Nonprofit · EIN 61-1101749
CASA OF THE LINCOLN TRAIL INC
Tax-exempt · BARDSTOWN, KY 40004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $198,477 | $203,464 | -$4,987 | $68,916 | $4,679 | $64,237 |
| July 31, 2024 | 990 | $188,493 | $223,035 | -$34,542 | $82,482 | $13,257 | $69,225 |
| July 31, 2023 | 990 | $195,288 | $168,353 | $26,935 | $112,035 | $7,305 | $104,730 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $205,051
- of which government grants
- $97,290
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$6,574
- Other revenue
- -$6,574
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $56,195
- Other salaries and wages
- $96,493
- Salaries, compensation and benefits (total)
- $165,436
- Professional fundraising fees
- $0
- Accounting fees
- $16,127
- Travel
- $3,100
- Depreciation
- $5,722
- Program services (functional)
- $116,367
- Management and general (functional)
- $59,479
- Fundraising (functional)
- $27,618
Balance sheet and other
- Total assets, start of year
- $82,482
- Total assets, end of year
- $68,916
- Total liabilities, end of year
- $4,679
- Net assets, end of year
- $64,237
- Land, buildings and equipment
- $41,385
- Gross receipts
- $215,563
- Employees
- 4
- Volunteers
- 24
- Year formed
- 1985
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANITA K BROADDUS | EXECTUTIVE DIRECTOR Trustee or director | 40 | $57,750 |
| AMANDA SHANKS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| RICHAE LOGAN | SECRETARY Trustee or director, Officer | 2 | $0 |
| THERESE JOHNSON | TREASURER Trustee or director, Officer | 2 | $0 |
| OLIVIA RALEY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARGIE BRADFORD | DIRECTOR Trustee or director | 2 | $0 |
| STEPHEN CARNEY | DIRECTOR Trustee or director | 2 | $0 |
| ANTOINETTE SEVERIN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended July 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANITA K BROADDUS | EXECUTIVE DIRECTOR Trustee or director | 40 | $56,058 |
| JAMES ROBY | PRESIDENT Officer | 2 | $0 |
| RICHAE LOGAN | SECRETARY Officer | 2 | $0 |
| THERESE JOHNSON | TREASURER Officer | 2 | $0 |
| CARA BLACKMON | VICE PRESIDENT Officer | 2 | $0 |
| MARGIE BRADFORD | DIRECTOR Trustee or director | 2 | $0 |
| STEPHEN CARNEY | DIRECTOR Trustee or director | 2 | $0 |
| AMANDA SHANKS | DIRECTOR Trustee or director | 2 | $0 |
| OLIVIA RALEY | DIRECTOR Trustee or director | 2 | $0 |
| JILLIAN TIPPING-RODGERS | DIRECTOR Trustee or director | 2 | $0 |
| MELISSA LANDRAM | DIRECTOR Trustee or director | 2 | $0 |
| ANTOINETTE SEVERIN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended July 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANITA K BROADDUS | EXECUTIVE DIRECTOR Trustee or director | 40 | $52,846 |
| JAMES ROBY | PRESIDENT Officer | 2 | $0 |
| MICHELLE RYAN | SECRETARY Officer | 2 | $0 |
| THERESE JOHNSON | TREASURER Officer | 2 | $0 |
| CARA BLACKMON | VICE PRESIDENT Officer | 2 | $0 |
| MARGIE BRADFORD | DIRECTOR Trustee or director | 2 | $0 |
| ROLAND GABBERT | DIRECTOR Trustee or director | 2 | $0 |
| AMANDA SHANKS | DIRECTOR Trustee or director | 2 | $0 |
| RICHEA LOGAN | DIRECTOR Trustee or director | 2 | $0 |
| AUDREY HAYDON | DIRECTOR Trustee or director | 2 | $0 |
| MELISSA LANDRAM | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 726, BARDSTOWN, KY 40004-0726
- Mailing address (990-N for 2015)
- P O BOX 726, Bardstown KY 40004
- Principal officer (990 for 2024)
- THERESE JOHNSON, PO BOX 726, BARDSTOWN, KY 40004
- Principal officer (990-N for 2015)
- Roland Gabbrt, 119 Windsor Avenue, Bardstown KY 40004
- Signed the 990
- THERESE JOHNSON, BOARD TREASURER
- Phone
- (502) 331-6325
- Website
- CASALINCOLNTRAIL.ORG
- Return prepared by
- BAK CPAS & ADVISORS PSC
Mission
TO SUPPORT AND PROMOTE COURT-APPOINTED VOLUNTEER ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN SO THEY CAN THRIVE IN SAFE, PERMANENT HOMES.
Program accomplishments
- PROVIDED SUPPORT FOR AND REPRESENTATION OF ABUSED OR NEGLECTED CHILDREN OF NELSON, MARION, AND WASHINGTON COUNTIES THROUGH THE COURT SYSTEM PROCESS.Expenses $116,367 · revenue $198,477
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 61-1101749
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $68,916
- Income (IRS master file)
- $215,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $198,477 | $203,464 | $68,916 | XML |
| 990 | July 2024 | $188,493 | $223,035 | $82,482 | XML |
| 990 | July 2023 | $195,288 | $168,353 | $112,035 | XML |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 2019 | – | – | – | IRS |
| 990-EZ | July 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Roland Gabbrt | March 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1101749).
Questions about CASA OF THE LINCOLN TRAIL INC
- What is the EIN of CASA OF THE LINCOLN TRAIL INC?
- The employer identification number (EIN) of CASA OF THE LINCOLN TRAIL INC is 61-1101749.
- Is CASA OF THE LINCOLN TRAIL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to CASA OF THE LINCOLN TRAIL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CASA OF THE LINCOLN TRAIL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASA OF THE LINCOLN TRAIL INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASA OF THE LINCOLN TRAIL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of CASA OF THE LINCOLN TRAIL INC?
- The 990 for the year ended July 31, 2025 names THERESE JOHNSON.
- Who are the officers and directors of CASA OF THE LINCOLN TRAIL INC?
- The 990 for the year ended July 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $57,750 (ANITA K BROADDUS, EXECTUTIVE DIRECTOR).
- How much revenue does CASA OF THE LINCOLN TRAIL INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $198,477, expenses of $203,464 and total assets of $68,916 at year end.
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