Civic Intelligence

Erik S Cassel Foundation

EIN 83-2127482 • San Mateo, CA

Pub. 78 Eligible
PO Box 5433San Mateo, CA 94402
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

87th percentile

50%

Higher net margin than 87% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2022

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

90th percentile

105%

Faster revenue growth than 90% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,995,793

Up $436,871 (+6.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$6,995,793

Up $436,871 (+6.7%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin87th percentile

Revenue

Up

$778,455

Up $692,986 (+811%) from 2023

Expenses

Up

$388,885

Up $12,371 (+3.3%) from 2023

Net Income

Up

$389,570

Up $680,615 (+234%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$10M$5.0M$0Assets 2019: $1,203,752Liabilities 2019: $1Net Assets 2019: $1,203,7522019Assets 2020: $6,742,973Liabilities 2020: $1Net Assets 2020: $6,742,9732020Assets 2021: $8,427,219Liabilities 2021: $1Net Assets 2021: $8,427,2192021Assets 2022: $5,848,602Liabilities 2022: $1Net Assets 2022: $5,848,6022022Assets 2023: $6,558,922Liabilities 2023: $1Net Assets 2023: $6,558,9222023Assets 2024: $6,995,793Liabilities 2024: $0Net Assets 2024: $6,995,7932024

Highlighted filing

2024

Assets$6,995,793
Liabilities$0
Net Assets$6,995,793
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $109,679Expenses 2019: $60,615Net Income 2019: $49,0642019Revenue 2020: $5,455,592Expenses 2020: $77,541Net Income 2020: $5,378,0512020Revenue 2021: $1,657,430Expenses 2021: $459,841Net Income 2021: $1,197,5892021Revenue 2022: $184,532Expenses 2022: $337,434Net Income 2022: -$152,9022022Revenue 2023: $85,469Expenses 2023: $376,514Net Income 2023: -$291,0452023Revenue 2024: $778,455Expenses 2024: $388,885Net Income 2024: $389,5702024

Highlighted filing

2024

Revenue$778,455
Expenses$388,885
Net Income$389,570
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,995,793
Liabilities
$0
Net assets
$6,995,793
Revenue
$778,455
Expenses
$388,885
Net income
$389,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.78$0.39$0.39
2023Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.09$0.38$0.29
2022Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.18$0.34$0.15
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$1.66$0.46$1.20
2020Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$5.46$0.08$5.38
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.11$0.06$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA SMITHPresident/Secretary-$0--
DANIEL CASSELDirector-$0--
KAI ROBERT CASSELDirector-$0--
DAVID CASSELTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Erik S Cassel Foundation
EIN
83-2127482
In Care Of
% REBECCA SMITH
Phone
6506670658
Address
PO Box 5433, San Mateo, CA 94402

Signing Officer

Name
Rebecca Smith
Title
President/Secretary
Phone
6506670658
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group LP
Address
3 Lagoon Drive Ste 400, REDWOOD CITY, CA 94065
Preparer
Elizabeth S Sevilla
Phone
6503654646
Raw XML Appendix339 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL NEED-BASED SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL NEED-BASED SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BARD COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LIFEMOVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2IMMIGRATION INSTITUTE OF BAY AREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RAINFOREST FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4XAVIER UNIVERSITY OF LOUISIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5EASTSIDE COLLEGE PREP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1181 CONSTITUTION DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21111 MARKET STREET 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 26908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 DREXEL DRIVE BOX 66
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51041 MYRTLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANNANDALEONHUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MENLO PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5EAST PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0125045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4701251098
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594303
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0340000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0332229
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0332229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047697
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt040865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03715
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03715
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129554
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt040865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015886
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0357200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024971
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0133269
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108298
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt047301
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020787
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020787
TaxesSchedule/TaxesDetail/Amt0405
TaxesSchedule/TaxesDetail/Amt110493
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0405
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum06506670658
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Erik S Cassel Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ERIK
ReturnHeader/Filer/EIN0832127482
ReturnHeader/Filer/InCareOfNm0% REBECCA SMITH
ReturnHeader/Filer/PhoneNum06506670658
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5433
ReturnHeader/Filer/USAddress/CityNm0San Mateo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Advisory Group LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 Lagoon Drive Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDWOOD CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094065
ReturnHeader/PreparerPersonGrp/PhoneNum06503654646
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH S SEVILLA
ReturnHeader/ReturnTs02025-11-14T17:26:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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