Civic Intelligence

Casey'S Circle

990EZ • Fiscal year 2019 • EIN 81-2262384

Jan 01, 2019 to Dec 31, 2019 • Filed on May 04, 2020

Organization ProfileCASEYSCIRCLE.ORG
304 Latitude LnAustin, TX 78717

(310) 855-4535

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$12,188

Up $4,326 (+55%) from 2018

Net Assets

Up

$12,188

Up $4,326 (+55%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$11,027

Down $1,802 (-14%) from 2018

Expenses

Down

$6,701

Down $2,225 (-25%) from 2018

Net Income

Up

$4,326

Up $423 (+11%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$20K$15K$10K$5.0K$0Assets 2018: $7,862Net Assets 2018: $7,8622018Assets 2019: $12,188Net Assets 2019: $12,1882019Assets 2020: $16,320Liabilities 2020: $0Net Assets 2020: $16,3202020

Highlighted filing

2019

Assets$12,188
Liabilities-
Net Assets$12,188
Open 2019 Filing

Operations Trend

Revenue Growth29th percentile

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

$15K$10K$5.0K$0Revenue 2018: $12,829Expenses 2018: $8,926Net Income 2018: $3,9032018Revenue 2019: $11,027Expenses 2019: $6,701Net Income 2019: $4,3262019Revenue 2020: $9,002Expenses 2020: $4,870Net Income 2020: $4,1322020

Highlighted filing

2019

Revenue$11,027
Expenses$6,701
Net Income$4,326
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 4, 2020
Return Version
2019v5.0
Gross Receipts
$11,511
Mission and Program Overview

Mission

Form 990-EZ, Part III, Primary Exempt Purpose Casey's Circle is dedicated to helping families with special needs find ways for their kids to be kids first- patients later. This is done by providing tools, education, resources and opportunities to help improve the quality of life for medically complex children, their families and their providers, while also strengthening their circle of care.

Casey's circle is dedicated to helping families with special needs find ways for their kids to be first - patients later. This is done by providing tools, education, resources and opportunities to help improve the quality of life for medically complex children, their families and their providers, while also strngthening their circle of care.

Program Services

DescriptionGrantsExpenses
EDUCATION-$4,925
BEREAVEMENT-$625
SPECIAL NEEDS-$134
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY BARNESFounder/Pres-$0--
WILLIAM CROWLEYTreasurer-$0--
VALERIE ZALVALETASecretary-$0--
MARTHA BARNESFounder/Dire-$0--
JODI LINDSEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
CASEY'S CIRCLE
EIN
81-2262384
Phone
3108554535
Address
304 LATITUDE LN, AUSTIN, TX 78717

Signing Officer

Name
Timothy Barnes
Title
Founder/president
Phone
3108554535
Signed
2020-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Jennifer L Brown CPA
Address
109 STARBOARD CT, AUSTIN, TX 78717-4959
Preparer
Jennifer Brown
Phone
5126948610
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses tshirts 120 marketing 89 printing 262 website 352 tax prep 50 credit card readers 84 board dinner 6 meeting 54 total 1,017”

Form 990-ez, Part III

“Casey's circle is dedicated to helping families with special needs find ways for their kids to be first - patients later. This is done by providing tools, education, resources and opportunities to help improve the quality of life for medically complex children, their families and their providers, while also strngthening their circle of care.”

Raw XML Appendix143 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/PersonNm4JODI LINDSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FOUNDER/PRES
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01017
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CASEY'S CIRCLE IS DEDICATED TO HELPING FAMILIES WITH SPECIAL NEEDS FIND WAYS FOR THEIR KIDS TO BE FIRST - PATIENTS LATER. THIS IS DONE BY PROVIDING TOOLS, EDUCATION, RESOURCES AND OPPORTUNITIES TO HELP IMPROVE THE QUALITY OF LIFE FOR MEDICALLY COMPLEX CHILDREN, THEIR FAMILIES AND THEIR PROVIDERS, WHILE ALSO STRNGTHENING THEIR CIRCLE OF CARE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04925
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1134
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2625
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TSHIRTS 120 MARKETING 89 PRINTING 262 WEBSITE 352 TAX PREP 50 CREDIT CARD READERS 84 BOARD DINNER 6 MEETING 54 TOTAL 1,017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASEY'S CIRCLE IS DEDICATED TO HELPING FAMILIES WITH SPECIAL NEEDS FIND WAYS FOR THEIR KIDS TO BE FIRST - PATIENTS LATER. THIS IS DONE BY PROVIDING TOOLS, EDUCATION, RESOURCES AND OPPORTUNITIES TO HELP IMPROVE THE QUALITY OF LIFE FOR MEDICALLY COMPLEX CHILDREN, THEIR FAMILIES AND THEIR PROVIDERS, WHILE ALSO STRNGTHENING THEIR CIRCLE OF CARE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/ReturnTs02020-05-06T14:09:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,188
Liabilities
-
Net assets
$12,188
Revenue
$11,027
Expenses
$6,701
Net income
$4,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$9.00$4.87$4.13
2019Detailed filing. Detailed filing data is available for this year.$12.2$12.2$11.0$6.70$4.33
2018Detailed filing. Detailed filing data is available for this year.$7.86$7.86$12.8$8.93$3.90