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Nonprofit · EIN 75-2564380

COURT APPOINTED SPECIAL ADVOCATES OF TRINITY VALLEY INC

Tax-exempt · ATHENS, TX 75751

Financials

$750K$681K2022$741K$686K2023$721K$669K2024
Revenue Expenses · by fiscal year end
Financials of COURT APPOINTED SPECIAL ADVOCATES OF TRINITY VALLEY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$721,102$668,697$52,405$777,628$159,919$617,709
June 30, 2024990$740,955$685,844$55,111$748,066$182,761$565,305
June 30, 2023990$750,031$680,575$69,456$726,085$215,891$510,194
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$702,284
of which government grants
$550,659
Program service revenue
$0
Investment income
$683
Net income from fundraising events
$18,135
Other revenue
$18,135

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$435,776
Salaries, compensation and benefits (total)
$474,010
Professional fundraising fees
$0
Accounting fees
$25,976
Occupancy
$19,339
Travel
$37,947
Depreciation
$26,995
Program services (functional)
$476,506
Management and general (functional)
$181,844
Fundraising (functional)
$10,347

Balance sheet and other

Total assets, start of year
$748,066
Total assets, end of year
$777,628
Total liabilities, end of year
$159,919
Net assets, end of year
$617,709
Land, buildings and equipment
$406,274
Net assets without donor restrictions
$579,811
Net assets with donor restrictions
$37,898
Gross receipts
$728,227
Employees
12
Volunteers
85
Year formed
1994
State of legal domicile
TX

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
KEITH LOPEREXECUTIVE DI
Officer
40$73,849
SANDY DAVISPRESIDENT
Trustee or director, Officer
2$0
DEANNE BOSWELLVICE PRESIDE
Trustee or director, Officer
2$0
LINDA CHAFFINSECRETARY
Trustee or director, Officer
2$0
NAN STELTERTREASURER
Trustee or director, Officer
2$0
BRIDGETT TOSHDIRECTOR
Trustee or director
1$0
CHRISTOPHER SEPHUSDIRECTOR
Trustee or director
1$0
KAREN PARSONSDIRECTOR
Trustee or director
1$0
DR MINDY SUTTONDIRECTOR
Trustee or director
1$0
DENISE SWARTWOODDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
KEITH LOPEREXECUTIVE DI
Officer
40$69,999
SANDY DAVISPRESIDENT
Trustee or director, Officer
2$0
DEANNE BOSWELLVICE PRESIDE
Trustee or director, Officer
2$0
LINDA CHAFFINSECRETARY
Trustee or director, Officer
2$0
NAN STELTERTREASURER
Trustee or director, Officer
2$0
BRIDGETT TOSHDIRECTOR
Trustee or director
1$0
CHRISTOPHER SEPHUSDIRECTOR
Trustee or director
1$0
KAREN PARSONSDIRECTOR
Trustee or director
1$0
DR MINDY SUTTONDIRECTOR
Trustee or director
1$0
DENISE SWARTWOODDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2023: 13 people
NameTitleHours / weekCompensation
KEITH LOPEREXECUTIVE DI
Officer
40$65,027
SANDY DAVISPRESIDENT
Trustee or director
1$0
DEANNE BOSWELLVICE PRESIDE
Trustee or director, Officer
1$0
ESTON WILLIAMSSECRETARY
Trustee or director, Officer
1$0
NAN STELTERTREASURER
Trustee or director, Officer
1$0
BRIDGETT TOSHDIRECTOR
Trustee or director
1$0
CHRISTOPHER SEPHUSDIRECTOR
Trustee or director
1$0
KAREN PARSONSDIRECTOR
Trustee or director
1$0
KATHY MEANSDIRECTOR
Trustee or director
1$0
LINDA CHAFFINDIRECTOR
Trustee or director
1$0
DR MINDY SUTTONDIRECTOR
Trustee or director
1$0
DENISE SWARTWOODDIRECTOR
Trustee or director
1$0
DR RON CATESDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 2259, ATHENS, TX 75751-7259
In care of
% EMILY HEGLUND
Principal officer (990 for 2024)
SANDY DAVIS, 1001 SWANSON DR, PALESTINE, TX 75801
Signed the 990
KEITH LOPER, EXECUTIVE DIRECTOR
Phone
(903) 675-7070
Return prepared by
HOLDREDGE SHADDOX & HABIBELAHIAN LLP

Mission

CASA OF TRINITY VALLEY PROVIDES INDEPENDENT, HIGHLY TRAINED VOLUNTEER ADVOCATES FOR CHILDREN IN THE CUSTODY OF TEXAS DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES IN ANDERSON, CHEROKEE AND HENDERSON COUNTIES. WE EMPOWER VOLUNTEERS TO ADVOCATE FOR THE CHILDREN'S BEST INTERESTS, TO ENSURE THAT THEIR NEEDS ARE MET, AND TO SECURE A PERMANENT, SAFE, AND NURTURING HOME AS SOON AS POSSIBLE.

990 for the year ended June 30, 2025

Program accomplishments

  • CASA OF TRINITY VALLEY, INC. WORKS TO PROVIDE TRAINING AND SUPPORT FOR INDIVIDUAL VOLUNTEERS WHO SERVE AS COURT-APPOINTED SPECIAL ADVOCATES FOR CHILDREN IN THE COURT SYSTEM IN HENDERSON, ANDERSON & CHEROKEE COUNTIES, TX. THESE ADVOCATES SERVE AS THE VOICE OF THE CHILD IN MATTERS CONCERNING THE CHILD'S WELFARE IN COURT PROCEEDINGS. DURING THE PERIOD FROM JULY 1, 2024 THROUGH JUNE 30, 2025, CASA OF TRINITY VALLEY, INC. HAD 73 TRAINED ADVOCATES. THEY SERVED 206 CASES AND A TOTAL OF 350 CHILDREN. THIS REPRESENTS ALL OF THE NEW CHILD PROTECTIVE SERVICES CASES DURING THAT TIME PERIOD.
    Expenses $476,506 · revenue $550,659

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
75-2564380
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
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$777,628
Income (IRS master file)
$728,227

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$721,102$668,697$777,628IRS
990June 2024$740,955$685,844$748,066IRS
990June 2023$750,031$680,575$726,085XML
990June 2022$800,384$679,774$581,874IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 75-2564380).

Questions about COURT APPOINTED SPECIAL ADVOCATES OF TRINITY VALLEY INC

What is the EIN of COURT APPOINTED SPECIAL ADVOCATES OF TRINITY VALLEY INC?
The employer identification number (EIN) of COURT APPOINTED SPECIAL ADVOCATES OF TRINITY VALLEY INC is 75-2564380.
Is COURT APPOINTED SPECIAL ADVOCATES OF TRINITY VALLEY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to COURT APPOINTED SPECIAL ADVOCATES OF TRINITY VALLEY 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 TRINITY VALLEY 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 TRINITY VALLEY 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 TRINITY VALLEY 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 TRINITY VALLEY INC?
The 990 for the year ended June 30, 2025 names SANDY DAVIS.
Who are the officers and directors of COURT APPOINTED SPECIAL ADVOCATES OF TRINITY VALLEY INC?
The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $73,849 (KEITH LOPER, EXECUTIVE DI).
How much revenue does COURT APPOINTED SPECIAL ADVOCATES OF TRINITY VALLEY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $721,102, expenses of $668,697 and total assets of $777,628 at year end.

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