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Nonprofit · EIN 68-0404770

COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC

Tax-exempt · SANTA ROSA, CA 95409

Financials

$716K$578K2022$770K$714K2023$760K$767K2024
Revenue Expenses · by fiscal year end
Financials of COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$760,038$766,723-$6,685$2,118,760$7,967$2,110,793
June 30, 2024990$769,779$714,286$55,493$2,128,781$11,303$2,117,478
June 30, 2023990$715,588$577,982$137,606$2,071,572$9,587$2,061,985
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$744,904
of which government grants
$250,186
Program service revenue
$0
Investment income
$15,134
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$124,375
Other salaries and wages
$308,587
Salaries, compensation and benefits (total)
$509,705
Professional fundraising fees
$0
Accounting fees
$19,955
Occupancy
$94,064
Program services (functional)
$679,013
Management and general (functional)
$84,644
Fundraising (functional)
$3,066

Balance sheet and other

Total assets, start of year
$2,128,781
Total assets, end of year
$2,118,760
Total liabilities, end of year
$7,967
Net assets, end of year
$2,110,793
Publicly traded securities
$653,153
Net assets without donor restrictions
$2,110,793
Gross receipts
$773,278
Employees
8
Volunteers
228
Year formed
1997
State of legal domicile
CA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Heloisa HeinenExecutive Director
Officer
40$124,375
Mary Jo WilliamsCo-President
Trustee or director, Officer
5$0
Karen Wallenberg McEwenCo-President
Trustee or director, Officer
5$0
Brigette M CastinoSecretary
Trustee or director, Officer
5$0
Siobhan McCarthyTreasurer
Trustee or director, Officer
5$0
Theresa LeeDirector
Trustee or director
5$0
Nancy FowlerDirector
Trustee or director
5$0
Alexander CrossmanDirector
Trustee or director
5$0
Sophia MetznerDirector
Trustee or director
5$0
Maria Tah PechDirector
Trustee or director
5$0
Amanda TallmanDirector
Trustee or director
5$0
Arnold RosenfieldDirector
Trustee or director
5$0
Jameka RothschildDirector
Trustee or director
5$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
Heloisa HeinenExecutive Director
Officer
40$119,974
Mary Jo WilliamsCo-President
Trustee or director, Officer
5$0
Karen Wallenberg McEwenCo-President
Trustee or director, Officer
5$0
Brigette M AuldSecretary
Trustee or director, Officer
5$0
Siobhan McCarthyTreasurer
Trustee or director, Officer
5$0
Theresa LeeDirector
Trustee or director
5$0
Nancy FowlerDirector
Trustee or director
5$0
Alexander CrossmanDirector
Trustee or director
5$0
Sophia MetznerDirector
Trustee or director
5$0
Maria Tah PechDirector
Trustee or director
5$0
Amanda TallmanDirector
Trustee or director
5$0
Arnold RosenfieldDirector
Trustee or director
5$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensation
Heloisa HeinanExecutive Director
Officer
40$107,312
Jill G JosephPresident
Trustee or director, Officer
5$0
Mary Jo WilliamsVice President
Trustee or director, Officer
5$0
Theresa LeeSecretary
Trustee or director, Officer
5$0
Siobhan McCarthyTreasurer
Trustee or director, Officer
5$0
Bob ChapmanDirector
Trustee or director
5$0
Nancy FowlerDirector
Trustee or director
5$0
Alexander CrossmanDirector
Trustee or director
5$0
Karen Wallenberg McEwenDirector
Trustee or director
5$0
Brigette M AuldDirector
Trustee or director
5$0
Sophia MetznerDirector
Trustee or director
5$0
Maria Tah PechDirector
Trustee or director
5$0

Address and contacts

Address (IRS master file)
365 CASA MANANA RD, SANTA ROSA, CA 95409-6559
Principal officer (990 for 2024)
Heloisa Heinen, 365 CASA Manana Rd Bldg K Rm L, Santa Rosa, CA 95409
Signed the 990
Heloisa Heinen, Executive Director
Phone
(707) 565-6375
Return prepared by
Hiep Pham CPA Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 68-0404770 or by the name COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

The Sonoma County Court Appointed Special Advocates (CASA) Program serves abused and neglected children coming before the Juvenile Court of Protection and Rehabilitation Services.

990 for the year ended June 30, 2025

Program accomplishments

  • CASA of Sonoma County connects children and youth within the foster care and juvenile justice systems with dedicated and highly trained volunteers known as Court Appointed Special Advocates (CASAs). These advocates are appointed by the Juvenile Court to champion the best interests of these young individuals, ensuring they have access to essential services and addressing their needs in education, placement, and mental and physical health. The program offers continuous supervision to approximately 185 volunteers each year, enabling them to provide advocacy, support, and mentorship to up to 325 young people, fostering their healthy development and facilitating a successful transition into adulthood.
    Expenses $679,013

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
68-0404770
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
1998
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,118,760
Income (IRS master file)
$773,278

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$760,038$766,723$2,118,760XML
990June 2024$769,779$714,286$2,128,781XML
990June 2023$715,588$577,982$2,071,572XML
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––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 68-0404770).

Questions about COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC

What is the EIN of COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC?
The employer identification number (EIN) of COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC is 68-0404770.
Is COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY 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 COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC?
The 990 for the year ended June 30, 2025 names Heloisa Heinen.
Who are the officers and directors of COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC?
The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $124,375 (Heloisa Heinen, Executive Director).
How much revenue does COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $760,038, expenses of $766,723 and total assets of $2,118,760 at year end.

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