Civic Intelligence

The Caudill Family Foundation Inc

EIN 20-0241846 • Saratoga Springs, NY

PO Box 471 RCM - C MorgansteinSaratoga Springs, NY 12866
Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

NTEE T21 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.00x

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

NTEE T21 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

35%

Higher net margin than 76% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

NTEE T21 • <$500k nonprofits • Source year 2024

Asset Growth

96th percentile

215%

Faster asset growth than 96% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-47%

Faster revenue growth than 22% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$55,542

Down $4,423 (-7.4%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue75th percentileNet Margin76th percentile

Revenue

Down

$711,765

Down $55,319 (-7.2%) from 2022

Expenses

Up

$770,277

Up $10,874 (+1.4%) from 2022

Net Income

Down

-$58,512

Down $66,193 (-862%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$400K$300K$200K$100K$0Assets 2011: $375,497Liabilities 2011: $02011Assets 2012: $181,928Liabilities 2012: $02012Assets 2013: $313,276Liabilities 2013: $02013Assets 2014: $336,868Liabilities 2014: $02014Assets 2015: $361,746Liabilities 2015: $0Net Assets 2015: $361,7462015Assets 2016: $150,347Liabilities 2016: $0Net Assets 2016: $150,3472016Assets 2017: $231,934Liabilities 2017: $0Net Assets 2017: $231,9342017Assets 2018: $149,618Liabilities 2018: $0Net Assets 2018: $149,6182018Assets 2019: $62,914Liabilities 2019: $0Net Assets 2019: $62,9142019Assets 2020: $32,635Liabilities 2020: $0Net Assets 2020: $32,6352020Assets 2021: $114,952Liabilities 2021: $0Net Assets 2021: $114,9522021Assets 2022: $59,965Liabilities 2022: $12022Assets 2023: $55,542Liabilities 2023: $12023

Highlighted filing

2023

Assets$55,542
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $512,576Expenses 2011: $642,137Net Income 2011: -$129,5612011Revenue 2012: $995,023Expenses 2012: $969,351Net Income 2012: $25,6722012Revenue 2013: $884,007Expenses 2013: $637,150Net Income 2013: $246,8572013Revenue 2014: $932,888Expenses 2014: $840,289Net Income 2014: $92,5992014Revenue 2015: $936,392Expenses 2015: $789,136Net Income 2015: $147,2562015Revenue 2016: $772,577Expenses 2016: $974,869Net Income 2016: -$202,2922016Revenue 2017: $766,529Expenses 2017: $680,365Net Income 2017: $86,1642017Revenue 2018: $18,384Expenses 2018: $100,700Net Income 2018: -$82,3162018Revenue 2019: $652,649Expenses 2019: $757,455Net Income 2019: -$104,8062019Revenue 2020: $745,859Expenses 2020: $790,012Net Income 2020: -$44,1532020Revenue 2021: $969,553Expenses 2021: $822,742Net Income 2021: $146,8112021Revenue 2022: $767,084Expenses 2022: $759,403Net Income 2022: $7,6812022Revenue 2023: $711,765Expenses 2023: $770,277Net Income 2023: -$58,5122023

Highlighted filing

2023

Revenue$711,765
Expenses$770,277
Net Income-$58,512
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$55,542
Liabilities
$1
Net assets
-
Revenue
$711,765
Expenses
$770,277
Net income
-$58,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.56$0.00$7.12$7.70$0.59
2022Summary only. Only limited summary data is available for this year.$0.60$0.00$7.67$7.59$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$9.70$8.23$1.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$7.46$7.90$0.44
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$6.53$7.57$1.05
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.18$1.01$0.82
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$7.67$6.80$0.86
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$7.73$9.75$2.02
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$9.36$7.89$1.47
2014Summary only. Only limited summary data is available for this year.$3.37$0.00$9.33$8.40$0.93
2013Summary only. Only limited summary data is available for this year.$3.13$0.00$8.84$6.37$2.47
2012Summary only. Only limited summary data is available for this year.$1.82$0.00$9.95$9.69$0.26
2011Summary only. Only limited summary data is available for this year.$3.75$0.00$5.13$6.42$1.30
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER LOWRY CAUDILLDirector - As Needed-$0--
SUSAN S CAUDILLDirector - As Needed-$0--
ALFRED G CHILDERSDirector - As Needed-$0--
SARAH CAUDILLDirector - As Needed-$0--
JEFFREY CAUDILLDirector - As Needed-$0--
CLAIRE CAUDILLDirector - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
The Caudill Family Foundation Inc
EIN
20-0241846
In Care Of
% ROCKEFELLER-C/O C MORGANSTE
Phone
5188863466
Address
PO Box 471 RCM - C Morganstein, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Wlowry Caudill
Title
Director
Phone
5188863466
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rockefeller & Co LLC
Address
45 Rockefeller Plaza 5th Floor, New York, NY 10111-0212
Preparer
Carissa L Morganstein
Phone
2125495100
Raw XML Appendix320 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0321 BROADWAY - PO BOX 471
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012866
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROCKEFELLER-CO C MORGANSTEIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum05188863466
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0W LOWRY CAUDILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0102000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17927
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2712815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Aldersgate United Methodist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Duke University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNC Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None 501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None 501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None 501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01320 Umstead Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0Box 90581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1PO Box 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Durham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Durham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1277080581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2275140309
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0822742
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06868
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0786966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0750522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt087278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0669642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0950313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0950313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03110282
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0815874
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0786966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0750522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt087278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0669642
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0822742
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0815874
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04060595
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03244721
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0W LOWRY CAUDILL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0104 TENNWOOD COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DURHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027712
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0910616
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1366917
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ON STOCK CONTRIBUTED TO FOUNDATION
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1302423
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER FOUNDATION'S BASIS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ON STOCK DONATED TO CHARITIES
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WLOWRY CAUDILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05188863466
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Caudill Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CAUD
ReturnHeader/Filer/EIN0200241846
ReturnHeader/Filer/InCareOfNm0% ROCKEFELLER-C/O C MORGANSTE
ReturnHeader/Filer/PhoneNum05188863466
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 471 RCM - C Morganstein
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rockefeller & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Rockefeller Plaza 5th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101110212
ReturnHeader/PreparerPersonGrp/PhoneNum02125495100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carissa L Morganstein
ReturnHeader/ReturnTs02022-11-14T15:08:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WLOWRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAUDILL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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