Civic Intelligence

Lakeway Casa

990EZ • Fiscal year 2021 • EIN 46-0542387

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 17, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

88th percentile

$33,428

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

64th percentile

18%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

13%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$106,202

Up $16,329 (+18%) from 2020

Net Assets

Up

$106,202

Up $20,566 (+24%) from 2020

Liabilities

Down

$0

Down $4,237 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin56th percentile

Revenue

Up

$157,830

Up $18,488 (+13%) from 2020

Expenses

Up

$137,264

Up $9,910 (+7.8%) from 2020

Net Income

Up

$20,566

Up $8,578 (+72%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2021

Assets$106,202
Liabilities$0
Net Assets$106,202
Open 2021 Filing

Operations Trend

Revenue Growth57th 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

2021

Revenue$157,830
Expenses$137,264
Net Income$20,566
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 17, 2021
Return Version
2020v4.0
Gross Receipts
$165,565
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-$99,078
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLEY WILLIAMSExecutive Di-$33,428-$33,428
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$44,987$44,987$7,735$37,252
Total Events$44,987$44,987$7,735$37,252
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
2021-12-17

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 691 office supplies and expense 1,030 insurance expense 2,325 other expenses 1,906 professional dues 2,043 telephone 2,298 volunteer expenses 4,000 travel 3,480 total 17,773”

Form 990-ez, Part II, Line 24

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

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 4,237 0”

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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ANTHONY MISKA
CompensationExplanation/CompensationExplanationGrp/PersonNm1KRIS YARLETT
CompensationExplanation/CompensationExplanationGrp/PersonNm2JAKE STOKELY
CompensationExplanation/CompensationExplanationGrp/PersonNm3SHARON OATS
CompensationExplanation/CompensationExplanationGrp/PersonNm4KELLEY WILLIAMS
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/BOYAmt072898
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089227
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0120559
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020566
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089873
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106202
IRS990EZ/FundraisingGrossIncomeAmt044987
IRS990EZ/GrossReceiptsAmt0165565
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085636
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106202
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085636
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106202
IRS990EZ/OccupancyRentUtltsAndMaintAmt011700
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/CompensationAmt433428
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/BOYAmt016975
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016975
IRS990EZ/OtherExpensesTotalAmt017773
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE LIVES OF ABUSED AND NEGLECTED CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt01687
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINED VOLUNTEERS TO IMPROVE THE LIVES OF ABUSED AND NEGLECTED CHILDREN IN HAMBLEN, JEFFERSON AND SEVIER COUNTIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt099078
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0103604
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07735
IRS990EZ/SpecialEventsNetIncomeLossAmt037252
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04237
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0137264
IRS990EZ/TotalProgramServiceExpensesAmt099078
IRS990EZ/TotalRevenueAmt0157830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LAKEWAYCASA.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096038
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0106461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt096308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0501818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0155625
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0501818
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120559
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096038
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0106461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt096308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082452
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0501818
IRS990ScheduleA/TotalSupportAmt0501848
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07735
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BANQUETS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044987
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037252
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07735
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 691 OFFICE SUPPLIES AND EXPENSE 1,030 INSURANCE EXPENSE 2,325 OTHER EXPENSES 1,906 PROFESSIONAL DUES 2,043 TELEPHONE 2,298 VOLUNTEER EXPENSES 4,000 TRAVEL 3,480 TOTAL 17,773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 16,500 16,500 PREPAID EXPENSES AND DEFERRED CHARGES 475 475 TOTAL 16,975 16,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,237 0
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLEY WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04233075762
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-17
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/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/PreparationDt02021-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE CLINE CPA LLC
ReturnHeader/ReturnTs02021-12-17T14:19:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,202
Liabilities
$0
Net assets
$106,202
Revenue
$157,830
Expenses
$137,264
Net income
$20,566
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