Civic Intelligence

John & Laree Caughey Foundation C/O Rachel May

EIN 95-2505709 • Syracuse, NY

614 Stinard AveSyracuse, NY 13207
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-1860%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

13th percentile

-92%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-57%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$14,961

Down $172,630 (-92%) from 2021

Liabilities

Down

$0

Down $140 (-100%) from 2021

Net Assets

Down

$14,961

Down $172,490 (-92%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$9,276

Down $12,318 (-57%) from 2021

Expenses

Up

$181,766

Up $152,681 (+525%) from 2021

Net Income

Down

-$172,490

Down $164,999 (-2203%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$400K$300K$200K$100K$0Assets 2010: $305,980Liabilities 2010: $0Net Assets 2010: $305,9802010Assets 2011: $285,262Liabilities 2011: $602011Assets 2012: $260,249Liabilities 2012: $1,008Net Assets 2012: $259,2412012Assets 2013: $249,517Liabilities 2013: $1,046Net Assets 2013: $248,4712013Assets 2014: $235,466Liabilities 2014: $1,952Net Assets 2014: $225,5142014Assets 2015: $221,750Liabilities 2015: $140Net Assets 2015: $221,6102015Assets 2016: $203,056Liabilities 2016: $140Net Assets 2016: $202,9162016Assets 2017: $191,305Liabilities 2017: $140Net Assets 2017: $191,1652017Assets 2018: $235,874Liabilities 2018: $140Net Assets 2018: $235,7342018Assets 2019: $214,207Liabilities 2019: $140Net Assets 2019: $214,0672019Assets 2020: $195,082Liabilities 2020: $140Net Assets 2020: $194,9422020Assets 2021: $187,591Liabilities 2021: $140Net Assets 2021: $187,4512021Assets 2022: $14,961Liabilities 2022: $0Net Assets 2022: $14,9612022

Highlighted filing

2022

Assets$14,961
Liabilities$0
Net Assets$14,961
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $35,0472010Revenue 2011: $6,294Expenses 2011: $27,072Net Income 2011: -$20,7782011Expenses 2012: $32,4952012Revenue 2013: $21,748Expenses 2013: $32,518Net Income 2013: -$10,7702013Revenue 2014: $19,364Expenses 2014: $42,321Net Income 2014: -$22,9572014Revenue 2015: $16,739Expenses 2015: $28,643Net Income 2015: -$11,9042015Revenue 2016: $9,927Expenses 2016: $28,621Net Income 2016: -$18,6942016Revenue 2017: $15,540Expenses 2017: $27,291Net Income 2017: -$11,7512017Revenue 2018: $74,698Expenses 2018: $30,129Net Income 2018: $44,5692018Revenue 2019: $5,480Expenses 2019: $27,147Net Income 2019: -$21,6672019Revenue 2020: $9,772Expenses 2020: $28,897Net Income 2020: -$19,1252020Revenue 2021: $21,594Expenses 2021: $29,085Net Income 2021: -$7,4912021Revenue 2022: $9,276Expenses 2022: $181,766Net Income 2022: -$172,4902022

Highlighted filing

2022

Revenue$9,276
Expenses$181,766
Net Income-$172,490
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,961
Liabilities
$0
Net assets
$14,961
Revenue
$9,276
Expenses
$181,766
Net income
-$172,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.09$1.82$1.72
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.87$0.22$0.29$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.10$0.29$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.05$0.27$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.75$0.30$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.16$0.27$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.29$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.17$0.29$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.02$2.26$0.19$0.42$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.01$2.48$0.22$0.33$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.60$0.01$2.59$0.32
2011Summary only. Only limited summary data is available for this year.$2.85$0.00$0.06$0.27$0.21
2010Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 22, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PIA WELCHPresident-$0--
STEPHEN DOW BECKHAMBoard Member-$0--
CHRISTOPHER FRIDAYVice Preside-$0--
DAVID JOHNSONBoard Member-$0--
RACHEL MAYSecretary-$0--
MARIA MONTOYABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
John & Laree Caughey Foundation
EIN
95-2505709
Phone
3154717259
Address
614 STINARD AVE, SYRACUSE, NY 13207

Signing Officer

Name
Rachel May
Title
Secretary
Phone
3154717259
Signed
2023-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Peters & Associates Cpas Pc
Address
731 JAMES STREET STE 400, SYRACUSE, NY 13203-2003
Preparer
Mark C Peters CPA
Phone
3154761616
Raw XML Appendix331 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RACHEL MAY
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02004 E GENESEE STREET UNIT D
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt370000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UCLA CAUGHEY FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CAUGHEY BOOK AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CAUGHEY LECTURE SERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PACIFIC HISTORICAL REVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UCLA DEPARTMENT OF HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WESTERN HISTORY ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AUTRY NATIONAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PACIFIC HISTORICAL REVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0UNIVERSITY OF KANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1PACIFIC COAST BRANCH OF THE AHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0405 HILGARD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11445 JAYHAWK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24700 WESTERN HERITAGE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33058 DOWNING PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt03650 WESCOE HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAWRENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAS VEGAS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011217
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011162
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011162
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0222433
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0167243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013423
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0178460
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0167243
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0233595
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt066352
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0111
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11812
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PRIOR PERIOD ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11812
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11812
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02022
TaxesSchedule/TaxesDetail/Amt064
TaxesSchedule/TaxesDetail/Amt1124
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2CA FRANCHISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0124
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt125
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL MAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03154717259
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN & LAREE CAUGHEY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RACHEL MAY
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0952505709
ReturnHeader/Filer/PhoneNum03154717259
ReturnHeader/Filer/USAddress/AddressLine1Txt0614 STINARD AVE
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161596432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERS & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0731 JAMES STREET STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0132032003
ReturnHeader/PreparerPersonGrp/PhoneNum03154761616
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK C PETERS CPA
ReturnHeader/ReturnTs02023-10-13T11:00:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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