Civic Intelligence

Casa Monroe Inc

990 • Fiscal year 2023 • EIN 32-0204451

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 11, 2024

401 College Street NMadisonville, TN 37354

(423) 442-2750

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.28x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.53x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$60,949

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

70th percentile

15%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

32%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$733,235

Up $93,380 (+15%) from 2022

Net Assets

Up

$531,075

Up $100,248 (+23%) from 2022

Liabilities

Down

$202,160

Down $6,868 (-3.3%) from 2022

Revenue

Up

$383,922

Up $92,988 (+32%) from 2022

Expenses

Up

$283,674

Up $8,427 (+3.1%) from 2022

Net Income

Up

$100,248

Up $84,561 (+539%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $46,146Liabilities 2010: $646Net Assets 2010: $45,5002010Assets 2011: $43,063Liabilities 2011: $860Net Assets 2011: $42,2032011Assets 2012: $40,524Liabilities 2012: $763Net Assets 2012: $39,7612012Assets 2013: $91,487Liabilities 2013: $26,126Net Assets 2013: $65,3612013Assets 2014: $126,693Liabilities 2014: $9,686Net Assets 2014: $117,0072014Assets 2015: $133,209Liabilities 2015: $2,211Net Assets 2015: $130,9982015Assets 2016: $176,030Liabilities 2016: $2,049Net Assets 2016: $173,9812016Assets 2018: $243,721Liabilities 2018: $2,352Net Assets 2018: $241,3692018Assets 2019: $299,325Liabilities 2019: $2,347Net Assets 2019: $296,9782019Assets 2021: $632,287Liabilities 2021: $217,147Net Assets 2021: $415,1402021Assets 2022: $639,855Liabilities 2022: $209,028Net Assets 2022: $430,8272022Assets 2023: $733,235Liabilities 2023: $202,160Net Assets 2023: $531,0752023Assets 2024: $743,764Liabilities 2024: $192,043Net Assets 2024: $551,7212024

Highlighted filing

2023

Assets$733,235
Liabilities$202,160
Net Assets$531,075

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $78,812Expenses 2010: $57,510Net Income 2010: $21,3022010Revenue 2011: $55,667Expenses 2011: $58,964Net Income 2011: -$3,2972011Revenue 2012: $56,117Expenses 2012: $58,559Net Income 2012: -$2,4422012Revenue 2013: $95,515Expenses 2013: $69,915Net Income 2013: $25,6002013Revenue 2014: $133,492Expenses 2014: $81,846Net Income 2014: $51,6462014Revenue 2015: $151,072Expenses 2015: $137,081Net Income 2015: $13,9912015Revenue 2016: $175,802Expenses 2016: $132,819Net Income 2016: $42,9832016Revenue 2018: $177,591Expenses 2018: $176,477Net Income 2018: $1,1142018Revenue 2019: $256,681Expenses 2019: $201,072Net Income 2019: $55,6092019Revenue 2021: $324,011Expenses 2021: $234,384Net Income 2021: $89,6272021Revenue 2022: $290,934Expenses 2022: $275,247Net Income 2022: $15,6872022Revenue 2023: $383,922Expenses 2023: $283,674Net Income 2023: $100,2482023Revenue 2024: $337,590Expenses 2024: $316,944Net Income 2024: $20,6462024

Highlighted filing

2023

Revenue$383,922
Expenses$283,674
Net Income$100,248
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 11, 2024
Return Version
2023v5.0
Gross Receipts
$447,937
Mission and Program Overview

Mission

To work within the court system, in collaboration with local agencies and resources to serve as a child's advocate and to represent the child in juvenile and other courts where the welfare of the child is an issue.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$375,101$469,854▲ $94,753
Land, Buildings, and Equipment, Net$255,536$248,520▼ $7,016
Pledges and Grants Receivable$9,218$14,861▲ $5,643
Total Assets$639,855$733,235▲ $93,380
Liabilities
Mortgage Notes Payable Secured by Investment Property$209,028$200,657▼ $8,371
Accounts Payable and Accrued Expenses-$1,503-
Total Liabilities$209,028$202,160▼ $6,868
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$430,827$531,075▲ $100,248
Total Net Assets Fund Balance$430,827$531,075▲ $100,248
Total Liabilities and Net Assets / Fund Balance$639,855$733,235▲ $93,380

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$217,587$16,058$233,645
Land$25,000-$25,000
Equipment$5,933$6,131$12,064
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alisa HobbsExec. DirectorFT$45,163$15,786$60,949

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$245,263
Program Service Revenue
$0
Investment Income
$7,511
Other Revenue
$131,148
All Other Contributions
$143,121
Change in Net Assets
$100,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$207,849
Other Expenses$75,825
Total Fundraising Expense$5,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$125,389$6,591$770$132,750
Current Officers, Directors, Trustees, and Key Employees$22,864$18,065$4,234$45,163
Occupancy$26,720$4,930-$31,650
Other Employee Benefits$9,472$6,314-$15,786
Payroll Taxes$11,629$2,096$425$14,150
Depreciation Depletion$5,964$1,052-$7,016
Office Expenses$5,902$638$298$6,838
Advertising$6,690--$6,690
Travel$6,363--$6,363
Fees for Services Accounting$2,083$2,082-$4,165
Other Expenses$1,734$306-$2,040
Conferences and Meetings$1,580--$1,580
All Other Expenses$18$3-$21
Total Functional Expenses$235,318$42,629$5,727$283,674
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$184,344
Fundraising Direct Expenses$64,015
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Horns & Hackers$111,503$111,503$48,378$63,125
Be for the Chil$53,565$53,565$13,569$39,996
Total Events$184,344$184,344$64,015$120,329
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
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

Return is discussed with the exec. Director prior to filing.

Form 990, Page 6, Part VI, Line 12C

Annual review to make sure no conflicts

Form 990, Page 6, Part VI, Line 15A

The board of directors exec committee reviews exec director's salary annual and compares to the value to the local market.

Form 990, Page 6, Part VI, Line 19

Documents are located in the main office and are available upon request

Filing and Contact Details

Filer

Filer Name
Casa Monroe Inc
EIN
32-0204451
Phone
4234422750
Address
401 COLLEGE STREET N, MADISONVILLE, TN 37354

Signing Officer

Name
Alisa Hobbs
Title
Exec. Director
Phone
4234422750
Signed
2024-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alisa Hobbs
Formed
2007
Legal Domicile
Tn
Voting Board Members
14
Independent Board Members
14
Employees
8
Volunteers
62

Preparer

Firm
Warrenjackson Cpas Pllc
Address
606 S MAIN STE C, SWEETWATER, TN 37874-2731
Preparer
Robert S Tallent CPA
Phone
4233375003
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IRS990/OtherExpensesGrp/ProgramServicesAmt04983
IRS990/OtherExpensesGrp/ProgramServicesAmt12272
IRS990/OtherExpensesGrp/ProgramServicesAmt21655
IRS990/OtherExpensesGrp/ProgramServicesAmt31734
IRS990/OtherExpensesGrp/TotalAmt04983
IRS990/OtherExpensesGrp/TotalAmt12272
IRS990/OtherExpensesGrp/TotalAmt22207
IRS990/OtherExpensesGrp/TotalAmt32040
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS/COURT FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010819
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010819
IRS990/OtherRevenueTotalAmt010819
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0770
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06591
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0125389
IRS990/OtherSalariesAndWagesGrp/TotalAmt0132750
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0425
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02096
IRS990/PayrollTaxesGrp/ProgramServicesAmt011629
IRS990/PayrollTaxesGrp/TotalAmt014150
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt09218
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt014861
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALISA HOBBS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0211790
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0585
IRS990/PYOtherExpensesAmt083796
IRS990/PYOtherRevenueAmt078559
IRS990/PYRevenuesLessExpensesAmt015687
IRS990/PYSalariesCompEmpBnftPaidAmt0191451
IRS990/PYTotalExpensesAmt0275247
IRS990/PYTotalRevenueAmt0290934
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0100248
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0375101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0469854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0245263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0211790
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0222601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0182112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0206323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01068089
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07511
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01775
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011594
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0524808
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94020
IRS990ScheduleA/PublicSupportPY170Pct00.96110
IRS990ScheduleA/PublicSupportTotal170Amt01015135
IRS990ScheduleA/SubstantialContributorsTotAmt052954
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0245263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0211790
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0222601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0182112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0206323
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01068089
IRS990ScheduleA/TotalSupportAmt01079683
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/BookValueAmt0217587
IRS990ScheduleD/BuildingsGrp/DepreciationAmt016058
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0233645
IRS990ScheduleD/EquipmentGrp/BookValueAmt05933
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06131
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012064
IRS990ScheduleD/LandGrp/BookValueAmt025000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt025000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0248520
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt064015
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HORNS & HACKERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BE FOR THE CHIL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0111503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt053565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0184344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0111503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt053565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0184344
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0120329
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02068
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt064015
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt048378
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS DISCUSSED WITH THE EXEC. DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW TO MAKE SURE NO CONFLICTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS EXEC COMMITTEE REVIEWS EXEC DIRECTOR'S SALARY ANNUAL AND COMPARES TO THE VALUE TO THE LOCAL MARKET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE LOCATED IN THE MAIN OFFICE AND ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0639855
IRS990/TotalAssetsEOYAmt0733235
IRS990/TotalAssetsGrp/BOYAmt0639855
IRS990/TotalAssetsGrp/EOYAmt0733235
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0245263
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05727
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042629
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235318
IRS990/TotalFunctionalExpensesGrp/TotalAmt0283674
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0209028
IRS990/TotalLiabilitiesEOYAmt0202160
IRS990/TotalLiabilitiesGrp/BOYAmt0209028
IRS990/TotalLiabilitiesGrp/EOYAmt0202160
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0430827
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0531075

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.44$1.92$5.52$3.38$3.17$0.21
2023Detailed filing. Detailed filing data is available for this year.$7.33$2.02$5.31$3.84$2.84$1.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.40$2.09$4.31$2.91$2.75$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$2.17$4.15$3.24$2.34$0.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.02$2.97$2.57$2.01$0.56
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.02$2.41$1.78$1.76$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.02$1.74$1.76$1.33$0.43
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.02$1.31$1.51$1.37$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.10$1.17$1.33$0.82$0.52
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.26$0.65$0.96$0.70$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.01$0.40$0.56$0.59$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.01$0.42$0.56$0.59$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.01$0.46$0.79$0.58$0.21
Peer Organizations

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