Civic Intelligence

The Case Fund Inc

EIN 16-1762923 • No Kingstown, RI

27 Cara CourtNo Kingstown, RI 02852
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-1688%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

48th percentile

-3.0%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

7.5%

Faster revenue growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$78,986

Down $2,430 (-3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$78,986

Down $2,430 (-3.0%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Up

$144

Up $10 (+7.5%) from 2023

Expenses

Down

$2,574

Down $3,473 (-57%) from 2023

Net Income

Up

-$2,430

Up $3,483 (+59%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$150K$100K$50K$0Assets 2011: $147,096Liabilities 2011: $02011Assets 2012: $147,364Liabilities 2012: $02012Assets 2013: $144,267Liabilities 2013: $0Net Assets 2013: $144,2672013Assets 2014: $112,984Liabilities 2014: $0Net Assets 2014: $112,9842014Assets 2015: $104,942Liabilities 2015: $0Net Assets 2015: $104,9422015Assets 2017: $102,414Liabilities 2017: $0Net Assets 2017: $102,4142017Assets 2018: $99,738Liabilities 2018: $0Net Assets 2018: $99,7382018Assets 2019: $97,085Liabilities 2019: $0Net Assets 2019: $97,0852019Assets 2020: $93,936Liabilities 2020: $0Net Assets 2020: $93,9362020Assets 2021: $90,720Liabilities 2021: $0Net Assets 2021: $90,7202021Assets 2022: $87,329Liabilities 2022: $0Net Assets 2022: $87,3292022Assets 2023: $81,416Liabilities 2023: $0Net Assets 2023: $81,4162023Assets 2024: $78,986Liabilities 2024: $0Net Assets 2024: $78,9862024

Highlighted filing

2024

Assets$78,986
Liabilities$0
Net Assets$78,986
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $642Expenses 2011: $1,792Net Income 2011: -$1,1502011Revenue 2012: $397Expenses 2012: $129Net Income 2012: $2682012Revenue 2013: $301Expenses 2013: $3,352Net Income 2013: -$3,0512013Revenue 2014: $337Expenses 2014: $31,620Net Income 2014: -$31,2832014Revenue 2015: $262Expenses 2015: $8,304Net Income 2015: -$8,0422015Revenue 2017: $209Expenses 2017: $50Net Income 2017: $1592017Revenue 2018: $224Expenses 2018: $2,900Net Income 2018: -$2,6762018Revenue 2019: $231Expenses 2019: $2,884Net Income 2019: -$2,6532019Revenue 2020: $106Expenses 2020: $3,255Net Income 2020: -$3,1492020Revenue 2021: $9Expenses 2021: $3,225Net Income 2021: -$3,2162021Revenue 2022: $42Expenses 2022: $3,433Net Income 2022: -$3,3912022Revenue 2023: $134Expenses 2023: $6,047Net Income 2023: -$5,9132023Revenue 2024: $144Expenses 2024: $2,574Net Income 2024: -$2,4302024

Highlighted filing

2024

Revenue$144
Expenses$2,574
Net Income-$2,430
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,986
Liabilities
$0
Net assets
$78,986
Revenue
$144
Expenses
$2,574
Net income
-$2,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.00$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.00$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.00$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.08$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.00$0.32$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.00$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$1.47$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$1.47$0.00$0.01$0.02$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM F BRADYPresident-$0--
JONATHAN M KELLYTreasurer-$0--
ELLA WARREN MERRILLClerk-$0--
BARBARA ALFONDDirector-$0--
JENNY SEEMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Case Fund Inc
EIN
16-1762923
Phone
7818013613
Address
27 CARA COURT, NO KINGSTOWN, RI 02852

Signing Officer

Name
William F Brady
Title
President
Phone
7818013613
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
53 STATE STREET 17TH FLOOR, BOSTON, MA 02109
Preparer
Charles N Ciccone
Phone
6178075000
Raw XML Appendix267 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LAND'S SAKE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt027 CRESCENT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002493
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0454
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/AppliedToCurrentYearAmt02120
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0454
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02574
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01828
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0454
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F BRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07818013613
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CASE FUND INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM F BRADY
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0161762923
ReturnHeader/Filer/PhoneNum07818013613
ReturnHeader/Filer/USAddress/AddressLine1Txt027 CARA COURT
ReturnHeader/Filer/USAddress/CityNm0NO KINGSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002852
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263753134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET 17TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06178075000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES N CICCONE
ReturnHeader/ReturnTs02025-11-17T11:02:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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