Civic Intelligence

Casey Family Foundation

990PF • Fiscal year 2016 • EIN 02-6013556

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
3 Rainbow RoadMarblehead, MA 01945

(781) 631-6016

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-156%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-2.9%

Faster asset growth than 31% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

125%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,415,614

Down $100,791 (-2.9%) from 2015

Net Assets

Down

$3,415,614

Down $100,791 (-2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Up

$64,771

Up $35,975 (+125%) from 2015

Expenses

Down

$165,562

Down $57,779 (-26%) from 2015

Net Income

Up

-$100,791

Up $93,754 (+48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

Highlighted filing

2016

Assets$3,415,614
Liabilities$0
Net Assets$3,415,614
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2016

Revenue$64,771
Expenses$165,562
Net Income-$100,791
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA C SHEPHERDTrustee-$0--
JENNIFER P CASEYTrustee-$0--
SHEILA C MCMANUSTrustee-$0--
VIRGINIA C PETTENGILLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Casey Family Foundation
EIN
02-6013556
Phone
7816316016
Address
3 RAINBOW ROAD, MARBLEHEAD, MA 01945

Signing Officer

Name
Jennifer Casey
Title
Trustee
Phone
7816316016
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bartlett Pc
Address
155 FEDERAL STREET SUITE 402, BOSTON, MA 02110
Preparer
Edward J Bartlett Jr
Phone
6179049424
Raw XML Appendix341 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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IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0146437
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNIFER P CASEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03 RAINBOW ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MARBLEHEAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001945
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07816316016
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0146437
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER CHARITABLE PURPOSES OF PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022902
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0146437
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0146437
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0204954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020995
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0146437
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037267
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1788
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21855
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCS FINANCIAL, LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SCS US EQUITY FUND, LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2SCS INTERNATIONAL EQUITY FUND, LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt01347
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CASEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07816316016
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0026013556
ReturnHeader/Filer/PhoneNum07816316016
ReturnHeader/Filer/USAddress/AddressLine1Txt03 RAINBOW ROAD
ReturnHeader/Filer/USAddress/CityNm0MARBLEHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001945
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02CD4C03D2EEEBDEB666003A9F7ADA9CDA5F6B030
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B9BBC0F4E7D94167ADFE3E825F6661C6AEE127E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.241.96.81
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm022:38:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465744941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARTLETT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 FEDERAL STREET SUITE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06179049424
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD J BARTLETT JR
ReturnHeader/ReturnTs02017-11-15T21:39:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,415,614
Liabilities
$0
Net assets
$3,415,614
Revenue
$64,771
Expenses
$165,562
Net income
-$100,791
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