Civic Intelligence

The Casey Foundation

EIN 95-3949819 • Encino, CA

16011 Valley Vista BlvdEncino, CA 91436-3456
Siviq Scores

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

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.29x

Higher debt load relative to revenue than 77% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Net Margin

11th percentile

-46%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

36th percentile

-1.0%

Faster asset growth than 36% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

29th percentile

-3.5%

Faster revenue growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$1,313,421

Down $25,544 (-1.9%) from 2023

Liabilities

Up

$26,531

Up $26,531 from 2023

Net Assets

Down

$1,286,890

Down $52,075 (-3.9%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin11th percentile

Revenue

Down

$90,387

Down $6,629 (-6.8%) from 2023

Expenses

Down

$132,328

Down $17,557 (-12%) from 2023

Net Income

Up

-$41,941

Up $10,928 (+21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $730,202Liabilities 2011: $02011Assets 2012: $716,310Liabilities 2012: $02012Assets 2013: $690,695Liabilities 2013: $02013Assets 2014: $638,599Liabilities 2014: $02014Assets 2015: $632,198Liabilities 2015: $0Net Assets 2015: $632,1982015Assets 2016: $617,173Liabilities 2016: $0Net Assets 2016: $617,1732016Assets 2017: $620,132Liabilities 2017: $0Net Assets 2017: $620,1322017Assets 2018: $1,275,516Liabilities 2018: $0Net Assets 2018: $1,275,5162018Assets 2019: $1,188,310Liabilities 2019: $0Net Assets 2019: $1,188,3102019Assets 2020: $1,494,886Liabilities 2020: $0Net Assets 2020: $1,494,8862020Assets 2021: $1,515,959Liabilities 2021: $0Net Assets 2021: $1,515,9592021Assets 2022: $1,391,834Liabilities 2022: $0Net Assets 2022: $1,391,8342022Assets 2023: $1,338,965Liabilities 2023: $0Net Assets 2023: $1,338,9652023Assets 2025: $1,313,421Liabilities 2025: $26,531Net Assets 2025: $1,286,8902025

Highlighted filing

2025

Assets$1,313,421
Liabilities$26,531
Net Assets$1,286,890
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$1.0M$500K$0-$500KRevenue 2011: -$286,478Expenses 2011: $67,813Net Income 2011: -$354,2912011Revenue 2012: $45,542Expenses 2012: $59,445Net Income 2012: -$13,9032012Revenue 2013: $41,678Expenses 2013: $67,286Net Income 2013: -$25,6082013Revenue 2014: -$6,640Expenses 2014: $45,456Net Income 2014: -$52,0962014Revenue 2015: $43,163Expenses 2015: $49,589Net Income 2015: -$6,4262015Revenue 2016: $48,685Expenses 2016: $63,710Net Income 2016: -$15,0252016Revenue 2017: $89,575Expenses 2017: $86,616Net Income 2017: $2,9592017Revenue 2018: $789,961Expenses 2018: $134,577Net Income 2018: $655,3842018Revenue 2019: $75,243Expenses 2019: $162,449Net Income 2019: -$87,2062019Revenue 2020: $433,976Expenses 2020: $127,400Net Income 2020: $306,5762020Revenue 2021: $149,028Expenses 2021: $127,955Net Income 2021: $21,0732021Revenue 2022: $31,517Expenses 2022: $155,642Net Income 2022: -$124,1252022Revenue 2023: $97,016Expenses 2023: $149,885Net Income 2023: -$52,8692023Revenue 2025: $90,387Expenses 2025: $132,328Net Income 2025: -$41,9412025

Highlighted filing

2025

Revenue$90,387
Expenses$132,328
Net Income-$41,941
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,313,421
Liabilities
$26,531
Net assets
$1,286,890
Revenue
$90,387
Expenses
$132,328
Net income
-$41,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$0.03$1.29$0.09$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.15$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.03$0.16$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.15$0.13$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.43$0.13$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.08$0.16$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.79$0.13$0.66
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.05$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.04$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.01$0.05$0.05
2013Summary only. Only limited summary data is available for this year.$0.69$0.00$0.04$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$0.72$0.00$0.05$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$0.29$0.07$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 20, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH T CASEY THRU JAN 5PresidentPT$0--
ELIZABETH CASEY BURGESSPresident-$0--
PATRICK C CASEYSecretary/Chief Financial Officer-$0--
DOLORES A CASEYDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCATHOLIC EDUCATION FOUNDATION INCEDUCATIONPCLOS ANGELES, CA, US$30,000
Paid GrantLOUISVILLE HIGH SCHOOLEDUCATIONPCWOODLAND HILLS, CA, US$30,000
Paid GrantST CYRIL'S OF JERUSALEMRELIGIOUSPCENCINO, CA, US$27,400
Paid GrantCRESPI HIGH SCHOOLEDUCATIONNCENCINO, KY, US$20,000
Paid GrantDON BOSCO TECHNICAL INSTITUTEEDUCATIONPCROSEMEAD, CA, US$10,000
Paid GrantCALIFORNIA REHABILITATION FOUNDATIONCIVICPCLOS ANGELES, CA, US$5,000
Paid GrantSONG FOR CHARLIECIVICPCPASADENA, CA, US$4,000
Paid GrantSANTA CLARA UNIVERSITYEDUCATIONPCSANTA CLARA, CA, US$2,000
Paid GrantUNIVERSITY OF SAN FRANCISCOEDUCATIONPCSAN FRANCISCO, CA, US$2,000
Paid GrantCONCERN AMERICACIVICPCSANTA ANA, CA, US$200
Filing and Contact Details

Filer

Filer Name
The Casey Foundation
EIN
95-3949819
Phone
8187881034
Address
16011 VALLEY VISTA BLVD, ENCINO, CA 91436-3456

Signing Officer

Name
Patrick C Casey
Title
Chief Financial Officer
Phone
8187881034
Signed
2026-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
695 TOWN CENTER DRIVE SUITE 1000, COSTA MESA, CA 92626
Preparer
Jessica Karantonis
Phone
7144367100
Raw XML Appendix390 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/RecipientBusinessName/BusinessNameLine1Txt1CATHOLIC EDUCATION FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CONCERN AMERICA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DON BOSCO TECHNICAL INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5LOUISVILLE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SANTA CLARA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SONG FOR CHARLIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ST CYRIL'S OF JERUSALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9UNIVERSITY OF SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02070 CENTURY PARK EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13424 WILSHIRE BOULEVARD 3RD FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22015 NORTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35031 ALONZO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41151 SAN GABRIEL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt522300 MULHOLLAND DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6500 EL CAMINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7530 SOUTH LAKE AVENUE 632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84601 FIRMAMENT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92130 FULTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ENCINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ROSEMEAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WOODLAND HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SANTA CLARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ENCINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090067
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292706
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491770
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd791101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd891436
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994117
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07034
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0123965
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0169650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130999
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0162616
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0123965
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0324
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0648
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0324
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0772
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0772
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OUTSTANDING CHECKS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt026531
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt11000
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK C CASEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08187881034
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CASEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0953949819
ReturnHeader/Filer/PhoneNum08187881034
ReturnHeader/Filer/USAddress/AddressLine1Txt016011 VALLEY VISTA BLVD
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0914363456
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0695 TOWN CENTER DRIVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum07144367100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA KARANTONIS
ReturnHeader/ReturnTs02026-01-21T06:24:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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