Caselli Foundation Trust

990PF • Fiscal year 2023 • EIN 27-4939712

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 31, 2025

Organization Profile

6772 Magnolia AvenueRiverside, CA 92506

(951) 684-7011

Siviq Scores

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

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

-47%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

8.0%

Faster asset growth than 65% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

1195%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets31st percentile

Assets

$2,845,577

Up $211,484 (+8.0%) from 2022

Net Assets

$2,845,575

Up $211,482 (+8.0%) from 2022

Liabilities

Up $2 from 2022

Revenue And Expenses

Liabilities / Revenue31st percentile Net Margin14th percentile

Revenue

$84,091

Up $77,599 (+1195%) from 2022

Expenses

$123,317

Up $1,453 (+1.2%) from 2022

Net Income

-$39,226

Up $76,146 (+66%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2023

Assets$2,845,577

Liabilities$2

Net Assets$2,845,575

Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2023

Revenue$84,091

Expenses$123,317

Net Income-$39,226

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Jan 31, 2025
Return Version: 2023v6.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RANDY BARKLEY	Trustee	-	$0	-	-
BARBARA BARKLEY	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Caselli Foundation Trust
EIN: 27-4939712
Phone: 9516847011
Address: 6772 MAGNOLIA AVENUE, RIVERSIDE, CA 92506

Signing Officer

Name: Randy Barkley
Title: Trustee
Signed: 2025-01-31
Discuss with paid preparer: Yes

Preparer

Firm: Teaman Ramirez & Smith Inc
Address: 4201 Brockton Ave Ste 200, Riverside, CA 92501
Preparer: Richard A Teaman CPA
Phone: 9512749500

Raw XML Appendix304 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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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	1	2022-11-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	2	2022-12-06
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	0	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	1	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	2	SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	0	308000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	1	43130
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	2	1801
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	0	11200
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	1	1568
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	2	360
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	0	27.5000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	1	27.5000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	2	5.0000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	0	11200
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	1	1568
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	2	360
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	0	11200
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	1	261
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	2	30
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	0	MINDORA BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	1	BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	2	APPLIANCES
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/BusinessCd	0	532000
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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	13208
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	18570
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	41480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	41480
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	139
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	77822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	50000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	73284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	123317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	78330
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	84091
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	73284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	73317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2023-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	2405785
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	142069
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	70
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	70
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	70
IRS990PF/FMVAssetsEOYAmt	0	3018605
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	235000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt	0	235000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	235000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	235000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	33156
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	54003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	1947497
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	BARBARA BARKLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Director
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9516847011
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CALIFORNIA BAPTIST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	8432 MAGNOLIA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92504
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	50000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	9496
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	40504
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	142069
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	50000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	132573
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	40504
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	390
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	22400
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	2	1829
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	1411
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	285600
LandEtcSchedule2/LandEtcGrp/BookValueAmt	2	41301
LandEtcSchedule2/LandEtcGrp/BookValueAmt	3	77000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	2	Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	3	Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	1801
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	308000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	2	43130
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	3	77000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	662700
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	CONSTRUCTION IN PROGRESS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	84360
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PAPER STATEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	18537
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	9
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	24
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	18537
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	REIMBURSEMENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	5713
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	48
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	2
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	41480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	ADVISORY MANAGMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	41480
TaxesSchedule/TaxesDetail/Amt	0	139
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	139
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RANDY BARKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CASELLI FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	CASE
ReturnHeader/Filer/EIN	0	274939712
ReturnHeader/Filer/PhoneNum	0	9516847011
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6772 MAGNOLIA AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	953636462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Teaman Ramirez & Smith Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4201 Brockton Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92501
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9512749500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Richard A Teaman CPA
ReturnHeader/ReturnTs	0	2025-01-31T07:39:50-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,845,577
Liabilities: $2
Net assets: $2,845,575
Revenue: $84,091
Expenses: $123,317
Net income: -$39,226

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.30	$0.35	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$2.85	$0.00	$2.85	$0.08	$0.12	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$2.63	$0.00	$2.63	$0.01	$0.12	$0.12