Civic Intelligence

The Stephen Case Foundation

990PF • Fiscal year 2021 • EIN 54-1848791

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 30, 2022

1717 Rhode Island Avenue NW 10th FWashington, DC 20036

(202) 467-5788

Siviq Scores

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

Liabilities / Assets

76th percentile

0.05x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

15th percentile

-36%

Higher net margin than 15% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$7,533

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-23%

Faster asset growth than 16% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-93%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$98,162

Down $28,748 (-23%) from 2020

Net Assets

Down

$93,381

Down $27,793 (-23%) from 2020

Liabilities

Down

$4,781

Down $955 (-17%) from 2020

Revenue

Down

$78,035

Down $1,049,943 (-93%) from 2020

Expenses

Down

$105,828

Down $1,010,341 (-91%) from 2020

Net Income

Down

-$27,793

Down $39,602 (-335%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,499,954Liabilities 2011: $61,1782011Assets 2012: $530,289Liabilities 2012: $50,7342012Assets 2013: $647,333Liabilities 2013: $18,1042013Assets 2014: $795,289Liabilities 2014: $13,9032014Assets 2015: $747,106Liabilities 2015: $35,6802015Assets 2017: $287,302Liabilities 2017: $67,314Net Assets 2017: $219,9882017Assets 2018: $264,237Liabilities 2018: $23,500Net Assets 2018: $240,7372018Assets 2019: $118,592Liabilities 2019: $9,227Net Assets 2019: $109,3652019Assets 2020: $126,910Liabilities 2020: $5,736Net Assets 2020: $121,1742020Assets 2021: $98,162Liabilities 2021: $4,781Net Assets 2021: $93,3812021Assets 2022: $27,288Liabilities 2022: $0Net Assets 2022: $27,2882022Assets 2023: $19,162Liabilities 2023: $51,1952023Assets 2024: $34,569Liabilities 2024: $2,541Net Assets 2024: $32,0282024

Highlighted filing

2021

Assets$98,162
Liabilities$4,781
Net Assets$93,381

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,000,611Expenses 2011: $3,429,493Net Income 2011: -$1,428,8822011Revenue 2012: $3,021,969Expenses 2012: $3,981,190Net Income 2012: -$959,2212012Revenue 2013: $4,000,074Expenses 2013: $3,850,400Net Income 2013: $149,6742013Revenue 2014: $4,000,363Expenses 2014: $3,848,206Net Income 2014: $152,1572014Revenue 2015: $4,000,652Expenses 2015: $4,070,612Net Income 2015: -$69,9602015Revenue 2017: $3,654,306Expenses 2017: $3,893,590Net Income 2017: -$239,2842017Revenue 2018: $4,004,554Expenses 2018: $3,983,805Net Income 2018: $20,7492018Revenue 2019: $3,420,024Expenses 2019: $3,551,396Net Income 2019: -$131,3722019Revenue 2020: $1,127,978Expenses 2020: $1,116,169Net Income 2020: $11,8092020Revenue 2021: $78,035Expenses 2021: $105,828Net Income 2021: -$27,7932021Revenue 2022: $90,730Expenses 2022: $156,823Net Income 2022: -$66,0932022Revenue 2023: $132,108Expenses 2023: $191,429Net Income 2023: -$59,3212023Revenue 2024: $157,656Expenses 2024: $93,595Net Income 2024: $64,0612024

Highlighted filing

2021

Revenue$78,035
Expenses$105,828
Net Income-$27,793
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 30, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN SASSCERSenior Vice President-$6,214$1,319$7,533
SAMUEL HEITNERSenior Vice President-$4,283$911$5,194
STEPHEN M CASEDirector/Chairman-$0--
JEAN M CASEDirector/President/CEO-$0--
JOHN SABINTreasurer/Secretary/CFO-$0--
DONNA HOYLEController-$0--
Filing and Contact Details

Filer

Filer Name
The Stephen Case Foundation
EIN
54-1848791
Phone
2024675788
Address
1717 RHODE ISLAND AVENUE NW 10TH F, WASHINGTON, DC 20036

Signing Officer

Name
Foundation Officer
Title
President/CEO
Phone
2024675788
Signed
2022-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1861 INTERNATIONAL DRIVE SUITE 501, MCLEAN, VA 22102
Preparer
Jennifer Sarajian Stone
Phone
5713820020
Raw XML AppendixShowing 400 of 407 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN M CASE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SENIOR VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/SECRETARY/CFO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SENIOR VICE PRESIDENT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01091809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03514961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03927160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03843680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04193934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04193934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012472606
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt094996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01091809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03514961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03927160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03843680
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099871
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt094996
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016666540
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016571544
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN M CASE AND JEAN M CASE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01717 RHODE ISLAND AVENUE NW 10TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020036
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01311
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01311
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt125000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt27105
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt31612
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1NOTES RECEIVABLE - OJAY GREENE LTD.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INTEREST RECEIVABLE - OJAY GREENE LTD.
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0746
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt125000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt28605
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0746
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt125000
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MARKETING & PROMOTIONS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11043
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt217480
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt412562
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5142
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0344
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11043
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt217480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt412562
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO RCS
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11705
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11705
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FOUNDATION OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02024675788
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN CASE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
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ReturnHeader/Filer/PhoneNum02024675788
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER SARAJIAN STONE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.16$0.09$0.06
2023Summary only. Only limited summary data is available for this year.$0.02$0.05$0.13$0.19$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.09$0.16$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.09$0.08$0.11$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.01$0.12$1.13$1.12$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.01$0.11$3.42$3.55$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.02$0.24$4.00$3.98$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.07$0.22$3.65$3.89$0.24
2015Summary only. Only limited summary data is available for this year.$0.75$0.04$4.00$4.07$0.07
2014Summary only. Only limited summary data is available for this year.$0.80$0.01$4.00$3.85$0.15
2013Summary only. Only limited summary data is available for this year.$0.65$0.02$4.00$3.85$0.15
2012Summary only. Only limited summary data is available for this year.$0.53$0.05$3.02$3.98$0.96
2011Summary only. Only limited summary data is available for this year.$1.50$0.06$2.00$3.43$1.43