Civic Intelligence

Casa Theresa Inc.

990EZ • Fiscal year 2020 • EIN 39-1745188

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 12, 2021

Organization ProfileN/A
112 W Kort StreetSchofield, WI 54476

(715) 571-5309

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

63rd percentile

15%

Higher net margin than 63% of similar nonprofits.

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

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.

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

Asset Growth

47th percentile

1.6%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

60th percentile

-3.5%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$464,522

Up $7,475 (+1.6%) from 2019

Net Assets

Up

$464,522

Up $7,475 (+1.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin63rd percentile

Revenue

Down

$50,963

Down $1,872 (-3.5%) from 2019

Expenses

Up

$43,488

Up $1,013 (+2.4%) from 2019

Net Income

Down

$7,475

Down $2,885 (-28%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2011: $400,267Liabilities 2011: $92,2592011Assets 2012: $418,479Liabilities 2012: $71,2462012Assets 2013: $409,557Liabilities 2013: $45,3532013Assets 2014: $402,611Liabilities 2014: $15,6102014Assets 2015: $425,008Liabilities 2015: $02015Assets 2016: $442,457Liabilities 2016: $02016Assets 2017: $439,912Liabilities 2017: $02017Assets 2018: $446,687Liabilities 2018: $0Net Assets 2018: $446,6872018Assets 2019: $457,047Liabilities 2019: $0Net Assets 2019: $457,0472019Assets 2020: $464,522Liabilities 2020: $0Net Assets 2020: $464,5222020Assets 2021: $473,080Liabilities 2021: $0Net Assets 2021: $473,0802021Assets 2022: $477,816Liabilities 2022: $0Net Assets 2022: $477,8162022Assets 2023: $488,288Liabilities 2023: $0Net Assets 2023: $488,2882023Assets 2024: $508,655Liabilities 2024: $0Net Assets 2024: $508,6552024

Highlighted filing

2020

Assets$464,522
Liabilities$0
Net Assets$464,522
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $68,508Expenses 2011: $47,847Net Income 2011: $20,6612011Revenue 2012: $60,425Expenses 2012: $21,200Net Income 2012: $39,2252012Revenue 2013: $57,723Expenses 2013: $40,752Net Income 2013: $16,9712013Revenue 2014: $57,302Expenses 2014: $34,505Net Income 2014: $22,7972014Revenue 2015: $57,204Expenses 2015: $19,197Net Income 2015: $38,0072015Revenue 2016: $48,386Expenses 2016: $30,937Net Income 2016: $17,4492016Revenue 2017: $53,915Expenses 2017: $56,460Net Income 2017: -$2,5452017Revenue 2018: $52,423Expenses 2018: $45,648Net Income 2018: $6,7752018Revenue 2019: $52,835Expenses 2019: $42,475Net Income 2019: $10,3602019Revenue 2020: $50,963Expenses 2020: $43,488Net Income 2020: $7,4752020Revenue 2021: $54,332Expenses 2021: $45,774Net Income 2021: $8,5582021Revenue 2022: $53,272Expenses 2022: $48,536Net Income 2022: $4,7362022Revenue 2023: $54,096Expenses 2023: $43,624Net Income 2023: $10,4722023Revenue 2024: $54,735Expenses 2024: $34,368Net Income 2024: $20,3672024

Highlighted filing

2020

Revenue$50,963
Expenses$43,488
Net Income$7,475
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 12, 2021
Return Version
2020v4.0
Gross Receipts
$50,963
Mission and Program Overview

Mission

RESIDENTIAL RENTAL

Program Services

DescriptionGrantsExpenses
OPERATIONAL COSTS OF THE RENTAL UNITS.-$30,960
CONTRIBUTION TO DIOCESE OF LA CROSSE$12,000$12,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON GELHAUSSecretary-$0--
DONNA RULEPresident-$0--
FATHER JOSEPH ALBERTDirector-$0--
JEAN HINTZTreasurer-$0--
RICHARD BESAIDADirector-$0--
Filing and Contact Details

Filer

Filer Name
Casa Theresa Inc
EIN
39-1745188
Phone
7155715309
Address
112 W KORT STREET, SCHOFIELD, WI 54476

Signing Officer

Name
Donna Rule
Title
President
Signed
2021-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Kerberrose Sc
Address
4949 KIRSCHLING CT STE 3, STEVENS POINT, WI 54481
Preparer
Stacey Donovan CPA
Phone
7153413232
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous income 1,275 total 1,275”

Form 990-ez, Part I, Line 10

“Name: the roman catholic diocese address: 3710 east ave s la crosse, wi 54602 cash contribution: 12,000”

Form 990-ez, Part I, Line 16

“Expenses repairs and maintenance 9,484 office expenses 85 interest expense 352 penalty 176 oper. Cost of rental unit 12,036 total 22,133”

Form 990-ez, Part III, Line 31

“Contribution to diocese of la crosse”

Raw XML Appendix127 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JON GELHAUS
CompensationExplanation/CompensationExplanationGrp/PersonNm1DONNA RULE
CompensationExplanation/CompensationExplanationGrp/PersonNm2FATHER JOSEPH ALBERT
CompensationExplanation/CompensationExplanationGrp/PersonNm3JEAN HINTZ
CompensationExplanation/CompensationExplanationGrp/PersonNm4RICHARD BESAIDA
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DONNA RULE
IRS990EZ/BooksInCareOfDetail/PhoneNum07155715309
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01851 FORSYTH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KRONENWETTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0544559002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030857
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038332
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0457047
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0464522
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012000
IRS990EZ/GrossReceiptsAmt050963
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt025
IRS990EZ/LandAndBuildingsGrp/BOYAmt0426190
IRS990EZ/LandAndBuildingsGrp/EOYAmt0426190
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0457047
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0464522
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0457047
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0464522
IRS990EZ/OccupancyRentUtltsAndMaintAmt05265
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JON GELHAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA RULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FATHER JOSEPH ALBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEAN HINTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD BESAIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022133
IRS990EZ/OtherRevenueTotalAmt01275
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RESIDENTIAL RENTAL
IRS990EZ/ProgramServiceRevenueAmt049663
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATIONAL COSTS OF THE RENTAL UNITS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTRIBUTION TO DIOCESE OF LA CROSSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030960
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04090
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043488
IRS990EZ/TotalProgramServiceExpensesAmt042960
IRS990EZ/TotalRevenueAmt050963
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 1,275 TOTAL 1,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: THE ROMAN CATHOLIC DIOCESE ADDRESS: 3710 EAST AVE S LA CROSSE, WI 54602 CASH CONTRIBUTION: 12,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES REPAIRS AND MAINTENANCE 9,484 OFFICE EXPENSES 85 INTEREST EXPENSE 352 PENALTY 176 OPER. COST OF RENTAL UNIT 12,036 TOTAL 22,133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRIBUTION TO DIOCESE OF LA CROSSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA RULE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA THERESA INC
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0391745188
ReturnHeader/Filer/PhoneNum07155715309
ReturnHeader/Filer/USAddress/AddressLine1Txt0112 W KORT STREET
ReturnHeader/Filer/USAddress/CityNm0SCHOFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054476
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391658423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBERROSE SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04949 KIRSCHLING CT STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STEVENS POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054481
ReturnHeader/PreparerPersonGrp/PhoneNum07153413232
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACEY DONOVAN CPA
ReturnHeader/ReturnTs02021-09-01T11:07:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RULE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$464,522
Liabilities
$0
Net assets
$464,522
Revenue
$50,963
Expenses
$43,488
Net income
$7,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.55$0.34$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.54$0.44$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.53$0.49$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.54$0.46$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.51$0.43$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.53$0.42$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.52$0.46$0.07
2017Summary only. Only limited summary data is available for this year.$4.40$0.00$0.54$0.56$0.03
2016Summary only. Only limited summary data is available for this year.$4.42$0.00$0.48$0.31$0.17
2015Summary only. Only limited summary data is available for this year.$4.25$0.00$0.57$0.19$0.38
2014Summary only. Only limited summary data is available for this year.$4.03$0.16$0.57$0.35$0.23
2013Summary only. Only limited summary data is available for this year.$4.10$0.45$0.58$0.41$0.17
2012Summary only. Only limited summary data is available for this year.$4.18$0.71$0.60$0.21$0.39
2011Summary only. Only limited summary data is available for this year.$4.00$0.92$0.69$0.48$0.21