Civic Intelligence

Case Research Foundation

EIN 47-1262798 • 501(c)3 • Helotes, TX

Pub. 78 Eligible990-N Coverage

Profile

Provide funds to attend conference for new case writers to attend annual conference.

10302Cima VistaHelotes, TX 78023-4511

https: caseresearchfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

7th percentile

-157%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

26th percentile

-27%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

23rd percentile

-35%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,855

Down $14,314 (-37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$24,855

Down $14,314 (-37%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Up

$15,531

Up $6,193 (+66%) from 2022

Expenses

Up

$29,845

Up $5,884 (+25%) from 2022

Net Income

Up

-$14,314

Up $309 (+2.1%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2015: $11,350Liabilities 2015: $02015Assets 2016: $22,962Liabilities 2016: $02016Assets 2017: $17,160Liabilities 2017: $02017Assets 2018: $21,249Liabilities 2018: $02018Assets 2019: $18,722Liabilities 2019: $02019Assets 2020: $41,865Liabilities 2020: $02020Assets 2021: $53,792Liabilities 2021: $0Net Assets 2021: $53,7922021Assets 2022: $39,169Liabilities 2022: $0Net Assets 2022: $39,1692022Assets 2023: $24,855Liabilities 2023: $0Net Assets 2023: $24,8552023

Highlighted filing

2023

Assets$24,855
Liabilities$0
Net Assets$24,855
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2015: $22,500Expenses 2015: $11,150Net Income 2015: $11,3502015Revenue 2016: $21,165Expenses 2016: $9,553Net Income 2016: $11,6122016Revenue 2017: $12,292Expenses 2017: $18,094Net Income 2017: -$5,8022017Revenue 2018: $22,945Expenses 2018: $18,856Net Income 2018: $4,0892018Revenue 2019: $18,766Expenses 2019: $21,293Net Income 2019: -$2,5272019Revenue 2020: $24,765Expenses 2020: $1,623Net Income 2020: $23,1422020Revenue 2021: $14,304Expenses 2021: $2,377Net Income 2021: $11,9272021Revenue 2022: $9,338Expenses 2022: $23,961Net Income 2022: -$14,6232022Revenue 2023: $15,531Expenses 2023: $29,845Net Income 2023: -$14,3142023

Highlighted filing

2023

Revenue$15,531
Expenses$29,845
Net Income-$14,314
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,855
Liabilities
$0
Net assets
$24,855
Revenue
$15,531
Expenses
$29,845
Net income
-$14,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$15.5$29.8$14.3
2022Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$9.34$24.0$14.6
2021Detailed filing. Detailed filing data is available for this year.$53.8$0.00$53.8$14.3$2.38$11.9
2020Summary only. Only limited summary data is available for this year.$41.9$0.00$24.8$1.62$23.1
2019Summary only. Only limited summary data is available for this year.$18.7$0.00$18.8$21.3$2.53
2018Summary only. Only limited summary data is available for this year.$21.2$0.00$22.9$18.9$4.09
2017Summary only. Only limited summary data is available for this year.$17.2$0.00$12.3$18.1$5.80
2016Summary only. Only limited summary data is available for this year.$23.0$0.00$21.2$9.55$11.6
2015Summary only. Only limited summary data is available for this year.$11.4$0.00$22.5$11.2$11.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 6, 2024
Return Version
2023v4.0
Gross Receipts
$15,531
Mission and Program Overview

Mission

Provide funds to attend conference for new case writers to attend annual conference.

Provided conference enrollment expenses

Program Services

DescriptionGrantsExpenses
Provided conference expenses$0$27,765
No secondary services see line 28$0$0
No secondary services see line 28$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne LwrencePresoident-$0--
Allen CohenBoard Member-$0--
Kay GuessBoard Membertreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Case Research Foundation
EIN
47-1262798
In Care Of
% Anne Lawrence
Address
10302Cima Vista, Helotes, TX 78023-4511

Signing Officer

Name
Kay Guess
Title
TreasurerBoard Member
Signed
2024-02-06
Raw XML Appendix151 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/PersonNm0Kay Guess
IRS990EZ/BooksInCareOfDetail/PhoneNum02055294810
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010302Cima Vista
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Helotes
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0780234511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039169
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14314
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039169
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt015531
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039169
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024855
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039169
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anne Lwrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Allen Cohen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kay Guess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Presoident
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board MemberTreasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provided conference enrollment expenses
IRS990EZ/PrintingPublicationsPostageAmt02080
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided conference expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1No secondary services see line 28
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2No secondary services see line 28
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027765
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029845
IRS990EZ/TotalProgramServiceExpensesAmt027765
IRS990EZ/TotalRevenueAmt015531
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Educational Foundation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt076531
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt076531
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014304
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018766
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt076531
IRS990ScheduleA/TotalSupportAmt076531
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kay Guess
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TreasurerBoard Member
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASE RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0471262798
ReturnHeader/Filer/ForeignPhoneNum02055294810
ReturnHeader/Filer/InCareOfNm0% Anne Lawrence
ReturnHeader/Filer/USAddress/AddressLine1Txt010302Cima Vista
ReturnHeader/Filer/USAddress/CityNm0Helotes
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0780234511
ReturnHeader/ReturnTs02024-02-06T07:41:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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