Civic Intelligence

Casner Family Foundation

990PF • Fiscal year 2017 • EIN 20-0022062

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

5500 Preston Road No 250Dallas, TX 75205

(214) 252-3250

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-8423%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-44%

Faster asset growth than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$140,372

Down $111,349 (-44%) from 2016

Net Assets

Down

$140,372

Down $111,349 (-44%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$1,322

Down $250,782 (-99%) from 2016

Expenses

Up

$112,671

Up $52,313 (+87%) from 2016

Net Income

Down

-$111,349

Down $303,095 (-158%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $29,975Liabilities 2014: $0Net Assets 2014: $29,9752014Assets 2015: $59,975Liabilities 2015: $0Net Assets 2015: $59,9752015Assets 2016: $251,721Liabilities 2016: $0Net Assets 2016: $251,7212016Assets 2017: $140,372Liabilities 2017: $0Net Assets 2017: $140,3722017Assets 2018: $135,681Liabilities 2018: $0Net Assets 2018: $135,6812018Assets 2019: $603,208Liabilities 2019: $0Net Assets 2019: $603,2082019Assets 2020: $586,458Liabilities 2020: $0Net Assets 2020: $586,4582020Assets 2021: $569,708Liabilities 2021: $0Net Assets 2021: $569,7082021Assets 2022: $557,858Liabilities 2022: $0Net Assets 2022: $557,8582022Assets 2023: $542,858Liabilities 2023: $0Net Assets 2023: $542,8582023Assets 2024: $526,570Liabilities 2024: $0Net Assets 2024: $526,5702024

Highlighted filing

2017

Assets$140,372
Liabilities$0
Net Assets$140,372

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $30,000Expenses 2014: $25Net Income 2014: $29,9752014Revenue 2015: $30,000Expenses 2015: $0Net Income 2015: $30,0002015Revenue 2016: $252,104Expenses 2016: $60,358Net Income 2016: $191,7462016Revenue 2017: $1,322Expenses 2017: $112,671Net Income 2017: -$111,3492017Revenue 2018: $0Expenses 2018: $11,327Net Income 2018: -$11,3272018Revenue 2019: $501,327Expenses 2019: $33,800Net Income 2019: $467,5272019Revenue 2020: $0Expenses 2020: $16,750Net Income 2020: -$16,7502020Revenue 2021: $0Expenses 2021: $16,750Net Income 2021: -$16,7502021Revenue 2022: $0Expenses 2022: $11,850Net Income 2022: -$11,8502022Revenue 2023: $0Expenses 2023: $15,000Net Income 2023: -$15,0002023Revenue 2024: $0Expenses 2024: $16,288Net Income 2024: -$16,2882024

Highlighted filing

2017

Revenue$1,322
Expenses$112,671
Net Income-$111,349
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A CASNERDirector-$0--
SUSAN R CASNERDirector-$0--
KAYCE ANDERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Casner Family Foundation
EIN
20-0022062
Phone
2142523250
Address
5500 PRESTON ROAD NO 250, DALLAS, TX 75205

Signing Officer

Name
William Casner
Title
Director
Phone
2142523250
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Tolleson Private Wealth Management Lp
Address
5500 PRESTON ROAD SUITE 250, DALLAS, TX 75205
Preparer
Amy Armstrong
Phone
2142523250
Raw XML Appendix332 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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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt17907
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt22500
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt32790
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt41346
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DissolutionStmt/DissolutionInformationGrp/PersonNm1EDITH GONZALEZ
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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0GIFT OF CASH
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1GIFT OF CASH
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2GIFT OF CASH FOR TUITION PAID DIRECTLY TO COLORADO STATE UNIVERSITY
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt3GIFT OF CASH FOR TUITION PAID DIRECTLY TO COLORADO MESA UNIVERSITY
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt4GIFT OF CASH FOR TUITION PAID DIRECTLY TO COLORADO MESA UNIVERSITY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM A CASNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN R CASNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KAYCE ANDERSON
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHERYL LINDSTROM
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RECIPIENTS OF THIS SCHOLARSHIP MUST: 1) EITHER HAVE BEEN BORN OUTSIDE OF THE UNITED STATES, OR ONE/BOTH PARENT(S) WERE BORN OUTSIDE OF THE UNITED STATES; 2) BE A RECIPIENT OF THE KARRI CASNER SCHOLARSHIP AWARDED FOR ATTENDANCE AT COLORADO MOUNTAIN COLLEGE - EDWARDS CAMPUS; 3) COMPLETED AN ASSOCIATES DEGREE AT CMC WITH A GPA OF 3.30 OR HIGHER; 4) PURSUE A BACHELOR'S DEGREE FROM AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES;
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt098128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2STUDENT TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3STUDENT TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4STUDENT TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RACE FOR EDUCATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLORADO MOUNTAIN COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SALVADOR ESPARZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1EDITH GONZALEZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NORMA MORAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02560 RICHMOND ROAD SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1802 GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2410 UNIVERSITY SERVICES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31450 N 12TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41450 N 12TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GLENWOOD SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT COLLINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GRAND JUNCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GRAND JUNCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd181601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd381501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd481501
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0112671
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/AppliedToCurrentYearAmt08807
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0158077
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0103864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054213
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0112671
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0103864
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0158077
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054213
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION HAD A SUBSTANTIAL CONTRACTION DURING 2017 AS THE RESULT OF CHARITABLE DISTRIBUTIONS MADE TO SEVERAL DIFFERENT ORGANIZATIONS. THE DISTRIBUTIONS WERE MADE OVER THE COURSE OF THE TAX YEAR ON THE FOLLOWING DATES: THE RACE FOR EDUCATION 1/31/2017 2/28/2017 3/30/207 5/03/2017 6/19/2017 6/28/2017 7/26/2017 8/30/2017
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM CASNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02142523250
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASNER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASN
ReturnHeader/Filer/EIN0200022062
ReturnHeader/Filer/PhoneNum02142523250
ReturnHeader/Filer/USAddress/AddressLine1Txt05500 PRESTON ROAD NO 250
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0653DB63477C33C0171EDC5BE52D34082A4C881D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09BB9E013F72CC2F86B52FE24AC6EA110D8EB8869
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.132.163
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:13:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752873095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOLLESON PRIVATE WEALTH MANAGEMENT LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05500 PRESTON ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075205
ReturnHeader/PreparerPersonGrp/PhoneNum02142523250
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY ARMSTRONG
ReturnHeader/ReturnTs02018-05-11T09:47:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$5.27$0.00$5.27$0.00$0.16$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.00$0.15$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.00$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.00$0.17$0.17
2020Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.00$0.17$0.17
2019Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$5.01$0.34$4.68
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.00$0.11$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.01$1.13$1.11
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$2.52$0.60$1.92
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.30$0.00$0.30
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.30$0.00$0.30
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00