Civic Intelligence

Casey Family Foundation

EIN 34-2059360 • San Clemente, CA

1060 Calle Negocio Ste ASan Clemente, CA 92673
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

13th percentile

-42%

Higher net margin than 13% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

$500k-$1M nonprofits • Source year 2022

Asset Growth

34th percentile

-2.4%

Faster asset growth than 34% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$563,639

Down $14,763 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$563,639

Down $14,763 (-2.6%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin13th percentile

Revenue

Up

$35,529

Up $25,282 (+247%) from 2023

Expenses

Up

$50,292

Up $26,242 (+109%) from 2023

Net Income

Down

-$14,763

Down $960 (-7.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2014: $13,144Liabilities 2014: $0Net Assets 2014: $13,1442014Assets 2015: $11,000Liabilities 2015: $0Net Assets 2015: $11,0002015Assets 2016: $25,231Liabilities 2016: $0Net Assets 2016: $25,2312016Assets 2017: $22,114Liabilities 2017: $0Net Assets 2017: $22,1142017Assets 2018: $21,144Liabilities 2018: $0Net Assets 2018: $21,1442018Assets 2019: $676,089Liabilities 2019: $0Net Assets 2019: $676,0892019Assets 2020: $640,935Liabilities 2020: $0Net Assets 2020: $640,9352020Assets 2021: $662,888Liabilities 2021: $0Net Assets 2021: $662,8882021Assets 2022: $592,205Liabilities 2022: $0Net Assets 2022: $592,2052022Assets 2023: $578,402Liabilities 2023: $0Net Assets 2023: $578,4022023Assets 2024: $563,639Liabilities 2024: $0Net Assets 2024: $563,6392024

Highlighted filing

2024

Assets$563,639
Liabilities$0
Net Assets$563,639
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $13Expenses 2014: $35,682Net Income 2014: -$35,6692014Revenue 2015: $6Expenses 2015: $2,150Net Income 2015: -$2,1442015Revenue 2016: $25,011Expenses 2016: $10,780Net Income 2016: $14,2312016Revenue 2017: $17Expenses 2017: $3,134Net Income 2017: -$3,1172017Revenue 2018: $10Expenses 2018: $980Net Income 2018: -$9702018Revenue 2019: $655,605Expenses 2019: $660Net Income 2019: $654,9452019Revenue 2020: -$6,409Expenses 2020: $28,745Net Income 2020: -$35,1542020Revenue 2021: $63,328Expenses 2021: $41,375Net Income 2021: $21,9532021Revenue 2022: -$27,943Expenses 2022: $42,740Net Income 2022: -$70,6832022Revenue 2023: $10,247Expenses 2023: $24,050Net Income 2023: -$13,8032023Revenue 2024: $35,529Expenses 2024: $50,292Net Income 2024: -$14,7632024

Highlighted filing

2024

Revenue$35,529
Expenses$50,292
Net Income-$14,763
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$563,639
Liabilities
$0
Net assets
$563,639
Revenue
$35,529
Expenses
$50,292
Net income
-$14,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.36$0.50$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.10$0.24$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.28$0.43$0.71
2021Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.63$0.41$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.06$0.29$0.35
2019Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$6.56$0.01$6.55
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.00$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.25$0.11$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.36$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN MILLERPresident-$0--
DOUGLAS CASEYVice President-$0--
Filing and Contact Details

Filer

Filer Name
Casey Family Foundation
EIN
34-2059360
Phone
9493613731
Address
1060 CALLE NEGOCIO STE A, SAN CLEMENTE, CA 92673

Signing Officer

Name
Karen Miller
Title
President
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Hayden Narey & Persich CPAs
Address
2340 S El Camino Real 15, San Clemente, CA 92672
Preparer
John J Persich
Phone
9494925307
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-02-22
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