Civic Intelligence

Thomas a Costello Legacy Foundation

990EZ • Fiscal year 2023 • EIN 87-2721749

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 26, 2024

Organization Profilewww.thomasacostellolegacyfoundation.org
1142 Wildwood WayChaska, MN 55318

(612) 360-9454

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

78th percentile

28%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-51%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$224,502

Up $49,361 (+28%) from 2022

Net Assets

Up

$224,502

Up $49,361 (+28%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Down

$107,699

Down $111,842 (-51%) from 2022

Expenses

Up

$58,338

Up $13,938 (+31%) from 2022

Net Income

Down

$49,361

Down $125,780 (-72%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2022: $175,141Liabilities 2022: $0Net Assets 2022: $175,1412022Assets 2023: $224,502Liabilities 2023: $0Net Assets 2023: $224,5022023

Highlighted filing

2023

Assets$224,502
Liabilities$0
Net Assets$224,502
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0Revenue 2022: $219,541Expenses 2022: $44,400Net Income 2022: $175,1412022Revenue 2023: $107,699Expenses 2023: $58,338Net Income 2023: $49,3612023

Highlighted filing

2023

Revenue$107,699
Expenses$58,338
Net Income$49,361
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 26, 2024
Return Version
2023v5.0
Gross Receipts
$119,699
Mission and Program Overview

Mission

Scholarships to Chaska High School Students and UW Madison Students, as well as making donations to 501c3 Non-Profits such as Make a Wish and Life Source

Scholarships to Chaska High School Students and UW Madison Students, as well as making donations to 501c3 Non-Profits such as Make a Wish and Life Source.

Program Services

DescriptionGrantsExpenses
Scholarships to UW Madison Students$24,000$24,000
Donation to Life Source$10,000$10,000
Donation to Make A Wish$10,000$10,000
Scholarships to Chaska High School Students$6,000$6,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley CostelloPresidentPT$0--
Patrick CostelloBoard Member-$0--
Elizabeth CostelloCo-PresidentPT$0--
David WiserBoard Member-$0--
Kevin FarleyBoard Member-$0--
Sarah CostelloBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$76,420$68,200-$68,200
5k Run/Walk$6,736$2,073-$2,073
Total Events$83,156$70,273$12,000$58,273
Filing and Contact Details

Filer

Filer Name
Thomas a Costello Legacy Foundation
EIN
87-2721749
Phone
6123609454
Address
1142 WILDWOOD WAY, CHASKA, MN 55318

Signing Officer

Name
Ashley Costello
Title
President
Phone
6123609454
Signed
2024-08-26
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Scholarships to Chaska High School Students: $6,000, Scholarships to UW Madison Students (2022 Scholarships paid in Jan 2023 & 2023 Scholarships paid in Fall of 2023): $24,000; Donation to 501c3 Organization Make A Wish: $10,000; Donation to 501c3 Organization Donate Life: $10,000”

Part I, Line 16

“Shipping Costs and other costs (finish line, starting line, mile markers etc.) for Golf Event & 5K: $8,338”

Raw XML Appendix184 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ashley E Costello
IRS990EZ/BooksInCareOfDetail/PhoneNum06123609454
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01142 Wildwood Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chaska
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055318
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0175141
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0224502
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt083156
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt049361
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0175141
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0224502
IRS990EZ/FundraisingGrossIncomeAmt036543
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0119699
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0175141
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0224502
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0175141
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0224502
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ashley Costello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Patrick Costello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elizabeth Costello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Wiser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kevin Farley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sarah Costello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt08338
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Scholarships to Chaska High School Students and UW Madison Students, as well as making donations to 501c3 Non-Profits such as Make a Wish and Life Source.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to Chaska High School Students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholarships to UW Madison Students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Donation to Life Source
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Donation to Make A Wish
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt124000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt210000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt310000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt310000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012000
IRS990EZ/SpecialEventsNetIncomeLossAmt024543
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058338
IRS990EZ/TotalProgramServiceExpensesAmt050000
IRS990EZ/TotalRevenueAmt0107699
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.thomasacostellolegacyfoundation.org/
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0144488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0219541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0364029
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0364029
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0144488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0219541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0364029
IRS990ScheduleA/TotalSupportAmt0364029
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012883
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt08220
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04663
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05k Run/Walk
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06736
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt068200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070273
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058273
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships to Chaska High School Students: $6,000, Scholarships to UW Madison Students (2022 Scholarships paid in Jan 2023 & 2023 Scholarships paid in Fall of 2023): $24,000; Donation to 501c3 Organization Make A Wish: $10,000; Donation to 501c3 Organization Donate Life: $10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Shipping Costs and other costs (finish line, starting line, mile markers etc.) for Golf Event & 5K: $8,338
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Costello
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06123609454
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS A COSTELLO LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0872721749
ReturnHeader/Filer/PhoneNum06123609454
ReturnHeader/Filer/USAddress/AddressLine1Txt01142 WILDWOOD WAY
ReturnHeader/Filer/USAddress/CityNm0CHASKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055318
ReturnHeader/ReturnTs02024-08-26T11:00:31Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,502
Liabilities
$0
Net assets
$224,502
Revenue
$107,699
Expenses
$58,338
Net income
$49,361
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$1.08$0.58$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$2.20$0.44$1.75