Civic Intelligence

The Case Fund Inc C/O William F Brady

990PF • Fiscal year 2019 • EIN 16-1762923

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
39 Union StreetFranklin, MA 02038

(781) 801-3613

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-1148%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

3.1%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$97,085

Down $2,653 (-2.7%) from 2018

Net Assets

Down

$97,085

Down $2,653 (-2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$231

Up $7 (+3.1%) from 2018

Expenses

Down

$2,884

Down $16 (-0.6%) from 2018

Net Income

Up

-$2,653

Up $23 (+0.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2019

Assets$97,085
Liabilities$0
Net Assets$97,085
Open 2019 Filing

Operations Trend

Revenue Growth55th percentile

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

2019

Revenue$231
Expenses$2,884
Net Income-$2,653
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th 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
39 UNION STREET, FRANKLIN, MA 02038

Signing Officer

Name
William F Brady
Title
President
Phone
7818013613
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
500 BOYLSTON STREET, BOSTON, MA 02116
Preparer
Craig Klein
Phone
6177610600
Raw XML Appendix299 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM F BRADY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JONATHAN M KELLY
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ASSISTED THE TOWN OF WESTON, MA, WITH THE PLANNED ACQUISITION AND MAINTENANCE OF CERTAIN PROPERTIES FOR CONSERVATION PURPOSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt02800
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012112
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02044
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010068
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02870
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012938
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014982
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt084
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F BRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07818013613
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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/AddressLine1Txt039 UNION STREET
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002038
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AAFE5242E44AA74A98A743050A15125E154A43A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.172.72.163
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:05:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263753134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06177610600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG KLEIN
ReturnHeader/ReturnTs02020-11-13T10:15:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,085
Liabilities
$0
Net assets
$97,085
Revenue
$231
Expenses
$2,884
Net income
-$2,653
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