Civic Intelligence

Casa Trust Inc

EIN 35-2326742 • 501(c)3 • Helena, MT

Profile

To provide financial support to the First Judicial District CASA/GAL Program, In.c to assist CASA in providing volunteer advocates to work on behalf of abused and neglected children subject to district court protection and to provide any and all activities necessary to promote these children's safety, well-being, and permanency.

3820 Centennial DriveHelena, MT 59601

n/A

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

6.4%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-9.5%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$92,997

Up $5,571 (+6.4%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$92,997

Up $5,571 (+6.4%) from 2019

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$3,236

Down $339 (-9.5%) from 2019

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$100K$50K$0Assets 2016: $77,433Net Assets 2016: $77,4332016Assets 2017: $81,193Net Assets 2017: $81,1932017Assets 2018: $79,354Net Assets 2018: $79,3542018Assets 2019: $87,426Net Assets 2019: $87,4262019Assets 2020: $92,997Net Assets 2020: $92,9972020

Highlighted filing

2020

Assets$92,997
Liabilities-
Net Assets$92,997
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Revenue 2016: $3,0702016Revenue 2017: $3,5282017Revenue 2018: $3,8172018Revenue 2019: $3,5752019Revenue 2020: $3,2362020

Highlighted filing

2020

Revenue$3,236
Expenses-
Net Income-
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,997
Liabilities
-
Net assets
$92,997
Revenue
$3,236
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$93.0$93.0$3.24
2019Detailed filing. Detailed filing data is available for this year.$87.4$87.4$3.58
2018Detailed filing. Detailed filing data is available for this year.$79.4$79.4$3.82
2017Detailed filing. Detailed filing data is available for this year.$81.2$81.2$3.53
2016Detailed filing. Detailed filing data is available for this year.$77.4$77.4$3.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Gross Receipts
$3,236
Mission and Program Overview

Mission

To provide financial support to the First Judicial District CASA/GAL Program, In.c to assist CASA in providing volunteer advocates to work on behalf of abused and neglected children subject to district court protection and to provide any and all activities necessary to promote these children's safety, well-being, and permanency.

Program Services

DescriptionGrantsExpenses
Support First Judicial District CASA/GAL Program--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alana ListoePresident-$0--
Mandy AllenTreasurer-$0--
Gerald HillExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
CASA Trust Inc
EIN
35-2326742
Phone
4064570797
Address
3820 Centennial Drive, Helena, MT 59601

Signing Officer

Name
Mandy Allen
Title
Treasurer
Signed
2021-05-12
Raw XML Appendix112 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0CASA Trust
IRS990EZ/BooksInCareOfDetail/PhoneNum04064570797
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03820 Centennial Drive Ste D
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Helena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087426
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092997
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03236
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087426
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092997
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt03236
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03236
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087426
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092997
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087426
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092997
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alana Listoe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mandy Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gerald Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02335
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide financial support to the First Judicial District CASA/GAL Program, In.c to assist CASA in providing volunteer advocates to work on behalf of abused and neglected children subject to district court protection and to provide any and all activities necessary to promote these children's safety, well-being, and permanency.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support First Judicial District CASA/GAL Program
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt03236
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03817
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03070
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017088
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.48020
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalSupportAmt017088
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mandy Allen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0352326742
ReturnHeader/Filer/PhoneNum04064570797
ReturnHeader/Filer/USAddress/AddressLine1Txt03820 Centennial Drive
ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/ReturnTs02021-05-12T17:05:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mandy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Allen
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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