Civic Intelligence

Fl Case Incorporated

EIN 84-2019474 • 501(c)3 • Brooksville, FL

Profile

Provide educational conferences throughout Florida to help Florida educators better serve children with special needs.

24176 Mondon Hill RoadBrooksville, FL 34601

www.floridacase.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$189,565

Up $33,595 (+22%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$189,565

Up $33,595 (+22%) from 2024

Revenue

Up

$207,242

Up $40,453 (+24%) from 2024

Expenses

Up

$173,647

Up $67,038 (+63%) from 2024

Net Income

Down

$33,595

Down $26,585 (-44%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2021: $74,709Net Assets 2021: $74,7092021Assets 2022: $157,167Net Assets 2022: $157,1672022Assets 2023: $95,790Net Assets 2023: $95,7902023Assets 2024: $155,970Net Assets 2024: $155,9702024Assets 2025: $189,565Liabilities 2025: $0Net Assets 2025: $189,5652025

Highlighted filing

2025

Assets$189,565
Liabilities$0
Net Assets$189,565

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2021: $119,419Expenses 2021: $44,710Net Income 2021: $74,7092021Revenue 2022: $193,873Expenses 2022: $111,415Net Income 2022: $82,4582022Revenue 2023: $89,352Expenses 2023: $150,729Net Income 2023: -$61,3772023Revenue 2024: $166,789Expenses 2024: $106,609Net Income 2024: $60,1802024Revenue 2025: $207,242Expenses 2025: $173,647Net Income 2025: $33,5952025

Highlighted filing

2025

Revenue$207,242
Expenses$173,647
Net Income$33,595

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$207,242
Mission and Program Overview

Mission

To provide leadership and support to members by shaping policies and practices to improve the quality of education for all students by being committed to providing support, advocacy and leadership to our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$155,970$189,565▲ $33,595
Rtn Earn Endowment Incm Other Fnds$155,970$189,565▲ $33,595
Total Assets$155,970$189,565▲ $33,595
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$155,970$189,565▲ $33,595
Total Liabilities and Net Assets / Fund Balance$155,970$189,565▲ $33,595
Compensation and Service Providers

Board Members and Trustees

NameTitle
Debra GiacoloneMembership Chair
Dr Rosalind HallPast President
Barbara JohnsPresident
Anna JensenPresident Elect
Christina McCrayMember At Large
Sonia Figaredo-AlbertsMember At Large
Melanie SandersSecretary
Cathy DofkaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$610
Program Service Revenue
$206,632
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$33,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,059
Grants and Similar Amounts Paid$2,588
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$33,869$0$0$33,869
Travel$20,622$0$0$20,622
Fees for Services Accounting$0$2,615$0$2,615
Office Expenses$1,987$252$0$2,239
Grants to Domestic Individuals$1,588--$1,588
Grants to Domestic Orgs$1,000--$1,000
Other Expenses$850$0$0$850
Information Technology$830$0$0$830
Conferences and Meetings$498$0$0$498
Advertising$200$0$0$200
Total Functional Expenses$160,248$13,399$0$173,647
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
Yes
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
No
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
Filing and Contact Details

Filer

Filer Name
FL CASE Incorporated
EIN
84-2019474
Phone
3527979177
Address
24176 Mondon Hill Road, Brooksville, FL 34601

Signing Officer

Name
Cathy Dofka
Title
Treasurer
Phone
3527979177
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathy Dofka
Formed
2019
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
16

Preparer

Firm
David B McRee
Address
3980 Ironwood Circle Apt 406, Bradenton, FL 34209
Preparer
David B McRee CPA
Phone
7273147263
Supplemental Narrative

Additional Explanations

Other

Form 990, Part III, line 4a, Statement of Program Service Accomplishments:

Other

Supported/attended the Florida CASE Summer Leadership Conference, which supports administrators in the field of special education with leadership growth, professional learning, and statewide networking.

Other

Supported/attended the Florida CASE Winter and Leadership Conference, which supports administrators in the field of special education with leadership growth, professional learning, and statewide networking.

Other

Supported/attended Florida CEC conference to support teachers and administrators of students with disabilities. The focus was on reimagining special education strategies and practices to support students with disabilities.

Other

Supported/attended National CASE conference to support statewide directors and members of CASE in best practices for leaders of special education.

Other

Supported/attended the Florida Division of Career Development and Transition (DCDT) to promote the career development of individuals with exceptionalities in order to bring about effective programs of career awareness, career exploration, career preparation, transition from school to work and community living for these individuals from early childhood through adulthood.

Other

Landis Stetler Scholarships are awarded to Florida professionals seeking a undergraduate degree, graduate degree, or certification in a field in special education. Recipients may apply to continue the scholarship in subsequent years while completing their degree program based on meeting continued qualifications and reapplying till graduation.

Other

Attend National CEC and CASE legislative conference activities to discuss upcoming Bills. Discussion of reauthorization in the future and fully funding Individuals with Disabilities Act (IDEA). Another important discussion at the legislative conferences was national teacher shortages and how to overcome this. Lawyers discussed the latest matters affecting school districts and parent issues.

Other

Support/attend Committee for Education of Exceptional Students (CEES) legislative conference for the State of Florida. These committee members develop a platform on their position to share with State Legislators for Florida. They share their developed platform in hopes of making change for Students with Disabilities.

Other

Attend Special Education Legislative Summit (SELS) which is an opportunity for educators across the country to make a difference by learning how to advocate and then advocating for change to Members of Congress for Students with Disabilities.

Other

Support/attended the Association of People Supporting Employment First (APSE) a national organization and their conference that focuses exclusively on inclusive employment and career advancement opportunities for individuals with disabilities.

Other

Florida CASE gave out two awards honoring Administrators in the field. They include Rookie ESE Administrator of the Year and Outstanding ESE Administrator of the Year. The recipients are chosen based on advocacy for students with disabilities. They are nominated by educators in the State of Florida and an award ceremony takes place at the summer Florida CASE Institute where the honorees are recognized publicly.

Pt VI, Line 11B

The Form 990 is reviewed by authorized board members and officers before being electronically filed with the IRS.

Pt VI, Line 12C

The organizations conflict of interest policy is incorporated into its bylaws. Because all directors and officers serve without compensation, are unrelated to one another, and have no business or financial relationships with the organization, potential conflicts are rare. The board addresses any potential conflicts as they arise through discussion and recusal when appropriate. Expense reimbursements are reviewed and approved by the treasurer in accordance with the organizations financial policies.

Pt VI, Line 19

Governing documents are available upon request as required by law. Financial information is provided through Form 990, which is available to the public upon request. Bylaws may be made available upon request. The conflict-of-interest policy is incorporated into the Bylaws.

Form 990, Part IX, Line 11G

Event Presenters / Contractors 33869. 33869. 0.

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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Support/attend Committee for Education of Exceptional Students (CEES) legislative conference in Tallahassee for the State of Florida. These committee members develop a platform on their position to share with State Legislators for Florida. They share their developed platform in hopes of making change for Students with Disabilities. We also attended the Special Education Legislative Summit (SELS) in Washington D.C. which is an opportunity for educators across the country to make a difference by learning how to advocate and then advocating for change to Members of Congress for Students with Disabilities.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990, Part III, line 4a, Statement of Program Service Accomplishments:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supported/attended the Florida CASE Summer Leadership Conference, which supports administrators in the field of special education with leadership growth, professional learning, and statewide networking.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supported/attended the Florida CASE Winter and Leadership Conference, which supports administrators in the field of special education with leadership growth, professional learning, and statewide networking.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supported/attended Florida CEC conference to support teachers and administrators of students with disabilities. The focus was on reimagining special education strategies and practices to support students with disabilities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supported/attended National CASE conference to support statewide directors and members of CASE in best practices for leaders of special education.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supported/attended the Florida Division of Career Development and Transition (DCDT) to promote the career development of individuals with exceptionalities in order to bring about effective programs of career awareness, career exploration, career preparation, transition from school to work and community living for these individuals from early childhood through adulthood.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Landis Stetler Scholarships are awarded to Florida professionals seeking a undergraduate degree, graduate degree, or certification in a field in special education. Recipients may apply to continue the scholarship in subsequent years while completing their degree program based on meeting continued qualifications and reapplying till graduation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Attend National CEC and CASE legislative conference activities to discuss upcoming Bills. Discussion of reauthorization in the future and fully funding Individuals with Disabilities Act (IDEA). Another important discussion at the legislative conferences was national teacher shortages and how to overcome this. Lawyers discussed the latest matters affecting school districts and parent issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Support/attend Committee for Education of Exceptional Students (CEES) legislative conference for the State of Florida. These committee members develop a platform on their position to share with State Legislators for Florida. They share their developed platform in hopes of making change for Students with Disabilities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Attend Special Education Legislative Summit (SELS) which is an opportunity for educators across the country to make a difference by learning how to advocate and then advocating for change to Members of Congress for Students with Disabilities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Support/attended the Association of People Supporting Employment First (APSE) a national organization and their conference that focuses exclusively on inclusive employment and career advancement opportunities for individuals with disabilities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Florida CASE gave out two awards honoring Administrators in the field. They include Rookie ESE Administrator of the Year and Outstanding ESE Administrator of the Year. The recipients are chosen based on advocacy for students with disabilities. They are nominated by educators in the State of Florida and an award ceremony takes place at the summer Florida CASE Institute where the honorees are recognized publicly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12The Form 990 is reviewed by authorized board members and officers before being electronically filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13The organizations conflict of interest policy is incorporated into its bylaws. Because all directors and officers serve without compensation, are unrelated to one another, and have no business or financial relationships with the organization, potential conflicts are rare. The board addresses any potential conflicts as they arise through discussion and recusal when appropriate. Expense reimbursements are reviewed and approved by the treasurer in accordance with the organizations financial policies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Governing documents are available upon request as required by law. Financial information is provided through Form 990, which is available to the public upon request. Bylaws may be made available upon request. The conflict-of-interest policy is incorporated into the Bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Event Presenters / Contractors 33869. 33869. 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 11g
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