Civic Intelligence

Lawrence P Castellani Family Foundation

990PF • Fiscal year 2017 • EIN 16-6399132

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

667 Mourning Dove DriveSarasota, FL 34236

(941) 706-1393

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-261%

Higher net margin than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

7th percentile

-16%

Faster asset growth than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,261,758

Down $429,032 (-16%) from 2016

Net Assets

Down

$2,261,758

Down $429,032 (-16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$166,673

Down $245,879 (-60%) from 2016

Expenses

Up

$601,922

Up $185,030 (+44%) from 2016

Net Income

Down

-$435,249

Down $430,909 (-9929%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,354,898Liabilities 2010: $02010Assets 2011: $3,571,267Liabilities 2011: $02011Assets 2012: $3,274,166Liabilities 2012: $02012Assets 2013: $3,120,935Liabilities 2013: $02013Assets 2014: $2,934,286Liabilities 2014: $02014Assets 2015: $2,695,130Liabilities 2015: $02015Assets 2016: $2,690,790Liabilities 2016: $0Net Assets 2016: $2,690,7902016Assets 2017: $2,261,758Liabilities 2017: $0Net Assets 2017: $2,261,7582017Assets 2018: $3,223,158Liabilities 2018: $0Net Assets 2018: $3,223,1582018Assets 2019: $2,726,066Liabilities 2019: $0Net Assets 2019: $2,726,0662019Assets 2020: $3,600,927Liabilities 2020: $0Net Assets 2020: $3,600,9272020Assets 2021: $4,143,481Liabilities 2021: $0Net Assets 2021: $4,143,4812021Assets 2022: $5,552,029Liabilities 2022: $0Net Assets 2022: $5,552,0292022Assets 2023: $4,835,496Liabilities 2023: $0Net Assets 2023: $4,835,4962023Assets 2024: $4,799,488Liabilities 2024: $0Net Assets 2024: $4,799,4882024

Highlighted filing

2017

Assets$2,261,758
Liabilities$0
Net Assets$2,261,758

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $459,834Expenses 2010: $174,445Net Income 2010: $285,3892010Revenue 2011: $728,270Expenses 2011: $511,901Net Income 2011: $216,3692011Revenue 2012: $28,720Expenses 2012: $325,821Net Income 2012: -$297,1012012Revenue 2013: $204,388Expenses 2013: $357,619Net Income 2013: -$153,2312013Revenue 2014: $154,950Expenses 2014: $346,566Net Income 2014: -$191,6162014Revenue 2015: $141,662Expenses 2015: $367,119Net Income 2015: -$225,4572015Revenue 2016: $412,552Expenses 2016: $416,892Net Income 2016: -$4,3402016Revenue 2017: $166,673Expenses 2017: $601,922Net Income 2017: -$435,2492017Revenue 2018: $1,510,255Expenses 2018: $550,140Net Income 2018: $960,1152018Revenue 2019: $459,892Expenses 2019: $659,849Net Income 2019: -$199,9572019Revenue 2020: $1,356,812Expenses 2020: $801,337Net Income 2020: $555,4752020Revenue 2021: $1,197,600Expenses 2021: $659,171Net Income 2021: $538,4292021Revenue 2022: $1,767,703Expenses 2022: $419,672Net Income 2022: $1,348,0312022Revenue 2023: $2,637Expenses 2023: $717,188Net Income 2023: -$714,5512023Revenue 2024: $674,693Expenses 2024: $709,434Net Income 2024: -$34,7412024

Highlighted filing

2017

Revenue$166,673
Expenses$601,922
Net Income-$435,249
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE P CASTELLANITrustee-$0--
JOAN J CASTELLANITrustee-$0--
LAWRENCE P CASTELLANI JRTrustee-$0--
JULIANNE N VARDANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF BUFFALO FOUNDATION INC140k Medical School Building Find 45k Neurosurgery Research Fund 25k Professor William R. Greiner Scholarship Endowment FundPCBUFFALO, NY, US$210,000
Paid GrantNIAGARA UNIVERSITYCASTELLANI ART Museum Education & Family EndowmentPCLEWISTON, NY, US$148,400
Paid GrantNCIAFURTHER THE DONEE'S MISSIONPCNEW YORK, NY, US$50,000
Paid GrantAAP HurricaneFURTHER THE DONEE'S MISSIONPCItasca, IL, US$50,000
Paid GrantFLORIDA STUDIO THEATRECO-PRODUCE 2018 PRODUCTIONS & Plam Avenue ProjectPCSARASOTA, FL, US$20,000
Paid GrantVANWEZEL FOUNDATIONVan Wexel Performing Arts Hall & Fund Presidents SocietyPCSARASOTA, FL, US$20,000
Paid GrantASOLO REPERTORY THEATREFURTHER THE DONEE'S MISSIONPCSARASOTA, FL, US$10,000
Paid GrantSAFE PLACE AND RAPE CRISIS CENTERSUPPORT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCEPCSARASOTA, FL, US$7,500
Paid GrantCOLGATE UNIVERSITYANNUAL FUND SCHOLARSHIPPCHAMILTON, NY, US$5,000
Paid GrantNARDIN ACADEMYGIRLS LEADPCBUFFALO, NY, US$5,000
Paid GrantSARASOTA ORCHESTRAFurther the Donee's MissionPCSARASOTA, FL, US$5,000
Paid GrantNIAGARA CATHOLIC HIGH SCHOOLFURTHER THE DONEE'S MISSIONPCNIAGARA FALLS, NY, US$5,000
Paid GrantHamilton CollegeFURTHER THE DONEE'S MISSIONPCCLINTON, NY, US$5,000
Paid GrantPrep for Prep2017 Lilac BallPCNew York, NY, US$5,000
Paid GrantOlmstead CenterFURTHER THE DONEE'S MISSIONPCBUFFALO, NY, US$5,000
Paid GrantSkidmore CollegeFURTHER THE DONEE'S MISSIONPCSaratoga Springs, NY, US$5,000
Paid GrantTOWN OF DARIEN FIREFIGHTERS' FOUNDATIONFURTHER THE DONEE'S MISSIONPCDARIEN, CT, US$2,500
Paid GrantWEST COAST BLACK THEATREFURTHER THE DONEE'S MISSIONPCSARASOTA, FL, US$2,500
Paid GrantALL FAITHS FOOD BANKCampaign Against Summer HungerPCSARASOTA, FL, US$2,500
Paid GrantInner-City ScholarshipFURTHER THE DONEE'S MISSIONPCNew York, NY, US$2,500
Paid GrantOPUS PERSON TO PERSONFURTHER THE DONEE'S MISSIONPCDARIEN, CT, US$2,200
Paid GrantFountain Fire Company #1Sponsor Casino Night FundraiserPCSarasota, FL, US$2,000
Paid GrantMAKE-A-WISH FOUNDATIONPAULIE BRADLET WISHPCNEW YORK, NY, US$1,500
Paid GrantCROHN'S & COLITIS FOUNDATIONFURTHER THE DONEE'S MISSIONPCNEW YORK, NY, US$1,000
Paid GrantRoswell Park Cancer InstituteFURTHER THE DONEE'S MISSIONPCBUFFALO, NY, US$1,000
Paid GrantDarien Lion's Club FoundationFURTHER THE DONEE'S MISSIONPCDarien, CT, US$500
Paid GrantBison Children's ScholarsFURTHER THE DONEE'S MISSIONPCBuffalo, NY, US$400
Paid GrantHorizons At NCCSFURTHER THE DONEE'S MISSIONPCNew Canaan, CT, US$250
Filing and Contact Details

Filer

Filer Name
Lawrence P Castellani Family Foundation
EIN
16-6399132
In Care Of
% LAWRENCE P CASTELLANI JR
Phone
9417061393
Address
667 Mourning Dove Drive, Sarasota, FL 34236

Signing Officer

Name
Lawernce P Castellani Jr
Title
Trustee
Phone
9173535000
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
201 North Franklin St Suite 2400, Tampa, FL 33602
Preparer
Melanie A McPeak
Phone
8132254800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CASTELLANI ART Museum Education & Family Endowment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ANNUAL FUND SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CO-PRODUCE 2018 PRODUCTIONS & Plam Avenue Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PAULIE BRADLET WISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GIRLS LEAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Further the Donee's Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SUPPORT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Campaign Against Summer Hunger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Van Wexel Performing Arts Hall & Fund Presidents Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16140k Medical School Building Find 45k Neurosurgery Research Fund 25k Professor William R. Greiner Scholarship Endowment Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt192017 Lilac Ball
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Sponsor Casino Night Fundraiser
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27FURTHER THE DONEE'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASOLO REPERTORY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NIAGARA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COLGATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TOWN OF DARIEN FIREFIGHTERS' FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FLORIDA STUDIO THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MAKE-A-WISH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NARDIN ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NCIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8OPUS PERSON TO PERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9SARASOTA ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SAFE PLACE AND RAPE CRISIS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11WEST COAST BLACK THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12ALL FAITHS FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13VANWEZEL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14NIAGARA CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Hamilton College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16UNIVERSITY OF BUFFALO FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Bison Children's Scholars
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18CROHN'S & COLITIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Prep for Prep
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Fountain Fire Company #1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Horizons At NCCS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Inner-City Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Olmstead Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Roswell Park Cancer Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Skidmore College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26AAP Hurricane

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.67$0.71$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.00$0.72$0.71
2022Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$1.77$0.42$1.35
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$1.20$0.66$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.36$0.80$0.56
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.46$0.66$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$1.51$0.55$0.96
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.17$0.60$0.44
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.41$0.42$0.00
2015Summary only. Only limited summary data is available for this year.$2.70$0.00$0.14$0.37$0.23
2014Summary only. Only limited summary data is available for this year.$2.93$0.00$0.15$0.35$0.19
2013Summary only. Only limited summary data is available for this year.$3.12$0.00$0.20$0.36$0.15
2012Summary only. Only limited summary data is available for this year.$3.27$0.00$0.03$0.33$0.30
2011Summary only. Only limited summary data is available for this year.$3.57$0.00$0.73$0.51$0.22
2010Summary only. Only limited summary data is available for this year.$3.35$0.00$0.46$0.17$0.29