Civic Intelligence

Casa of Western Oklahoma

EIN 82-1169044 • 501(c)3 • Weatherford, OK

Profile

The purpose of the corporation is to support the formation, development, growth and continuation of programs which recruit, train and supervise volunteers primarily to serve as court appointed special advocates for abused and neglected children and suport the needs of the children served.

PO Box 485Weatherford, OK 73096

www.casawok.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.01x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$65,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

1.5%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$208,376

Up $20,200 (+11%) from 2023

Liabilities

Down

$1,728

Down $128 (-6.9%) from 2023

Net Assets

Up

$206,648

Up $20,328 (+11%) from 2023

Revenue

Up

$304,816

Up $4,384 (+1.5%) from 2023

Expenses

Up

$284,488

Up $25,076 (+9.7%) from 2023

Net Income

Down

$20,328

Down $20,692 (-50%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2017: $1Liabilities 2017: $02017Assets 2018: $55,005Liabilities 2018: $2,859Net Assets 2018: $52,1462018Assets 2019: $71,364Liabilities 2019: $1,822Net Assets 2019: $69,5422019Assets 2020: $125,655Liabilities 2020: $2,339Net Assets 2020: $123,3162020Assets 2021: $109,932Liabilities 2021: $2,596Net Assets 2021: $107,3362021Assets 2022: $146,867Liabilities 2022: $1,567Net Assets 2022: $145,3002022Assets 2023: $188,176Liabilities 2023: $1,856Net Assets 2023: $186,3202023Assets 2024: $208,376Liabilities 2024: $1,728Net Assets 2024: $206,6482024

Highlighted filing

2024

Assets$208,376
Liabilities$1,728
Net Assets$206,648

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $163,568Expenses 2018: $111,422Net Income 2018: $52,1462018Revenue 2019: $221,539Expenses 2019: $204,143Net Income 2019: $17,3962019Revenue 2020: $328,032Expenses 2020: $274,258Net Income 2020: $53,7742020Revenue 2021: $236,841Expenses 2021: $252,821Net Income 2021: -$15,9802021Revenue 2022: $303,232Expenses 2022: $265,268Net Income 2022: $37,9642022Revenue 2023: $300,432Expenses 2023: $259,412Net Income 2023: $41,0202023Revenue 2024: $304,816Expenses 2024: $284,488Net Income 2024: $20,3282024

Highlighted filing

2024

Revenue$304,816
Expenses$284,488
Net Income$20,328

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 19, 2025
Return Version
2023v6.0
Gross Receipts
$323,020
Mission and Program Overview

Mission

The purpose of the corporation is to support the formation, development, growth and continuation of programs which recruit, train and supervise volunteers primarily to serve as court appointed special advocates for abused and neglected children and suport the needs of the children served.

The purpose of the corporation is to support the formation, development, growth and continuation of programs which recruit, train and supervise volunteers primarily to serve as court appointed special advocates for abused and neglected children and support the needs of the children served.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$138,176$153,696▲ $15,520
Savings and Temporary Cash Investments$50,000$54,080▲ $4,080
Accounts Receivable-$600-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$188,176$208,376▲ $20,200
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,856$1,728▼ $128
Other Liabilities$0$0→ $0
Total Liabilities$1,856$1,728▼ $128
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$186,320$206,648▲ $20,328
Total Net Assets Fund Balance$186,320$206,648▲ $20,328
Total Liabilities and Net Assets / Fund Balance$188,176$208,376▲ $20,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jacqueline D AaronExecutive DirectorFT$65,000$65,000

Board Members and Trustees

NameTitle
Julie StrongPresident
Chad RoperVice President
Dr Treva GrahamDirector
Lezley BellDirector
Terri LockhartDirector
Jake MillsSecretary
Teresa MagillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$292,723
Program Service Revenue
$3,000
Investment Income
$4,080
Other Revenue
$5,013
All Other Contributions
$196,146
Change in Net Assets
$20,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$195,311
Other Expenses$88,970
Total Fundraising Expense$865
Grants and Similar Amounts Paid$207
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$88,935$27,165-$116,100
Current Officers, Directors, Trustees, and Key Employees$65,000--$65,000
Fees for Services Accounting-$24,916-$24,916
Travel$16,172--$16,172
Payroll Taxes$12,079$2,132-$14,211
Occupancy$12,200--$12,200
Office Expenses-$7,214-$7,214
Insurance-$5,260-$5,260
Other Expenses$3,299--$3,299
All Other Expenses$968$98$0$1,066
Advertising--$865$865
Grants to Domestic Individuals$207--$207
Total Functional Expenses$216,838$66,785$865$284,488
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,130
Fundraising Direct Expenses$18,204
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$38,780$20,130$9,721$10,409
Event 2-$0-$0
Total Events$38,780$20,130$18,204$1,926
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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, Line 11B Review of form 990 by governing body

A copy of the form 990 is given to all members of the board for review prior to filing with the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

The conflict of interest policy is reviewed each year by the board. The board signs an annual conflict of interest certificate and these are kept in the organization's files. When a conflict of interest arises, the individual with the conflict abstains from voting on that subject matter.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

The board conducts annual written performance reviews and discusses them with the executive director. The board also considers regional salaries for like positions and attempts to maintain a competitive compensation. The last compensation review was conducted in march 2024.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's governing documents, conflict of interest policy, and financials are available upon request.

Filing and Contact Details

Filer

Filer Name
CASA of Western Oklahoma Inc
EIN
82-1169044
Phone
5807749017
Address
PO Box 485, Weatherford, OK 73096

Signing Officer

Name
Julie Strong
Title
President
Phone
5803230088
Signed
2025-06-19
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
5
Volunteers
60

Preparer

Firm
Forvis Mazars LLP
Address
14221 Dallas Parkway Suite 400, Dallas, TX 75254
Preparer
Jeanette Verrelli
Phone
9727028262
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IRS990/PYTotalExpensesAmt0259412
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0300432
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt020328
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06087
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054080
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION - NET FUNDRAISING INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 14851.0, COLUMN E - 1926.0, COLUMN F - 16777.0;
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10 Other Income
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0292723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0278780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0303232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0236840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0328032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01439607
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04080
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04080
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt012888
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01926
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt014851
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016777
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.8755
IRS990ScheduleA/PublicSupportPY170Pct00.8666
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0236840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0328032
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01439607
IRS990ScheduleA/TotalSupportAmt01460464
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0108
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0108
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020130
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01926
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02455
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02455
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09721
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09721
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05920
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05920
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS GIVEN TO ALL MEMBERS OF THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR BY THE BOARD. THE BOARD SIGNS AN ANNUAL CONFLICT OF INTEREST CERTIFICATE AND THESE ARE KEPT IN THE ORGANIZATION'S FILES. WHEN A CONFLICT OF INTEREST ARISES, THE INDIVIDUAL WITH THE CONFLICT ABSTAINS FROM VOTING ON THAT SUBJECT MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD CONDUCTS ANNUAL WRITTEN PERFORMANCE REVIEWS AND DISCUSSES THEM WITH THE EXECUTIVE DIRECTOR. THE BOARD ALSO CONSIDERS REGIONAL SALARIES FOR LIKE POSITIONS AND ATTEMPTS TO MAINTAIN A COMPETITIVE COMPENSATION. THE LAST COMPENSATION REVIEW WAS CONDUCTED IN MARCH 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a Process to establish compensation of top management official
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19 Required documents available to the public
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IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0188176
IRS990/TotalAssetsEOYAmt0208376
IRS990/TotalAssetsGrp/BOYAmt0188176
IRS990/TotalAssetsGrp/EOYAmt0208376
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0292723
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0865
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt066785
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0216838
IRS990/TotalFunctionalExpensesGrp/TotalAmt0284488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01856
IRS990/TotalLiabilitiesEOYAmt01728
IRS990/TotalLiabilitiesGrp/BOYAmt01856
IRS990/TotalLiabilitiesGrp/EOYAmt01728
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0206648
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0216838
IRS990/TotalProgramServiceRevenueAmt03000
IRS990/TotalReportableCompFromOrgAmt065000
IRS990/TotalRevenueGrp/ExclusionAmt06006

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