Civic Intelligence

Casa New Orleans

EIN 72-1054889 • 501(c)3 • New Orleans, LA

New Orleans, LA
Siviq Scores

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

Liabilities / Assets

79th percentile

0.28x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.07x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

32nd percentile

-4.1%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$79,510

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

17th percentile

-15%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-9.1%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$129,159

Down $22,492 (-15%) from 2020

Liabilities

Down

$36,134

Down $8,928 (-20%) from 2020

Net Assets

Down

$93,025

Down $13,564 (-13%) from 2020

Revenue

Down

$553,344

Down $55,709 (-9.1%) from 2020

Expenses

Down

$575,908

Down $18,777 (-3.2%) from 2020

Net Income

Down

-$22,564

Down $36,932 (-257%) from 2020

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $176,873Liabilities 2011: $10,270Net Assets 2011: $166,6032011Assets 2012: $204,365Liabilities 2012: $16,938Net Assets 2012: $187,4272012Assets 2013: $250,249Liabilities 2013: $12,956Net Assets 2013: $237,2932013Assets 2014: $182,284Liabilities 2014: $16,481Net Assets 2014: $165,8032014Assets 2015: $187,585Liabilities 2015: $13,137Net Assets 2015: $174,4482015Assets 2016: $123,920Liabilities 2016: $20,700Net Assets 2016: $103,2202016Assets 2017: $93,422Liabilities 2017: $21,705Net Assets 2017: $71,7172017Assets 2018: $72,395Liabilities 2018: $22,049Net Assets 2018: $50,3462018Assets 2019: $118,052Liabilities 2019: $34,831Net Assets 2019: $83,2212019Assets 2020: $151,651Liabilities 2020: $45,062Net Assets 2020: $106,5892020Assets 2021: $129,159Liabilities 2021: $36,134Net Assets 2021: $93,0252021

Highlighted filing

2021

Assets$129,159
Liabilities$36,134
Net Assets$93,025

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $425,592Expenses 2011: $402,025Net Income 2011: $23,5672011Revenue 2012: $412,038Expenses 2012: $391,214Net Income 2012: $20,8242012Revenue 2013: $471,655Expenses 2013: $421,789Net Income 2013: $49,8662013Revenue 2014: $380,720Expenses 2014: $452,210Net Income 2014: -$71,4902014Revenue 2015: $468,922Expenses 2015: $460,277Net Income 2015: $8,6452015Revenue 2016: $478,156Expenses 2016: $549,384Net Income 2016: -$71,2282016Revenue 2017: $523,711Expenses 2017: $555,214Net Income 2017: -$31,5032017Revenue 2018: $518,092Expenses 2018: $539,463Net Income 2018: -$21,3712018Revenue 2019: $600,206Expenses 2019: $567,331Net Income 2019: $32,8752019Revenue 2020: $609,053Expenses 2020: $594,685Net Income 2020: $14,3682020Revenue 2021: $553,344Expenses 2021: $575,908Net Income 2021: -$22,5642021

Highlighted filing

2021

Revenue$553,344
Expenses$575,908
Net Income-$22,564

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$553,344
Mission and Program Overview

Mission

Casa - new orleans trains volunteers to become court appointed special advocates for abused and neglected children in the juvenile justice system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$55,599$93,513▲ $37,914
Cash and Non-Interest-Bearing Accounts$92,302$31,896▼ $60,406
Total Assets$151,651$129,159▼ $22,492
Other Assets Total$3,750$3,750→ $0
Liabilities
Other Liabilities$28,561$28,549▼ $12
Accounts Payable and Accrued Expenses$16,501$7,585▼ $8,916
Total Liabilities$45,062$36,134▼ $8,928
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$106,589$93,025▼ $13,564
Total Net Assets Fund Balance$106,589$93,025▼ $13,564
Total Liabilities and Net Assets / Fund Balance$151,651$129,159▼ $22,492
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joy M BruceExecutive DirectorFT$72,332$7,178$79,510

Board Members and Trustees

NameTitle
Scott HedlundPresident
Sonya BrownVice President
Anthony JacksonBoard Member
Juli Walker SholarBoard Member
Krista D MinceyBoard Member
Leonard B Unbehagen JrBoard Member
Matthew St CyrBoard Member
Oji AlexanderBoard Member
Rebecca J BourgBoard Member
Tyshara LawsonBoard Member
Shannon K RyersonSecretary
Brian BanksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$543,096
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$10,248
All Other Contributions
$128,693
Change in Net Assets
$-22,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$553,344
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$9,000
Total Revenue per Audited Statements
$562,344
Total Revenue per Form 990
$553,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$440,842
Other Expenses$135,066
Total Fundraising Expense$19,227
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$236,105$30,090$6,018$272,213
Other Employee Benefits$72,610$18,488$5,199$96,297
Current Officers, Directors, Trustees, and Key Employees$28,933$36,166$7,233$72,332
Occupancy$48,609$4,401-$53,010
Fees for Services Accounting$12,692$10,410-$23,102
All Other Expenses$6,247$4,466$221$10,934
Insurance$7,529$837-$8,366
Office Expenses$4,448$556$556$5,560
Information Technology$4,422$491-$4,913
Other Expenses$3,816$410-$3,816
Travel$610$152-$762
Advertising$450--$450
Total Functional Expenses$450,214$106,467$19,227$575,908

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$575,908
Total Expenses per Audited Statements$575,908
Total Expenses per Form 990$575,908
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Leave Pavable$28,549
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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, Part VI, Section B, Line 11B

The form 990 is approved by management prior to filing, and subsequently approved by the board of directors.

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

The board members are required to disclose any conflict of interest on their appointments to the board of directors, and any future conflicts if they arise.

Form 990, Part VI, Section B, Line 15

The compensation is approved by the board of directors. The salary is reviewed for reasonableness.

Form 990, Part VI, Section C, Line 19

Financial statements are remitted to louisiana legislative auditor and posted on his website. All governing documents and polices are available upon request.

Filing and Contact Details

Filer

Filer Name
Casa - New Orleans
EIN
72-1054889
Phone
5045221962
Address
2725 S BROAD ST, NEW ORLEANS, LA 70125

Signing Officer

Name
Joy M Bruce
Title
Executive Director
Phone
5045221962
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joy M Bruce
Formed
1985
Legal Domicile
La
Voting Board Members
12
Independent Board Members
12
Employees
8
Volunteers
39

Preparer

Firm
Bourgeois Bennett LLC
Address
111 VETERANS BLVD SUITE 1700, METAIRIE, LA 70005
Preparer
Paul Pechon
Phone
5048314949
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting standards provide detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in an entity's financial statements. It requires an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will not be sustained upon examination. As of december 31, 2021, management of the organization believes it has no uncertain tax positions. Tax years ended december 31, 2018 and later remain subject to examination by the taxing authorities.

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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010248
IRS990/OtherRevenueTotalAmt010248
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt055599
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt093513
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOY M BRUCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0604054
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0125825
IRS990/PYOtherRevenueAmt04999
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt014368
IRS990/PYSalariesCompEmpBnftPaidAmt0468860
IRS990/PYTotalExpensesAmt0594685
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0609053
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-22564
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0543096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0604054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0568131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0483555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0501293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02700129
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt09000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt09000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt018000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt010248
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02103
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt013404
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014914
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08521
IRS990ScheduleA/OtherIncome170Grp/TotalAmt049190
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98220
IRS990ScheduleA/PublicSupportPY170Pct00.98170
IRS990ScheduleA/PublicSupportTotal170Amt02718129
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0552096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0613054
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0568131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0483555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0501293
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02718129
IRS990ScheduleA/TotalSupportAmt02767319
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/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt09000
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0575908
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028549
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED LEAVE PAVABLE
IRS990ScheduleD/RevenueNotReportedAmt09000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0553344
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2021, MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS. TAX YEARS ENDED DECEMBER 31, 2018 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0575908
IRS990ScheduleD/TotalLiabilityAmt028549
IRS990ScheduleD/TotalRevenuePerForm990Amt0553344
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0562344
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0575908
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS APPROVED BY MANAGEMENT PRIOR TO FILING, AND SUBSEQUENTLY APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST ON THEIR APPOINTMENTS TO THE BOARD OF DIRECTORS, AND ANY FUTURE CONFLICTS IF THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. THE SALARY IS REVIEWED FOR REASONABLENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS ARE REMITTED TO LOUISIANA LEGISLATIVE AUDITOR AND POSTED ON HIS WEBSITE. ALL GOVERNING DOCUMENTS AND POLICES ARE AVAILABLE 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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NATIONAL CASAGAL ASSOCIATION FOR CHILDREN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0911255818
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 W HARRISON NORTH TOWER NO 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0981194123
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt042017
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NATIONAL CASAGAL ASSOCIATION FOR CHILDREN
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0151651
IRS990/TotalAssetsEOYAmt0129159
IRS990/TotalAssetsGrp/BOYAmt0151651
IRS990/TotalAssetsGrp/EOYAmt0129159

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