Civic Intelligence

Casa of Marathon County Inc

EIN 88-1350764 • 501(c)3 • Wausau, WI

PO Box 1824Wausau, WI 54402

www.casaofmarathoncounty.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

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

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 2024

Asset Growth

93rd percentile

123%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

90th percentile

87%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$66,699

Up $36,754 (+123%) from 2023

Liabilities

Up

$2,616

Up $1,235 (+89%) from 2023

Net Assets

Up

$64,083

Up $35,519 (+124%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin77th percentile

Revenue

Up

$151,033

Up $70,109 (+87%) from 2023

Expenses

Up

$115,514

Up $63,154 (+121%) from 2023

Net Income

Up

$35,519

Up $6,955 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$80K$60K$40K$20K$0Assets 2023: $29,945Liabilities 2023: $1,381Net Assets 2023: $28,5642023Assets 2024: $66,699Liabilities 2024: $2,616Net Assets 2024: $64,0832024

Highlighted filing

2024

Assets$66,699
Liabilities$2,616
Net Assets$64,083
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$150K$100K$50K$0Revenue 2023: $80,924Expenses 2023: $52,360Net Income 2023: $28,5642023Revenue 2024: $151,033Expenses 2024: $115,514Net Income 2024: $35,5192024

Highlighted filing

2024

Revenue$151,033
Expenses$115,514
Net Income$35,519
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,699
Liabilities
$2,616
Net assets
$64,083
Revenue
$151,033
Expenses
$115,514
Net income
$35,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.03$0.64$1.51$1.16$0.36
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.81$0.52$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Gross Receipts
$151,033
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TRAINING AND SUPERVISING CASA VOLUNTEER ADVOCATES$95,500$84,362
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE JENSENPresident-$0--
JEAN SCHULTTreasurer-$0--
LEE SHIPWAYVice President-$0--
THERESA LAUGHLINSecretary-$0--
JULIE BOLLMANBoard Member-$0--
CHRISTIN KEELEExecutive DirectorFT$0--
TARA GLODOWSKIBoard Member-$0--
ERNEST WAYDEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Casa of Marathon County Inc
EIN
88-1350764
In Care Of
% JULIE JENSEN
Phone
7152044135
Address
PO BOX 1824, WAUSAU, WI 54402

Signing Officer

Name
Julie Jensen
Title
President
Phone
7152044135
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Schult CPAs LLC
Address
204 Main St PO Box 65, Marathon, WI 54448
Preparer
Jean M Schult
Phone
7154433450
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountREFUNDS 39”

Description of other expenses Part I line 16

“Description AmountACCOUNTING FEES 1,761DEPRECIATION 1,836DUES AND SUBSCRIPTIONS 417INSURANCE 2,152OFFICE SUPPLIES 5,080VOLUNTEER DATABASE 855STAFF TRAINING 188VOLUNTEER RECRUITMENT 3,500POSTAGE 200REPAIRS 897VOLUNTEER TRAINING 804”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPREPAID RENT 1,288 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPAYROLL LIABILITIES 1,381 2,616”

Raw XML Appendix191 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEAN SCHULT
IRS990EZ/BooksInCareOfDetail/PhoneNum07152044135
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1824
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUSAU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028657
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050176
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0150886
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035519
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029945
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066699
IRS990EZ/GrossReceiptsAmt0151033
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0108
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt016523
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028564
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064083
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028564
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064083
IRS990EZ/OccupancyRentUtltsAndMaintAmt017566
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEAN SCHULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEE SHIPWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THERESA LAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE BOLLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTIN KEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TARA GLODOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERNEST WAYDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01288
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017690
IRS990EZ/OtherRevenueTotalAmt039
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt02346
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING AND SUPERVISING CASA VOLUNTEER ADVOCATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt095500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt084362
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt077912
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01381
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02616
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115514
IRS990EZ/TotalProgramServiceExpensesAmt084362
IRS990EZ/TotalRevenueAmt0151033
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CASAOFMARATHONCOUNTY.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0150886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0231536
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0108
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0274
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0382
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0274
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0382
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt039
IRS990ScheduleA/OtherIncome509Grp/TotalAmt039
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0126076
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0105460
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0105460
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0105460
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0105460
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0150886
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080650
IRS990ScheduleA/Total509Grp/TotalAmt0231536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0151033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0231957
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountREFUNDS 39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountACCOUNTING FEES 1,761DEPRECIATION 1,836DUES AND SUBSCRIPTIONS 417INSURANCE 2,152OFFICE SUPPLIES 5,080VOLUNTEER DATABASE 855STAFF TRAINING 188VOLUNTEER RECRUITMENT 3,500POSTAGE 200REPAIRS 897VOLUNTEER TRAINING 804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPREPAID RENT 1,288 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearPAYROLL LIABILITIES 1,381 2,616
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07152044135
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA OF MARATHON COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0881350764
ReturnHeader/Filer/InCareOfNm0% JULIE JENSEN
ReturnHeader/Filer/PhoneNum07152044135
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1824
ReturnHeader/Filer/USAddress/CityNm0WAUSAU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261443903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schult CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0204 Main St PO Box 65
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marathon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054448
ReturnHeader/PreparerPersonGrp/PhoneNum07154433450
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN M SCHULT
ReturnHeader/ReturnTs02025-11-17T13:28:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.