Civic Intelligence

Dauphin County Casa

990 • Fiscal year 2023 • EIN 83-1780362

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 15, 2024

2080 Linglestown Road Suite 107Harrisburg, PA 17110

(717) 888-9973

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

27%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

56%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$214,641

Up $45,283 (+27%) from 2022

Net Assets

Up

$214,641

Up $45,283 (+27%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$292,546

Up $104,421 (+56%) from 2022

Expenses

Up

$247,263

Up $79,682 (+48%) from 2022

Net Income

Up

$45,283

Up $24,739 (+120%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2019: $57,538Liabilities 2019: $0Net Assets 2019: $57,5382019Assets 2020: $70,460Liabilities 2020: $15,300Net Assets 2020: $55,1602020Assets 2021: $148,814Liabilities 2021: $0Net Assets 2021: $148,8142021Assets 2022: $169,358Liabilities 2022: $0Net Assets 2022: $169,3582022Assets 2023: $214,641Liabilities 2023: $0Net Assets 2023: $214,6412023Assets 2024: $218,857Liabilities 2024: $3,608Net Assets 2024: $215,2492024Assets 2025: $298,629Liabilities 2025: $4,975Net Assets 2025: $293,6542025

Highlighted filing

2023

Assets$214,641
Liabilities$0
Net Assets$214,641

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $60,538Expenses 2019: $3,000Net Income 2019: $57,5382019Revenue 2020: $124,502Expenses 2020: $126,880Net Income 2020: -$2,3782020Revenue 2021: $184,166Expenses 2021: $90,512Net Income 2021: $93,6542021Revenue 2022: $188,125Expenses 2022: $167,581Net Income 2022: $20,5442022Revenue 2023: $292,546Expenses 2023: $247,263Net Income 2023: $45,2832023Revenue 2024: $313,083Expenses 2024: $312,475Net Income 2024: $6082024Revenue 2025: $431,944Expenses 2025: $353,539Net Income 2025: $78,4052025

Highlighted filing

2023

Revenue$292,546
Expenses$247,263
Net Income$45,283
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Gross Receipts
$293,598
Mission and Program Overview

Mission

The mission of dauphin county court appointed special advocates ("casa") is to recruit, train, educate, and supervise dedicated volunteers to become agents of change for the abused and neglected youths of dauphin county. Through investigating, listening, and involvement in the courtroom and the child's community, a casa will assist these children to achieve their full potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$137,246$182,949▲ $45,703
Cash and Non-Interest-Bearing Accounts$26,874$23,396▼ $3,478
Land, Buildings, and Equipment, Net$5,238$8,296▲ $3,058
Total Assets$169,358$214,641▲ $45,283
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$144,358$164,845▲ $20,487
Net Assets With Donor Restrictions$25,000$49,796▲ $24,796
Total Net Assets Fund Balance$169,358$214,641▲ $45,283
Total Liabilities and Net Assets / Fund Balance$169,358$214,641▲ $45,283

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,296$4,664$12,960
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$290,038
Program Service Revenue
$0
Investment Income
$709
Other Revenue
$1,799
All Other Contributions
$192,218
Change in Net Assets
$45,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$172,378
Other Expenses$74,885
Total Fundraising Expense$23,485
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$108,901$33,507$10,153$152,561
Occupancy$14,044$826$1,652$16,522
Payroll Taxes$8,877$2,647$847$12,371
Office Expenses$9,622$566$1,132$11,320
Insurance-$7,339-$7,339
Other Expenses$6,765$353$8,580$6,765
Fees for Services Accounting-$4,837-$4,837
Information Technology$3,403$200$400$4,003
Pension Plan Contributions$3,201$400$400$4,001
Other Employee Benefits$2,663$461$321$3,445
Depreciation Depletion-$1,737-$1,737
Total Functional Expenses$170,905$52,873$23,485$247,263
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,851
Fundraising Direct Expenses$1,052
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Giving Tree & O$54,851$2,851$1,052$1,799
Total Events$54,851$2,851$1,052$1,799
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
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

All board members receive a copy of the 990 to review and discuss and then must vote on filing the 990. This must be a unanimous vote.

Form 990, Page 6, Part VI, Line 12C

Annually the governance committee sends out the conflicts of interest policy and then is responsible for making sure all board members completed and signed a form. They then check for any conflicts, and if any, discuss that with thte executive committee and include the discussion in the minutes. The executive committee then decides whether the conflict meets the requirements to be disclosed on the 990.

Form 990, Page 6, Part VI, Line 15A

Executive committee meets without the ed to discuss their annual review and any proposed increases. They then present it to the board for a vote. The president holds the annual review with the ed and discloses any changes to salary which had been approved by the board in advance of the review.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Dauphin County Casa
EIN
83-1780362
Phone
7178889973
Address
2080 LINGLESTOWN ROAD SUITE 107, HARRISBURG, PA 17110

Signing Officer

Name
Lori Serratelli
Title
President
Phone
7178889973
Signed
2024-02-15

Organization Details

Principal Officer
Lori Serratelli
Formed
2018
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
49

Preparer

Firm
Goldberg & Balthaser Pc
Address
3540 N PROGRESS AVE STE 107, HARRISBURG, PA 17110
Preparer
Jacqueline Balthaser CPA
Phone
7176529200
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of dauphin county court appointed special advocates ("casa") is to recruit, train, educate, and supervise dedicated volunteers to become agents of change for the abused and neglected youths of dauphin county. Through investigating, listening, and involvement in the courtroom and the child's community, a casa will assist these children to achieve their full potential.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF DAUPHIN COUNTY COURT APPOINTED SPECIAL ADVOCATES ("CASA") IS TO RECRUIT, TRAIN, EDUCATE, AND SUPERVISE DEDICATED VOLUNTEERS TO BECOME AGENTS OF CHANGE FOR THE ABUSED AND NEGLECTED YOUTHS OF DAUPHIN COUNTY. THROUGH INVESTIGATING, LISTENING, AND INVOLVEMENT IN THE COURTROOM AND THE CHILD'S COMMUNITY, A CASA WILL ASSIST THESE CHILDREN TO ACHIEVE THEIR FULL POTENTIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS RECEIVE A COPY OF THE 990 TO REVIEW AND DISCUSS AND THEN MUST VOTE ON FILING THE 990. THIS MUST BE A UNANIMOUS VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY THE GOVERNANCE COMMITTEE SENDS OUT THE CONFLICTS OF INTEREST POLICY AND THEN IS RESPONSIBLE FOR MAKING SURE ALL BOARD MEMBERS COMPLETED AND SIGNED A FORM. THEY THEN CHECK FOR ANY CONFLICTS, AND IF ANY, DISCUSS THAT WITH THTE EXECUTIVE COMMITTEE AND INCLUDE THE DISCUSSION IN THE MINUTES. THE EXECUTIVE COMMITTEE THEN DECIDES WHETHER THE CONFLICT MEETS THE REQUIREMENTS TO BE DISCLOSED ON THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE COMMITTEE MEETS WITHOUT THE ED TO DISCUSS THEIR ANNUAL REVIEW AND ANY PROPOSED INCREASES. THEY THEN PRESENT IT TO THE BOARD FOR A VOTE. THE PRESIDENT HOLDS THE ANNUAL REVIEW WITH THE ED AND DISCLOSES ANY CHANGES TO SALARY WHICH HAD BEEN APPROVED BY THE BOARD IN ADVANCE OF THE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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