Civic Intelligence

Casa of Bee Live Oak & Mcmullen Counties Texas

EIN 47-2229883 • 501(c)3 • Beeville, TX

Profile

To speak out for abused and neglected children caught in the court system.the main goal is placement of these children in a safe,nurturing environment.

Post Office Box 184Beeville, TX 78104-0184

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

54th percentile

6.1%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-2.0%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$598,905

Up $35,683 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$598,905

Up $35,683 (+6.3%) from 2023

Revenue

Down

$580,153

Down $11,945 (-2.0%) from 2023

Expenses

Up

$544,518

Up $94,743 (+21%) from 2023

Net Income

Down

$35,635

Down $106,688 (-75%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2016: $36,901Liabilities 2016: $02016Assets 2017: $118,149Liabilities 2017: $2,423Net Assets 2017: $115,7262017Assets 2018: $215,237Liabilities 2018: $0Net Assets 2018: $215,2372018Assets 2019: $311,371Liabilities 2019: $870Net Assets 2019: $310,5012019Assets 2020: $397,540Liabilities 2020: $0Net Assets 2020: $397,5402020Assets 2021: $453,010Liabilities 2021: $0Net Assets 2021: $453,0102021Assets 2022: $430,795Liabilities 2022: $9,896Net Assets 2022: $420,8992022Assets 2023: $563,222Liabilities 2023: $0Net Assets 2023: $563,2222023Assets 2024: $598,905Liabilities 2024: $0Net Assets 2024: $598,9052024

Highlighted filing

2024

Assets$598,905
Liabilities$0
Net Assets$598,905

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2016: $80,196Expenses 2016: $57,897Net Income 2016: $22,2992016Revenue 2017: $195,260Expenses 2017: $124,580Net Income 2017: $70,6802017Revenue 2018: $268,857Expenses 2018: $169,346Net Income 2018: $99,5112018Revenue 2019: $293,294Expenses 2019: $198,030Net Income 2019: $95,2642019Revenue 2020: $396,285Expenses 2020: $309,246Net Income 2020: $87,0392020Revenue 2021: $427,575Expenses 2021: $372,105Net Income 2021: $55,4702021Revenue 2022: $453,794Expenses 2022: $485,905Net Income 2022: -$32,1112022Revenue 2023: $592,098Expenses 2023: $449,775Net Income 2023: $142,3232023Revenue 2024: $580,153Expenses 2024: $544,518Net Income 2024: $35,6352024

Highlighted filing

2024

Revenue$580,153
Expenses$544,518
Net Income$35,635

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 6, 2025
Return Version
2023v6.0
Gross Receipts
$581,081
Mission and Program Overview

Mission

To speak out for abused and neglected children caught in the court system.the main goal is placement of these children in a safe,nurturing environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$332,404$375,293▲ $42,889
Land, Buildings, and Equipment, Net$123,098$130,797▲ $7,699
Pledges and Grants Receivable$107,224$92,287▼ $14,937
Total Assets$563,222$598,905▲ $35,683
Other Assets Total$496$528▲ $32
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$558,209$593,892▲ $35,683
Net Assets With Donor Restrictions$5,013$5,013→ $0
Total Net Assets Fund Balance$563,222$598,905▲ $35,683
Total Liabilities and Net Assets / Fund Balance$563,222$598,905▲ $35,683

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$118,490$28,109$128,007
Equipment$977$10,856$14,699
Land$11,108-$11,108
Other Land Buildings$222$539$761
Compensation and Service Providers

Board Members and Trustees

NameTitle
James ScottenPresident
Clarence MooreVice-president
John CorkillBoard Member
Laura MillerBoard Member
Meredith ThomsBoard Member
Sheryl BensonBoard Member
Taylor GarciaBoard Member
Tracy FlorenceBoard Member
Jacquelin LaurelSecretary
Steven MilamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$568,590
Program Service Revenue
$0
Investment Income
$9,590
Other Revenue
$1,973
All Other Contributions
$207,552
Change in Net Assets
$35,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$580,153
Revenue Not Reported on Form 990
$105,978
Total Revenue per Audited Statements
$686,131
Total Revenue per Form 990
$580,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$366,506
Other Expenses$178,012
Total Fundraising Expense$15,161
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$253,296$50,659$12,665$316,620
All Other Expenses$20,084$15,809-$35,893
Advertising$25,574--$25,574
Other Employee Benefits$20,304$4,061$1,015$25,380
Payroll Taxes$19,605$3,921$980$24,506
Travel$16,528--$16,528
Fees for Services Other$11,198$3,242$157$14,597
Other Expenses$14,454$279-$14,454
Office Expenses$11,462$2,865-$14,327
Fees for Services Accounting-$11,850-$11,850
Insurance$7,540$1,885-$9,425
Depreciation Depletion$6,702$1,050$323$8,075
Information Technology$1,837$230$21$2,088
Total Functional Expenses$433,506$95,851$15,161$544,518

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$650,496
Expenses per Audited Statements$544,518
Total Expenses per Form 990$544,518
Expenses Not Reported on Form 990$105,978
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,901
Fundraising Direct Expenses$928
Professional Fundraising Fees$0
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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

Member election for additional members Part VI line 7A

Exisiting members of the board recommend others for membership into an active position on the board

Form 990 governing body review Part VI line 11

All board members get a pdf copy of the form 990 before filing it with the irs

Conflict of interest policy compliance Part VI line 12C

Each year, board memebers are asked to update their conflict of interest statement

CEO executive director top management comp Part VI line 15A

Compensation pratcices for determining other employee compensation are determined by an executive committee to the board of directors, in conjunction with preparation of the yearly budget

Other officer or key employee compensation Part VI line 15B

Compensation practices for determining other employee compensation are determined by an executive committee to the board of directors, in conjunction with preparation of theyearly budget

Form 990 availability to public Part VI line 18

Documents are made available as requested

Governing documents etc available to public Part VI line 19

Documents are available as requested by public

Filing and Contact Details

Filer

Filer Name
Casa of Bee Live Oak & Mcmullen Counties Texas
EIN
47-2229883
Address
POST OFFICE BOX 184, BEEVILLE, TX 78104-0184

Signing Officer

Name
Jennifer Knapp
Title
Executive Direc
Phone
3615424407
Signed
2025-06-06
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
9
Volunteers
42

Preparer

Firm
Josefina D Villarreal CPA
Address
710 BUFFALO ST STE 414, CORPUS CHRISTI, TX 78401
Preparer
Josefina D Villarreal
Phone
3618844272
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Gain on disposal of fixed asset

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PayrollTaxesGrp/FundraisingAmt0980
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03921
IRS990/PayrollTaxesGrp/ProgramServicesAmt019605
IRS990/PayrollTaxesGrp/TotalAmt024506
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0107224
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt092287
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0568185
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013877
IRS990/PYOtherExpensesAmt0151220
IRS990/PYOtherRevenueAmt010036
IRS990/PYRevenuesLessExpensesAmt0142323
IRS990/PYSalariesCompEmpBnftPaidAmt0298555
IRS990/PYTotalExpensesAmt0449775
IRS990/PYTotalRevenueAmt0592098
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt035635
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0568590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0340558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0292700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0267353
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0269835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01739036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09590
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013877
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01841
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02456
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029867
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74050
IRS990ScheduleA/PublicSupportPY170Pct00.72400
IRS990ScheduleA/PublicSupportTotal170Amt01309877
IRS990ScheduleA/SubstantialContributorsTotAmt0429159
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0568590
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0340558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0292700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0267353
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0269835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01739036
IRS990ScheduleA/TotalSupportAmt01768903
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0118490
IRS990ScheduleD/BuildingsGrp/DepreciationAmt028109
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt018592
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0128007
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0105050
IRS990ScheduleD/DonatedServicesUseFcltsAmt0105050
IRS990ScheduleD/EquipmentGrp/BookValueAmt0977
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010856
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0-2866
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014699
IRS990ScheduleD/ExpensesNotReportedAmt0105978
IRS990ScheduleD/ExpensesSubtotalAmt0544518
IRS990ScheduleD/LandGrp/BookValueAmt011108
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt011108
IRS990ScheduleD/OtherExpensesIncludedAmt0928
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0222
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0539
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0761
IRS990ScheduleD/OtherRevenueAmt0928
IRS990ScheduleD/RevenueNotReportedAmt0105978
IRS990ScheduleD/RevenueSubtotalAmt0580153
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130797
IRS990ScheduleD/TotalExpensesPerForm990Amt0544518
IRS990ScheduleD/TotalRevenuePerForm990Amt0580153
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0686131
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0650496
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXISITING MEMBERS OF THE BOARD RECOMMEND OTHERS FOR MEMBERSHIP INTO AN ACTIVE POSITION ON THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS GET A PDF COPY OF THE FORM 990 BEFORE FILING IT WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH YEAR, BOARD MEMEBERS ARE ASKED TO UPDATE THEIR CONFLICT OF INTEREST STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PRATCICES FOR DETERMINING OTHER EMPLOYEE COMPENSATION ARE DETERMINED BY AN EXECUTIVE COMMITTEE TO THE BOARD OF DIRECTORS, IN CONJUNCTION WITH PREPARATION OF THE YEARLY BUDGET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION PRACTICES FOR DETERMINING OTHER EMPLOYEE COMPENSATION ARE DETERMINED BY AN EXECUTIVE COMMITTEE TO THE BOARD OF DIRECTORS, IN CONJUNCTION WITH PREPARATION OF THEYEARLY BUDGET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE AS REQUESTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE AS REQUESTED BY PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GAIN ON DISPOSAL OF FIXED ASSET
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0563222
IRS990/TotalAssetsEOYAmt0598905
IRS990/TotalAssetsGrp/BOYAmt0563222
IRS990/TotalAssetsGrp/EOYAmt0598905
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0568590
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015161
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt095851
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0433506
IRS990/TotalFunctionalExpensesGrp/TotalAmt0544518
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0563222
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0598905
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0433506
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01973
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09590
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0580153
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt042
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0563222

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