Civic Intelligence

The Robert B & Marcia M Costello Family Foundation

EIN 65-0739808 • Utica, MI

45952 SchoenherrUtica, MI 48315
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-28%

Higher net margin than 22% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-53%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$181,820

Up $15,207 (+9.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$181,820

Up $15,207 (+9.1%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin22nd percentile

Revenue

Up

$22,319

Up $11,303 (+103%) from 2023

Expenses

Up

$14,800

Up $649 (+4.6%) from 2023

Net Income

Up

$7,519

Up $10,654 (+340%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$600K$400K$200K$0Assets 2011: $215,739Liabilities 2011: $02011Assets 2012: $205,170Liabilities 2012: $02012Assets 2013: $209,132Liabilities 2013: $02013Assets 2014: $405,502Liabilities 2014: $182,614Net Assets 2014: $222,8882014Assets 2015: $184,319Liabilities 2015: $0Net Assets 2015: $184,3192015Assets 2016: $175,149Liabilities 2016: $0Net Assets 2016: $175,1492016Assets 2017: $154,541Liabilities 2017: $0Net Assets 2017: $154,5412017Assets 2018: $142,633Liabilities 2018: $0Net Assets 2018: $142,6332018Assets 2019: $135,262Liabilities 2019: $0Net Assets 2019: $135,2622019Assets 2020: $124,754Liabilities 2020: $0Net Assets 2020: $124,7542020Assets 2021: $125,014Liabilities 2021: $0Net Assets 2021: $125,0142021Assets 2022: $137,175Liabilities 2022: $0Net Assets 2022: $137,1752022Assets 2023: $166,613Liabilities 2023: $0Net Assets 2023: $166,6132023Assets 2024: $181,820Liabilities 2024: $0Net Assets 2024: $181,8202024

Latest loaded filing

2024

Assets$181,820
Liabilities$0
Net Assets$181,820
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: -$4,365Expenses 2011: $14,503Net Income 2011: -$18,8682011Revenue 2012: $5,993Expenses 2012: $16,448Net Income 2012: -$10,4552012Revenue 2013: $11,179Expenses 2013: $14,663Net Income 2013: -$3,4842013Revenue 2014: $28,798Expenses 2014: $24,412Net Income 2014: $4,3862014Revenue 2015: -$622Expenses 2015: $20,692Net Income 2015: -$21,3142015Revenue 2016: $3,343Expenses 2016: $18,228Net Income 2016: -$14,8852016Revenue 2017: $5,573Expenses 2017: $16,031Net Income 2017: -$10,4582017Revenue 2018: $14,807Expenses 2018: $21,500Net Income 2018: -$6,6932018Revenue 2019: $15,827Expenses 2019: $19,724Net Income 2019: -$3,8972019Revenue 2020: $10,454Expenses 2020: $20,546Net Income 2020: -$10,0922020Revenue 2021: $20,267Expenses 2021: $19,830Net Income 2021: $4372021Revenue 2022: $23,395Expenses 2022: $18,959Net Income 2022: $4,4362022Revenue 2023: $11,016Expenses 2023: $14,151Net Income 2023: -$3,1352023Revenue 2024: $22,319Expenses 2024: $14,800Net Income 2024: $7,5192024

Latest loaded filing

2024

Revenue$22,319
Expenses$14,800
Net Income$7,519
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.22$0.15$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.11$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.23$0.19$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.20$0.20$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.10$0.21$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.16$0.20$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.15$0.22$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.16$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.01$0.21$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.06$1.83$2.23$0.29$0.24$0.04
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.11$0.15$0.03
2012Summary only. Only limited summary data is available for this year.$2.05$0.00$0.06$0.16$0.10
2011Summary only. Only limited summary data is available for this year.$2.16$0.00$0.04$0.15$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 6, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcia M CostelloPresident-$0--
Dominic J GravesVice President-$0--
Stephanie N MarottaSecretary-$0--
Benjamin R HananDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant2nd Presbyterian ChurchGeneral Purpose-Indianapolis, IN, US$10,000
Paid GrantBerea CollegeGeneral Purpose-Berea, KY, US$5,000
Paid GrantAlzheimer's AssociationGeneral Purpose-Washington, DC, US$5,000
Paid GrantPeyton Manning Children's HospitalGeneral Purpose-Indianapolis, IN, US$5,000
Paid GrantSoutheastern Guide DogsGeneral Purpose-Palmetto, FL, US$5,000
Paid GrantUnited Mitochondrial Disease FoundationGeneral Purpose-Pittsburgh, PA, US$5,000
Filing and Contact Details

Filer

Filer Name
The Robert B & Marcia M Costello Family Foundation
EIN
65-0739808
Phone
5865528777
Address
45952 Schoenherr, Utica, MI 48315

Signing Officer

Name
Stephanie Marotta
Title
Secretary
Phone
5865528777
Signed
2026-03-06

Preparer

Firm
Law Office of Stephanie N Marotta Plc
Address
18720 MACK AVE SUITE 200, GROSSE POINTE FARMS, MI 48236
Preparer
Stephanie N Marotta
Phone
5865528777
Raw XML Appendix329 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/PersonNm0Marcia M Costello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Dominic J Graves
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Stephanie N Marotta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Benjamin R Hanan
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Stephanie N Marotta
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Berea College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Alzheimer's Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Peyton Manning Children's Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Southeastern Guide Dogs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42nd Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5United Mitochondrial Disease Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 96011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22001 W 86th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34210 77th Street E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47700 North Meridian Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt58085 Saltsburg Road Suite 201
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Palmetto
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022045
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010500
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt080
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027040
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027120
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027120
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022045
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Law Office of Stephanie N. Marotta Legal & Tax Preparation Services
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012501
OtherDecreasesSchedule/OtherDecreasesDetail/Amt032245
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Net unrealized losses on investments
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0141025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1257630
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Distribution from Costello Credit Shelter Trust
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Distribution from Costello Irrevocable Trust
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Marotta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05865528777
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Robert B & Marcia M Costello Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0650739808
ReturnHeader/Filer/PhoneNum05865528777
ReturnHeader/Filer/USAddress/AddressLine1Txt045952 Schoenherr
ReturnHeader/Filer/USAddress/CityNm0Utica
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048315
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921849752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAW OFFICE OF STEPHANIE N MAROTTA PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018720 MACK AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GROSSE POINTE FARMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048236
ReturnHeader/PreparerPersonGrp/PhoneNum05865528777
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie N Marotta
ReturnHeader/ReturnTs02026-03-10T08:46:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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