Dallas Casa

Tax-deductible

Dallas, TX501(c)(3)Since 1980Civil Rights & AdvocacyEIN 75-1866204Revenue $15.7M in FY2024

On file with the IRSdallascasa.org2757 Swiss Ave, 75204-5954 · Dallas, TXTax-exempt since Aug 1983Publicly supported charity — 170(b)(1)(A)(vi)

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Volunteers advocate for the best interests of abused and neglected children in the protective care of the state so they can grow up in safe, permanent homes.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Run by 1,527 volunteers and 98 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.6M a year · 14% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$981K
to officers and key staff · 7% of spending
Top officer’s pay higher than 60% of similar orgs
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 7.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $26K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$354K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
42
of 42 voting members
Looks good: 42 of 42 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.7M
+44% vs prior year
Spent
$13.7M
To programs
89%
Net assets
$20.4M
By yearFY2020–FY2024
Revenue
$15.7M
FY2024▲ +44%
Tap a bar for its year
Revenue by fiscal year
FY2020$9.5M
FY2021$9.7M
FY2022$10.4M
FY2023$10.9M
FY2024$15.7M
Expenses
$13.7M
FY2024▲ +53%
Tap a bar for its year
Expenses by fiscal year
FY2020$8.6M
FY2021$8.5M
FY2022$8.6M
FY2023$9.0M
FY2024$13.7M
Net assets
$20.4M
FY2024▼ -15%
Tap a bar for its year
Net assets by fiscal year
FY2020$33.9M
FY2021$30.6M
FY2022$27.8M
FY2023$23.9M
FY2024$20.4M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $12.2M Management & general 7% · $902K Fundraising 5% · $643K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

49 people listed on the 990; $981K paid to officers and key staff.

Part VII, Section A · reportable compensation
President and CEO
$295,584Pt VII · Sec A
Chief Financial Officer
$158,593Pt VII · Sec A
Chief Program Officer
$150,155Pt VII · Sec A
Chief Development Officer
$137,084Pt VII · Sec A
Chief Marketing Officer
$136,146Pt VII · Sec A
Staff Attorney
$103,713Pt VII · Sec A
VP Governance
$0Pt VII · Sec A
$0Pt VII · Sec A

Kathleen Lavalle’s $296K as President and CEO is at the 60th percentile of top reported officer pay among 129 $10–100M civil rights & advocacy 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kathleen Lavalle$295,584$275,596$255,385——
Kathleen M Lavalle———$244,913$243,886
Kevin Barnes$158,593————
Cindy Warner————$155,942
Ben Wilkins$150,155$141,161$121,758$137,367$126,501
Becca Leonard$137,084$118,900$116,000——
Lynn Brooks$136,146$128,614$105,732$112,583$113,107
Karyn Pfeffer——$134,550$127,417—

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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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Trains and supervises court-appointed volunteers to advocate for the safety and permanent placement of abused and neglected children in the foster care system.

Questions for Dallas Casa

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Provided by the organization

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1 program · $12.2M · in their own filed words · FY2024
01

Dallas casa trains and supervises volunteers who are appointed by local courts to represent the best interest of each child involved in a dallas county child welfare case. Over the last six years that dallas casa has been able to accept all court appointments to dallas county child welfare cases, the agency served more than 7,500…

$12.2Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$26K
Grants paid · 1 grant · $4.0M · 2024–2024
Dallas Casa Endowment FundTX · FY2024$4,029,401

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$15.7M
Ln 12
Gifts and grantsLn 1h$15.8M
Investment incomeLn 3$250K
Money outPt IX
$13.7M
Ln 25
Programscol B$12.2M
Managementcol C$902K
Fundraisingcol D$643K
Owns and owesPt X
$20.4M
net assets · Ln 32
Cash and savingsLn 1–2$8.3M
Total assetsLn 16$20.8M
LiabilitiesLn 26$354K
PeoplePt VI, VII
49
listed · VII A
PaidVII A6
Voting boardVI 1a42
IndependentVI 1b42
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$15.8M
Government grantsLn 1e$4.8M
Noncash giftsLn 1g$138K
Fundraising eventsLn 1c$3.2M
Investment incomeLn 3$250K
Gains on assetsLn 7−$300K
Total revenueLn 12$15.7M
Assets in detailPt X, end of year
CashLn 1$97K
SavingsLn 2$8.2M
Cash and savings togetherLn 1–2$8.3M
InvestmentsLn 11–13$2.9M
Land, buildings, equipmentLn 10c$7.7M
Other assetsLn 15$264K
Total assetsLn 16$20.8M
LiabilitiesLn 26$354K
Net assetsLn 32$20.4M
OperationsPt I, VI
EmployeesI 598
VolunteersI 61,527
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$7.5M$8.3M
InvestmentsLn 11–13$7.8M$2.9M
Land, buildings, equipmentLn 10c$7.4M$7.7M
Total assetsLn 16$24.4M$20.8M
LiabilitiesLn 26$540K$354K
Net assetsLn 32$23.9M$20.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4.0M$4.0M
Pay of current officers, directors and key staffLn 5$498K$274K$124K$100K
Other salaries and wagesLn 7$5.7M$4.9M$516K$266K
Pension plan contributionsLn 8$148K$129K$13K$7K
Other employee benefitsLn 9$1.1M$901K$104K$57K
Payroll taxesLn 10$448K$376K$46K$26K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$55K$46K$6K$3K
Professional fundraising feesLn 11e$24K$24K
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$30K$27K$1K$2K
Advertising and promotionLn 12$208K$208K
Office expensesLn 13$205K$163K$14K$28K
Information technologyLn 14$171K$144K$18K$10K
OccupancyLn 16$186K$161K$13K$12K
TravelLn 17$186K$182K$2K$2K
Conferences, conventions and meetingsLn 19$32K$27K$3K$2K
Depreciation, depletion and amortizationLn 22$254K$220K$18K$16K
InsuranceLn 23$149K$129K$10K$9K
Other expenses (24a–d)Ln 24$306K$217K$9K$80K
Total functional expensesLn 25$13.7M$12.2M$902K$643K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $15.7M$13.7M$2.0M$20.4M 990 PDF
FY2023 $10.9M$9.0M$1.9M$23.9M 990 PDF
FY2022 $10.4M$8.6M$1.8M$27.8M 990 PDF
FY2021 $9.7M$8.5M$1.2M$30.6M 990 PDF
FY2020 $9.5M$8.6M$930K$33.9M 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
See the full FY2024 990 (6 parts)
Part I · Summary $15,687,680 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,737,113$15,827,493
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $415,195$249,656
I-11 Other revenuePrior year −$251,113−$389,469
I-12 Total revenuePrior year $10,901,195$15,687,680
I-13 Grants and similar amounts paidPrior year $0$4,029,401
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,131,720$7,870,121
I-16a Professional fundraising feesPrior year $18,715$23,515
I-17 Other expensesPrior year $1,823,128$1,786,835
I-18 Total expensesPrior year $8,973,563$13,709,872
I-19 Revenue less expensesPrior year $1,927,632$1,977,808
Part VI · Governance 42 of 42 board members independent, no flags
VI-1a Voting members of the governing body42
VI-1b Independent voting members42
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $15,687,680 across 10 lines filed
Lines not itemized here account for $5,115 of total revenue; see the IRS return.
VIII-1c Fundraising events$3,212,696
VIII-1d Related organizations$5,719,696
VIII-1e Government grants$4,831,930
VIII-1f All other contributions, gifts and grants$2,063,171
VIII-1g Noncash contributions (included above)$138,257
VIII-1h Total contributions, gifts and grants$15,827,493
VIII-3 Investment incomeExcluded from tax $549,393$549,393
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$299,737−$299,737
VIII-8 Net income from fundraising eventsExcluded from tax −$394,584−$394,584
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$139,813$15,687,680
Part IX · Statement of functional expenses $13,709,872 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $4,029,401$4,029,401
IX-5 Pay of current officers, directors and key staffPrograms $273,884 · Management $124,492 · Fundraising $99,593$497,969
IX-7 Other salaries and wagesPrograms $4,930,692 · Management $516,150 · Fundraising $266,371$5,713,213
IX-8 Pension plan contributionsPrograms $128,626 · Management $13,121 · Fundraising $6,645$148,392
IX-9 Other employee benefitsPrograms $901,243 · Management $104,041 · Fundraising $57,270$1,062,554
IX-10 Payroll taxesPrograms $376,306 · Management $45,740 · Fundraising $25,947$447,993
IX-11b Legal feesManagement $2,220$2,220
IX-11c Accounting feesPrograms $45,787 · Management $5,565 · Fundraising $3,157$54,509
IX-11e Professional fundraising feesFundraising $23,515$23,515
IX-11f Investment management feesManagement $3,051$3,051
IX-11g Other fees for servicesPrograms $27,426 · Management $1,114 · Fundraising $1,891$30,431
IX-12 Advertising and promotionPrograms $207,684$207,684
IX-13 Office expensesPrograms $163,165 · Management $13,906 · Fundraising $28,238$205,309
IX-14 Information technologyPrograms $143,995 · Management $17,503 · Fundraising $9,929$171,427
IX-16 OccupancyPrograms $161,171 · Management $12,998 · Fundraising $11,512$185,681
IX-17 TravelPrograms $182,476 · Management $1,540 · Fundraising $1,935$185,951
IX-19 Conferences, conventions and meetingsPrograms $27,021 · Management $3,285 · Fundraising $1,863$32,169
IX-22 Depreciation, depletion and amortizationPrograms $220,242 · Management $17,761 · Fundraising $15,732$253,735
IX-23 InsurancePrograms $129,389 · Management $10,435 · Fundraising $9,241$149,065
IX-24 Other expenses (24a–d)Programs $216,522 · Management $8,994 · Fundraising $80,087$305,603
IX-25 Total functional expensesPrograms $12,165,030 · Management $901,916 · Fundraising $642,926$13,709,872
Part X · Balance sheet $20,751,031 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $536,240$96,911
X-2 Savings and temporary cash investmentsStart of year $6,990,156$8,215,379
X-3 Pledges and grants receivableStart of year $1,271,073$1,326,411
X-4 Accounts receivableStart of year $13,265$655
X-9 Prepaid expenses and deferred chargesStart of year $214,176$283,426
X-10c Land, buildings and equipment, netStart of year $7,413,002$7,669,108
X-11 Publicly traded securitiesStart of year $7,759,011$2,894,755
X-15 Other assetsStart of year $242,291$264,386
X-16 Total assetsStart of year $24,439,214$20,751,031
X-17 Accounts payable and accrued expensesStart of year $473,673$308,471
X-19 Deferred revenueStart of year $66,335$45,160
X-26 Total liabilitiesStart of year $540,008$353,631
X-27 Net assets without donor restrictionsStart of year $23,223,637$19,365,485
X-28 Net assets with donor restrictionsStart of year $675,569$1,031,915
X-32 Total net assets or fund balancesStart of year $23,899,206$20,397,400
X-33 Total liabilities and net assetsStart of year $24,439,214$20,751,031
Part XI · Reconciliation of net assets $20,397,400 net assets at year end
XI-1 Total revenue$15,687,680
XI-2 Total expenses$13,709,872
XI-3 Revenue less expenses$1,977,808
XI-4 Net assets at start of year$23,899,206
XI-5 Net unrealized gains (losses) on investments$5,463
XI-9 Other changes in net assets−$5,485,077
XI-10 Net assets at end of year$20,397,400

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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