Civic Intelligence

Case Research Foundation

990EZ • Fiscal year 2021 • EIN 47-1262798

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 11, 2022

Organization Profilehttps: caseresearchfoundation.org
10302 Cima VistaHelotes, TX 78023

(205) 529-4810

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

96th percentile

83%

Higher net margin than 96% 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

71st percentile

28%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

20th percentile

-42%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$53,792

Up $11,927 (+28%) from 2020

Net Assets

$53,792

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Down

$14,304

Down $10,461 (-42%) from 2020

Expenses

Up

$2,377

Up $754 (+46%) from 2020

Net Income

Down

$11,927

Down $11,215 (-48%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$53,792
Liabilities$0
Net Assets$53,792
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$14,304
Expenses$2,377
Net Income$11,927
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 11, 2022
Return Version
2021v4.0
Gross Receipts
$14,304
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Provided online conference enrollment$850$1,527
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne LawrencePresident-$0--
Allen CohenBoard Member-$0--
Kay GuessTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Case Research Foundation
EIN
47-1262798
Phone
2055294810
Address
10302 Cima Vista, Helotes, TX 78023

Signing Officer

Name
Kay Guess
Title
Treasurer
Phone
2055294810
Signed
2022-02-11
Supplemental Narrative

Additional Explanations

Form 990-EZ, Header, Line A

“Address Change: Old address: 416 Ramsay Rad Birmingham, AL 3524 New address: 10302 Cima Vista Helotes, TX 78023 Address for preparer”

Raw XML Appendix149 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/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt0850
IRS990EZ/BooksInCareOfDetail/PersonNm0Kay Guess
IRS990EZ/BooksInCareOfDetail/PhoneNum02055294810
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010302 Cima Vista
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Helotes
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041865
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IRS990EZ/ContributionsGiftsGrantsEtcAmt014304
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt011927
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
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IRS990EZ/GrossReceiptsAmt014304
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041865
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053792
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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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 Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Allen Cohen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kay Guess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide funds to attend conference for new case writers to attend annual conference.
IRS990EZ/PrintingPublicationsPostageAmt01527
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided online conference enrollment
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0850
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01527
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02377
IRS990EZ/TotalProgramServiceExpensesAmt01527
IRS990EZ/TotalRevenueAmt014304
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Educational Foundation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt093065
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014304
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012285
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt093065
IRS990ScheduleA/TotalSupportAmt093065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Address Change: Old address: 416 Ramsay Rad Birmingham, AL 3524 New address: 10302 Cima Vista Helotes, TX 78023 Address for preparer
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Header, Line A
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kay Guess
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02055294810
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASE RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0471262798
ReturnHeader/Filer/PhoneNum02055294810
ReturnHeader/Filer/USAddress/AddressLine1Txt010302 Cima Vista
ReturnHeader/Filer/USAddress/CityNm0Helotes
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078023
ReturnHeader/ReturnTs02022-02-11T17:49:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
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
$53,792
Liabilities
$0
Net assets
$53,792
Revenue
$14,304
Expenses
$2,377
Net income
$11,927
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