Civic Intelligence

Locasto Family Foundation

EIN 36-4437866 • Paradise Valley, AZ

6735 E Fanfol DrParadise Valley, AZ 85253
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

96th percentile

102%

Faster asset growth than 96% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

994%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,475,529

Up $744,974 (+102%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,475,529

Up $744,974 (+102%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin97th percentile

Revenue

Up

$824,784

Up $749,388 (+994%) from 2023

Expenses

Up

$79,810

Up $43,335 (+119%) from 2023

Net Income

Up

$744,974

Up $706,053 (+1814%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $354,019Liabilities 2011: $0Net Assets 2011: $354,0192011Assets 2012: $386,001Liabilities 2012: $0Net Assets 2012: $386,0012012Assets 2013: $381,969Liabilities 2013: $0Net Assets 2013: $381,9692013Assets 2014: $381,969Liabilities 2014: $0Net Assets 2014: $381,9692014Assets 2019: $448,578Liabilities 2019: $0Net Assets 2019: $448,5782019Assets 2020: $625,296Liabilities 2020: $0Net Assets 2020: $625,2962020Assets 2021: $705,842Liabilities 2021: $0Net Assets 2021: $705,8422021Assets 2022: $691,634Liabilities 2022: $0Net Assets 2022: $691,6342022Assets 2023: $730,555Liabilities 2023: $0Net Assets 2023: $730,5552023Assets 2024: $1,475,529Liabilities 2024: $0Net Assets 2024: $1,475,5292024

Highlighted filing

2024

Assets$1,475,529
Liabilities$0
Net Assets$1,475,529
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $24,3802011Expenses 2012: $11,6052012Revenue 2013: $36,763Expenses 2013: $21,973Net Income 2013: $14,7902013Revenue 2014: -$6,841Expenses 2014: $18,257Net Income 2014: -$25,0982014Revenue 2019: $35,901Expenses 2019: $21,469Net Income 2019: $14,4322019Revenue 2020: $240,447Expenses 2020: $63,729Net Income 2020: $176,7182020Revenue 2021: $125,216Expenses 2021: $44,670Net Income 2021: $80,5462021Revenue 2022: $1,711Expenses 2022: $15,919Net Income 2022: -$14,2082022Revenue 2023: $75,396Expenses 2023: $36,475Net Income 2023: $38,9212023Revenue 2024: $824,784Expenses 2024: $79,810Net Income 2024: $744,9742024

Highlighted filing

2024

Revenue$824,784
Expenses$79,810
Net Income$744,974
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,475,529
Liabilities
$0
Net assets
$1,475,529
Revenue
$824,784
Expenses
$79,810
Net income
$744,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.82$0.08$0.74
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.08$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.00$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.13$0.04$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.24$0.06$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.04$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.02$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.04$0.02$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE W LOCASTOPresident-$0--
CHARLENE LOCASTOSecretary-$0--
CHRISTINE WEARVice President-$0--
Filing and Contact Details

Filer

Filer Name
Locasto Family Foundation
EIN
36-4437866
Phone
7088609595
Address
6735 E FANFOL DR, PARADISE VALLEY, AZ 85253

Signing Officer

Name
George W Locasto
Title
President
Phone
7088609595
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Warady & Davis Llp
Address
1717 DEERFIELD RD SUITE 300S, DEERFIELD, IL 60015
Preparer
Barry Edelstein
Phone
8472679600
Raw XML Appendix324 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE W LOCASTO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07088609595
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LURIE CHILDREN'S HOSPITAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHOENIX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285003
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022076
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt056127
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078203
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050900
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt056127
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt17
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE W LOCASTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07088609595
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCASTO FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0364437866
ReturnHeader/Filer/PhoneNum07088609595
ReturnHeader/Filer/USAddress/AddressLine1Txt06735 E FANFOL DR
ReturnHeader/Filer/USAddress/CityNm0PARADISE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362170602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARADY & DAVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01717 DEERFIELD RD SUITE 300S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472679600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY EDELSTEIN
ReturnHeader/ReturnTs02025-05-05T09:33:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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