Casa Monroe FY2022 filing

Madisonville, TN · Public charity (501(c)(3)) · Human Services

✓ Tax-deductible Latest data FY2022
Revenue
$291K
▼ -10% vs prior year
Spent
$275K
To programs
83%
Net assets
$431K
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Form 990 for the fiscal year ending December 2022 (IRS tax year 2022).

Status and standing

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Foundation funders?
1 funder — Sweetwater-Monroe County United Fd
$8K in the latest grant year.
Spent on programs?
83% to programs
Form 990 Part IX, latest filing.
Size and trend
$100K–1M
↓ -10% vs prior year
Legal name (IRS)Hdr · item CCasa Monroe
EINHdr · item D32-0204451
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFAug 2007
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CMadisonville, TN
NTEE classificationIRS BMFHuman Services (P20)
WebsiteHdr · item Jwww.casamonroe.org

Where the money goes

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.83 Management & general $0.15 Fundraising $0.02
Program services83%$228K
Management & general15%$42K
Fundraising2%$6K
Total functional expensesLn 25$275K

Financial health

Revenue & expenses by yearFY2020–FY2024
Revenue
$291K
FY2022▼ -10%
Expenses
$275K
FY2022▲ +17%
Program efficiency
83%
of spending reaches programs
Operating runway
16.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
+5%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Total assets
$640K
FY2022▲ +1%
Total liabilities
$209K
FY2022▼ -4%
Revenue less expensesPt I · Ln 19$16K
Total assetsPt X · Ln 16$640K
Program-expense ratioPt IX · col B83%
Voting members of governing bodyPt I · Ln 314
Independent voting membersPt I · Ln 414

Balance Sheet

Part X · end of year
CashLn 1$375K
Total assetsLn 16$640K
Total liabilitiesLn 26$209K
Total net assetsLn 32$431K
Months of cash on handcomputed16.4

Statement of Revenue

Part VIII
Contributions & grants$212K · 73%
Other revenue$79K · 27%
Contributions & grants73%$212K
Other revenue27%$79K
Investment income$585
— government grantsLn 1e$81K
Total revenueLn 12$291K

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $375K · Operating expenses (Pt IX) $275K · Less non-cash grants $1K · Cash operating expenses/yr $274K
16.4 months
Where the money goes
Program services
Program services $228K · Total expenses $275K
83%
Management & General
Management & general $42K · Total expenses $275K
15%
Fundraising
Fundraising $6K · Total expenses $275K
2%
Cost to raise $1
Fundraising expense (3-yr avg) $5K · Solicited contributions (3-yr avg) $114K
$0.04 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $212K · Total revenue $291K
73%
Government reliance
Government grants $81K · Total revenue $291K
28%
Earned-income share
Program service revenue $0 · Total revenue $291K
0%
Investment reliance
Investment income $585 · Total revenue $291K
+0.2%
Program self-sufficiency
Program service revenue $0 · Total expenses $275K
0%
Growth & trend
Revenue growth (YoY)
This year $291K · Prior year $324K
-10%
Net-asset trend (YoY)
End of year $431K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $291K · Expenses $275K
+5%
Liabilities-to-Assets
Total liabilities — · Total assets $640K
—
Net-asset ratio
Net assets $431K · Total assets $640K
67%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $640K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Alisa Hobbs · Reported title EXEC. DIR. · Highest reported compensation $45K · Total expenses $275K
16%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $191K · Total expenses $275K
70%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 83%——
Overhead ratio 15%——
Fundraising cost ratio 3%——
Revenue growth -10%——
Accounting fee ratio 2%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Exec. Dir.
$45,000Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Vice Chairma
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Chairman Eme
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Alisa Hobbs’s $45K as Exec. Dir. is at the 33rd percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020
Alisa Hobbs$45,163$45,000$38,812$46,103

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a14
Independent voting membersPt VI · Ln 1b14
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Mission and programs

Advocates for children in court, representing their welfare in legal proceedings.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

1 program service account for $228K of program spending, described in the organization's own filed words · FY2022.
01

Promoted and supported court-appointed volunteer advocacy to represent the best interest of children who find themselves in the court system because of abuse or neglect. Gathered critical and objective information to be used by the court in deciding the most beneficial placement of these children.

$228Kprogram expense

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Funders

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$8K

Filing history

YearRevenueExpensesChangeFiling
FY2024 Latest $338K$317K-12% 990 PDF
FY2023 $384K$284K+32% 990 PDF
FY2022 Viewing $291K$275K-10% 990 PDF
FY2021 $324K$234K+45% 990 PDF
FY2020 $223K$195K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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