Civic Intelligence

James and Nancy Casty Charitable Foundation

990PF • Fiscal year 2016 • EIN 36-7445939

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

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

99th percentile

5.58x

Higher debt load relative to assets than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

83365.25x

Higher debt load relative to revenue than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-665475%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$59,748

Down $26,000 (-30%) from 2015

Net Assets

Down

-$273,713

Down $26,619 (-11%) from 2015

Liabilities

Up

$333,461

Up $619 (+0.2%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$4

Down $314 (-99%) from 2015

Expenses

Up

$26,623

Up $24,324 (+1058%) from 2015

Net Income

Down

-$26,619

Down $24,638 (-1244%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2016

Assets$59,748
Liabilities$333,461
Net Assets-$273,713
Open 2016 Filing

Operations Trend

Revenue Growth2nd 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

2016

Revenue$4
Expenses$26,623
Net Income-$26,619
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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
2017-05-09
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 Appendix294 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/MethodOfAccountingCashInd0X
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0651
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018201
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0651
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017550
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018201
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0651
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0THRU K-1 - HEALTHCARE VENTURES - PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0623
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THRU K-1 - HEALTHCARE VENTURES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0332842
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0HEALTHCARE VENTURES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0333461
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CASTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09734086700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
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/AtSubmissionCreationDeviceId080358F3FAB3EBAF9FE283330E22141A664F1230F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03F5DAA1FF1649CB518647FA12765FB99F8658613
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.51.35.2
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:57:27
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/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY S KLEIMAN
ReturnHeader/ReturnTs02017-05-15T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,748
Liabilities
$333,461
Net assets
-$273,713
Revenue
$4
Expenses
$26,623
Net income
-$26,619
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