember
Janet MoranSecretary
Connie StockbridgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$307,967
Program Service Revenue
$8,978
Investment Income
$6,901
Other Revenue
$0
All Other Contributions
$120,032
Change in Net Assets
$109,269

Audited Revenue Reconciliation

Revenue per Audited Statements
$323,846
Revenue Not Reported on Form 990
$37,842
Total Revenue per Audited Statements
$361,688
Total Revenue per Form 990
$323,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$115,540
Other Expenses$89,908
Grants and Similar Amounts Paid$9,129
Total Fundraising Expense$3,542
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$71,516$18,114$351$89,981
All Other Expenses$17,684$4,854$0$22,538
Other Employee Benefits$15,032$3,807$74$18,913
Depreciation Depletion$11,544$4,947$0$16,491
Travel$11,148$2,247$50$13,445
Insurance$10,986$71$0$11,057
Grants to Domestic Individuals$9,129--$9,129
Fees for Services Accounting$6,550$1,200$0$7,750
Payroll Taxes$5,282$1,338$26$6,646
Office Expenses$5,522$784$0$6,306
Interest$0$1,482$0$1,482
Occupancy$0$900$0$900
Advertising$772$34$0$806
Total Functional Expenses$171,227$39,808$3,542$214,577

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$252,419
Expenses per Audited Statements$214,577
Total Expenses per Form 990$214,577
Expenses Not Reported on Form 990$37,842
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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
Filing and Contact Details

Filer

Filer Name
Bluebonnet Casa Inc
EIN
30-0117462
Phone
3253476474
Address
BOX 130, MASON, TX 76856

Signing Officer

Name
Jim Heath
Title
President
Phone
3253476474
Signed
2025-08-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Connie Stockbridge
Formed
2002
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
17

Preparer

Firm
Paul Anderson CPA PLLC
Address
One Shreiner Center 819 Water St Su, Kerrville, TX 78028
Preparer
Paul Anderson
Phone
8303152244
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

A copy of form 990 is made available to all board members to review prior to submission to irs

Pt VI, Line 12C

The board investigates all areas where a potential for conflict of interest exists the board documents all discussions and actions through their minutes

Pt VI, Line 15B

The board oversees the compensation of the executive director and key employees. They consider the experience of the individual and comparable data from other non-profit organizations of simular size

Pt VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Pt VI, Line 1A

SAME AUTHORITY

Pt VI, Line 18

ON REQUEST

Pt VI, Line 8A

Minutes a written for all meetings

Pt VI, Line 8B

Minutes are recorded for committees

Pt VI, Line 15A

SAME AS 15b

Form 990, Part IX, Line 24E

Background checks 121. 0. 121. 0.

Form 990, Part IX, Line 24E

Dues and subscriptions 4092. 2635. 1457. 0.

Form 990, Part IX, Line 24E

Equipment maintenance 8540. 6834. 1706. 0.

Form 990, Part IX, Line 24E

Miscellaneous 575. 0. 575. 0.

Form 990, Part IX, Line 24E

Postage 2079. 2045. 34. 0.

Form 990, Part IX, Line 24E

Telephone 3434. 2924. 510. 0.

Form 990, Part IX, Line 24E

Utilities 3697. 3246. 451. 0.

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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt026
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01338
IRS990/PayrollTaxesGrp/ProgramServicesAmt05282
IRS990/PayrollTaxesGrp/TotalAmt06646
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt026831
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt074814
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06819
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06830
IRS990/PrincipalOfficerNm0CONNIE STOCKBRIDGE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0215154
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt012408
IRS990/PYInvestmentIncomeAmt03491
IRS990/PYOtherExpensesAmt081308
IRS990/PYProgramServiceRevenueAmt05528
IRS990/PYRevenuesLessExpensesAmt01507
IRS990/PYSalariesCompEmpBnftPaidAmt0128950
IRS990/PYTotalExpensesAmt0222666
IRS990/PYTotalRevenueAmt0224173
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0109269
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08978
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0159365
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0166266
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: JUROR, PRESERVATION & CHILD SAFETY FEES 2020: 5768. 2021: 5292. 2022: 8696. 2023: 5528. 2024: 8978.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0307967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0225203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0229239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0223017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0239835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01225261
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0383
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01073
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012290
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08978
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05528
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt08696
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05292
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05768
IRS990ScheduleA/OtherIncome170Grp/TotalAmt034262
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96340
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.96260
IRS990ScheduleA/PublicSupportTotal170Amt01225261
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0307967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0225203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0229239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0223017
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0239835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01225261
IRS990ScheduleA/TotalSupportAmt01271813
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt089603
IRS990ScheduleD/BuildingsGrp/DepreciationAmt018061
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0107664
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt037842
IRS990ScheduleD/DonatedServicesUseFcltsAmt037842
IRS990ScheduleD/EquipmentGrp/BookValueAmt018644
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057385
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt076029
IRS990ScheduleD/ExpensesNotReportedAmt037842
IRS990ScheduleD/ExpensesSubtotalAmt0214577
IRS990ScheduleD/LandGrp/BookValueAmt039100
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt039100
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0128142
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt045232
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0173374
IRS990ScheduleD/RevenueNotReportedAmt037842
IRS990ScheduleD/RevenueSubtotalAmt0323846
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0275489
IRS990ScheduleD/TotalExpensesPerForm990Amt0214577
IRS990ScheduleD/TotalRevenuePerForm990Amt0323846
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0361688
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0252419
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CHILDRENS DESIGNATED EXPENSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt09129
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0GIFTS/PRESENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt043
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0COST
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS TO REVIEW PRIOR TO SUBMISSION TO IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD INVESTIGATES ALL AREAS WHERE A POTENTIAL FOR CONFLICT OF INTEREST EXISTS THE BOARD DOCUMENTS ALL DISCUSSIONS AND ACTIONS THROUGH THEIR MINUTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OVERSEES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THEY CONSIDER THE EXPERIENCE OF THE INDIVIDUAL AND COMPARABLE DATA FROM OTHER NON-PROFIT ORGANIZATIONS OF SIMULAR SIZE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAME AUTHORITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MINUTES A WRITTEN FOR ALL MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MINUTES ARE RECORDED FOR COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SAME AS 15b
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BACKGROUND CHECKS 121. 0. 121. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DUES AND SUBSCRIPTIONS 4092. 2635. 1457. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11EQUIPMENT MAINTENANCE 8540. 6834. 1706. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS 575. 0. 575. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13POSTAGE 2079. 2045. 34. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TELEPHONE 3434. 2924. 510. 0.

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