Civic Intelligence

The Casey Schulman Foundation

990EZ • Fiscal year 2017 • EIN 46-3774902

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

6338 Villa LaneFalls Church, VA 22044

(703) 532-5164

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

0.2%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-68%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$247,099

Up $574 (+0.2%) from 2016

Net Assets

$247,099

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$19,345

Down $40,229 (-68%) from 2016

Expenses

Up

$18,771

Up $16,038 (+587%) from 2016

Net Income

Down

$574

Down $56,267 (-99%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$247,099
Liabilities$0
Net Assets$247,099

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$19,345
Expenses$18,771
Net Income$574
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Gross Receipts
$19,345
Mission and Program Overview

Mission

PROVIDE SCHOLARSHIPS

To provide scholarships to graduating high school students dedicated to furthering their education and improving the lives of others.

Program Services

DescriptionGrantsExpenses
GRANT FOR COLLEGE TUITION$18,050$0
SHINE ON WEEK: PROMOTING ENCOURAGEMENT & GOOD WILL AT JEB STUART HIGH SCHOOL$0$162
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SCHULMANDirectorPT$0--
MARGOT SCHULMANDirector/PresidentPT$0--
ELIZABETH GILMORETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Swim-a-thon$9,792$9,792-$9,792
Total Events$13,207$13,207-$13,207
Filing and Contact Details

Filer

Filer Name
The Casey Schulman Foundation
EIN
46-3774902
Phone
7035325164
Address
6338 VILLA LANE, FALLS CHURCH, VA 22044

Signing Officer

Name
Elizabeth Gilmore
Title
Treasurer
Phone
7034479666
Signed
2018-04-30
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 368.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: college scholarship. Grantee name: abigail conde. Grantee relationship: none. Property description: scholarship. Date of gift: 09/18/17. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: shine on week. Grantee name: jeb stuart high school students. Property description: supplies for studdent encouragement. Date of gift: 05/17/17. Amount given: 162.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: college scholarship. Grantee name: hillary leersnyder. Grantee relationship: none. Property description: scholarship. Date of gift: 09/07/18. Amount given: 7,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: college scholarship. Grantee name: anelva corcos beltran. Grantee relationship: none. Property description: scholarship. Date of gift: 08/30/17. Amount given: 5,550. Total included on form 990-ez, line 10: 18,212.

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

Description: merchant fees & banking fee. Amount: 7. Description: state licensing fees. Amount: 425. Description: domain name. Amount: 20. Total to form 990-ez, line 16: 452.

Raw XML Appendix169 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
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH GILMORE
IRS990EZ/BooksInCareOfDetail/PhoneNum07034479666
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06327 MUMFORD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHINCOTEAGUE ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023336
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0246525
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0247099
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05770
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0574
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0247099
IRS990EZ/FundraisingGrossIncomeAmt013207
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018212
IRS990EZ/GrossReceiptsAmt019345
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0246525
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0247099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0246525
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0247099
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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/PersonNm0DAVID SCHULMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGOT SCHULMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH GILMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR/PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0452
IRS990EZ/OtherRevenueTotalAmt0368
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS DEDICATED TO FURTHERING THEIR EDUCATION AND IMPROVING THE LIVES OF OTHERS.
IRS990EZ/PrintingPublicationsPostageAmt0107
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT FOR COLLEGE TUITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SHINE ON WEEK: PROMOTING ENCOURAGEMENT & GOOD WILL AT JEB STUART HIGH SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018050
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1162
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt013207
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018771
IRS990EZ/TotalProgramServiceExpensesAmt0162
IRS990EZ/TotalRevenueAmt019345
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SITES.GOOGLE.COM/A/DAVIDRSCHULMAN.COM/SHINE-ON-CA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt081009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0103010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0137
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0137
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01060
IRS990ScheduleA/InvestmentIncomeCYPct00.00460
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt013207
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt060791
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt053160
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0127158
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.44550
IRS990ScheduleA/PublicSupportTotal509Amt0103010
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081009
IRS990ScheduleA/Total509Grp/TotalAmt0103010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0134306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0231228
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SWIM-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013207
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013207
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 368.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: ABIGAIL CONDE. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 09/18/17. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SHINE ON WEEK. GRANTEE NAME: JEB STUART HIGH SCHOOL STUDENTS. PROPERTY DESCRIPTION: SUPPLIES FOR STUDDENT ENCOURAGEMENT. DATE OF GIFT: 05/17/17. AMOUNT GIVEN: 162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: HILLARY LEERSNYDER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 09/07/18. AMOUNT GIVEN: 7,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: ANELVA CORCOS BELTRAN. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 08/30/17. AMOUNT GIVEN: 5,550. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,212.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: MERCHANT FEES & BANKING FEE. AMOUNT: 7. DESCRIPTION: STATE LICENSING FEES. AMOUNT: 425. DESCRIPTION: DOMAIN NAME. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 452.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH GILMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07034479666
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CASEY SCHULMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0463774902
ReturnHeader/Filer/PhoneNum07035325164
ReturnHeader/Filer/USAddress/AddressLine1Txt06338 VILLA LANE
ReturnHeader/Filer/USAddress/CityNm0FALLS CHURCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022044
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EE61318EB60C819050479B52D1988BD107E4E489
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0976EAEFBBCC0B60F0D600CD7AD3BCFEDE7A04DBB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.77.128.118
ReturnHeader/FilingSecurityInformation/IPDt02018-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:02:32
ReturnHeader/ReturnTs02018-05-02T12:41:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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