Nonprofit · EIN 63-0835098
CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA
Tax-exempt · GUNTERSVILLE, AL 35976
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $39,199 | $57,731 | -$18,532 | $160,526 | $2,083 | $158,443 |
| September 30, 2025 | 990 | $160,181 | $185,796 | -$25,615 | $179,147 | $2,172 | $176,975 |
| September 30, 2024 | 990 | $177,736 | $173,810 | $3,926 | $203,973 | $1,383 | $202,590 |
| September 30, 2023 | 990 | $169,921 | $170,914 | -$993 | $201,383 | $2,719 | $198,664 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $31,555
- of which government grants
- $8,600
- Program service revenue
- $0
- Investment income
- $3,911
- Net income from fundraising events
- $3,733
- Other revenue
- $3,733
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $16,231
- Salaries, compensation and benefits (total)
- $19,607
- Professional fundraising fees
- $0
- Occupancy
- $290
- Travel
- $1,239
- Depreciation
- $2,340
- Program services (functional)
- $50,964
- Management and general (functional)
- $6,767
Balance sheet and other
- Total assets, start of year
- $179,147
- Total assets, end of year
- $160,526
- Total liabilities, end of year
- $2,083
- Net assets, end of year
- $158,443
- Land, buildings and equipment
- $3,877
- Net assets without donor restrictions
- $158,443
- Gross receipts
- $39,199
- Employees
- 2
- Year formed
- 1978
- State of legal domicile
- AL
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY HOLLAND | EXEC DIRECTO Trustee or director | 40 | $11,694 |
| JEAN MCCRADY | CHAIRPERSON/ Trustee or director, Officer | – | $0 |
| TOM HAYNIE | BOARD MEMBER Trustee or director | – | $0 |
| STEVE PENDERGRAST | BOARD MEMBER Trustee or director | – | $0 |
| JAMIE ALLEN | BOARD MEMBER Trustee or director | – | $0 |
| MICHELLE FIORE | BOARD MEMBER Trustee or director | – | $0 |
| TODD MITCHEM | BOARD MEMBER Trustee or director | – | $0 |
| MELISSA WALKER | TREASURER Trustee or director, Officer | – | $0 |
| SHANNON LUSK | VICE-CHAIRPE Trustee or director, Officer | – | $0 |
| TORREY WHITAKER | BOARD MEMBER Trustee or director | – | $0 |
| JANA CARROLL | BOARD MEMBER Trustee or director | – | $0 |
| KATHLEEN RICE | BOARD MEMBER Trustee or director | – | $0 |
| ROSEANNE MABREY | BOARD MEMBER Trustee or director | – | $0 |
| GAIL LUEKER | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended September 30, 2025: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY HOLLAND | EXEC DIRECTO Trustee or director | 40 | $50,406 |
| JEAN MCCRADY | CHAIRPERSON/ Trustee or director, Officer | – | $0 |
| TOM HAYNIE | BOARD MEMBER Trustee or director | – | $0 |
| STEVE PENDERGRAST | BOARD MEMBER Trustee or director | – | $0 |
| JAMIE ALLEN | BOARD MEMBER Trustee or director | – | $0 |
| MICHELLE FIORE | BOARD MEMBER Trustee or director | – | $0 |
| TODD MITCHEM | BOARD MEMBER Trustee or director | – | $0 |
| MELISSA WALKER | TREASURER Trustee or director, Officer | – | $0 |
| SHANNON LUSK | VICE-CHAIRPE Trustee or director, Officer | – | $0 |
| TORREY WHITAKER | BOARD MEMBER Trustee or director | – | $0 |
| JANA CARROLL | BOARD MEMBER Trustee or director | – | $0 |
| KATHLEEN RICE | BOARD MEMBER Trustee or director | – | $0 |
| ROSEANNE MABREY | BOARD MEMBER Trustee or director | – | $0 |
| GAIL LUEKER | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended September 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY HOLLAND | EXEC DIRECTO Trustee or director | 40 | $51,591 |
| JEAN MCCRADY | CHAIRPERSON/ Trustee or director, Officer | – | $0 |
| TOM HAYNIE | BOARD MEMBER Trustee or director | – | $0 |
| STEVE PENDERGRAST | BOARD MEMBER Trustee or director | – | $0 |
| JAMIE ALLEN | BOARD MEMBER Trustee or director | – | $0 |
| MICHELLE FIORE | BOARD MEMBER Trustee or director | – | $0 |
| TODD MITCHEM | BOARD MEMBER Trustee or director | – | $0 |
| KRISTEN ROBERSON | BOARD MEMBER Trustee or director | – | $0 |
| LAURA GIVENS | BOARD MEMBER Trustee or director | – | $0 |
| LANCE JOYNER | BOARD MEMBER Trustee or director | – | $0 |
| MELISSA WALKER | TREASURER Trustee or director, Officer | – | $0 |
| SHANNON LUSK | VICE-CHAIRPE Trustee or director, Officer | – | $0 |
| TORREY WHITAKER | BOARD MEMBER Trustee or director | – | $0 |
| JANA CARROLL | BOARD MEMBER Trustee or director | – | $0 |
| KATHLEEN RICE | BOARD MEMBER Trustee or director | – | $0 |
| ROSEANNE MABREY | BOARD MEMBER Trustee or director | – | $0 |
| GAIL LUEKER | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended September 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHIRLEY HOLLAND | EXEC DIRECTO Trustee or director | 40 | $48,000 | $4,800 |
| JEAN MCCRADY | CHAIRPERSON/ Trustee or director, Officer | – | $0 | $0 |
| TOM HAYNIE | BOARD MEMBER Trustee or director | – | $0 | $0 |
| STEVE PENDERGRAST | BOARD MEMBER Trustee or director | – | $0 | $0 |
| JAMIE ALLEN | BOARD MEMBER Trustee or director | – | $0 | $0 |
| MELISSA PONDER | BOARD MEMBER Trustee or director | – | $0 | $0 |
| MICHELLE FIORE | BOARD MEMBER Trustee or director | – | $0 | $0 |
| SUSIE LITTLE | BOARD MEMBER Trustee or director | – | $0 | $0 |
| TODD MITCHEM | BOARD MEMBER Trustee or director | – | $0 | $0 |
| KRISTEN ROBERSON | BOARD MEMBER Trustee or director | – | $0 | $0 |
| LAURA GIVENS | BOARD MEMBER Trustee or director | – | $0 | $0 |
| LANCE JOYNER | BOARD MEMBER Trustee or director | – | $0 | $0 |
| MELISSA WALKER | TREASURER Trustee or director, Officer | – | $0 | $0 |
| SHANNON LUSK | VICE-CHAIRPE Trustee or director, Officer | – | $0 | $0 |
| TORREY WHITAKER | BOARD MEMBER Trustee or director | – | $0 | $0 |
| JANA CARROLL | BOARD MEMBER Trustee or director | – | $0 | $0 |
| KATHLEEN RICE | BOARD MEMBER Trustee or director | – | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 180 BLUFF RD, GUNTERSVILLE, AL 35976-6795
- Principal officer (990 for 2025)
- SHIRLEY HOLLAND, PO BOX 21, GUNTERSVILLE, AL 35976
- Signed the 990
- SHIRLEY HOLLAND, EXEC DIRECTOR
- Phone
- (256) 582-7807
- Website
- WWW.CASAMARSHALL.ORG
- Return prepared by
- DOLLAR & WATSON LLC
Mission
CARE ASSURANCE FOR THE AGING AND HOMEBOUND (CASA) OF MARSHALL COUNTY ASSISTS THE ELDERLY AND HOMEBOUND CITIZENS OF THE COMMUNITY TO MAINTAIN THEIR INDEPENDENCE, DIGNITY, HEALTH AND SAFETY BY PROVIDING SERVICES WHICH SPECIFICALLY ADDRESS THEIR PHYSICAL AND EMOTIONAL NEEDS.
Program accomplishments
- CASA VOLUNTEERS PROVIDED OVER 5,000 MAN HOURS OF SERVICE TO OVER 800 INDIVIDUALS INCLUDING, BUT NOT LIMITED TO MINOR HOME REPAIRS AND WEATHERIZATION, WHEELCHAIR RAMPS, AND TRANSPORTATION TO SERVICES. CASA ALSO PROVIDED MATERIAL AID INCLUDING UTILITY ASSISTANCE, HEATING AND COOLING UNITS, FOOD, AND MEDICINE.Expenses $50,964
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 63-0835098
- 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
- 1983
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $160,526
- Income (IRS master file)
- $39,199
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $39,199 | $57,731 | $160,526 | XML |
| 990 | September 2025 | $160,181 | $185,796 | $179,147 | XML |
| 990 | September 2024 | $177,736 | $173,810 | $203,973 | XML |
| 990 | September 2023 | $169,921 | $170,914 | $201,383 | XML |
| 990 | September 2022 | $209,419 | $175,643 | $202,255 | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
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 63-0835098).
Questions about CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA
- What is the EIN of CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA?
- The employer identification number (EIN) of CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA is 63-0835098.
- Is CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA?
- The 990 for the year ended December 31, 2025 names SHIRLEY HOLLAND.
- Who are the officers and directors of CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA?
- The 990 for the year ended December 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $11,694 (SHIRLEY HOLLAND, EXEC DIRECTO).
- How much revenue does CARE ASSURANCE SYSTEM FOR THE AGING HOMEBOUND OF MARSHALL COUNTY ALABA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $39,199, expenses of $57,731 and total assets of $160,526 at year end.
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