Civic Intelligence

Jake Cassell Fund for Special Needs Inc

EIN 88-2936213 • 501(c)3 • Bethesda, MD

Profile

Help children with special needs

5813 Wyngate DriveBethesda, MD 20817

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

3.2%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

52nd percentile

0.2%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$111,079

Up $4,860 (+4.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$111,079

Up $4,860 (+4.6%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$105,685

Down $3,708 (-3.4%) from 2023

Expenses

Down

$100,825

Down $6,689 (-6.2%) from 2023

Net Income

Up

$4,860

Up $2,981 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2022: $104,340Liabilities 2022: $0Net Assets 2022: $104,3402022Assets 2023: $106,219Liabilities 2023: $0Net Assets 2023: $106,2192023Assets 2024: $111,079Net Assets 2024: $111,0792024

Highlighted filing

2024

Assets$111,079
Liabilities-
Net Assets$111,079
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0Revenue 2022: $105,308Expenses 2022: $968Net Income 2022: $104,3402022Revenue 2023: $109,393Expenses 2023: $107,514Net Income 2023: $1,8792023Revenue 2024: $105,685Expenses 2024: $100,825Net Income 2024: $4,8602024

Highlighted filing

2024

Revenue$105,685
Expenses$100,825
Net Income$4,860
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$111,079
Liabilities
-
Net assets
$111,079
Revenue
$105,685
Expenses
$100,825
Net income
$4,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.06$1.01$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.09$1.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.05$0.01$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 10, 2025
Return Version
2024v5.1
Gross Receipts
$105,685
Mission and Program Overview

Mission

Help children with special needs

Program Services

DescriptionGrantsExpenses
BIKE FUNDRAISING EVENT$100,000$1,255
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN CASSELLPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Jake Cassell Fund for Special Needs Inc
EIN
88-2936213
Phone
2022501709
Address
5813 WYNGATE DRIVE, BETHESDA, MD 20817

Signing Officer

Name
Steven Cassell
Title
President
Signed
2025-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Tax-Masters Inc
Address
6159 Executive Blvd, Rockville, MD 20852
Preparer
Stephen Bradford Ea Mst Mba
Phone
3012300200
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $100000”

Other Expenses.1

“MARKETING $453”

Other Expenses.2

“CONSULTING FEES $281”

Other Expenses.3

“MEALS $91”

Raw XML Appendix137 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/PersonNm0STEVEN CASSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum02022501709
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05813 WYNGATE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BETHESDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020817
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0106219
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0111079
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0105685
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04860
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0106219
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111079
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100000
IRS990EZ/GrossReceiptsAmt0105685
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0106219
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0111079
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0106219
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0111079
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN CASSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0825
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELP CHILDREN WITH SPECIAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BIKE FUNDRAISING EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01255
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0100825
IRS990EZ/TotalProgramServiceExpensesAmt01255
IRS990EZ/TotalRevenueAmt0105685
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0109393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0105308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0320383
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0320383
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0-1
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0-1
IRS990ScheduleA/Total509Grp/TotalAmt0320383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0-1
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0-1
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0320383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $100000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARKETING $453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSULTING FEES $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEALS $91
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN CASSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAKE CASSELL FUND FOR SPECIAL NEEDS INC
ReturnHeader/Filer/BusinessNameControlTxt0JAKE
ReturnHeader/Filer/EIN0882936213
ReturnHeader/Filer/PhoneNum02022501709
ReturnHeader/Filer/USAddress/AddressLine1Txt05813 WYNGATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020817
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521037130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax-Masters Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06159 Executive Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03012300200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN BRADFORD EA MST MBA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-07T05:55:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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