Civic Intelligence

Casa of Southern Oklahoma Inc

EIN 73-1386337 • 501(c)3 • Ardmore, OK

Profile

Solicit, train & direct activities of court-appointed volunteer advocates for children in cases involving child abuse and neglect. Assist in direct expense needs of individual children in court-appointed cases.

20 B Street SWArdmore, OK 73401

n/A

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

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

Liabilities / Revenue

46th percentile

0.01x

Higher debt load relative to revenue than 46% of similar nonprofits.

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

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

72nd percentile

25%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Up

$589,815

Up $89,868 (+18%) from 2023

Liabilities

Up

$2,940

Up $104 (+3.7%) from 2023

Net Assets

Up

$586,875

Up $89,764 (+18%) from 2023

Revenue

Up

$280,641

Up $56,441 (+25%) from 2023

Expenses

Up

$216,382

Up $33,442 (+18%) from 2023

Net Income

Up

$64,259

Up $22,999 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $218,399Liabilities 2011: $1,6572011Assets 2012: $238,894Liabilities 2012: $2,445Net Assets 2012: $236,4492012Assets 2013: $263,173Liabilities 2013: $4,143Net Assets 2013: $259,0302013Assets 2014: $286,361Liabilities 2014: $4,427Net Assets 2014: $281,9342014Assets 2015: $288,914Liabilities 2015: $4,317Net Assets 2015: $284,5972015Assets 2016: $329,815Liabilities 2016: $4,418Net Assets 2016: $325,3972016Assets 2017: $308,188Liabilities 2017: $4,059Net Assets 2017: $304,1292017Assets 2018: $345,337Liabilities 2018: $3,538Net Assets 2018: $341,7992018Assets 2019: $250,525Liabilities 2019: $4,635Net Assets 2019: $245,8902019Assets 2020: $381,149Liabilities 2020: $3,030Net Assets 2020: $378,1192020Assets 2021: $379,901Liabilities 2021: $5,219Net Assets 2021: $374,6822021Assets 2022: $425,774Liabilities 2022: $1,783Net Assets 2022: $423,9912022Assets 2023: $499,947Liabilities 2023: $2,836Net Assets 2023: $497,1112023Assets 2024: $589,815Liabilities 2024: $2,940Net Assets 2024: $586,8752024

Highlighted filing

2024

Assets$589,815
Liabilities$2,940
Net Assets$586,875

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $161,836Expenses 2011: $146,344Net Income 2011: $15,4922011Revenue 2012: $158,934Expenses 2012: $139,227Net Income 2012: $19,7072012Revenue 2013: $172,373Expenses 2013: $149,792Net Income 2013: $22,5812013Revenue 2014: $184,421Expenses 2014: $161,515Net Income 2014: $22,9062014Revenue 2015: $159,422Expenses 2015: $156,759Net Income 2015: $2,6632015Revenue 2016: $202,028Expenses 2016: $161,228Net Income 2016: $40,8002016Revenue 2017: $125,946Expenses 2017: $147,215Net Income 2017: -$21,2692017Revenue 2018: $196,966Expenses 2018: $159,295Net Income 2018: $37,6712018Revenue 2019: $102,170Expenses 2019: $198,079Net Income 2019: -$95,9092019Revenue 2020: $289,709Expenses 2020: $157,480Net Income 2020: $132,2292020Revenue 2021: $128,644Expenses 2021: $159,828Net Income 2021: -$31,1842021Revenue 2022: $258,965Expenses 2022: $155,303Net Income 2022: $103,6622022Revenue 2023: $224,200Expenses 2023: $182,940Net Income 2023: $41,2602023Revenue 2024: $280,641Expenses 2024: $216,382Net Income 2024: $64,2592024

Highlighted filing

2024

Revenue$280,641
Expenses$216,382
Net Income$64,259

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.03$5.87$2.81$2.16$0.64
2023Detailed filing. Detailed filing data is available for this year.$5.00$0.03$4.97$2.24$1.83$0.41
2022Detailed filing. Detailed filing data is available for this year.$4.26$0.02$4.24$2.59$1.55$1.04
2021Detailed filing. Detailed filing data is available for this year.$3.80$0.05$3.75$1.29$1.60$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.03$3.78$2.90$1.57$1.32
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.05$2.46$1.02$1.98$0.96
2018Detailed filing. Detailed filing data is available for this year.$3.45$0.04$3.42$1.97$1.59$0.38
2017Detailed filing. Detailed filing data is available for this year.$3.08$0.04$3.04$1.26$1.47$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.04$3.25$2.02$1.61$0.41
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.04$2.85$1.59$1.57$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.86$0.04$2.82$1.84$1.62$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.63$0.04$2.59$1.72$1.50$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.02$2.36$1.59$1.39$0.20
2011Summary only. Only limited summary data is available for this year.$2.18$0.02$1.62$1.46$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$280,641
Mission and Program Overview

Mission

Solicit, train & direct activities of court-appointed volunteer advocates for children in cases involving child abuse and neglect. Assist in direct expense needs of individual children in court-appointed cases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,502$330,105▲ $324,603
Savings and Temporary Cash Investments$261,671--
Investments Other Securities$204,797$232,962▲ $28,165
Accounts Receivable$17,463$17,463→ $0
Land, Buildings, and Equipment, Net$10,514$9,285▼ $1,229
Total Assets$499,947$589,815▲ $89,868
Liabilities
Accounts Payable and Accrued Expenses$2,836$2,940▲ $104
Total Liabilities$2,836$2,940▲ $104
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$497,111$586,875▲ $89,764
Total Net Assets Fund Balance$497,111$586,875▲ $89,764
Total Liabilities and Net Assets / Fund Balance$499,947$589,815▲ $89,868

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,285$27,792$37,077
Other Securities$232,962--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brad WilsonPresident
Bebe LodesVice President
Alexa WhiteDirector
Gina Hernandez-robertsDirector
Joanna ReedDirector
Lance WoodDirector
Molly CantarellaDirector
Shannon SteeleDirector
Shawna CarnahanDirector
Jennifer CrosbySecretary
Trey PayneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$253,434
Program Service Revenue
$0
Investment Income
$27,207
Other Revenue
$0
All Other Contributions
$253,434
Change in Net Assets
$64,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,724
Other Expenses$64,658
Total Fundraising Expense$15,172
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,194$13,274$13,274$132,742
Payroll Taxes$8,306$1,038$1,038$10,382
Fees for Services Accounting-$10,149-$10,149
Pension Plan Contributions$6,880$860$860$8,600
Conferences and Meetings$6,305--$6,305
Insurance$1,769$4,128-$5,897
Office Expenses-$4,153-$4,153
Travel$3,779--$3,779
Advertising-$3,363-$3,363
Other Expenses$2,693$1,944-$1,944
Depreciation Depletion$1,349$150-$1,499
All Other Expenses$1,079$-157-$922
Total Functional Expenses$162,308$38,902$15,172$216,382
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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

Board reviews and approves

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

Compliance with the conflict of interest policy is monitored annually during the program audit.

Form 990, Part VI, Section B, Line 15A

The executive director's salary is reviewed and approved by the board of directors annually.

Form 990, Part VI, Section C, Line 19

The organization makes it governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Casa of Southern Oklahoma Inc
EIN
73-1386337
Phone
5802231000
Address
20 B STREET SW, ARDMORE, OK 73401

Signing Officer

Name
Amy Martens
Title
Executive Director
Phone
5802231000
Signed
2025-11-05

Organization Details

Principal Officer
Amy Martens
Formed
1991
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Ardmore Cpas Pllc
Address
177 E ST NW, ARDMORE, OK 73401
Preparer
Sian Phipps
Phone
5802231772
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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/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0205550
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018650
IRS990/PYOtherExpensesAmt064181
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt041260
IRS990/PYSalariesCompEmpBnftPaidAmt0118759
IRS990/PYTotalExpensesAmt0182940
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0224200
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt064259
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0261671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0253434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0205550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0254117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0116882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0236668
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01066651
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018650
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-48940
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt053041
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt089466
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.89610
IRS990ScheduleA/PublicSupportTotal170Amt01066651
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0253434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0205550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0254117
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0116882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0236668
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01066651
IRS990ScheduleA/TotalSupportAmt01156117
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/OtherLandBuildingsGrp/BookValueAmt09285
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt027792
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037077
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0232962
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS-CITIZENS BANK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09285
IRS990ScheduleD/TotalBookValueSecuritiesAmt0232962
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD REVIEWS AND APPROVES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY DURING THE PROGRAM AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS 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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0499947
IRS990/TotalAssetsEOYAmt0589815
IRS990/TotalAssetsGrp/BOYAmt0499947
IRS990/TotalAssetsGrp/EOYAmt0589815
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0253434
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015172
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038902
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0162308
IRS990/TotalFunctionalExpensesGrp/TotalAmt0216382
IRS990/TotalGrossUBIAmt027207
IRS990/TotalLiabilitiesBOYAmt02836
IRS990/TotalLiabilitiesEOYAmt02940
IRS990/TotalLiabilitiesGrp/BOYAmt02836
IRS990/TotalLiabilitiesGrp/EOYAmt02940
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0497111
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0586875
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0162308
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0280641
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt027207
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0499947
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0589815
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03779
IRS990/TravelGrp/TotalAmt03779
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0177 E STREET NW
IRS990/USAddress/CityNm0ARDMORE
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073401
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MARTENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05802231000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA OF SOUTHERN OKLAHOMA INC
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0731386337
ReturnHeader/Filer/PhoneNum05802231000
ReturnHeader/Filer/USAddress/AddressLine1Txt020 B STREET SW
ReturnHeader/Filer/USAddress/CityNm0ARDMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814305164
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARDMORE CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0177 E ST NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARDMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073401
ReturnHeader/PreparerPersonGrp/PhoneNum05802231772
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIAN PHIPPS
ReturnHeader/ReturnTs02025-11-06T14:38:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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