The Casey Family Foundation

EIN 81-4080931 • Chapel Hill, NC

109 Sheffield CircleChapel Hill, NC 27517

Siviq Scores

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

0.00x

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

$500k-$1M nonprofits • Source year 2024

0.00x

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

$500k-$1M nonprofits • Source year 2024

90%

Higher net margin than 97% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

1.6%

Faster asset growth than 49% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

119%

Faster revenue growth than 92% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet

Liabilities / Assets39th percentile

Assets

$678,714

Up $97,706 (+17%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

$678,714

Up $97,706 (+17%) from 2023

Operations

Liabilities / Revenue40th percentile Net Margin97th percentile

Revenue

$108,614

Up $112,660 (+2784%) from 2023

Expenses

Down

$10,908

Down $61,209 (-85%) from 2023

Net Income

$97,706

Up $173,869 (+228%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

Highlighted filing

2024

Assets$678,714

Liabilities$0

Net Assets$678,714

Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

Highlighted filing

2024

Revenue$108,614

Expenses$10,908

Net Income$97,706

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $678,714
Liabilities: $0
Net assets: $678,714
Revenue: $108,614
Expenses: $10,908
Net income: $97,706

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.79	$0.00	$6.79	$1.09	$0.11	$0.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.81	$0.00	$5.81	$0.04	$0.72	$0.76
2022Detailed filing. Detailed filing data is available for this year.	$6.57	$0.00	$6.57	$0.23	$0.53	$0.30
2021Detailed filing. Detailed filing data is available for this year.	$6.87	$0.00	$6.87	$0.41	$0.64	$0.23
2019Summary only. Only limited summary data is available for this year.	$7.10	$0.00		$0.42	$0.80	$0.38

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Oct 27, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay70th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PAUL F CASEY	Trustee	PT	$0	-	-
SARAH B CASEY	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Casey Family Foundation
EIN: 81-4080931
Phone: 9199982485
Address: 109 SHEFFIELD CIRCLE, CHAPEL HILL, NC 27517

Signing Officer

Name: Paul Casey
Title: President
Phone: 9199982485
Signed: 2025-10-27
Discuss with paid preparer: Yes

Preparer

Firm: Neal Bradsher & Taylor Pa
Address: 4721 EMPEROR BOULEVARD SUITE 130, DURHAM, NC 27703
Preparer: Christopher a Tikvart
Phone: 9194893369

Raw XML Appendix322 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/PersonNm	1	SARAH B CASEY
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	PAUL F CASEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	109 SHEFFIELD CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CHAPEL HILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	27517
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9199982485
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	PAUL F CASEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	SARAH B CASEY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	36136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	36136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	31019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	8612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	11303
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	16521
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	36136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	31319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	31019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	300
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	31319
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	67455
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	7587
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	7587
TaxesSchedule/TaxesDetail/Amt	0	101
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PAUL CASEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9199982485
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE CASEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	CASE
ReturnHeader/Filer/EIN	0	814080931
ReturnHeader/Filer/PhoneNum	0	9199982485
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	109 SHEFFIELD CIRCLE
ReturnHeader/Filer/USAddress/CityNm	0	CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27517
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	561445619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	NEAL BRADSHER & TAYLOR PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4721 EMPEROR BOULEVARD SUITE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	27703
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9194893369
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHRISTOPHER A TIKVART
ReturnHeader/ReturnTs	0	2025-11-06T13:04:06-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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