Civic Intelligence

The Cas Foundation Inc.

990 • Fiscal year 2014 • EIN 06-1375105

Jul 01, 2013 to Jun 30, 2014 • Filed on May 07, 2015

30 Realty DriveCheshire, CT 06410

(203) 250-1111

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

93rd percentile

$275,515

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 60.7% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

38%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,493,005

Up $247,793 (+11%) from 2013

Net Assets

Up

$2,493,005

Up $247,960 (+11%) from 2013

Liabilities

Down

$0

Down $167 (-100%) from 2013

Revenue

Up

$454,205

Up $124,617 (+38%) from 2013

Expenses

Up

$306,559

Up $74,154 (+32%) from 2013

Net Income

Up

$147,646

Up $50,463 (+52%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,681,096Liabilities 2010: $0Net Assets 2010: $1,681,0962010Assets 2011: $1,911,627Liabilities 2011: $0Net Assets 2011: $1,911,6272011Assets 2012: $2,083,237Liabilities 2012: $926Net Assets 2012: $2,082,3112012Assets 2013: $2,245,212Liabilities 2013: $167Net Assets 2013: $2,245,0452013Assets 2014: $2,493,005Liabilities 2014: $0Net Assets 2014: $2,493,0052014Assets 2015: $2,472,018Liabilities 2015: $0Net Assets 2015: $2,472,0182015Assets 2016: $2,600,244Liabilities 2016: $1,010Net Assets 2016: $2,599,2342016Assets 2017: $2,828,824Liabilities 2017: $858Net Assets 2017: $2,827,9662017Assets 2018: $3,073,414Liabilities 2018: $1,010Net Assets 2018: $3,072,4042018Assets 2019: $3,267,732Liabilities 2019: $7,365Net Assets 2019: $3,260,3672019Assets 2020: $3,292,328Liabilities 2020: $8,375Net Assets 2020: $3,283,9532020Assets 2021: $3,780,412Liabilities 2021: $1,010Net Assets 2021: $3,779,4022021Assets 2022: $3,382,328Liabilities 2022: $41,226Net Assets 2022: $3,341,1022022Assets 2023: $3,538,709Liabilities 2023: $0Net Assets 2023: $3,538,7092023Assets 2024: $3,742,894Liabilities 2024: $0Net Assets 2024: $3,742,8942024

Highlighted filing

2014

Assets$2,493,005
Liabilities$0
Net Assets$2,493,005

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $174,4962010Expenses 2011: $154,1922011Revenue 2012: $351,710Expenses 2012: $173,875Net Income 2012: $177,8352012Revenue 2013: $329,588Expenses 2013: $232,405Net Income 2013: $97,1832013Revenue 2014: $454,205Expenses 2014: $306,559Net Income 2014: $147,6462014Revenue 2015: $348,906Expenses 2015: $307,595Net Income 2015: $41,3112015Revenue 2016: $444,576Expenses 2016: $278,823Net Income 2016: $165,7532016Revenue 2017: $443,957Expenses 2017: $289,945Net Income 2017: $154,0122017Revenue 2018: $508,727Expenses 2018: $365,111Net Income 2018: $143,6162018Revenue 2019: $502,629Expenses 2019: $418,614Net Income 2019: $84,0152019Revenue 2020: $365,932Expenses 2020: $398,901Net Income 2020: -$32,9692020Revenue 2021: $282,658Expenses 2021: $329,019Net Income 2021: -$46,3612021Revenue 2022: $380,719Expenses 2022: $393,624Net Income 2022: -$12,9052022Revenue 2023: $111,311Expenses 2023: $119,748Net Income 2023: -$8,4372023Revenue 2024: $143,009Expenses 2024: $134,014Net Income 2024: $8,9952024

Highlighted filing

2014

Revenue$454,205
Expenses$306,559
Net Income$147,646
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 7, 2015
Return Version
2013v4.0
Gross Receipts
$454,205
Mission and Program Overview

Mission

Support secondary schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,181,766$1,416,837▲ $235,071
Savings and Temporary Cash Investments$354,073$469,841▲ $115,768
Accounts Receivable$56,500$65,000▲ $8,500
Cash and Non-Interest-Bearing Accounts$33,668$7,424▼ $26,244
Land, Buildings, and Equipment, Net$1,448$1,031▼ $417
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,245,212$2,493,005▲ $247,793
Other Assets Total$617,757$532,872▼ $84,885
Liabilities
Accounts Payable and Accrued Expenses$167--
Total Liabilities$167$0▼ $167
Net Assets / Fund Balance
Unrestricted Net Assets$2,245,045$2,493,005▲ $247,960
Total Net Assets Fund Balance$2,245,045$2,493,005▲ $247,960
Total Liabilities and Net Assets / Fund Balance$2,245,212$2,493,005▲ $247,793

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,031$3,136$4,167
Other Assets Org$1--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rick WatsonPresident
Kent HurlburtVice President
Matt RyanDirector
Karissa NiehoffExecutive Direc
Glenn LungariniSecretary
Neil RinaldiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$403,565
Program Service Revenue
$0
Investment Income
$50,640
Other Revenue
$0
All Other Contributions
$403,565
Change in Net Assets
$147,646

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$54,840Fair Market Value
Other Non Cash Contri Table1$19,125Fair Market Value
Other Non Cash Contri Table1$2,600Fair Value
Total Noncash Contributions3$76,565-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,028
Salaries, Compensation, and Employee Benefits$93,531
Grants and Similar Amounts Paid$48,000
Total Fundraising Expense$28,643
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$42,544$42,543-$85,087
Grants to Domestic Orgs$48,000--$48,000
Other Expenses$34,550--$34,550
Fees for Services Other-$9,398$24,447$33,845
Fees for Service Investment Mgmnt Fees-$10,566-$10,566
Payroll Taxes$4,222$4,222-$8,444
Insurance$2,640-$2,640$5,280
Advertising$1,534-$1,534$3,068
Conferences and Meetings-$692-$692
Depreciation Depletion$209$208-$417
Travel$23-$22$45
Total Functional Expenses$210,287$67,629$28,643$306,559
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
06-1391233-501(c)(25)Payments to Supported Organization$48,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Reviewed annually at annual meeting

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents made available upon request.

Filing and Contact Details

Filer

EIN
06-1375105
Phone
2032501111

Signing Officer

Name
Karissa Niehoff
Title
Executive Director
Signed
2015-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
Robert E King CPA
Phone
8603790215
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IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0999999999
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0210287
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Connecticut secondary schools
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0210287
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0521308
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Due from CAS Properties Inc
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Rounding
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01031
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03136
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04167
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01031
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0532872
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt048000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(25)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PAYMENTS TO SUPPORTED ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CAS Properties
IRS990ScheduleI/RecipientTable/RecipientEIN0061391233
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1030 REALTY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/City0CHESHIRE
IRS990ScheduleI/RecipientTable/USAddress/State0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode006410
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0201901
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt044900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt028714
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Karissa Niehoff
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Direc
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0275515
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt11
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt21
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0SPORTING EQUIPMENT
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1SPORTING EQUIPMENT
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2SPORTING EQUIP
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2FAIR VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt019125
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt154840
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt22600
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED ANNUALLY AT ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Connecticut Association of Schools Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11CAS PROPERTIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060699243
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1061391233
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(25)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Support secondary schools
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Maintains physical plant & grounds at 30 Realty Dr
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt011
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1030 Realty Dr
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1130 REALTY DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Cheshire
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1CHESHIRE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode0064101655
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode1064101655
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.14$0.13$0.01
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.54$0.00$3.54$0.11$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.04$3.34$0.38$0.39$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.00$3.78$0.28$0.33$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.01$3.28$0.37$0.40$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.01$3.26$0.50$0.42$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.51$0.37$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.44$0.29$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.44$0.28$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.35$0.31$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.45$0.31$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.33$0.23$0.10
2012Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$0.35$0.17$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$0.17