Civic Intelligence

Casa of the Fox Cities Inc.

990 • Fiscal year 2018 • EIN 46-0740362

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 26, 2019

1500 N Casaloma Drive No 401Appleton, WI 54913

(920) 257-4733

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$52,149

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

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

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$282,975

Up $56,728 (+25%) from 2017

Net Assets

Up

$280,997

Up $54,993 (+24%) from 2017

Liabilities

Up

$1,978

Up $1,735 (+714%) from 2017

Revenue

Up

$353,808

Up $93,500 (+36%) from 2017

Expenses

Up

$298,815

Up $47,475 (+19%) from 2017

Net Income

Up

$54,993

Up $46,025 (+513%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $2,288Liabilities 2012: $02012Assets 2013: $157,979Liabilities 2013: $3,6322013Assets 2014: $221,092Liabilities 2014: $6012014Assets 2015: $261,084Liabilities 2015: $427Net Assets 2015: $260,6572015Assets 2016: $216,885Liabilities 2016: $0Net Assets 2016: $216,8852016Assets 2017: $226,247Liabilities 2017: $243Net Assets 2017: $226,0042017Assets 2018: $282,975Liabilities 2018: $1,978Net Assets 2018: $280,9972018Assets 2019: $314,528Liabilities 2019: $9,406Net Assets 2019: $305,1222019Assets 2020: $254,687Liabilities 2020: $21,578Net Assets 2020: $233,1092020Assets 2021: $370,425Liabilities 2021: $36,515Net Assets 2021: $333,9102021Assets 2022: $433,062Liabilities 2022: $34,197Net Assets 2022: $398,8652022Assets 2023: $229,492Liabilities 2023: $96,332Net Assets 2023: $133,1602023Assets 2024: $352,340Liabilities 2024: $173,785Net Assets 2024: $178,5552024

Highlighted filing

2018

Assets$282,975
Liabilities$1,978
Net Assets$280,997

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $3,286Expenses 2012: $998Net Income 2012: $2,2882012Revenue 2013: $176,701Expenses 2013: $24,642Net Income 2013: $152,0592013Revenue 2014: $165,577Expenses 2014: $99,433Net Income 2014: $66,1442014Revenue 2015: $167,923Expenses 2015: $127,757Net Income 2015: $40,1662015Revenue 2016: $159,828Expenses 2016: $203,600Net Income 2016: -$43,7722016Revenue 2017: $260,308Expenses 2017: $251,340Net Income 2017: $8,9682017Revenue 2018: $353,808Expenses 2018: $298,815Net Income 2018: $54,9932018Revenue 2019: $403,438Expenses 2019: $370,516Net Income 2019: $32,9222019Revenue 2020: $385,283Expenses 2020: $453,338Net Income 2020: -$68,0552020Revenue 2021: $653,952Expenses 2021: $554,602Net Income 2021: $99,3502021Revenue 2022: $765,686Expenses 2022: $698,153Net Income 2022: $67,5332022Revenue 2023: $490,086Expenses 2023: $712,539Net Income 2023: -$222,4532023Revenue 2024: $657,018Expenses 2024: $613,794Net Income 2024: $43,2242024

Highlighted filing

2018

Revenue$353,808
Expenses$298,815
Net Income$54,993
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 26, 2019
Return Version
2018v3.1
Gross Receipts
$368,532
Mission and Program Overview

Mission

Casa of the fox cities, inc. Advocates for abused and neglected children in our local courts with community volunteers to achieve placement in safe and permanent homes.

Casa of the fox cities, inc. Advocates for abused and neglected children in our local courts, with community volunteers, to achieve placement in safe and permanent homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$226,004$280,997▲ $54,993
Savings and Temporary Cash Investments$162,385$164,659▲ $2,274
Cash and Non-Interest-Bearing Accounts$57,930$67,957▲ $10,027
Accounts Receivable$524$39,007▲ $38,483
Land, Buildings, and Equipment, Net$3,008$8,952▲ $5,944
Prepaid Expenses and Deferred Charges$2,400$2,400→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$226,247$282,975▲ $56,728
Liabilities
Accounts Payable and Accrued Expenses$243$1,978▲ $1,735
Total Liabilities$243$1,978▲ $1,735
Net Assets / Fund Balance
Total Net Assets Fund Balance$226,004$280,997▲ $54,993
Total Liabilities and Net Assets / Fund Balance$226,247$282,975▲ $56,728

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,952$2,988$11,940
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dawn GohlkeExecutive DirectorFT$52,149$52,149

Board Members and Trustees

NameTitle
Darrin GladChairman of the Board
Miles GirouardImmediate Past Chair
James SnyderVice Chair
Chad UlmanBoard of Directors
Dean SweereBoard of Directors
Forest FranzoiBoard of Directors
Jessica NeumannBoard of Directors
Kari JuadisBoard of Directors
Kevin HeadBoard of Directors
Mark SterrSecretary
Adam HughesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$356,864
Program Service Revenue
$0
Investment Income
$2,978
Other Revenue
$-6,034
All Other Contributions
$182,134
Change in Net Assets
$54,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$240,280
Other Expenses$58,535
Total Fundraising Expense$23,696
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$150,427$27,000$15,428$192,855
Other Employee Benefits$25,114$4,508$2,576$32,198
Payroll Taxes$11,877$2,132$1,218$15,227
Occupancy-$14,400-$14,400
Travel$7,918$212$120$8,250
Office Expenses$6,522$986$599$8,107
Information Technology$5,122-$1,229$6,351
Fees for Services Accounting$263$4,067$33$4,363
Fees for Services Management$791$1,839$797$3,427
Insurance$1,761$316$581$2,658
Other Expenses$1,198$0$0$1,198
Depreciation Depletion-$996-$996
Advertising--$871$871
Total Functional Expenses$218,236$56,883$23,696$298,815
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,724
Fundraising Gross Income$8,690
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casablanca$60,094$8,690$5,844$2,846
Total Events$60,094$8,690$14,724$-6,034
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The tax return was presented to the executive director and board of directors. The tax preparer/treasurer discussed schedules and disclosures within the return. The board unanimously approved the contents of the return prior to filing.

Form 990, Part VI, Section B, Line 12C

Annually, the executive director has all board members read the organization's conflict of interest policy and attest that they understand it and are in compliance.

Form 990, Part VI, Section B, Line 15

Per its wage and salary practice, the board of directors conducts an annual performance review of the exectuive director. The board approves the executive director's compensation at the conclusion of this process. The board completed the last iteration of this process in spring 2019. This process included a written performance review that each board member submitted for review by the board chair and personnel committee chair.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Casa of the Fox Cities
EIN
46-0740362
Phone
9202574733
Address
1500 N CASALOMA DRIVE NO 401, APPLETON, WI 54913

Signing Officer

Name
Adam Hughes
Title
Treasurer
Phone
9202574733
Signed
2019-08-26

Organization Details

Principal Officer
Dawn Gohlke
Formed
2012
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
100
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IRS990/Desc0IN 2018, CASA SERVED 169 CHILDREN. WE RECOMMENDED 1,880 CRITICAL SERVICES FOR THE CHILDREN WE SERVED TO BEST MEET THEIR NEEDS (241 COUNSELING SERVICES, 119 EDUCATION SERVICES, 52 MEDICAL REFERRALS, 811 PERMEANCE, 115 PLACEMENT, 394 VISITATIONS, AND 148 OTHER SERVICES FOR THE CHILD, AND/OR PARENT). 84% OF SCHOOL-AGED CHILDREN SERVED BY CASA OF THE FOX CITIES HAD A MENTAL HEALTH RATING THAT WAS MAINTAINED OR IMPROVED FROM THE TIME OF ASSIGNMENT TO 12/31/18. AND, 71% OF SCHOOL-AGED CHILDREN SERVED BY CASA OF THE FOX CITIES HAD AN EDUCATION RATING THAT WAS MAINTAINED OR IMPROVED FROM THE TIME OF ASSIGNMENT TO 12/31/18.
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt032198
IRS990/OtherExpensesGrp/Desc0STAFF TRAINING
IRS990/OtherExpensesGrp/Desc1GRANT EXPENSES
IRS990/OtherExpensesGrp/Desc2TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/Desc3RECRUITMENT EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt055
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt2189
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt096
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2331
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt02983
IRS990/OtherExpensesGrp/ProgramServicesAmt12417
IRS990/OtherExpensesGrp/ProgramServicesAmt21843
IRS990/OtherExpensesGrp/ProgramServicesAmt31198
IRS990/OtherExpensesGrp/TotalAmt03134
IRS990/OtherExpensesGrp/TotalAmt12417
IRS990/OtherExpensesGrp/TotalAmt22363
IRS990/OtherExpensesGrp/TotalAmt31198
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01218
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02132
IRS990/PayrollTaxesGrp/ProgramServicesAmt011877
IRS990/PayrollTaxesGrp/TotalAmt015227
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02400
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02400
IRS990/PrincipalOfficerNm0DAWN GOHLKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0217889
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01057
IRS990/PYOtherExpensesAmt050201
IRS990/PYOtherRevenueAmt041362
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt08968
IRS990/PYSalariesCompEmpBnftPaidAmt0201139
IRS990/PYTotalExpensesAmt0251340
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0260308
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt054993
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt017500
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0226004
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0280997
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0162385
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0164659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0356864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0274694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0120620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0132689
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0145146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01030013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04035
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt051404
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99610
IRS990ScheduleA/PublicSupportTotal170Amt01030013
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0356864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0274694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0120620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0132689
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0145146
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01030013
IRS990ScheduleA/TotalSupportAmt01034048
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt08952
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02988
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011940
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08952
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt051404
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt051404
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014724
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03490
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03490
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CASABLANCA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05200
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08690
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6034
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0190
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0190
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05844
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05844
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN WAS PRESENTED TO THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS. THE TAX PREPARER/TREASURER DISCUSSED SCHEDULES AND DISCLOSURES WITHIN THE RETURN. THE BOARD UNANIMOUSLY APPROVED THE CONTENTS OF THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, THE EXECUTIVE DIRECTOR HAS ALL BOARD MEMBERS READ THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ATTEST THAT THEY UNDERSTAND IT AND ARE IN COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PER ITS WAGE AND SALARY PRACTICE, THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE EXECTUIVE DIRECTOR. THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AT THE CONCLUSION OF THIS PROCESS. THE BOARD COMPLETED THE LAST ITERATION OF THIS PROCESS IN SPRING 2019. THIS PROCESS INCLUDED A WRITTEN PERFORMANCE REVIEW THAT EACH BOARD MEMBER SUBMITTED FOR REVIEW BY THE BOARD CHAIR AND PERSONNEL COMMITTEE CHAIR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0226247
IRS990/TotalAssetsEOYAmt0282975
IRS990/TotalAssetsGrp/BOYAmt0226247
IRS990/TotalAssetsGrp/EOYAmt0282975
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0356864
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023696
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056883
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0218236
IRS990/TotalFunctionalExpensesGrp/TotalAmt0298815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0243
IRS990/TotalLiabilitiesEOYAmt01978
IRS990/TotalLiabilitiesGrp/BOYAmt0243
IRS990/TotalLiabilitiesGrp/EOYAmt01978
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0226004
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0280997
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0218236
IRS990/TotalReportableCompFromOrgAmt052149

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