Civic Intelligence

The Casey Schulman Foundation

990EZ • Fiscal year 2022 • EIN 46-3774902

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 01, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

4.1%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-57%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$382,956

Up $15,240 (+4.1%) from 2021

Net Assets

Up

$382,956

Up $15,240 (+4.1%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Down

$37,441

Down $48,999 (-57%) from 2021

Expenses

Down

$22,129

Down $10,857 (-33%) from 2021

Net Income

Down

$15,312

Down $38,142 (-71%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2022

Assets$382,956
Liabilities-
Net Assets$382,956
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$37,441
Expenses$22,129
Net Income$15,312
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 1, 2023
Return Version
2022v5.0
Gross Receipts
$37,720
Mission and Program Overview

Mission

PROVIDE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
GRANT FOR COLLEGE TUITION-$20,000
Compensation and Service Providers
Top Officer Pay78th 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
Uva 5k$12,586$12,586$122$12,464
Swimathon$10,953$10,953$158$10,795
Total Events$23,539$23,539$280$23,259
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
2023-04-01
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Part I Lin1 Grants Paid

“Scholarship funding was for 5 individuas that totalled $20,000, payments represent subsequent year payments for previous award winners as well as payments for current year award winners.”

Part I Line 17

“Other expenses computer, office and licenses”

Raw XML Appendix161 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
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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/BOYAmt0367644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0382956
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014156
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015312
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0875
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0382956
IRS990EZ/FundraisingGrossIncomeAmt023538
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt037720
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0367644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0382956
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0367644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0382956
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGOT SCHULMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIA TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON SCHULMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMMUNICATIONS MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01033
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS
IRS990EZ/PrintingPublicationsPostageAmt0221
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT FOR COLLEGE TUITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0279
IRS990EZ/SpecialEventsNetIncomeLossAmt023259
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022129
IRS990EZ/TotalProgramServiceExpensesAmt020000
IRS990EZ/TotalRevenueAmt037441
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING ACTIVITIES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART III, LINE 12 OTHER INCOME
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093527
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0368
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0931
IRS990ScheduleA/InvestmentIncomeCYPct00.00870
IRS990ScheduleA/InvestmentIncomePYPct00.01170
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt012587
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012587
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87370
IRS990ScheduleA/PublicSupportPY509Pct00.67080
IRS990ScheduleA/PublicSupportTotal509Amt093527
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031190
IRS990ScheduleA/Total509Grp/TotalAmt093527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031558
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0107045
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/DirectExpenseSummaryEventsAmt0280
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SWIMATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0UVA 5K
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023539
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023259
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0280
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0158
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP FUNDING WAS FOR 5 INDIVIDUAS THAT TOTALLED $20,000, PAYMENTS REPRESENT SUBSEQUENT YEAR PAYMENTS FOR PREVIOUS AWARD WINNERS AS WELL AS PAYMENTS FOR CURRENT YEAR AWARD WINNERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER EXPENSES COMPUTER, OFFICE AND LICENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LIN1 GRANTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 17
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGOT SCHULMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07034052565
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-01
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 CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0220321139
ReturnHeader/PreparerPersonGrp/PhoneNum07032732775
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOM FOLEY CPA CFP
ReturnHeader/ReturnTs02023-04-01T18:18:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGOT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$382,956
Liabilities
-
Net assets
$382,956
Revenue
$37,441
Expenses
$22,129
Net income
$15,312
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