Civic Intelligence

James and Nancy Casty Charitable Foundation

990PF • Fiscal year 2017 • EIN 36-7445939

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
C/O Ue 325 Columbia Tpk No 202Florham Park, NJ 07932

(973) 408-6700

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-702%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

31st percentile

-6.8%

Faster asset growth than 31% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

14400%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$55,678

Down $4,070 (-6.8%) from 2016

Net Assets

Up

$55,678

Up $329,391 (+120%) from 2016

Liabilities

Down

$0

Down $333,461 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$580

Up $576 (+14400%) from 2016

Expenses

Down

$4,650

Down $21,973 (-83%) from 2016

Net Income

Up

-$4,070

Up $22,549 (+85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$400K$200K$0-$200K-$400KAssets 2015: $85,748Liabilities 2015: $332,842Net Assets 2015: -$247,0942015Assets 2016: $59,748Liabilities 2016: $333,461Net Assets 2016: -$273,7132016Assets 2017: $55,678Liabilities 2017: $0Net Assets 2017: $55,6782017Assets 2018: $51,198Liabilities 2018: $0Net Assets 2018: $51,1982018Assets 2019: $49,398Liabilities 2019: $0Net Assets 2019: $49,3982019Assets 2020: $49,398Liabilities 2020: $0Net Assets 2020: $49,3982020Assets 2021: $47,398Liabilities 2021: $0Net Assets 2021: $47,3982021Assets 2022: $37,248Liabilities 2022: $0Net Assets 2022: $37,2482022Assets 2023: $2,309Liabilities 2023: $0Net Assets 2023: $2,3092023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$55,678
Liabilities$0
Net Assets$55,678
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$40K$20K$0-$20K-$40KRevenue 2015: $318Expenses 2015: $2,299Net Income 2015: -$1,9812015Revenue 2016: $4Expenses 2016: $26,623Net Income 2016: -$26,6192016Revenue 2017: $580Expenses 2017: $4,650Net Income 2017: -$4,0702017Revenue 2018: $0Expenses 2018: $4,480Net Income 2018: -$4,4802018Revenue 2019: $0Expenses 2019: $1,800Net Income 2019: -$1,8002019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $2,000Net Income 2021: -$2,0002021Revenue 2022: $0Expenses 2022: $10,150Net Income 2022: -$10,1502022Revenue 2023: $61Expenses 2023: $35,000Net Income 2023: -$34,9392023Revenue 2024: $1,691Expenses 2024: $4,000Net Income 2024: -$2,3092024

Highlighted filing

2017

Revenue$580
Expenses$4,650
Net Income-$4,070
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLEY GRINBERGTrustee-$0--
MICHAEL CASTYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James and Nancy Casty Charitable
EIN
36-7445939
Phone
9734086700
Address
C/O UE 325 COLUMBIA TPK NO 202, FLORHAM PARK, NJ 07932

Signing Officer

Name
Michael Casty
Title
Trustee
Phone
9734086700
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Untracht Early LLC
Address
325 COLUMBIA TURNPIKE SUITE 202, FLORHAM PARK, NJ 07932
Preparer
Barry S Kleiman
Phone
9734086700
Raw XML Appendix323 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0125286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SENSEONICS HOLDINGS, INC.
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0580
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0333461
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-594355
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-264964
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt059748
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0-273713
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt055678
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0209085
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0106162
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03136
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt044673
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010297
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0205949
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0209085
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESLEY GRINBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL CASTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06325 RIVERSIDE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt159 FOREST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANDY SPRINGS
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE GALLOWAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2A CURE IN OUR LIFETIME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BREWSTER ACADEMY ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TULANE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt380 ACADEMY DR
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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/AppliedToCurrentYearAmt04650
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05635
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0651
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05635
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012566
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012566
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018201
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0333461
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0333461
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0HEALTHCARE VENTURES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CASTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09734086700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES AND NANCY CASTY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0367445939
ReturnHeader/Filer/PhoneNum09734086700
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O UE 325 COLUMBIA TPK NO 202
ReturnHeader/Filer/USAddress/CityNm0FLORHAM PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007932
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0597EA1C23355A66DF13DD5A0B9DC3FB25BFDC39A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04CE5C7502BC8C915BD7E609C384924BFF5DD2DCA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.51.35.2
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:33:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223754856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UNTRACHT EARLY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 COLUMBIA TURNPIKE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09734086700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY S KLEIMAN
ReturnHeader/ReturnTs02018-11-15T12:52:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,678
Liabilities
$0
Net assets
$55,678
Revenue
$580
Expenses
$4,650
Net income
-$4,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.35$0.35
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.00$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.00$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.60$3.33$2.74$0.00$0.27$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.86$3.33$2.47$0.00$0.02$0.02