Civic Intelligence

Casa Trust Inc

990EZ • Fiscal year 2018 • EIN 35-2326742

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 08, 2019

Organization ProfileN/A
75 E Lyndale Ave Lower LevelHelena, MT 59601

(406) 457-0797

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.3%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

8.2%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$79,354

Down $1,839 (-2.3%) from 2017

Net Assets

Down

$79,354

Down $1,839 (-2.3%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$3,817

Up $289 (+8.2%) from 2017

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2018

Assets$79,354
Liabilities-
Net Assets$79,354
Open 2018 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$3,817
Expenses-
Net Income-
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 8, 2019
Return Version
2018v3.1
Gross Receipts
$3,817
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 Pay76th percentile

Employees

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

Filer

Filer Name
CASA Trust Inc
EIN
35-2326742
Phone
4064570797
Address
75 E Lyndale Ave Lower Level, Helena, MT 59601

Signing Officer

Name
Alana Listoe
Title
President
Signed
2019-04-08
Raw XML Appendix110 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/AddressLine1Txt075 E Lyndale Ave Lower Level
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Helena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079354
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03817
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt03817
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03817
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079354
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079354
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/PersonNm2Kendra Proue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-5656
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/RelatedOrganizationCtrlEntInd0true
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt03817
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03817
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02387
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0944
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013608
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52430
IRS990ScheduleA/PublicSupportPY170Pct00.60510
IRS990ScheduleA/PublicSupportTotal170Amt015000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015000
IRS990ScheduleA/TotalSupportAmt028608
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alana Listoe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0352326742
ReturnHeader/Filer/PhoneNum04064570797
ReturnHeader/Filer/USAddress/AddressLine1Txt075 E Lyndale Ave Lower Level
ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/ReturnTs02019-04-08T16:11:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,354
Liabilities
-
Net assets
$79,354
Revenue
$3,817
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