Civic Intelligence

Lakeway Casa

990EZ • Fiscal year 2020 • EIN 46-0542387

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 17, 2020

Organization ProfileLAKEWAYCASA.ORG
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

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

55th percentile

8.6%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

85th percentile

$24,464

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

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

Asset Growth

68th percentile

22%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

56th percentile

-7.6%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$89,873

Up $16,225 (+22%) from 2019

Net Assets

Up

$85,636

Up $11,988 (+16%) from 2019

Liabilities

Up

$4,237

Up $4,237 from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin55th percentile

Revenue

Down

$139,342

Down $11,401 (-7.6%) from 2019

Expenses

Up

$127,354

Up $10,397 (+8.9%) from 2019

Net Income

Down

$11,988

Down $21,798 (-65%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2020

Assets$89,873
Liabilities$4,237
Net Assets$85,636
Open 2020 Filing

Operations Trend

Revenue Growth56th 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

2020

Revenue$139,342
Expenses$127,354
Net Income$11,988
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 17, 2020
Return Version
2019v5.0
Gross Receipts
$151,819
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-$92,512
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLEY WILLIAMSExecutive Di-$24,464-$24,464
ANTHONY MISKAPresident-Ch-$0--
KRIS YARLETTVice Preside-$0--
JAKE STOKELYTreasurer-$0--
SHARON OATSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banquets$55,768$55,768$12,477$43,291
Total Events$55,768$55,768$12,477$43,291
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
2020-11-17

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 advertising and promotion 1,333 office supplies and expense 1,445 insurance expense 2,481 other expenses 715 professional dues 1,181 telephone 2,102 volunteer expenses 4,199 total 13,456”

Form 990-ez, Part II, Line 24

“Grants receivable 15,000 16,500 prepaid expenses and deferred charges 475 475 total 15,475 16,975”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 4,237”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt058173
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072898
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt096038
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011988
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02500
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt0151819
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073648
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085636
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085636
IRS990EZ/OccupancyRentUtltsAndMaintAmt011700
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt424464
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANTHONY MISKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRIS YARLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAKE STOKELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON OATS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLEY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT-CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015475
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016975
IRS990EZ/OtherExpensesTotalAmt013456
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE LIVES OF ABUSED AND NEGLECTED CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt01734
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINED VOLUNTEERS TO IMPROVE THE LIVES OF ABUSED AND NEGLECTED CHILDREN IN HAMBLEN, JEFFERSON AND SEVIER COUNTIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt092512
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt097964
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012477
IRS990EZ/SpecialEventsNetIncomeLossAmt043291
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04237
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0127354
IRS990EZ/TotalProgramServiceExpensesAmt092512
IRS990EZ/TotalRevenueAmt0139342
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LAKEWAYCASA.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt096038
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt096308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt065638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0446897
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0110619
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0446897
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt096038
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0106461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt096308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt065638
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0446897
IRS990ScheduleA/TotalSupportAmt0446927
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012477
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BANQUETS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055768
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043291
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012477
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 1,333 OFFICE SUPPLIES AND EXPENSE 1,445 INSURANCE EXPENSE 2,481 OTHER EXPENSES 715 PROFESSIONAL DUES 1,181 TELEPHONE 2,102 VOLUNTEER EXPENSES 4,199 TOTAL 13,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 15,000 16,500 PREPAID EXPENSES AND DEFERRED CHARGES 475 475 TOTAL 15,475 16,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 4,237
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLEY WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04233075762
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-17
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/IPv4AddressTxt0162.213.178.21
ReturnHeader/FilingSecurityInformation/IPDt02020-11-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:42:25
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/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE CLINE
ReturnHeader/ReturnTs02020-11-20T08:42:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$89,873
Liabilities
$4,237
Net assets
$85,636
Revenue
$139,342
Expenses
$127,354
Net income
$11,988
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