Civic Intelligence

Marguerite Casey Foundation

990T • Fiscal year 2021 • EIN 91-2062197

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile

View Organization Page

1425 4th Avenue 900Seattle, WA 98101-2222

(206) 691-3134

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5B$1.0B$500M$0Assets 2011: $574,631,698Liabilities 2011: $12,926,6842011Assets 2012: $619,185,416Liabilities 2012: $19,147,7572012Assets 2013: $698,175,241Liabilities 2013: $23,555,077Net Assets 2013: $674,620,1642013Assets 2014: $714,753,209Liabilities 2014: $21,609,1112014Assets 2015: $683,135,695Liabilities 2015: $24,272,883Net Assets 2015: $658,862,8122015Assets 2019: $813,494,209Liabilities 2019: $18,576,089Net Assets 2019: $794,918,1202019Assets 2020: $883,501,632Liabilities 2020: $10,823,672Net Assets 2020: $872,677,9602020Assets 2021: $1,001,694,485Liabilities 2021: $21,348,113Net Assets 2021: $980,346,3722021Assets 2022: $832,101,992Liabilities 2022: $31,799,346Net Assets 2022: $800,302,6462022Assets 2023: $856,573,767Liabilities 2023: $25,139,1712023Assets 2024: $876,630,272Liabilities 2024: $15,813,916Net Assets 2024: $860,816,3562024

Latest loaded filing

2024

Assets$876,630,272
Liabilities$15,813,916
Net Assets$860,816,356
Open 2024 Filing

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2011: $32,993,995Expenses 2011: $35,623,918Net Income 2011: -$2,629,9232011Revenue 2012: $10,957,983Expenses 2012: $35,703,368Net Income 2012: -$24,745,3852012Revenue 2013: $12,803,253Expenses 2013: $36,132,589Net Income 2013: -$23,329,3362013Revenue 2014: $43,822,010Expenses 2014: $31,463,830Net Income 2014: $12,358,1802014Revenue 2015: $43,744,890Expenses 2015: $38,982,043Net Income 2015: $4,762,8472015Revenue 2019: $146,766,769Expenses 2019: $43,368,841Net Income 2019: $103,397,9282019Revenue 2020: $51,646,469Expenses 2020: $39,982,435Net Income 2020: $11,664,0342020Revenue 2021: $120,109,113Expenses 2021: $70,074,037Net Income 2021: $50,035,0762021Revenue 2022: $60,945,518Expenses 2022: $76,288,097Net Income 2022: -$15,342,5792022Revenue 2023: $33,303,896Expenses 2023: $47,478,303Net Income 2023: -$14,174,4072023Revenue 2024: $83,289,424Expenses 2024: $44,038,264Net Income 2024: $39,251,1602024

Latest loaded filing

2024

Revenue$83,289,424
Expenses$44,038,264
Net Income$39,251,160
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Marguerite Casey Foundation
EIN
91-2062197
Phone
2066913134
Address
1425 4TH AVENUE 900, SEATTLE, WA 98101-2222

Signing Officer

Name
Carmen Rojas
Title
President & CEO
Phone
2062737376
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1400, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Raw XML Appendix161 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt0811155
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0277043
IRS1120ScheduleD/Form4797GainOrLossAmt0271029
IRS1120ScheduleD/NetCapitalGainAmt0534112
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0534112
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0277043
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0263083
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0277043
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt018407
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt137701
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-1
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt34571
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4-24038
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt5194168
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt638370
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt7-4248
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt8971
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt92658
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt10-5476
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ADAMS STREET PARTNERSHIP FUND - 2008 U.S
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ADAMS STREET 2011 U.S. FUND, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2ADAMS STREET CO-INVESTMENT FUND III A, L
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3GSO ENERGY SELECT OPPORTUNITIES FUND LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4GSO ENERGY SELECT OPPORTUNITIES FUND AIV
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5GREEN EQUITY INVESTORS VII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6CLEARLAKE CAPITAL PARTNERS V, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc7CB OFFSHORE EQUITY FUND IX, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8LITTLEJOHN FUND VI, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc9RCP III DIRECT FEEDER, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10REALTY ASSOCIATES FUND X UTP, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0263083
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt079
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-105
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-550
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-183
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4-7709
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt5114964
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt646690
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt7-40766
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt8127119
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt977
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt106545
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1112666
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1218216
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ADAMS STREET PARTNERSHIP FUND - 2007 NON
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ADAMS STREET PARTNERSHIP FUND - 2008 U.S
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2ADAMS STREET 2011 U.S. FUND, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3GSO ENERGY SELECT OPPORTUNITIES FUND LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4GSO ENERGY SELECT OPPORTUNITIES FUND AIV
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5GREEN EQUITY INVESTORS VII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6CLEARLAKE CAPITAL PARTNERS V, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc7CB OFFSHORE EQUITY FUND IX, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8LITTLEJOHN FUND VI, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc9RCP III DIRECT FEEDER, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10VISTA EQUITY PARTNERS FUND VII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc11SCULPTOR REAL ESTATE FUND IV, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc12CLEARLAKE CAPITAL PARTNERS VI, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0277043
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0120679
IRS990T/BooksInCareOfDetail/PersonNm0DANIEL GOULD
IRS990T/BooksInCareOfDetail/PhoneNum02066913134
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01425 4TH AVENUE SUITE 900
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0981012222
IRS990T/BookValueAssetsEOYAmt01001694485
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt0142389
IRS990T/ESPenaltyAmt01564
IRS990T/EstimatedTaxPaymentsAmt0120000
IRS990T/ExtsnRequestIncomeTaxPaidAmt030000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0219596
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/CapitalGainNetIncomeAmt0811155
IRS990TScheduleA/InterestDeductionAmt059238
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0PER REG 1.170A-11(C)(2), A PORTION OF THE CONTRIBUTION DEDUCTION HAS BEEN DISALLOWED DUE TO THE NET OPERATING LOSS CARRYOVERS. AN ADJUSTMENT WAS MADE TO THE CURRENT YEAR TO REFLECT THE PROPER TREATMENT UNDER THE REGULATION.
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum017
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum0II
IRS990TScheduleA/NetOperatingLossDeductionAmt0219596
IRS990TScheduleA/OtherDeductionsAmt098635
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0598
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0158471
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0991802
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01802957
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01802957
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt01644486
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01424890
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0269115
IRS990T/TaxExemptInterestAmt06188
IRS990T/TaxLessCreditsAmt0269115
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0150000
IRS990T/TotalTaxAmt0269115
IRS990T/TotalTaxComputationAmt0269115
IRS990T/TotalUBTIAmt01281501
IRS990T/TotalUBTIBeforeNOLSpecificAmt01282501
IRS990T/TotalUBTIBeforeSection199AAmt01282501
IRS990T/TotalUBTIComputedAmt01424890
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARMEN ROJAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02062737376
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGUERITE CASEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0912062197
ReturnHeader/Filer/PhoneNum02066913134
ReturnHeader/Filer/USAddress/AddressLine1Txt01425 4TH AVENUE 900
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981012222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911194016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK NUBER PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 4TH STREET SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254544919
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER BECKER HARRIS
ReturnHeader/ReturnTs02022-11-11T15:17:38-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARMEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROJAS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$877$15.8$861$83.3$44.0$39.3
2023Summary only. Only limited summary data is available for this year.$857$25.1$33.3$47.5$14.2
2022Detailed filing. Detailed filing data is available for this year.$832$31.8$800$60.9$76.3$15.3
2021Detailed filing. Detailed filing data is available for this year.$1,002$21.3$980$120$70.1$50.0
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$884$10.8$873$51.6$40.0$11.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$813$18.6$795$147$43.4$103
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$683$24.3$659$43.7$39.0$4.76
2014Summary only. Only limited summary data is available for this year.$715$21.6$43.8$31.5$12.4
2013Detailed filing. Detailed filing data is available for this year.$698$23.6$675$12.8$36.1$23.3
2012Summary only. Only limited summary data is available for this year.$619$19.1$11.0$35.7$24.7
2011Summary only. Only limited summary data is available for this year.$575$12.9$33.0$35.6$2.63