Civic Intelligence

Casey Schulman Foundation

EIN 46-3774902 • 501(c)3 • Falls Church, VA

Profile

PROVIDE SCHOLARSHIPS

6338 Villa LaneFalls Church, VA 22044

www.shineoncasey.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

68%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$468,811

Up $60,164 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$468,811

Up $60,164 (+15%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin92nd percentile

Revenue

Up

$101,898

Up $41,184 (+68%) from 2023

Expenses

Up

$41,734

Up $6,711 (+19%) from 2023

Net Income

Up

$60,164

Up $34,473 (+134%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$600K$400K$200K$0Assets 2015: $189,684Liabilities 2015: $02015Assets 2016: $246,525Liabilities 2016: $02016Assets 2017: $247,099Liabilities 2017: $0Net Assets 2017: $247,0992017Assets 2018: $300,575Liabilities 2018: $0Net Assets 2018: $300,5752018Assets 2019: $311,250Liabilities 2019: $0Net Assets 2019: $311,2502019Assets 2020: $314,262Net Assets 2020: $314,2622020Assets 2021: $367,716Net Assets 2021: $367,7162021Assets 2022: $382,956Net Assets 2022: $382,9562022Assets 2023: $408,647Liabilities 2023: $0Net Assets 2023: $408,6472023Assets 2024: $468,811Liabilities 2024: $0Net Assets 2024: $468,8112024

Highlighted filing

2024

Assets$468,811
Liabilities$0
Net Assets$468,811
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0Revenue 2015: $116,881Expenses 2015: $5,309Net Income 2015: $111,5722015Revenue 2016: $59,574Expenses 2016: $2,733Net Income 2016: $56,8412016Revenue 2017: $19,345Expenses 2017: $18,771Net Income 2017: $5742017Revenue 2018: $79,668Expenses 2018: $26,192Net Income 2018: $53,4762018Revenue 2019: $29,378Expenses 2019: $18,703Net Income 2019: $10,6752019Revenue 2020: $18,899Expenses 2020: $15,959Net Income 2020: $2,9402020Revenue 2021: $86,440Expenses 2021: $32,986Net Income 2021: $53,4542021Revenue 2022: $37,441Expenses 2022: $22,129Net Income 2022: $15,3122022Revenue 2023: $60,714Expenses 2023: $35,023Net Income 2023: $25,6912023Revenue 2024: $101,898Expenses 2024: $41,734Net Income 2024: $60,1642024

Highlighted filing

2024

Revenue$101,898
Expenses$41,734
Net Income$60,164
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$468,811
Liabilities
$0
Net assets
$468,811
Revenue
$101,898
Expenses
$41,734
Net income
$60,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$1.02$0.42$0.60
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.61$0.35$0.26
2022Detailed filing. Detailed filing data is available for this year.$3.83$3.83$0.37$0.22$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.68$3.68$0.86$0.33$0.53
2020Detailed filing. Detailed filing data is available for this year.$3.14$3.14$0.19$0.16$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.29$0.19$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.80$0.26$0.53
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.19$0.19$0.01
2016Summary only. Only limited summary data is available for this year.$2.47$0.00$0.60$0.03$0.57
2015Summary only. Only limited summary data is available for this year.$1.90$0.00$1.17$0.05$1.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 13, 2025
Return Version
2024v5.1
Gross Receipts
$127,636
Mission and Program Overview

Mission

PROVIDE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
GRANTS FOR COLLEGE TUITION$39,000$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGOT SCHULMANDirector/PresidentPT$0--
KATIA TODDCommunications Manager-$0--
ALLISON SCHULMANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$90,213$90,213$23,215$66,998
Swimathon$10,899$10,899-$10,899
Total Events$115,661$115,661$23,656$92,005
Filing and Contact Details

Filer

Filer Name
Casey Schulman Foundation
EIN
46-3774902
Phone
7034052565
Address
6338 VILLA LANE, FALLS CHURCH, VA 22044

Signing Officer

Name
Margot Schulman
Title
President
Phone
7034052565
Signed
2025-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Matthews Carter & Boyce
Address
12500 FAIR LAKES CIRCLE SUITE 260, FAIRFAX, VA 22033
Preparer
Richard W Harpe
Phone
7032183600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: truist bank interest income. Amount: 26.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: scholarship. Amount: 39,000. Description: taxes & licenses. Amount: 250. Description: advertising & marketing expenses. Amount: 252. Total to form 990-ez, line 16: 39,502.”

Raw XML Appendix178 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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IRS990EZ/BooksInCareOfDetail/PhoneNum07034052565
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06338 VILLA LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FALLS CHURCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022044
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IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt0120493
IRS990EZ/GrossReceiptsAmt0127636
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0468811
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0408647
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0468811
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGOT SCHULMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIA TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON SCHULMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMMUNICATIONS MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039502
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS
IRS990EZ/PrintingPublicationsPostageAmt01242
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS FOR COLLEGE TUITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt025738
IRS990EZ/SpecialEventsNetIncomeLossAmt094755
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041734
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0101898
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.SHINEONCASEY.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REGISTRATION REFUND - 2023 AMOUNT: $ 70.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074998
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0302
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0302
IRS990ScheduleA/InvestmentIncomeCYPct00.00400
IRS990ScheduleA/InvestmentIncomePYPct00.00630
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/OtherIncome509Grp/TotalAmt070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99510
IRS990ScheduleA/PublicSupportPY509Pct00.86420
IRS990ScheduleA/PublicSupportTotal509Amt074998
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07014
IRS990ScheduleA/Total509Grp/TotalAmt074998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07143
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07238
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt075370
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023656
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SWIMATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt090213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014549
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt090213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0115661
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt092005
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0441
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023656
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt023215
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TRUIST BANK INTEREST INCOME. AMOUNT: 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIP. AMOUNT: 39,000. DESCRIPTION: TAXES & LICENSES. AMOUNT: 250. DESCRIPTION: ADVERTISING & MARKETING EXPENSES. AMOUNT: 252. TOTAL TO FORM 990-EZ, LINE 16: 39,502.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGOT SCHULMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07034052565
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASEY SCHULMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0463774902
ReturnHeader/Filer/PhoneNum07034052565
ReturnHeader/Filer/USAddress/AddressLine1Txt06338 VILLA LANE
ReturnHeader/Filer/USAddress/CityNm0FALLS CHURCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022044
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541487262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEWS CARTER & BOYCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012500 FAIR LAKES CIRCLE SUITE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022033
ReturnHeader/PreparerPersonGrp/PhoneNum07032183600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD W HARPE
ReturnHeader/ReturnTs02025-06-17T09:34:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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