Civic Intelligence

Casey Family Foundation

990PF • Fiscal year 2018 • EIN 34-2059360

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 01, 2019

Organization Profile
401 BoliviaSan Clemente, CA 92672

(949) 498-5707

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-9700%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-4.4%

Faster asset growth than 37% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$21,144

Down $970 (-4.4%) from 2017

Net Assets

Down

$21,144

Down $970 (-4.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$10

Down $7 (-41%) from 2017

Expenses

Down

$980

Down $2,154 (-69%) from 2017

Net Income

Up

-$970

Up $2,147 (+69%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2018

Assets$21,144
Liabilities$0
Net Assets$21,144
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$10
Expenses$980
Net Income-$970
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
Casey Family Foundation
EIN
34-2059360
Phone
9494985707
Address
401 BOLIVIA, SAN CLEMENTE, CA 92672

Signing Officer

Name
Douglas Casey
Title
Vice President
Signed
2019-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Hayden Narey & Persich CPAs
Address
2340 S El Camino Real Ste15, San Clemente, CA 92672
Preparer
John J Persich
Phone
9494925307
Raw XML Appendix227 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt021410
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021410
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0321
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01054
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021089
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0401 BOLIVIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1401 BOLIVIA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0980
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0980
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09499518354
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SAN CLEMENTE ROTARY FOUNDATION
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0980
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034548
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027350
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048098
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0CA FTB
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS CASEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0342059360
ReturnHeader/Filer/PhoneNum09494985707
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 BOLIVIA
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092672
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954048100
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hayden Narey & Persich CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02340 S El Camino Real Ste15
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092672
ReturnHeader/PreparerPersonGrp/PhoneNum09494925307
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John J Persich
ReturnHeader/ReturnTs02019-08-01T14:17:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,144
Liabilities
$0
Net assets
$21,144
Revenue
$10
Expenses
$980
Net income
-$970
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