Civic Intelligence

Casey Family Foundation

EIN 02-6013556 • Genoa, NV

Pub. 78 Eligible
PO Box 1626Genoa, NV 89411
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-67%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

43%

Faster revenue growth than 76% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$3,673,766

Up $432,956 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,673,766

Up $432,956 (+13%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin7th percentile

Revenue

Up

$164,521

Up $49,762 (+43%) from 2023

Expenses

Down

$275,317

Down $70,180 (-20%) from 2023

Net Income

Up

-$110,796

Up $119,942 (+52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,808,838Liabilities 2010: $0Net Assets 2010: $3,808,8382010Assets 2011: $3,736,042Liabilities 2011: $0Net Assets 2011: $3,736,0422011Assets 2012: $3,731,982Liabilities 2012: $0Net Assets 2012: $3,731,9822012Assets 2013: $3,719,022Liabilities 2013: $0Net Assets 2013: $3,719,0222013Assets 2014: $3,710,950Liabilities 2014: $0Net Assets 2014: $3,710,9502014Assets 2015: $3,516,405Liabilities 2015: $0Net Assets 2015: $3,516,4052015Assets 2016: $3,415,614Liabilities 2016: $0Net Assets 2016: $3,415,6142016Assets 2017: $3,327,049Liabilities 2017: $0Net Assets 2017: $3,327,0492017Assets 2018: $3,408,585Liabilities 2018: $0Net Assets 2018: $3,408,5852018Assets 2019: $3,308,691Liabilities 2019: $0Net Assets 2019: $3,308,6912019Assets 2020: $3,094,654Liabilities 2020: $0Net Assets 2020: $3,094,6542020Assets 2021: $3,507,350Liabilities 2021: $0Net Assets 2021: $3,507,3502021Assets 2022: $3,518,551Liabilities 2022: $0Net Assets 2022: $3,518,5512022Assets 2023: $3,240,810Liabilities 2023: $0Net Assets 2023: $3,240,8102023Assets 2024: $3,673,766Liabilities 2024: $0Net Assets 2024: $3,673,7662024

Latest loaded filing

2024

Assets$3,673,766
Liabilities$0
Net Assets$3,673,766
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $281,7572010Expenses 2011: $229,0362011Expenses 2012: $230,9922012Revenue 2013: $211,613Expenses 2013: $224,573Net Income 2013: -$12,9602013Revenue 2014: $172,947Expenses 2014: $181,019Net Income 2014: -$8,0722014Revenue 2015: $28,796Expenses 2015: $223,341Net Income 2015: -$194,5452015Revenue 2016: $64,771Expenses 2016: $165,562Net Income 2016: -$100,7912016Revenue 2017: $168,780Expenses 2017: $257,345Net Income 2017: -$88,5652017Revenue 2018: $257,002Expenses 2018: $239,309Net Income 2018: $17,6932018Revenue 2019: $268,295Expenses 2019: $368,189Net Income 2019: -$99,8942019Revenue 2020: $108,365Expenses 2020: $322,402Net Income 2020: -$214,0372020Revenue 2021: $250,906Expenses 2021: $233,294Net Income 2021: $17,6122021Revenue 2022: $12,774Expenses 2022: $210,836Net Income 2022: -$198,0622022Revenue 2023: $114,759Expenses 2023: $345,497Net Income 2023: -$230,7382023Revenue 2024: $164,521Expenses 2024: $275,317Net Income 2024: -$110,7962024

Latest loaded filing

2024

Revenue$164,521
Expenses$275,317
Net Income-$110,796
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.16$0.28$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.11$0.35$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.01$0.21$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.25$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.11$0.32$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.27$0.37$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.26$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.17$0.26$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.06$0.17$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.03$0.22$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.17$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.21$0.22$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.23
2010Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 10, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA C SHEPHERDTrustee-$0--
JENNIFER P CASEYTrustee-$0--
SHEILA C MCMANUSTrustee-$0--
VIRGINIA C PETTENGILLTrustee-$0--
R OLIVER SCHWABTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To further charitable purposes of public charity-Gloucester, MA, US$50,000
Paid Grant-To further charitable purposes of public charity-Yorba Linda, CA, US$40,000
Paid Grant-To further charitable purposes of public charity-Burlington, VT, US$20,000
Paid Grant-To further charitable purposes of public charity-Harbor Springs, MI, US$20,000
Paid Grant-To further charitable purposes of public charity-Alanson, MI, US$10,000
Paid Grant-To further charitable purposes of public charity-Windham, ME, US$10,000
Paid Grant-To further charitable purposes of public charity-Chicago, IL, US$10,000
Paid Grant-To further charitable purposes of public charity-Peabody, MA, US$7,500
Paid Grant-To further charitable purposes of public charity-San Francisco, CA, US$7,000
Paid Grant-To further charitable purposes of public charity-Carson City, NV, US$5,000
Paid Grant-To further charitable purposes of public charity-Brunswick, ME, US$5,000
Paid Grant-To further charitable purposes of public charity-Clifton, VA, US$5,000
Paid Grant-To further charitable purposes of public charity-Portland, ME, US$5,000
Paid Grant-To further charitable purposes of public charity-Mount Vernon, VA, US$5,000
Paid Grant-To further charitable purposes of public charity-Studio City, CA, US$5,000
Paid Grant-To further charitable purposes of public charity-Washington, DC, US$3,500
Paid Grant-To further charitable purposes of public charity WOHELO Hiietini Circle Scholarship Fund-Martinsville, IN, US$3,000
Paid Grant-To further charitable purposes of public charity-St Michaels, MD, US$2,500
Paid Grant-To further charitable purposes of public charity-Louisville, KY, US$2,500
Paid Grant-To further charitable purposes of public charity-Washington, DC, US$2,500
Paid Grant-To further charitable purposes of public charity Feeding Chittenden-Barre, VT, US$2,000
Paid Grant-To further charitable purposes of public charity-Harpswell, ME, US$2,000
Paid Grant-To further charitable purposes of public charity-Unity, ME, US$2,000
Paid Grant-To further charitable purposes of public charity-Bath, ME, US$2,000
Paid Grant-To further charitable purposes of public charity-Brunswick, ME, US$2,000
Paid Grant-To further charitable purposes of public charity-Indianapolis, IN, US$1,500
Paid Grant-To further charitable purposes of public charity-Brunswick, ME, US$1,000
Paid Grant-To further charitable purposes of public charity-Beverly, MA, US$1,000
Paid Grant-To further charitable purposes of public charity-Topsham, ME, US$1,000
Paid Grant-To further charitable purposes of public charity-Mammoth Lakes, CA, US$1,000
Paid Grant-To further charitable purposes of public charity-Washington, DC, US$1,000
Paid Grant-To further charitable purposes of public charity-Adrian, MI, US$1,000
Paid Grant-To further charitable purposes of public charity-Exeter, NH, US$1,000
Paid Grant-To further charitable purposes of public charity-Alanson, MI, US$1,000
Paid Grant-To further charitable purposes of governmental entity-Castle Rock, CO, US$1,000
Paid Grant-To further charitable purposes of public charity-Harbor Springs, MI, US$500
Filing and Contact Details

Filer

Filer Name
Casey Family Foundation
EIN
02-6013556
Phone
2318383005
Address
PO BOX 1626, GENOA, NV 89411

Signing Officer

Name
R Oliver Schwab Jr
Title
Treasurer
Signed
2026-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Manley Burke LPA
Address
225 W Court St, Cincinnati, OH 45202
Preparer
John Christopher
Phone
5137215525
Raw XML AppendixShowing 400 of 643 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0167
ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Florida Attorney General has informed the Foundation its is not required to file a copy of Form 990-PF with its office.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20Wikimedia Foundation Org
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm21American Camping Association
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