Civic Intelligence

Bi-Stone Casa

EIN 88-2982336 • 501(c)3 • Mexia, TX

Pub. 78 EligibleNTEE P20

Profile

To recruit, train and supervise court-appointed advocates who provide constancy for abused and neglected children and youth while advocating for services and placement in safe and permanent homes.

901 N Dr Mlk Jr Hwy 101Mexia, TX 76667

n/A

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.06x

Higher debt load relative to revenue than 82% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-3.8%

Higher net margin than 27% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE P20 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

1.7%

Faster asset growth than 52% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

34%

Faster revenue growth than 71% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$70,169

Up $1,187 (+1.7%) from 2023

Liabilities

Up

$10,719

Up $10,004 (+1399%) from 2023

Net Assets

Down

$59,450

Down $8,817 (-13%) from 2023

Revenue

Up

$183,640

Up $46,893 (+34%) from 2023

Expenses

Up

$190,600

Up $122,120 (+178%) from 2023

Net Income

Down

-$6,960

Down $75,227 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2023: $68,982Liabilities 2023: $715Net Assets 2023: $68,2672023Assets 2024: $70,169Liabilities 2024: $10,719Net Assets 2024: $59,4502024

Highlighted filing

2024

Assets$70,169
Liabilities$10,719
Net Assets$59,450

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2023: $136,747Expenses 2023: $68,480Net Income 2023: $68,2672023Revenue 2024: $183,640Expenses 2024: $190,600Net Income 2024: -$6,9602024

Highlighted filing

2024

Revenue$183,640
Expenses$190,600
Net Income-$6,960

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Nov 18, 2024
Return Version
2023v5.1
Gross Receipts
$201,846
Mission and Program Overview

Mission

To recruit, train and supervise court-appointed advocates who provide constancy for abused and neglected children and youth while advocating for services and placement in safe and permanent homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$50,000-
Cash and Non-Interest-Bearing Accounts$68,982$18,169▼ $50,813
Accounts Receivable-$2,000-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$68,982$70,169▲ $1,187
Other Assets Total-$0-
Liabilities
Other Liabilities-$10,719-
Accounts Payable and Accrued Expenses$715--
Total Liabilities$715$10,719▲ $10,004
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$68,267$59,450▼ $8,817
Total Net Assets Fund Balance$68,267$59,450▼ $8,817
Total Liabilities and Net Assets / Fund Balance$68,982$70,169▲ $1,187
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelley ToneyPresident
James RobertsonVice President
Chunky BusbyDirector
Erica CarrollDirector
Spring JohnsonDirector
Stacey BushDirector
Traci LafoyDirector
Traci CromwellSecretary
Marquise LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,482
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$35,158
All Other Contributions
$16,768
Change in Net Assets
$-6,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$112,454
Other Expenses$78,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$43,623$68,831-$112,454
Office Expenses$5,033$18,811-$23,844
Travel$14,773$4,850-$19,623
Insurance$3,300$11,648-$14,948
Fees for Services Accounting$7,425$4,425-$11,850
Conferences and Meetings$2,949$50-$2,999
Occupancy$1,379$1,200-$2,579
Advertising$2,078--$2,078
Fees for Services Other-$225-$225
Total Functional Expenses$80,560$110,040$0$190,600
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$32,595
Fundraising Gross Income$20,725
Gaming Direct Expenses$8,267
Fundraising Direct Expenses$8,083
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$14,904$14,904$1,212$13,692
Various Events$5,821$5,821$1,025$4,796
Total Events$20,725$20,725$8,083$12,642
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card$9,657
Payroll Tax Payable$1,062
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Bi-stone Casa
EIN
88-2982336
Phone
2546009909
Address
901 N DR MLK JR HWY 101, MEXIA, TX 76667

Signing Officer

Name
Kelley Toney
Title
President
Signed
2024-11-18
Discuss with paid preparer
Yes

Organization Details

Formed
2022
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
Brandon Fleming CPA
Address
400 N McKinney St, Mexia, TX 76667
Preparer
Brandon Fleming CPA
Phone
2545623460
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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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09657
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11062
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAX PAYABLE
IRS990ScheduleD/TotalLiabilityAmt010719
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08083
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt098
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt098
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020725
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012642
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02237
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01212
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01025
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05748
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05748
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt08267
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt032595
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt032595
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt024328
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesBingoAmt06588
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt06588
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt039
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt039
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsBingoAmt01640
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt01640
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt068982
IRS990/TotalAssetsEOYAmt070169
IRS990/TotalAssetsGrp/BOYAmt068982
IRS990/TotalAssetsGrp/EOYAmt070169
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0148482
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0110040
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080560
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190600
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0715
IRS990/TotalLiabilitiesEOYAmt010719
IRS990/TotalLiabilitiesGrp/BOYAmt0715
IRS990/TotalLiabilitiesGrp/EOYAmt010719
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt068267
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059450
IRS990/TotalProgramServiceExpensesAmt080560
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022516
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0183640
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt068982
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt070169
IRS990/TravelGrp/ManagementAndGeneralAmt04850
IRS990/TravelGrp/ProgramServicesAmt014773
IRS990/TravelGrp/TotalAmt019623
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0901 N DR MLK JR HWY 101
IRS990/USAddress/CityNm0MEXIA
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076667
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false

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