Civic Intelligence

Cass 63 Foundation for Excellence

990EZ • Fiscal year 2015 • EIN 27-0011342

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 30, 2015

8502 Bailey RoadDarien, IL 60561

(630) 985-2000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$18,991

Down $553 (-2.8%) from 2014

Net Assets

Down

$18,991

Down $553 (-2.8%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$19,388

Down $13,832 (-42%) from 2014

Expenses

Down

$19,941

Down $9,811 (-33%) from 2014

Net Income

Down

-$553

Down $4,021 (-116%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $23,680Net Assets 2012: $23,6802012Assets 2013: $16,076Net Assets 2013: $16,0762013Assets 2014: $19,544Net Assets 2014: $19,5442014Assets 2015: $18,991Net Assets 2015: $18,9912015Assets 2016: $33,437Net Assets 2016: $33,4372016Assets 2018: $24,640Net Assets 2018: $24,6402018Assets 2019: $28,232Liabilities 2019: $0Net Assets 2019: $28,2322019Assets 2021: $45,886Net Assets 2021: $45,8862021Assets 2022: $59,264Net Assets 2022: $59,2642022Assets 2023: $68,933Net Assets 2023: $68,9332023Assets 2025: $96,865Net Assets 2025: $96,8652025

Highlighted filing

2015

Assets$18,991
Liabilities-
Net Assets$18,991

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $41,482Expenses 2012: $89,928Net Income 2012: -$48,4462012Revenue 2013: $35,213Expenses 2013: $42,817Net Income 2013: -$7,6042013Revenue 2014: $33,220Expenses 2014: $29,752Net Income 2014: $3,4682014Revenue 2015: $19,388Expenses 2015: $19,941Net Income 2015: -$5532015Revenue 2016: $18,938Expenses 2016: $4,492Net Income 2016: $14,4462016Revenue 2018: $52,322Expenses 2018: $62,823Net Income 2018: -$10,5012018Revenue 2019: $40,968Expenses 2019: $37,376Net Income 2019: $3,5922019Revenue 2021: $9,764Expenses 2021: $14,535Net Income 2021: -$4,7712021Revenue 2022: $25,060Expenses 2022: $11,682Net Income 2022: $13,3782022Revenue 2023: $31,000Expenses 2023: $21,331Net Income 2023: $9,6692023Revenue 2025: $46,821Expenses 2025: $23,726Net Income 2025: $23,0952025

Highlighted filing

2015

Revenue$19,388
Expenses$19,941
Net Income-$553
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 30, 2015
Return Version
2014v5.0
Gross Receipts
$30,488
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE FOUNDATION FUNDS PROGRAMS, PROJECTS, AND ACTIVITIES OF CASS SCHOOL DISTRICT 63 THAT CONCUR WITH DISTRICT 63 BOARD OF EDUCATION GOALS.$17,968-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DeAnna McCollianPresidentPT$0--
Cathy WhiteDirector-$0--
Kevin CamdenVice PresidentPT$0--
Kerry FoderaroDirector-$0--
Chris BaumbachDirector-$0--
Mary SullivanDirector-$0--
Nancy BurnsDirector-$0--
Michelle McMurrayTreasurerPT$0--
Karen CaloSecretaryPT$0--
Greg CarderDirector-$0--
Carey OckrimDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$28,540$28,540$10,857$17,683
Total Events$28,540$28,540$10,857$17,683
Filing and Contact Details

Filer

Filer Name
Cass 63 Foundation for Excellence
EIN
27-0011342
Phone
6309852000
Address
8502 BAILEY ROAD, DARIEN, IL 60561

Signing Officer

Name
Michelle McMurray
Title
Treasurer
Signed
2015-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Knutte & Associates Pc
Address
7900 S CASS AVE STE 210, DARIEN, IL 60561-5066
Preparer
Joseph Knutte CPA
Phone
6309603317
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: EDUCATION | Donee's Name: CASS SCHOOL DISTRICT # 63 | Donee's Address: 8502 BAILEY ROAD DARIEN, IL 60561 | Cash Amount Given: $17968

Other Expenses.1012

Insurance $501

Other Expenses.1

NSF $846

Other Expenses.3

Bank & credit card fees $194

Other Expenses.4

MISCELLANEOUS $156

Other Expenses.5

ANNUAL REPORT FEE $15

Raw XML Appendix199 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kevin Camden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kerry Foderaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chris Baumbach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mary Sullivan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Karen Calo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Greg Carder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Carey Ockrim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01712
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE CHARITABLE AND EDUCATIONAL SUPPORT TO THE PUBLIC SCHOOL SYSTEM OF THE CASS SCHOOL DISTRICT NO.63.
IRS990EZ/PrintingPublicationsPostageAmt0261
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011100
IRS990EZ/SpecialEventsNetIncomeLossAmt017815
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019941
IRS990EZ/TotalProgramServiceExpensesAmt017968
IRS990EZ/TotalRevenueAmt019388
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cassd63.org/foundation/index.htm
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION SUPPORTS A PUBLIC SCHOOL WHICH IS A GOVERNMENTAL SUPPORTED UNIT, WHICH IS NOT REQUIRED TO OBTAIN AN IRS DETERMINATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE OFFICERS AND BOARD OF THE ORGANIZATION COMMUNICATES REGULARLY WITH THE BOARD OF EDUCATION AND ADMINISTRATION OF THE SUPPORTED ORGANIZATION (CASS SCHOOL DISTRICT 63). ALL ACTIVITIES OF THE ORGANIZATION ARE FOR CASS SCHOOL DISTRICT 63'S BENEFIT AND TO FULFILL ITS NEEDS AS DETERMINED BY THE BOARD OF EDUCATION AND ADMINISTRATION OF CASS SCHOOL DISTRICT 63.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION SUPPORTS A PUBLIC SCHOOL (CASS SCHOOL DISTRICT 63). IT DOES SO BY PROVIDING FUNDS TO THE SCHOOL DISTRICT FOR PROGRAMS, PROJECTS, ACTIVITIES, TEXTBOOKS, EQUIPMENT, AND CLASSROOM SUPPLIES, AS NEEDED BY THE SCHOOL IN CONCURRENCE WITH CASS SCHOOL DISTRICT 63 BOARD OF EDUCATION GOALS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE SCHOOL DISTRICT WOULD HAVE HAD TO EXPEND THEIR OWN FUNDS TO PURCHASE THE ITEMS FUNDED BY THE ORGANIZATION IN CONCURRENCE WITH THE CASS DISTRICT 63 BOARD OF EDUCATION GOALS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 2: Description Of How Organization Determined Supported Org.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section E, Line 2b: Reasons For The Organization's Position
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATION | Donee's Name: CASS SCHOOL DISTRICT # 63 | Donee's Address: 8502 BAILEY ROAD DARIEN, IL 60561 | Cash Amount Given: $17968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NSF $846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK & CREDIT CARD FEES $194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUAL REPORT FEE $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle McMurray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASS 63 FOUNDATION FOR EXCELLENCE
ReturnHeader/Filer/BusinessNameControlTxt0CASS
ReturnHeader/Filer/EIN0270011342
ReturnHeader/Filer/PhoneNum06309852000
ReturnHeader/Filer/USAddress/AddressLine1Txt08502 BAILEY ROAD
ReturnHeader/Filer/USAddress/CityNm0DARIEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KNUTTE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 S CASS AVE STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DARIEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605615066
ReturnHeader/PreparerPersonGrp/PhoneNum06309603317
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH KNUTTE CPA
ReturnHeader/ReturnTs02015-11-30T11:22:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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