Civic Intelligence

The Casey Schulman Foundation

990EZ • Fiscal year 2020 • EIN 46-3774902

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 05, 2021

Organization ProfileSITES.GOOGLE.COM/A/DAVIDRSCHULMAN.COM/SHINE-ON-CA
6338 Villa LaneFalls Church, VA 22044

(703) 405-2565

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

64th percentile

16%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

1.0%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-36%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$314,262

Up $3,012 (+1.0%) from 2019

Net Assets

Up

$314,262

Up $3,012 (+1.0%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Down

$18,899

Down $10,479 (-36%) from 2019

Expenses

Down

$15,959

Down $2,744 (-15%) from 2019

Net Income

Down

$2,940

Down $7,735 (-72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2020

Assets$314,262
Liabilities-
Net Assets$314,262
Open 2020 Filing

Operations Trend

Revenue Growth31st percentile

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

2020

Revenue$18,899
Expenses$15,959
Net Income$2,940
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 5, 2021
Return Version
2020v4.0
Gross Receipts
$21,549
Mission and Program Overview

Mission

PROVIDE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
GRANT FOR COLLEGE TUITIONM$15,000-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGOT SCHULMANDirector/PresidentPT$0--
KATIA TODDCommunications Manager-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Margot Schulman
Title
Trustee
Signed
2021-03-05
Discuss with paid preparer
Yes

Preparer

Firm
The Foley Group
Address
4025 WILLIAMSBURG COURT, FAIRFAX, VA 22032-1139
Preparer
Thom Foley CPA Cfp
Phone
7032732775
Supplemental Narrative

Additional Explanations

Part I Line 1 Grants Paid

“Scholarship funding was for 4 individuals that totalled $15,000. Payments represent subsequent year payments for previous scholarship award winners.”

Part I Line 17

“Other expenses are listed on the attched supplementary schedule”

Raw XML Appendix137 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARGOT SCHULMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07034052565
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06338 VILLA LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FALLS CHURCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0311322
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0314262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07014
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02940
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0311322
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0314262
IRS990EZ/FundraisingGrossIncomeAmt014503
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt021549
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0311322
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0314262
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0311322
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0314262
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGOT SCHULMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIA TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMMUNICATIONS MANAGER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0959
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT FOR COLLEGE TUITIONM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02650
IRS990EZ/SpecialEventsNetIncomeLossAmt011853
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015959
IRS990EZ/TotalRevenueAmt018899
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING ACTIVITIES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12 OTHER INCOME
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt076772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0555
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0137
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0555
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0137
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01623
IRS990ScheduleA/InvestmentIncomeCYPct00.00650
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt014503
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt012587
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt070312
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt013207
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt060791
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0171400
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.30730
IRS990ScheduleA/PublicSupportTotal509Amt076772
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016231
IRS990ScheduleA/Total509Grp/TotalAmt076772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021741
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077159
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP FUNDING WAS FOR 4 INDIVIDUALS THAT TOTALLED $15,000. PAYMENTS REPRESENT SUBSEQUENT YEAR PAYMENTS FOR PREVIOUS SCHOLARSHIP AWARD WINNERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER EXPENSES ARE LISTED ON THE ATTCHED SUPPLEMENTARY SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 1 GRANTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 17
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGOT SCHULMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASEY SCHULMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0463774902
ReturnHeader/Filer/USAddress/AddressLine1Txt06338 VILLA LANE
ReturnHeader/Filer/USAddress/CityNm0FALLS CHURCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541784574
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE FOLEY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04025 WILLIAMSBURG COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0220321139
ReturnHeader/PreparerPersonGrp/PhoneNum07032732775
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOM FOLEY CPA CFP
ReturnHeader/ReturnTs02021-03-06T08:43:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGOT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$314,262
Liabilities
-
Net assets
$314,262
Revenue
$18,899
Expenses
$15,959
Net income
$2,940
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