Civic Intelligence

Caring and Serving Together - Cast

990 • Fiscal year 2021 • EIN 46-0963885

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 23, 2022

901 Tuscarawas Street ECanton, OH 44707

(330) 806-3266

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

74th percentile

31%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$76,500

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

92nd percentile

108%

Faster asset growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

320%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$915,331

Up $474,444 (+108%) from 2020

Net Assets

Up

$915,331

Up $474,444 (+108%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$683,750

Up $520,930 (+320%) from 2020

Expenses

Up

$470,119

Up $367,231 (+357%) from 2020

Net Income

Up

$213,631

Up $153,699 (+256%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $21,193Liabilities 2012: $02012Assets 2014: $106,490Liabilities 2014: $0Net Assets 2014: $106,4902014Assets 2015: $178,011Liabilities 2015: $0Net Assets 2015: $178,0112015Assets 2016: $185,907Liabilities 2016: $0Net Assets 2016: $185,9072016Assets 2017: $214,098Liabilities 2017: $0Net Assets 2017: $214,0982017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $440,887Liabilities 2020: $0Net Assets 2020: $440,8872020Assets 2021: $915,331Liabilities 2021: $0Net Assets 2021: $915,3312021Assets 2022: $916,509Liabilities 2022: $9,792Net Assets 2022: $906,7172022Assets 2023: $1,033,695Liabilities 2023: $1,335Net Assets 2023: $1,032,3602023Assets 2024: $950,529Liabilities 2024: $2,357Net Assets 2024: $948,1722024

Highlighted filing

2021

Assets$915,331
Liabilities$0
Net Assets$915,331

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2012: $22,247Expenses 2012: $1,054Net Income 2012: $21,1932012Revenue 2014: $71,632Expenses 2014: $22,702Net Income 2014: $48,9302014Revenue 2015: $118,878Expenses 2015: $47,357Net Income 2015: $71,5212015Revenue 2016: $59,079Expenses 2016: $51,183Net Income 2016: $7,8962016Revenue 2017: $97,925Expenses 2017: $69,734Net Income 2017: $28,1912017Revenue 2018: $207,683Expenses 2018: $122,070Net Income 2018: $85,6132018Revenue 2019: $144,786Expenses 2019: $118,284Net Income 2019: $26,5022019Revenue 2020: $162,820Expenses 2020: $102,888Net Income 2020: $59,9322020Revenue 2021: $683,750Expenses 2021: $470,119Net Income 2021: $213,6312021Revenue 2022: $608,358Expenses 2022: $548,128Net Income 2022: $60,2302022Revenue 2023: $596,433Expenses 2023: $529,492Net Income 2023: $66,9412023Revenue 2024: $566,618Expenses 2024: $462,829Net Income 2024: $103,7892024

Highlighted filing

2021

Revenue$683,750
Expenses$470,119
Net Income$213,631
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 23, 2022
Return Version
2021v4.1
Gross Receipts
$807,018
Mission and Program Overview

Mission

To strengthen community life and honor god by serving people in need with our time, talents and generosity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$333,718$577,298▲ $243,580
Cash and Non-Interest-Bearing Accounts$107,169$312,301▲ $205,132
Accounts Receivable-$25,500-
Total Assets$440,887$915,331▲ $474,444
Other Assets Total$0$232▲ $232
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$806,759-
Net Assets Without Donor Restrictions$440,887$108,572▼ $332,315
Total Net Assets Fund Balance$440,887$915,331▲ $474,444
Total Liabilities and Net Assets / Fund Balance$440,887$915,331▲ $474,444
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John MooresDirectorFT$46,500$30,000$76,500

Board Members and Trustees

NameTitle
Loren PetryPresident
Ronald WilkofVice President
Fran DrennanDirector
Jerry NuzumDirector
John SypekDirector
Matt KinlowDirector
Michael SavageTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$414,461
Program Service Revenue
$211,350
Investment Income
$32,977
Other Revenue
$24,962
All Other Contributions
$414,461
Change in Net Assets
$213,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$307,657
Grants and Similar Amounts Paid$85,962
Salaries, Compensation, and Employee Benefits$76,500
Total Fundraising Expense$23,514
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$73,218$14,757-$87,975
Grants to Domestic Individuals$85,962--$85,962
Current Officers, Directors, Trustees, and Key Employees$64,350$12,150-$76,500
Other Expenses$19,315$1,274$636$21,225
Occupancy-$6,000-$6,000
Fees for Service Investment Mgmnt Fees-$3,283-$3,283
Total Functional Expenses$398,487$48,118$23,514$470,119
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was, or will be, conducted.

Form 990, Part VI, Section B, Line 12C

Updates are required to be made at board meetings.

Form 990, Part VI, Section C, Line 19

All governing documents, policies, and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Caring and Serving Together - Cast
EIN
46-0963885
Phone
3308063266
Address
901 TUSCARAWAS STREET E, CANTON, OH 44707

Signing Officer

Name
Dr Loren Petry
Title
President
Phone
3308063266
Signed
2022-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Loren Petry
Formed
2012
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
150

Preparer

Firm
Maloney Novotny LLC
Address
4774 MUNSON STREET NW SUITE 402, CANTON, OH 44718-3634
Preparer
David J Schrade
Phone
3309669400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Cobra: program service expenses 15,256. Management and general expenses 5,085. Fundraising expenses 0. Total expenses 20,341. Gifts: program service expenses 20,169. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,169. Reimbursement fees: program service expenses 8,395. Management and general expenses 2,798. Fundraising expenses 0. Total expenses 11,193. Meals: program service expenses 10,171. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,171. Stipend: program service expenses 8,265. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,265. Social media/website: program service expenses 0. Management and general expenses 5,432. Fundraising expenses 0. Total expenses 5,432. Activities: program service expenses 5,041. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,041. Small equipment: program service expenses 4,772. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,772. Credit card fees: program service expenses 0. Management and general expenses 1,397. Fundraising expenses 0. Total expenses 1,397. Gas: program service expenses 695. Management and general expenses 0. Fundraising expenses 0. Total expenses 695. Curriculum and books: program service expenses 454. Management and general expenses 0. Fundraising expenses 0. Total expenses 454. Postage: program service expenses 0. Management and general expenses 45. Fundraising expenses 0. Total expenses 45.

FORM 990, PART XI, LINE 9:

Net assets merged in 241,441.

Raw XML Appendix396 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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IRS990ScheduleA/PublicSupportTotal170Amt01036970
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0414461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0151897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0207683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118143
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01036970
IRS990ScheduleA/TotalSupportAmt01097515
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt085962
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt051
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECORDS ARE KEPT BY EACH STUDENT AWARDED A SCHOLARSHIP AND YEARLY REVIEW BY SCHOLARSHIP COMMITTEE OF STUDENT REQUIREMENTS IS DONE IN ORDER FOR THE STUDENT TO RETAIN THE SCHOLARSHIP.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS, OR WILL BE, CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPDATES ARE REQUIRED TO BE MADE AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COBRA: PROGRAM SERVICE EXPENSES 15,256. MANAGEMENT AND GENERAL EXPENSES 5,085. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,341. GIFTS: PROGRAM SERVICE EXPENSES 20,169. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,169. REIMBURSEMENT FEES: PROGRAM SERVICE EXPENSES 8,395. MANAGEMENT AND GENERAL EXPENSES 2,798. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,193. MEALS: PROGRAM SERVICE EXPENSES 10,171. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,171. STIPEND: PROGRAM SERVICE EXPENSES 8,265. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,265. SOCIAL MEDIA/WEBSITE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,432. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,432. ACTIVITIES: PROGRAM SERVICE EXPENSES 5,041. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,041. SMALL EQUIPMENT: PROGRAM SERVICE EXPENSES 4,772. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,772. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,397. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,397. GAS: PROGRAM SERVICE EXPENSES 695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 695. CURRICULUM AND BOOKS: PROGRAM SERVICE EXPENSES 454. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 454. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET ASSETS MERGED IN 241,441.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0440887
IRS990/TotalAssetsEOYAmt0915331
IRS990/TotalAssetsGrp/BOYAmt0440887
IRS990/TotalAssetsGrp/EOYAmt0915331
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0414461
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023514
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048118
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0398487
IRS990/TotalFunctionalExpensesGrp/TotalAmt0470119
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0440887
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0915331
IRS990/TotalOtherCompensationAmt030000
IRS990/TotalProgramServiceExpensesAmt0398487
IRS990/TotalProgramServiceRevenueAmt0211350
IRS990/TotalReportableCompFromOrgAmt046500
IRS990/TotalRevenueGrp/ExclusionAmt032977
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0236312
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0683750
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0440887
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0915331
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 TUSCARAWAS STREET E
IRS990/USAddress/CityNm0CANTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044707
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CARINGANDSERVINGTOGETHER.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR LOREN PETRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03308063266
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARING AND SERVING TOGETHER - CAST
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0460963885
ReturnHeader/Filer/PhoneNum03308063266
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 TUSCARAWAS STREET E
ReturnHeader/Filer/USAddress/CityNm0CANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044707
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0340677006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MALONEY NOVOTNY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04774 MUNSON STREET NW SUITE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0447183634
ReturnHeader/PreparerPersonGrp/PhoneNum03309669400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J SCHRADE
ReturnHeader/ReturnTs02022-02-24T14:20:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOREN PETRY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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