Civic Intelligence

Wilson County Casa Inc.

990 • Fiscal year 2021 • EIN 62-1354029

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

111 Castle Heights AvenueLebanon, TN 37087

(615) 443-2002

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.20x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.23x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

55th percentile

12%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

54th percentile

8.9%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

43rd percentile

-3.9%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Up

$309,024

Up $25,336 (+8.9%) from 2020

Net Assets

Up

$248,729

Up $32,272 (+15%) from 2020

Liabilities

Down

$60,295

Down $6,936 (-10%) from 2020

Revenue

Down

$261,523

Down $10,619 (-3.9%) from 2020

Expenses

Down

$229,251

Down $11,229 (-4.7%) from 2020

Net Income

Up

$32,272

Up $610 (+1.9%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $247,284Liabilities 2012: $119,060Net Assets 2012: $128,2242012Assets 2013: $279,829Liabilities 2013: $111,428Net Assets 2013: $168,4012013Assets 2014: $301,703Liabilities 2014: $113,896Net Assets 2014: $187,8072014Assets 2015: $286,448Liabilities 2015: $105,383Net Assets 2015: $181,0652015Assets 2016: $289,897Liabilities 2016: $104,966Net Assets 2016: $184,9312016Assets 2017: $286,735Liabilities 2017: $95,433Net Assets 2017: $191,3022017Assets 2018: $246,597Liabilities 2018: $84,640Net Assets 2018: $161,9572018Assets 2019: $262,340Liabilities 2019: $77,544Net Assets 2019: $184,7962019Assets 2020: $283,688Liabilities 2020: $67,231Net Assets 2020: $216,4572020Assets 2021: $309,024Liabilities 2021: $60,295Net Assets 2021: $248,7292021Assets 2022: $329,890Liabilities 2022: $5,492Net Assets 2022: $324,3982022Assets 2023: $313,604Liabilities 2023: $7,264Net Assets 2023: $306,3402023Assets 2024: $272,508Liabilities 2024: $6,957Net Assets 2024: $265,5512024Assets 2025: $1,279,003Liabilities 2025: $31,657Net Assets 2025: $1,247,3462025

Highlighted filing

2021

Assets$309,024
Liabilities$60,295
Net Assets$248,729

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $197,062Expenses 2012: $185,600Net Income 2012: $11,4622012Revenue 2013: $236,736Expenses 2013: $199,221Net Income 2013: $37,5152013Revenue 2014: $214,115Expenses 2014: $198,134Net Income 2014: $15,9812014Revenue 2015: $205,303Expenses 2015: $203,891Net Income 2015: $1,4122015Revenue 2016: $212,791Expenses 2016: $209,125Net Income 2016: $3,6662016Revenue 2017: $240,216Expenses 2017: $233,845Net Income 2017: $6,3712017Revenue 2018: $206,509Expenses 2018: $235,854Net Income 2018: -$29,3452018Revenue 2019: $266,477Expenses 2019: $243,638Net Income 2019: $22,8392019Revenue 2020: $272,142Expenses 2020: $240,480Net Income 2020: $31,6622020Revenue 2021: $261,523Expenses 2021: $229,251Net Income 2021: $32,2722021Revenue 2022: $378,403Expenses 2022: $302,330Net Income 2022: $76,0732022Revenue 2023: $300,914Expenses 2023: $310,752Net Income 2023: -$9,8382023Revenue 2024: $281,479Expenses 2024: $322,593Net Income 2024: -$41,1142024Revenue 2025: $326,286Expenses 2025: $305,141Net Income 2025: $21,1452025

Highlighted filing

2021

Revenue$261,523
Expenses$229,251
Net Income$32,272
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.1
Gross Receipts
$278,951
Mission and Program Overview

Mission

Legal advocacy for foster children

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,886$138,958▲ $98,072
Land, Buildings, and Equipment, Net$130,418$126,992▼ $3,426
Savings and Temporary Cash Investments$111,823$43,074▼ $68,749
Total Assets$283,688$309,024▲ $25,336
Other Assets Total$561--
Liabilities
Mortgage Notes Payable Secured by Investment Property$64,462$55,854▼ $8,608
Accounts Payable and Accrued Expenses$2,769$4,441▲ $1,672
Total Liabilities$67,231$60,295▼ $6,936
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$216,457$248,729▲ $32,272
Total Net Assets Fund Balance$216,457$248,729▲ $32,272
Total Liabilities and Net Assets / Fund Balance$283,688$309,024▲ $25,336

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$94,437$35,829$130,266
Land$30,000-$30,000
Equipment$2,555$16,328$18,883
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lee CampbellPast President
Pam PeeryPresident
Shelley GardnerPresident Elect
Adrian Muniz IiiBoard Member
Amelia VanceBoard Member
Debbie Hobbs-leftwichBoard Member
Debbie MossBoard Member
Jennifer JonesBoard Member
Jessie KlingerBoard Member
Mj LucasBoard Member
Robin VanceBoard Member
Sabrina BaskinBoard Member
Sarah HastonBoard Member
Shelia FerrellBoard Member
Cathey SweeneyExecutive Offer
Kristina HibdonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$239,762
Program Service Revenue
$0
Investment Income
$155
Other Revenue
$21,606
All Other Contributions
$91,107
Change in Net Assets
$32,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$190,340
Other Expenses$38,911
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$142,755$47,585-$190,340
Occupancy$8,938--$8,938
Insurance-$7,406-$7,406
Depreciation Depletion$5,143--$5,143
Fees for Services Accounting$747$3,884-$4,631
Interest$2,917--$2,917
Other Expenses$2,231$901-$2,231
Office Expenses-$234-$234
Total Functional Expenses$169,241$60,010$0$229,251
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,034
Fundraising Direct Expenses$17,428
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Even$39,034$39,034$17,428$21,606
Total Events$39,034$39,034$17,428$21,606
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
Audit committee
Yes
Backup withholding compliance
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

Form 990 governing body review Part VI line 11

REVIEW BY FULL BOARD

Conflict of interest policy compliance Part VI line 12C

Annually the conflict of interst statement is signed by board members

CEO executive director top management comp Part VI line 15A

State and national salary comparisons are used to establish salary limits

Other officer or key employee compensation Part VI line 15B

For top management officals performance evaluations are performed annually

Governing documents etc available to public Part VI line 19

Available at office during normal business hours

Filing and Contact Details

Filer

Filer Name
Wilson County Casa
EIN
62-1354029
Address
111 CASTLE HEIGHTS AVENUE, LEBANON, TN 37087

Signing Officer

Name
Cathey Sweeney
Title
Executive Direc
Phone
6154432002
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Tn
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
20

Preparer

Firm
John P Young PC
Address
114 Canfield Place A-7, Hendersonville, TN 37075
Preparer
John P Young CPA
Phone
6158228202
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt021606
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0216457
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0248729
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt08938
IRS990/OccupancyGrp/TotalAmt08938
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0234
IRS990/OfficeExpensesGrp/TotalAmt0234
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0561
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER SUPPLIES
IRS990/OtherExpensesGrp/Desc1VOLUNTEER EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES AND FEES
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0901
IRS990/OtherExpensesGrp/ProgramServicesAmt01567
IRS990/OtherExpensesGrp/ProgramServicesAmt13425
IRS990/OtherExpensesGrp/ProgramServicesAmt21518
IRS990/OtherExpensesGrp/ProgramServicesAmt32231
IRS990/OtherExpensesGrp/TotalAmt02468
IRS990/OtherExpensesGrp/TotalAmt13425
IRS990/OtherExpensesGrp/TotalAmt21518
IRS990/OtherExpensesGrp/TotalAmt32231
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt047585
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0142755
IRS990/OtherSalariesAndWagesGrp/TotalAmt0190340
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0256498
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0663
IRS990/PYOtherExpensesAmt049457
IRS990/PYOtherRevenueAmt014981
IRS990/PYRevenuesLessExpensesAmt031662
IRS990/PYSalariesCompEmpBnftPaidAmt0191023
IRS990/PYTotalExpensesAmt0240480
IRS990/PYTotalRevenueAmt0272142
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt032272
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0261253
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0111823
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0239917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0256497
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0232766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0198208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0210279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01137667
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0524
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0522
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02298
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt01137667
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0239917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0256497
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0232766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0198208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0210279
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01137667
IRS990ScheduleA/TotalSupportAmt01139965
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/BookValueAmt094437
IRS990ScheduleD/BuildingsGrp/DepreciationAmt035829
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0130266
IRS990ScheduleD/EquipmentGrp/BookValueAmt02555
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016328
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018883
IRS990ScheduleD/LandGrp/BookValueAmt030000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0126992
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017428
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVEN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039034
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021606
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017428
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017428
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW BY FULL BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY THE CONFLICT OF INTERST STATEMENT IS SIGNED BY BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATE AND NATIONAL SALARY COMPARISONS ARE USED TO ESTABLISH SALARY LIMITS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOR TOP MANAGEMENT OFFICALS PERFORMANCE EVALUATIONS ARE PERFORMED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE AT OFFICE DURING NORMAL BUSINESS HOURS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0283688
IRS990/TotalAssetsEOYAmt0309024
IRS990/TotalAssetsGrp/BOYAmt0283688
IRS990/TotalAssetsGrp/EOYAmt0309024
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0239762
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060010
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169241
IRS990/TotalFunctionalExpensesGrp/TotalAmt0229251
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt067231
IRS990/TotalLiabilitiesEOYAmt060295
IRS990/TotalLiabilitiesGrp/BOYAmt067231
IRS990/TotalLiabilitiesGrp/EOYAmt060295
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0216457
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0248729
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0169241
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021606
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0155

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.25$0.33$0.31$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.27$0.28$0.32$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.31$0.30$0.31$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.32$0.38$0.30$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.06$0.25$0.26$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.07$0.22$0.27$0.24$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.08$0.18$0.27$0.24$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.08$0.16$0.21$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.10$0.19$0.24$0.23$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.10$0.18$0.21$0.21$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.11$0.18$0.21$0.20$0.00
2014Summary only. Only limited summary data is available for this year.$0.30$0.11$0.19$0.21$0.20$0.02
2013Summary only. Only limited summary data is available for this year.$0.28$0.11$0.17$0.24$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$0.25$0.12$0.13$0.20$0.19$0.01