The Case Fund Inc C/O William F Brady

990PF • Fiscal year 2020 • EIN 16-1762923

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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.

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-2971%

Higher net margin than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-3.2%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-54%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$93,936

Down $3,149 (-3.2%) from 2019

Net Assets

Down

$93,936

Down $3,149 (-3.2%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin2nd percentile

Revenue

Down

$106

Down $125 (-54%) from 2019

Expenses

$3,255

Up $371 (+13%) from 2019

Net Income

Down

-$3,149

Down $496 (-19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2020

Assets$93,936

Liabilities$0

Net Assets$93,936

Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

Highlighted filing

2020

Revenue$106

Expenses$3,255

Net Income-$3,149

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 11, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM F BRADY	President	-	$0	-	-
JONATHAN M KELLY	Treasurer	-	$0	-	-
ELLA WARREN MERRILL	Clerk	-	$0	-	-
BARBARA ALFOND	Director	-	$0	-	-
JENNY SEEMAN	Director	-	$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: 2021-11-11
Discuss with paid preparer: Yes

Preparer

Firm: Cbiz Mhm LLC
Address: 500 BOYLSTON STREET, BOSTON, MA 02116
Preparer: Craig Klein
Phone: 6177610600

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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/PersonNm	4	JENNY SEEMAN
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	2870
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1301
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	3135
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1301
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2870
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	35
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WILLIAM F BRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7818013613
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE CASE FUND INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O WILLIAM F BRADY
ReturnHeader/Filer/BusinessNameControlTxt	0	CASE
ReturnHeader/Filer/EIN	0	161762923
ReturnHeader/Filer/PhoneNum	0	7818013613
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	39 UNION STREET
ReturnHeader/Filer/USAddress/CityNm	0	FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	263753134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	500 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02116
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6177610600
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CRAIG KLEIN
ReturnHeader/ReturnTs	0	2021-11-15T13:12:12-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BRADY
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $93,936
Liabilities: $0
Net assets: $93,936
Revenue: $106
Expenses: $3,255
Net income: -$3,149

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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