Civic Intelligence

The Casey Schulman Foundation

990EZ • Fiscal year 2023 • EIN 46-3774902

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 23, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

62%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$408,647

Up $25,691 (+6.7%) from 2022

Net Assets

Up

$408,647

Up $25,691 (+6.7%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$60,714

Up $23,273 (+62%) from 2022

Expenses

Up

$35,023

Up $12,894 (+58%) from 2022

Net Income

Up

$25,691

Up $10,379 (+68%) from 2022

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

2023

Assets$408,647
Liabilities$0
Net Assets$408,647

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

2023

Revenue$60,714
Expenses$35,023
Net Income$25,691
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 23, 2024
Return Version
2023v5.0
Gross Receipts
$60,977
Mission and Program Overview

Mission

PROVIDE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
GRANT FOR COLLEGE TUITION$0$28,000
Compensation and Service Providers

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
Swimathon$10,692$10,692-$10,692
Trivia Night$3,038$3,038-$3,038
Total Events$38,770$38,770-$38,770
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
2024-03-23
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Description: interest income. Amount: 26.

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

Description: registration refund. Amount: 70.

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

Description: event expenses. Amount: 189. Description: scholarship. Amount: 28,000. Description: taxes & licenses. Amount: 75. Description: golf activities expenses. Amount: 3,375. Description: meals. Amount: 38. Total to form 990-ez, line 16: 31,677.

Raw XML Appendix180 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/BusinessName/BusinessNameLine1Txt0MARGOT SCHULMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07034052565
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06338 VILLA LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FALLS CHURCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0382956
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0408647
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt022111
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt025691
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01099
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0382956
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0408647
IRS990EZ/FundraisingGrossIncomeAmt038770
IRS990EZ/GrossReceiptsAmt060977
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0382956
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0408647
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0382956
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0408647
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/OtherExpensesTotalAmt031677
IRS990EZ/OtherRevenueTotalAmt070
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS
IRS990EZ/PrintingPublicationsPostageAmt02247
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT FOR COLLEGE TUITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0263
IRS990EZ/SpecialEventsNetIncomeLossAmt038507
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035023
IRS990EZ/TotalProgramServiceExpensesAmt028000
IRS990EZ/TotalRevenueAmt060714
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.SHINEONCASEY.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REGISTRATION REFUND - 2023 AMOUNT: $ 70. FUNDRAISING ACTIVITIES - 2019 AMOUNT: $ 12,587.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084448
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0339
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0615
IRS990ScheduleA/InvestmentIncomeCYPct00.00630
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt012587
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012657
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86420
IRS990ScheduleA/PublicSupportTotal509Amt084448
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016567
IRS990ScheduleA/Total509Grp/TotalAmt084448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029493
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt097720
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SWIMATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TRIVIA NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038770
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038770
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REGISTRATION REFUND. AMOUNT: 70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EVENT EXPENSES. AMOUNT: 189. DESCRIPTION: SCHOLARSHIP. AMOUNT: 28,000. DESCRIPTION: TAXES & LICENSES. AMOUNT: 75. DESCRIPTION: GOLF ACTIVITIES EXPENSES. AMOUNT: 3,375. DESCRIPTION: MEALS. AMOUNT: 38. TOTAL TO FORM 990-EZ, LINE 16: 31,677.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGOT SCHULMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07034052565
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-23
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/PreparerPersonNm0THOMAS FOLEY
ReturnHeader/ReturnTs02024-04-09T10:15:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGOT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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