Civic Intelligence

The Casey Schulman Foundation

990EZ • Fiscal year 2021 • EIN 46-3774902

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 04, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

17%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

95th percentile

357%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$367,716

Up $53,454 (+17%) from 2020

Net Assets

Up

$367,716

Up $53,454 (+17%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$86,440

Up $67,541 (+357%) from 2020

Expenses

Up

$32,986

Up $17,027 (+107%) from 2020

Net Income

Up

$53,454

Up $50,514 (+1718%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2021

Assets$367,716
Liabilities-
Net Assets$367,716
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$86,440
Expenses$32,986
Net Income$53,454
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 4, 2022
Return Version
2021v4.1
Gross Receipts
$105,552
Mission and Program Overview

Mission

PROVIDE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
GRANT FOR COLLEGE TUITION$30,000-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourn$60,972$60,972-$60,972
Swimathon$11,471$11,471-$11,471
Total Events$80,928$80,928$19,112$61,816
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
Phone
7034052565
Signed
2022-04-04
Discuss with paid preparer
Yes

Preparer

Firm
The Foley Group Ltd
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 5 individuals that totalled $30,000, payments represent sunsequent year payments for previous award winners as well as payments for current year award winners.”

Part I Line 17

“Other expenses are listed on the attached supplementary shcedule”

Raw XML Appendix156 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/BOYAmt0314262
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0367716
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024600
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt053454
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0314262
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0367716
IRS990EZ/FundraisingGrossIncomeAmt080928
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030000
IRS990EZ/GrossReceiptsAmt0105552
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0314262
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0367716
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0314262
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0367716
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/OtherExpensesTotalAmt02986
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT FOR COLLEGE TUITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030000
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019112
IRS990EZ/SpecialEventsNetIncomeLossAmt061816
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032986
IRS990EZ/TotalRevenueAmt086440
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING ACTIVITIES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART III, LINE 12 OTHER INCOME
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0555
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01486
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0555
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01486
IRS990ScheduleA/InvestmentIncomeCYPct00.01170
IRS990ScheduleA/InvestmentIncomePYPct00.00650
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt014503
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt012587
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt013207
IRS990ScheduleA/OtherIncome509Grp/TotalAmt040297
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67080
IRS990ScheduleA/PublicSupportPY509Pct00.30730
IRS990ScheduleA/PublicSupportTotal509Amt085141
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05770
IRS990ScheduleA/Total509Grp/TotalAmt085141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021741
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019532
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0126924
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019112
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SWIMATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080928
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061816
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018716
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP FUNDING WAS FOR 5 INDIVIDUALS THAT TOTALLED $30,000, PAYMENTS REPRESENT SUNSEQUENT YEAR PAYMENTS FOR PREVIOUS AWARD WINNERS AS WELL AS PAYMENTS FOR CURRENT YEAR AWARD WINNERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER EXPENSES ARE LISTED ON THE ATTACHED SUPPLEMENTARY SHCEDULE
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/PhoneNum07034052565
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-04
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 LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04025 WILLIAMSBURG COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0220321139
ReturnHeader/PreparerPersonGrp/PhoneNum07032732775
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOM FOLEY CPA CFP
ReturnHeader/ReturnTs02022-04-04T20:48:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGOT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,716
Liabilities
-
Net assets
$367,716
Revenue
$86,440
Expenses
$32,986
Net income
$53,454
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