Civic Intelligence

Cacoosing Family Charitable Foundation

EIN 20-2922895 • Mohnton, PA

515 West Madison StreetMohnton, PA 19540
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-436%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$66,034

Higher top officer pay than 64% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

21st percentile

-5.1%

Faster asset growth than 21% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$3,240,932

Down $172,401 (-5.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,240,932

Down $172,401 (-5.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Up

$40,519

Up $45,045 (+995%) from 2023

Expenses

Down

$217,137

Down $142,086 (-40%) from 2023

Net Income

Up

-$176,618

Up $187,131 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,092,460Liabilities 2011: $02011Assets 2012: $3,967,013Liabilities 2012: $25,9652012Assets 2013: $3,812,847Liabilities 2013: $20,2282013Assets 2014: $3,837,661Liabilities 2014: $02014Assets 2015: $3,888,829Liabilities 2015: $02015Assets 2019: $3,421,925Liabilities 2019: $0Net Assets 2019: $3,421,9252019Assets 2020: $3,365,283Liabilities 2020: $0Net Assets 2020: $3,365,2832020Assets 2021: $3,499,009Liabilities 2021: $0Net Assets 2021: $3,499,0092021Assets 2022: $3,791,301Liabilities 2022: $0Net Assets 2022: $3,791,3012022Assets 2023: $3,413,333Liabilities 2023: $0Net Assets 2023: $3,413,3332023Assets 2024: $3,240,932Liabilities 2024: $0Net Assets 2024: $3,240,9322024

Latest loaded filing

2024

Assets$3,240,932
Liabilities$0
Net Assets$3,240,932
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $30,882Expenses 2011: $271,254Net Income 2011: -$240,3722011Revenue 2012: $196,079Expenses 2012: $338,194Net Income 2012: -$142,1152012Revenue 2013: $13,517Expenses 2013: $170,138Net Income 2013: -$156,6212013Revenue 2014: $185,173Expenses 2014: $172,565Net Income 2014: $12,6082014Revenue 2015: $267,269Expenses 2015: $206,756Net Income 2015: $60,5132015Revenue 2019: $238,315Expenses 2019: $284,325Net Income 2019: -$46,0102019Revenue 2020: $231,933Expenses 2020: $292,451Net Income 2020: -$60,5182020Revenue 2021: $327,128Expenses 2021: $195,457Net Income 2021: $131,6712021Revenue 2022: $535,131Expenses 2022: $243,958Net Income 2022: $291,1732022Revenue 2023: -$4,526Expenses 2023: $359,223Net Income 2023: -$363,7492023Revenue 2024: $40,519Expenses 2024: $217,137Net Income 2024: -$176,6182024

Latest loaded filing

2024

Revenue$40,519
Expenses$217,137
Net Income-$176,618
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.04$0.22$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.00$0.36$0.36
2022Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.54$0.24$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.33$0.20$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.23$0.29$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.24$0.28$0.05
2015Summary only. Only limited summary data is available for this year.$3.89$0.00$0.27$0.21$0.06
2014Summary only. Only limited summary data is available for this year.$3.84$0.00$0.19$0.17$0.01
2013Summary only. Only limited summary data is available for this year.$3.81$0.02$0.01$0.17$0.16
2012Summary only. Only limited summary data is available for this year.$3.97$0.03$0.20$0.34$0.14
2011Summary only. Only limited summary data is available for this year.$4.09$0.00$0.03$0.27$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 18, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROLF A SCHMIDTTrusteePT$66,034-$66,034
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRACC OPPORTUNITY SCHOLARSHIPGENERALPCREADING, PA, US$51,000
Paid GrantUNITED WAY OF BERKS COUNTYGENERALPCREADING, PA, US$50,000
Paid GrantREADING PUBLIC MUSEUMGENERALPCREADING, PA, US$41,500
Paid GrantREADING AREA COMMUNITY COLLEGEGENERALPCREADING, PA, US$12,500
Paid GrantAMOS LEMON BURKHART FOUNDATIONGENERALPCMOHNTON, PA, US$10,000
Filing and Contact Details

Filer

Filer Name
Cacoosing Family Charitable Foundation
EIN
20-2922895
Phone
6102880090
Address
515 WEST MADISON STREET, MOHNTON, PA 19540

Signing Officer

Name
Rolf a Schmidt
Title
Trustee
Phone
6102880090
Signed
2026-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Rkl Llp
Address
1330 BROADCASTING ROAD, WYOMISSING, PA 19610-6008
Preparer
Ruthann J Woll CPA
Phone
6103761595
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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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019540
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARD OTHER THAN THEY BE USED FOR QUALIFIED PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SUBMISSIONS WILL BE CONSIDERED WHEN RECEIVED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt351000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0READING AREA COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1READING PUBLIC MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED WAY OF BERKS COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RACC OPPORTUNITY SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AMOS LEMON BURKHART FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 MUSEUM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt225 N 2ND STREET SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42 W WYOMISSING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MOHNTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419540
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0165000
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/AppliedToCurrentYearAmt050997
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0174247
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0245316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225244
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0194319
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0174247
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04116
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04116
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01550
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INVESTMENT TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030441
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB - INVESTMENT ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030441
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROLF A SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06102880090
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CACOOSING FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CACO
ReturnHeader/Filer/EIN0202922895
ReturnHeader/Filer/PhoneNum06102880090
ReturnHeader/Filer/USAddress/AddressLine1Txt0515 WEST MADISON STREET
ReturnHeader/Filer/USAddress/CityNm0MOHNTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232108173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RKL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 BROADCASTING ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WYOMISSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0196106008
ReturnHeader/PreparerPersonGrp/PhoneNum06103761595
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUTHANN J WOLL CPA
ReturnHeader/ReturnTs02026-02-24T07:30:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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