Civic Intelligence

Lakeway Casa

990EZ • Fiscal year 2019 • EIN 46-0542387

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

Organization ProfileN/A
1609 Walters State Cc Drive Ste 9Morristown, TN 37813

(423) 307-5762

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

87th percentile

$30,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

68%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

64%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$73,648

Up $29,831 (+68%) from 2018

Net Assets

$73,648

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $2,414 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin78th percentile

Revenue

Up

$150,743

Up $58,721 (+64%) from 2018

Expenses

Up

$116,957

Up $32,990 (+39%) from 2018

Net Income

Up

$33,786

Up $25,731 (+319%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$300K$200K$100K$0-$100KAssets 2013: $17,273Liabilities 2013: $2,2002013Assets 2014: $23,306Liabilities 2014: $2,9372014Assets 2015: $21,656Liabilities 2015: $02015Assets 2016: $22,077Liabilities 2016: $1,0142016Assets 2017: $33,320Liabilities 2017: -$282017Assets 2018: $43,817Liabilities 2018: $2,4142018Assets 2019: $73,648Liabilities 2019: $0Net Assets 2019: $73,6482019Assets 2020: $89,873Liabilities 2020: $4,237Net Assets 2020: $85,6362020Assets 2021: $106,202Liabilities 2021: $0Net Assets 2021: $106,2022021Assets 2022: $123,473Liabilities 2022: $1,634Net Assets 2022: $121,8392022Assets 2023: $167,388Liabilities 2023: $4,342Net Assets 2023: $163,0462023Assets 2024: $223,819Liabilities 2024: $0Net Assets 2024: $223,8192024

Highlighted filing

2019

Assets$73,648
Liabilities$0
Net Assets$73,648
Open 2019 Filing

Operations Trend

Revenue Growth88th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $49,590Expenses 2013: $34,894Net Income 2013: $14,6962013Revenue 2014: $63,077Expenses 2014: $57,781Net Income 2014: $5,2962014Revenue 2015: $60,682Expenses 2015: $59,395Net Income 2015: $1,2872015Revenue 2016: $65,638Expenses 2016: $66,231Net Income 2016: -$5932016Revenue 2017: $82,452Expenses 2017: $70,167Net Income 2017: $12,2852017Revenue 2018: $92,022Expenses 2018: $83,967Net Income 2018: $8,0552018Revenue 2019: $150,743Expenses 2019: $116,957Net Income 2019: $33,7862019Revenue 2020: $139,342Expenses 2020: $127,354Net Income 2020: $11,9882020Revenue 2021: $157,830Expenses 2021: $137,264Net Income 2021: $20,5662021Revenue 2022: $194,012Expenses 2022: $178,375Net Income 2022: $15,6372022Revenue 2023: $241,316Expenses 2023: $200,109Net Income 2023: $41,2072023Revenue 2024: $303,199Expenses 2024: $242,426Net Income 2024: $60,7732024

Highlighted filing

2019

Revenue$150,743
Expenses$116,957
Net Income$33,786
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$161,299
Mission and Program Overview

Mission

To improve the lives of abused and neglected children

Program Services

DescriptionGrantsExpenses
TRAINED VOLUNTEERS TO IMPROVE THE LIVES OF ABUSED AND NEGLECTED CHILDREN IN HAMBLEN, JEFFERSON AND SEVIER COUNTIES-$71,214
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE ALUDOExecutive DiFT$30,000-$30,000
ANTHONY MISKAPresident-Ch-$0--
KRIS YARLETTVice Preside-$0--
DOROTHY MULLINSTreasurer-$0--
SHARON OATSSecretary-$0--
KELLEY WILLIAMSExecutive Di-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banquets$54,829$54,829$10,556$44,273
Total Events$54,829$54,829$10,556$44,273
Filing and Contact Details

Filer

Filer Name
Lakeway Casa Inc
EIN
46-0542387
Phone
4233075762
Address
1609 WALTERS STATE CC DRIVE STE 9, MORRISTOWN, TN 37813

Signing Officer

Name
Kelley Williams
Title
Executive Director
Phone
4233075762
Signed
2019-11-14

Preparer

Firm
Duane Cline Cpallc
Address
PO BOX 1951, MORRISTOWN, TN 37816-1951
Preparer
Duane Cline
Phone
4235879335
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 1,221 1,852 4,654 2,517 volunteer expenses 2,638 professional dues 835 total 13,717”

Form 990-ez, Part II, Line 24

“Grants receivable 0 15,000 prepaid expenses and deferred charges 475 475 total 475 15,475”

Raw XML Appendix157 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/PersonNm0NINA GRANT
IRS990EZ/BooksInCareOfDetail/PhoneNum04233075762
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01609 WALTERS STATE CC DRIVE STE 9
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRISTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037813
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039387
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058173
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0106461
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033786
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt073648
IRS990EZ/FundraisingGrossIncomeAmt054829
IRS990EZ/GrossReceiptsAmt0161299
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039862
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073648
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039862
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073648
IRS990EZ/OccupancyRentUtltsAndMaintAmt013736
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt030000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE ALUDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY MISKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRIS YARLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOROTHY MULLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARON OATS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLEY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0475
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015475
IRS990EZ/OtherExpensesTotalAmt013717
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE LIVES OF ABUSED AND NEGLECTED CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt01036
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINED VOLUNTEERS TO IMPROVE THE LIVES OF ABUSED AND NEGLECTED CHILDREN IN HAMBLEN, JEFFERSON AND SEVIER COUNTIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071214
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt085968
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010556
IRS990EZ/SpecialEventsNetIncomeLossAmt044273
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0116957
IRS990EZ/TotalProgramServiceExpensesAmt071214
IRS990EZ/TotalRevenueAmt0150743
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0106461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt082452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0411541
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt054838
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt0411541
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0106461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt082452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060682
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0411541
IRS990ScheduleA/TotalSupportAmt0411558
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010556
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BANQUETS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054829
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044273
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010556
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 1,221 1,852 4,654 2,517 VOLUNTEER EXPENSES 2,638 PROFESSIONAL DUES 835 TOTAL 13,717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 0 15,000 PREPAID EXPENSES AND DEFERRED CHARGES 475 475 TOTAL 475 15,475
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLEY WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04233075762
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWAY CASA INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0460542387
ReturnHeader/Filer/PhoneNum04233075762
ReturnHeader/Filer/USAddress/AddressLine1Txt01609 WALTERS STATE CC DRIVE STE 9
ReturnHeader/Filer/USAddress/CityNm0MORRISTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037813
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00D5868183180282A302DC90046467927BF54AFBE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D5868183180282A302DC90046467927BF54AFBE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.213.179.142
ReturnHeader/FilingSecurityInformation/IPDt02019-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:19:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621760836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUANE CLINE CPALLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1951
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORRISTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0378161951
ReturnHeader/PreparerPersonGrp/PhoneNum04235879335
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE CLINE
ReturnHeader/ReturnTs02019-12-04T15:19:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,648
Liabilities
$0
Net assets
$73,648
Revenue
$150,743
Expenses
$116,957
Net income
$33,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$3.03$2.42$0.61
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.04$1.63$2.41$2.00$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.02$1.22$1.94$1.78$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.58$1.37$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.04$0.86$1.39$1.27$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.51$1.17$0.34
2018Summary only. Only limited summary data is available for this year.$0.44$0.02$0.92$0.84$0.08
2017Summary only. Only limited summary data is available for this year.$0.33$0.00$0.82$0.70$0.12
2016Summary only. Only limited summary data is available for this year.$0.22$0.01$0.66$0.66$0.01
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$0.61$0.59$0.01
2014Summary only. Only limited summary data is available for this year.$0.23$0.03$0.63$0.58$0.05
2013Summary only. Only limited summary data is available for this year.$0.17$0.02$0.50$0.35$0.15