Cass 63 Foundation for Excellence

990EZ • Fiscal year 2013 • EIN 27-0011342

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 12, 2013

Organization Profile www.cassd63.org/foundation/index.htm

8502 Bailey Road60561

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

-22%

Higher net margin than 15% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-32%

Faster asset growth than 14% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-15%

Faster revenue growth than 26% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$16,076

Down $7,604 (-32%) from 2012

Net Assets

Down

$16,076

Down $7,604 (-32%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin15th percentile

Revenue

Down

$35,213

Down $6,269 (-15%) from 2012

Expenses

Down

$42,817

Down $47,111 (-52%) from 2012

Net Income

-$7,604

Up $40,842 (+84%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

Highlighted filing

2013

Assets$16,076

Liabilities-

Net Assets$16,076

Open 2013 Filing

Operations Trend

Revenue Growth26th percentile

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

Highlighted filing

2013

Revenue$35,213

Expenses$42,817

Net Income-$7,604

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Nov 12, 2013
Return Version: 2012v2.0

Mission and Program Overview

Mission

To provide charitable and educational support to the public school system of the cass school district no.63.

Filing and Contact Details

Filer

EIN: 27-0011342

Raw XML Appendix213 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	23680
IRS990EZ/CashSavingsAndInvestments/EOY	0	16076
IRS990EZ/ContributionsGiftsGrantsEtc	0	2480
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-7604
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	59620
IRS990EZ/GrantsAndSimilarAmountsPaid	0	40376
IRS990EZ/GrossReceipts	0	62117
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartIV	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	17
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	23680
IRS990EZ/NetAssetsOrFundBalancesBOY	0	23680
IRS990EZ/NetAssetsOrFundBalances/EOY	0	16076
IRS990EZ/NetAssetsOrFundBalancesEOY	0	16076
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	8	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	9	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	10	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	11	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	12	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	13	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	14	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	15	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	16	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	17	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	10	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	11	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	12	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	13	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	14	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	15	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	16	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	17	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Carey Ockrim
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Deanna McCollian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Greg Carder
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	Charley Lombardo
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	Karen Calo
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	Michelle McMurray
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	Nancy Burns
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	Tom Alajoki
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	Tracy Kohlsaat
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	Katie Gallagher
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	10	David DeRousse
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	11	Kerry Baur
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	12	Steve Alavi
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	13	Charu Verma
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	14	Leslie Rospert
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	15	Kevin Camden
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	16	Kris Johnson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	17	Sandy Dybcio
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	10	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	11	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	12	1st Vice Chair
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	13	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	14	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	15	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	16	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	17	Director
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	2140
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	TO PROVIDE CHARITABLE AND EDUCATIONAL SUPPORT TO THE PUBLIC SCHOOL SYSTEM OF THE CASS SCHOOL DISTRICT NO.63.
IRS990EZ/PrintingPublicationsPostage	0	301
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	THE FOUNDATION FUNDS PROGRAMS, PROJECTS, AND ACTIVITIES THAT ARE NOT DEEMED THE RESPONSIBILITY OF THE DISTRICT 63 AND CONCUR WITH DISTRICT 63 BOARD OF EDUCATION GOALS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	40376
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	26904
IRS990EZ/SpecialEventsNetIncomeLoss	0	32716
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	IL
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	8502 BAILEY ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	DARIEN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	IL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	60561
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	MICHELLE MCMURRAY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8476873115
IRS990EZ/TotalAssets/BOY	0	23680
IRS990EZ/TotalAssets/EOY	0	16076
IRS990EZ/TotalExpenses	0	42817
IRS990EZ/TotalProgramServiceExpenses	0	40376
IRS990EZ/TotalRevenue	0	35213
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	www.cassd63.org/foundation/index.htm
IRS990ScheduleA/ContribBy35ControlledEntity	0	false
IRS990ScheduleA/ContribByControllingIndividual	0	false
IRS990ScheduleA/ContributionByRelatedParty	0	false
IRS990ScheduleA/SumOfAmounts	0	40376
IRS990ScheduleA/SupportedOrgInformation/Amount	0	40376
IRS990ScheduleA/SupportedOrgInformation/EIN	0	366004514
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc	0	false
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine1	0	CASS SCHOOL DISTRICT 63
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS	0	true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified	0	true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization	0	2
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc	0	X
IRS990ScheduleA/SupportingOrganization509a3	0	X
IRS990ScheduleA/TotalNumberOfSupportedOrgs	0	1
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	25342
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	45186
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2	0	14134
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	59320
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	45186
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2	0	14134
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	59320
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	GOLF OUTING
IRS990ScheduleG/EventsInformation/NameOfEvent2	0	HARLEM WIZARD BASKETBALL
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	33978
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	14486
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2	0	10856
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	25342
IRS990ScheduleO/GeneralExplanation/Explanation	0	ANNUAL REPORT FEE $15
IRS990ScheduleO/GeneralExplanation/Explanation	1	SUPPLIES $69
IRS990ScheduleO/GeneralExplanation/Explanation	2	MISCELLANEOUS $209
IRS990ScheduleO/GeneralExplanation/Explanation	3	Membership Dues $560
IRS990ScheduleO/GeneralExplanation/Explanation	4	BANK & CREDIT CARD FEES $786
IRS990ScheduleO/GeneralExplanation/Explanation	5	Insurance $501
IRS990ScheduleO/GeneralExplanation/Explanation	6	Class of Activity: EDUCATION \| Donee's Name: CASS SCHOOL DISTRICT # 63 \| Donee's Address: 8502 BAILEY ROAD DARIEN, IL 60561 \| Cash Amount Given: $40376
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier	6	Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	270011342
ReturnHeader/Filer/Name/BusinessNameLine1	0	CASS 63 FOUNDATION FOR EXCELLENCE
ReturnHeader/Filer/NameControl	0	CASS
ReturnHeader/Filer/Phone	0	6309852000
ReturnHeader/Filer/USAddress/AddressLine1	0	8502 BAILEY ROAD
ReturnHeader/Filer/USAddress/City	0	DARIEN
ReturnHeader/Filer/USAddress/State	0	IL
ReturnHeader/Filer/USAddress/ZIPCode	0	60561
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-11-12
ReturnHeader/Officer/Name	0	Michelle McMurray
ReturnHeader/Officer/Title	0	Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	KNUTTE & ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	7900 S CASS AVE STE 210
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	DARIEN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	605615066
ReturnHeader/Preparer/Name	0	JOSEPH KNUTTE CPA
ReturnHeader/Preparer/Phone	0	6309603317
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-12T08:28:16-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $16,076
Liabilities: -
Net assets: $16,076
Revenue: $35,213
Expenses: $42,817
Net income: -$7,604

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$96.9		$96.9	$46.8	$23.7	$23.1
2023Detailed filing. Detailed filing data is available for this year.	$68.9		$68.9	$31.0	$21.3	$9.67
2022Detailed filing. Detailed filing data is available for this year.	$59.3		$59.3	$25.1	$11.7	$13.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$45.9		$45.9	$9.76	$14.5	$4.77
2019Detailed filing. Detailed filing data is available for this year.	$28.2	$0.00	$28.2	$41.0	$37.4	$3.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$24.6		$24.6	$52.3	$62.8	$10.5
2016Detailed filing. Detailed filing data is available for this year.	$33.4		$33.4	$18.9	$4.49	$14.4
2015Detailed filing. Detailed filing data is available for this year.	$19.0		$19.0	$19.4	$19.9	$0.55
2014Detailed filing. Detailed filing data is available for this year.	$19.5		$19.5	$33.2	$29.8	$3.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$16.1		$16.1	$35.2	$42.8	$7.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$23.7		$23.7	$41.5	$89.9	$48.4