Civic Intelligence

Sumner County Casa Inc.

990EZ • Fiscal year 2018 • EIN 62-1465336

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

182 West Franklin StreetGallatin, TN 37066

(615) 451-1688

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

42nd percentile

0.1%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

90th percentile

$42,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 31.2% of source-year revenue.

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

Asset Growth

48th percentile

0.6%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

43rd percentile

-2.9%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Up

$48,813

Up $271 (+0.6%) from 2017

Net Assets

Up

$46,879

Up $164 (+0.4%) from 2017

Liabilities

Up

$1,934

Up $107 (+5.9%) from 2017

Revenue

Down

$134,483

Down $4,070 (-2.9%) from 2017

Expenses

Up

$134,319

Up $11,201 (+9.1%) from 2017

Net Income

Down

$164

Down $15,271 (-99%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2012: $7,131Liabilities 2012: $7,147Net Assets 2012: -$162012Assets 2014: $41,808Liabilities 2014: $2,289Net Assets 2014: $39,5192014Assets 2015: $60,638Liabilities 2015: $1,086Net Assets 2015: $59,5522015Assets 2016: $33,110Liabilities 2016: $1,830Net Assets 2016: $31,2802016Assets 2017: $48,542Liabilities 2017: $1,827Net Assets 2017: $46,7152017Assets 2018: $48,813Liabilities 2018: $1,934Net Assets 2018: $46,8792018Assets 2019: $52,795Liabilities 2019: $2,366Net Assets 2019: $50,4292019Assets 2020: $50,063Liabilities 2020: $2,300Net Assets 2020: $47,7632020Assets 2021: $68,587Liabilities 2021: $2,294Net Assets 2021: $66,2932021Assets 2022: $66,117Liabilities 2022: $2,280Net Assets 2022: $63,8372022Assets 2023: $89,318Liabilities 2023: $3,188Net Assets 2023: $86,1302023Assets 2024: $85,486Liabilities 2024: $5Net Assets 2024: $85,4812024Assets 2025: $49,800Liabilities 2025: $0Net Assets 2025: $49,8002025

Highlighted filing

2018

Assets$48,813
Liabilities$1,934
Net Assets$46,879

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $131,926Expenses 2012: $151,206Net Income 2012: -$19,2802012Revenue 2014: $149,997Expenses 2014: $101,726Net Income 2014: $48,2712014Revenue 2015: $126,269Expenses 2015: $106,236Net Income 2015: $20,0332015Revenue 2016: $100,214Expenses 2016: $128,486Net Income 2016: -$28,2722016Revenue 2017: $138,553Expenses 2017: $123,118Net Income 2017: $15,4352017Revenue 2018: $134,483Expenses 2018: $134,319Net Income 2018: $1642018Revenue 2019: $178,871Expenses 2019: $175,321Net Income 2019: $3,5502019Revenue 2020: $175,356Expenses 2020: $178,022Net Income 2020: -$2,6662020Revenue 2021: $199,881Expenses 2021: $181,351Net Income 2021: $18,5302021Revenue 2022: $190,081Expenses 2022: $192,537Net Income 2022: -$2,4562022Revenue 2023: $228,255Expenses 2023: $205,962Net Income 2023: $22,2932023Revenue 2024: $196,134Expenses 2024: $196,783Net Income 2024: -$6492024Revenue 2025: $181,537Expenses 2025: $217,218Net Income 2025: -$35,6812025

Highlighted filing

2018

Revenue$134,483
Expenses$134,319
Net Income$164
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.2
Gross Receipts
$144,726
Mission and Program Overview

Mission

Advocacy for abused and neglectedchildren

Program Services

DescriptionGrantsExpenses
Sumner County CASA Inc. began assigning volunteers in April 1992 and has advocated for over 3,000 children in court proceedings to date in cases primarily involving abuse and/or neglect. In 2017-2018, 34 CASA volunteers provided service to 140 children, donated over 2,000 hours, trained over 500 hours and drove over 3500 miles. 12 new CASA volunteers were trained and sworn in during 2017-2018 fiscal year. 88 cases were closed and 84 new cases were opened during 2017-2018.$121,332$60,450
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONYA SWEAT-MANFREDDirectorFT$42,000-$42,000
PENNY MCELHANEYPresident Elect-$0--
BILL BELLBoard Member-$0--
JASON KOTLERTreasurer-$0--
JUDI BELLPresident-$0--
LANA HUFFPresident-$0--
LARRY WISEBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cfc Fall Event$29,098$29,098$1,316$27,782
Casa Raffle$15,718$15,718$210$15,508
Total Events$44,816$44,816$10,243$34,573
Filing and Contact Details

Filer

Filer Name
Sumner County Casa Inc
EIN
62-1465336
Phone
6154511688
Address
182 WEST FRANKLIN STREET, GALLATIN, TN 37066

Signing Officer

Name
Judi Bell
Title
Chairman
Signed
2018-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Davis Brown & Company PLLC
Address
131 Maple Row Blvd Suite A100, Hendersonville, TN 37075
Preparer
Craig Brown
Phone
6158220231
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $84

Other Expenses.1002

Office Expenses $2641

Other Expenses.1003

Information Technology $690

Other Expenses.1009

Depreciation $486

Other Expenses.1012

Insurance $1325

Other Expenses.1

Volunteer recognition $2181

Other Expenses.2

Dues and supscriptions casa $2100

Other Expenses.3

Criminal Checks $315

Other Expenses.6

VOLUNTEERS $93

Other Expenses.7

STAFF DEVELOPMENT $90

Other Assets.1003

Machinery and Equipment - Beginning $656 Machinery and Equipment - Ending $170

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $994 Prepaid Expenses and Deferred Charges - Ending $994

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1827 Accounts Payable and Accrued Expenses - Ending $1934

Raw XML Appendix199 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SONYA SWEAT-MANFRED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01650
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01164
IRS990EZ/OtherExpensesTotalAmt010005
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advocacy for abused and neglectedchildren
IRS990EZ/PrintingPublicationsPostageAmt0377
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sumner County CASA Inc. began assigning volunteers in April 1992 and has advocated for over 3,000 children in court proceedings to date in cases primarily involving abuse and/or neglect. In 2017-2018, 34 CASA volunteers provided service to 140 children, donated over 2,000 hours, trained over 500 hours and drove over 3500 miles. 12 new CASA volunteers were trained and sworn in during 2017-2018 fiscal year. 88 cases were closed and 84 new cases were opened during 2017-2018.
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IRS990EZ/WebsiteAddressTxt0www.sumnercasa.net
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010243
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0615
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CFC FALL EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CASA RAFFLE
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04713
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VOLUNTEER RECOGNITION $2181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES AND SUPSCRIPTIONS CASA $2100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Criminal Checks $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8VOLUNTEERS $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STAFF DEVELOPMENT $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Machinery and Equipment - Beginning $656 Machinery and Equipment - Ending $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Expenses and Deferred Charges - Beginning $994 Prepaid Expenses and Deferred Charges - Ending $994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $1827 Accounts Payable and Accrued Expenses - Ending $1934
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDI BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMNER COUNTY CASA INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMN
ReturnHeader/Filer/EIN0621465336
ReturnHeader/Filer/PhoneNum06154511688
ReturnHeader/Filer/USAddress/AddressLine1Txt0182 WEST FRANKLIN STREET
ReturnHeader/Filer/USAddress/CityNm0GALLATIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037066
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263310238
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davis Brown & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0131 Maple Row Blvd Suite A100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hendersonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037075
ReturnHeader/PreparerPersonGrp/PhoneNum06158220231
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG BROWN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-24T13:16:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$1.82$2.17$0.36
2024Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$1.96$1.97$0.01
2023Summary only. Only limited summary data is available for this year.$0.89$0.03$0.86$2.28$2.06$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.02$0.64$1.90$1.93$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.02$0.66$2.00$1.81$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.02$0.48$1.75$1.78$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.02$0.50$1.79$1.75$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.47$1.34$1.34$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.02$0.47$1.39$1.23$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.02$0.31$1.00$1.28$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$1.26$1.06$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$1.50$1.02$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.07$0.00$1.32$1.51$0.19