Civic Intelligence

Casa for Douglas County

990 • Fiscal year 2019 • EIN 35-2171298

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 16, 2020

2412 St Marys AveOmaha, NE 68105

(402) 932-5644

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

67th percentile

$96,516

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,624,524

Up $251,134 (+18%) from 2018

Net Assets

Up

$1,624,524

Up $251,134 (+18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$1,322,890

Up $188,466 (+17%) from 2018

Expenses

Up

$1,073,272

Up $112,396 (+12%) from 2018

Net Income

Up

$249,618

Up $76,070 (+44%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $936,629Liabilities 2013: $0Net Assets 2013: $936,6292013Assets 2014: $1,041,922Liabilities 2014: $0Net Assets 2014: $1,041,9222014Assets 2015: $1,228,194Liabilities 2015: $0Net Assets 2015: $1,228,1942015Assets 2016: $1,131,523Liabilities 2016: $0Net Assets 2016: $1,131,5232016Assets 2017: $1,200,465Liabilities 2017: $0Net Assets 2017: $1,200,4652017Assets 2018: $1,373,390Liabilities 2018: $0Net Assets 2018: $1,373,3902018Assets 2019: $1,624,524Liabilities 2019: $0Net Assets 2019: $1,624,5242019Assets 2020: $1,747,251Liabilities 2020: $171,500Net Assets 2020: $1,575,7512020Assets 2021: $1,937,245Liabilities 2021: $165,210Net Assets 2021: $1,772,0352021Assets 2022: $1,674,712Liabilities 2022: $0Net Assets 2022: $1,674,7122022Assets 2023: $1,271,344Liabilities 2023: $0Net Assets 2023: $1,271,3442023Assets 2024: $1,037,181Liabilities 2024: $588Net Assets 2024: $1,036,5932024Assets 2025: $1,551,027Liabilities 2025: $50,402Net Assets 2025: $1,500,6252025

Highlighted filing

2019

Assets$1,624,524
Liabilities$0
Net Assets$1,624,524

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2013: $320,9012013Revenue 2014: $502,508Expenses 2014: $404,456Net Income 2014: $98,0522014Revenue 2015: $767,600Expenses 2015: $577,767Net Income 2015: $189,8332015Revenue 2016: $792,582Expenses 2016: $889,596Net Income 2016: -$97,0142016Revenue 2017: $924,100Expenses 2017: $857,037Net Income 2017: $67,0632017Revenue 2018: $1,134,424Expenses 2018: $960,876Net Income 2018: $173,5482018Revenue 2019: $1,322,890Expenses 2019: $1,073,272Net Income 2019: $249,6182019Revenue 2020: $1,270,247Expenses 2020: $1,325,057Net Income 2020: -$54,8102020Revenue 2021: $1,616,219Expenses 2021: $1,478,093Net Income 2021: $138,1262021Revenue 2022: $1,756,788Expenses 2022: $1,795,177Net Income 2022: -$38,3892022Revenue 2023: $1,155,819Expenses 2023: $1,576,068Net Income 2023: -$420,2492023Revenue 2024: $1,409,623Expenses 2024: $1,647,077Net Income 2024: -$237,4542024Revenue 2025: $1,778,236Expenses 2025: $1,608,058Net Income 2025: $170,1782025

Highlighted filing

2019

Revenue$1,322,890
Expenses$1,073,272
Net Income$249,618
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 16, 2020
Return Version
2018v3.1
Gross Receipts
$1,363,855
Mission and Program Overview

Mission

The organization, as a member of both the national and nebraska casa associations, advocates for the best interests of abused and neglected children in douglas county juvenile court and foster care proceedings through the use of trained, court appointed, citizen volunteers. These volunteers provide a "voice" for the children while ensuring that they are safe, that their needs are being met and that efforts are made to expedite permanent homes for these children.

Provide advocacy for abused/neglected children

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$803,362$776,554▼ $26,808
Cash and Non-Interest-Bearing Accounts$432,719$440,854▲ $8,135
Savings and Temporary Cash Investments$71,256$305,027▲ $233,771
Investments in Publicly Traded Securities$66,053$102,089▲ $36,036
Total Assets$1,373,390$1,624,524▲ $251,134
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,360,313$1,553,806▲ $193,493
Temporarily Rstr Net Assets$13,077$70,718▲ $57,641
Total Net Assets Fund Balance$1,373,390$1,624,524▲ $251,134
Total Liabilities and Net Assets / Fund Balance$1,373,390$1,624,524▲ $251,134

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$684,746$275,187-
Other Land Buildings$0$5,938-
Land$60,000--
Equipment$15,602$53,254-
Leasehold Improvements$16,206--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly ThomasExecutive DirectorFT$93,501$3,015$96,516

Board Members and Trustees

NameTitle
Bruce StecPresident
Wanda GottschalkPresident - Elect
Barbara WimmerService League President
Cecil Hicks JrVice President
Amy SchuchmanDirector
Carol RussellDirector
Greg GarrisonDirector
Huy PhamDirector
JACQUELINE HUSCROFT-D'ANGELODirector
JENNAY L VACEK-O'KIEFDirector
Jeffery SchaffartDirector
Laura HuscroftDirector
Matthew JetterdIRECTOR
Mike MurphyDirector
Sandi SawyerDirector
Michaela KroftTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,315,584
Program Service Revenue
$0
Investment Income
$2,969
Other Revenue
$4,337
All Other Contributions
$1,315,584
Change in Net Assets
$249,618

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$32,600Fair Market Value (FMV) of Security
Total Noncash Contributions3$32,600-

Audited Revenue Reconciliation

Revenue per Audited Statements
$878,635
Revenue Not Reported on Financial Statements
$444,255
Revenue Not Reported on Form 990
$44,183
Other Revenue Adjustments
$444,255
Total Revenue per Audited Statements
$922,818
Total Revenue per Form 990
$1,322,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$810,973
Other Expenses$262,299
Total Fundraising Expense$669
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$484,552$128,805-$613,357
Current Officers, Directors, Trustees, and Key Employees$75,521$20,075-$95,596
Payroll Taxes$40,706$10,821-$51,527
Other Employee Benefits$39,889$10,604-$50,493
Depreciation Depletion$36,946$12,315-$49,261
Advertising$32,129$7,537$669$40,335
Occupancy$33,334$5,426-$38,760
Insurance$34,292$3,810-$38,102
All Other Expenses$10,694$5,906-$16,600
Conferences and Meetings$12,408$1,227-$13,635
Travel$9,609$1,564-$11,173
Fees for Services Accounting-$8,455-$8,455
Other Expenses$5,575$907-$6,482
Fees for Services Legal-$777-$777
Total Functional Expenses$841,699$230,904$669$1,073,272

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,133,960
Expenses per Audited Statements$1,091,293
Total Expenses per Form 990$1,073,272
Expenses Not Reported on Form 990$42,667
Expenses Not Reported on Financial Statements$-18,021
Other Expense Adjustments$-18,021
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,643
Fundraising Gross Income$31,830
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
20th Anniversary Event$16,160$16,160$28,053$-11,893
Superhero Run$15,670$15,670$7,590$8,080
Total Events$31,830$31,830$35,643$-3,813
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
Backup withholding compliance
Yes
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, Part VI, Section A, line 8B

There are no committees authorized to act on behalf of the governing body.

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

The draft returns are provided to both the executive and finance committees for their review, opportunity for further comments, and to ask questions. The executive director reviews the draft return also. The full board is then given the opportunity to review the return prior to filing.

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

Each board member is required to review and sign the conflict of interest policy annually, as with many other policies and procedures. The board members are asked to reveal any conflicts of interest, at that time, that may interfere with their ability to serve on the board of directors of casa for douglas county. Furthermore, at any time during a member's service that a conflict of interest arises, it is that member's responsibility to notify the board president immediately and withhold from an action where voting may take place.

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

Board uses comparative data locally and nationally as well as using a survey published by the non-profit association of the midlands to arrive at compensation for executive director.

Form 990, Part VI, Section C, line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Casa for Douglas County
EIN
35-2171298
Phone
4029325644
Address
2412 ST MARYS AVE, OMAHA, NE 68105

Signing Officer

Name
Kimberly Thomas
Title
Executive Director
Phone
4029325644
Signed
2020-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Thomas
Formed
2002
Legal Domicile
Ne
Voting Board Members
17
Independent Board Members
16
Employees
18
Volunteers
264

Preparer

Firm
Hbe Llp
Address
9802 NICHOLAS ST, OMAHA, NE 68114
Preparer
Anne Fuhrman CPA
Phone
4028955050
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

The process for oversight of the audited financial statements remains the same as in prior years.

Financial Statement Notes

Part X, Line 2:

THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE, BUT IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT BELIEVES NOTHING HAS OCCURRED TO NEGATE THE ORGANIZATION'S EXEMPTION FROM INCOME TAXES AND RELATED TAX FILINGS. MANAGEMENT ANTICIPATES THAT INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND DOES NOT EXPECT ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, ACTIVITIES OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2019. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY, IF INCURRED.

Part XI, Line 2D - Other Adjustments:

Fundraising expense (netted against income on 990) 35,643. Unrealized gain on investments 1,516. Loss on disposal of property and equipment 2,286.

Part XI, Line 4B - Other Adjustments:

Accrual to cash adjustment - receivables 444,255.

Part XII, Line 2D - Other Adjustments:

Fundraising expenses (netted against income on 990) 35,643.

Part XII, Line 4B - Other Adjustments:

Accrual to cash adjustment - prepaid insurance 17,936. Accrual to cash adjustment - accrued salaries & wages -6,418. Accrual to cash adjustment - accounts payable -29,539.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT - ELECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SERVICE LEAGUE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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