Civic Intelligence

John & Laree Caughey Foundation C/O Rachel May

990PF • Fiscal year 2020 • EIN 95-2505709

Jan 01, 2020 to Dec 31, 2020 • Filed on May 21, 2021

2004 E Genesee Street Unit DSyracuse, NY 13210-3046

(315) 471-7259

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-196%

Higher net margin than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-8.9%

Faster asset growth than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

78%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$195,082

Down $19,125 (-8.9%) from 2019

Net Assets

Down

$194,942

Down $19,125 (-8.9%) from 2019

Liabilities

Flat

$140

Flat from 2019

Revenue

Up

$9,772

Up $4,292 (+78%) from 2019

Expenses

Up

$28,897

Up $1,750 (+6.4%) from 2019

Net Income

Up

-$19,125

Up $2,542 (+12%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$195,082
Liabilities$140
Net Assets$194,942

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$9,772
Expenses$28,897
Net Income-$19,125
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 21, 2021
Return Version
2020v4.0
Compensation and Service Providers

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
2004 E GENESEE STREET UNIT D, SYRACUSE, NY 13210-3046

Signing Officer

Name
Rachel May
Title
Secretary
Phone
3154717259
Signed
2021-05-21
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 Appendix349 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/Amt12500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CAUGHEY FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CAUGHEY BOOK AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNCONDITIONAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNCONDITIONAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNCONDITIONAL DONATION
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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/BusinessNameLine1Txt4PORTLAND STREET MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SISTERS OF THE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ADOPT A NATIVE ELDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0UNIVERSITY OF MISSOURI - ST LOUIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1152C UNIVERSITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24700 WESTERN HERITAGE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3487 CRAMER HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4825 NE MULTNOMAH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5133 NW 6TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6328 W GREGSON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0ONE UNIVERSITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1PORTLAND STATE UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SALT LAKE CITY
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010041
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013585
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065616
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013585
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025573
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015532
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt077473
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061941
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FRANCHISE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02112
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02112
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/Amt186
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt186
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL MAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03154717259
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-21
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/AddressLine1Txt02004 E GENESEE STREET UNIT D
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0132103046
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/PreparationDt02021-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK C PETERS CPA
ReturnHeader/ReturnTs02021-06-30T16:05:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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