Form 990 for tax year 2023
Filed by CARE ASSURANCE SYSTEM FOR THE AGING AND HOMEBOUND CASA OF MADISON COUN.
Totals
- Total revenue
- $1,157,148
- Total expenses
- $739,713
- Contributions and grants received
- $1,141,995
- Grants paid
- $132,981
- Program service revenue
- $0
- Investment income
- $15,153
- Other revenue
- $0
- Total assets, end of year
- $866,299
- Total liabilities, end of year
- $34,365
- Net assets or fund balances, end of year
- $831,934
- Program services expenses (Part IX)
- $625,552
- Management and general expenses
- $79,120
- Fundraising expenses
- $35,041
- Program service expenses (Part III)
- $625,552
Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$211,832
-
1f · All other contributions, gifts and grants
$930,163
-
3 · Investment income
total $13,528 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $1,625
-
7c · Gain or loss
securities $1,625
-
7d · Net gain or loss
total $1,625 · related or exempt $1,625 · unrelated business $0 · excluded $0
-
8a · Fundraising events: contributions included on line 1c
$211,832
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $132,981 · program services $132,981
-
7 · Other salaries and wages
total $438,133 · program services $368,497 · management and general $43,289 · fundraising $26,347
-
10 · Payroll taxes
total $33,118 · program services $27,202 · management and general $4,115 · fundraising $1,801
-
16 · Occupancy
total $20,406 · program services $17,246 · management and general $2,413 · fundraising $747
-
19 · Conferences, conventions and meetings
total $503 · program services $424 · management and general $57 · fundraising $22
-
22 · Depreciation, depletion and amortization
total $5,559 · program services $5,559 · management and general $0 · fundraising $0
-
23 · Insurance
total $13,189 · program services $9,713 · management and general $3,054 · fundraising $422
-
24a · Other expenses: Professional Fees
total $10,815 · program services $4,216 · management and general $4,618 · fundraising $1,981
-
24b · Other expenses: Health Insurance
total $12,590 · program services $11,245 · management and general $1,188 · fundraising $157
-
24c · Other expenses: Miscellaneous
total $0 · program services $0 · management and general $0 · fundraising $0
-
24d · Other expenses: SEP Expense
total $14,663 · program services $13,101 · management and general $1,214 · fundraising $348
-
24e · All other expenses
total $57,756 · program services $35,368 · management and general $19,172 · fundraising $3,216
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $58,913 · end of year $303,921
-
3 · Pledges and grants receivable
beginning of year $2,500 · end of year $5,000
-
9 · Prepaid expenses and deferred charges
beginning of year $12,164 · end of year $21,433
-
10a · Land, buildings and equipment: cost or other basis
$313,406
-
10b · Land, buildings and equipment: accumulated depreciation
$106,598
-
10c · Land, buildings and equipment, net
beginning of year $10,148 · end of year $206,808
-
11 · Investments: publicly traded securities
beginning of year $153,438 · end of year $265,260
-
15 · Other assets
beginning of year $220,231 · end of year $63,877
-
17 · Accounts payable and accrued expenses
beginning of year $58,363 · end of year $34,365
-
27 · Net assets without donor restrictions
beginning of year $399,031 · end of year $831,934
Mission and programs · 2023
Mission
CASAS MISSION IS TO PROVIDE NEEDED SERVICES TO AGING/HOMEBOUND INDIVIDUALS THAT ALLOW THEM TO REMAIN AT HOME AND AGE IN PLACE.
Activities or mission (Part I)
TO ENABLE THE AGING AND HOME BOUND TO LIVE AT HOME INDEPENDENTLY, SAFELY, AND WITH DIGNITY.
-
CASA PROVIDES SERVICES TO THE AGING AND HOMEBOUND. THESE SERVICES INCLUDE TRANSPORTATION TO MEDICAL APPOINTMENTS, TEMP$ WEATHERIZATION, WHEELCHAIR RAMPS, GRAB BARS/HANDRAILS, CARE MANAGEMENT SERVICES, ETC.
Expenses $625,552 · Grants $132,981 · Revenue $1,157,148
As filed on the 2023 return.
Listed in Part VII
-
Jason NesbittJASON NESBITT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ben PhillipsBEN PHILLIPS
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Ruchi SinghalRUCHI SINGHAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Victoria WillmonVICTORIA WILLMON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Terri DeanTERRI DEAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey IrbyJEFFREY IRBY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Akshai JanakAKSHAI JANAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Katherine FrisbyKATHERINE FRISBY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
David HadleyDAVID HADLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Susan SteinhauserSUSAN STEINHAUSER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 6
-
Leanne BriganceLEANNE BRIGANCE
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412849349301766
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