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Casey Family Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$12.8k (2022)

Expenses
$211k (2022)

Total Assets
$3.52M (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,774
Expenses
$210,836
Net Income
-$198,062
Net Assets
$3,518,551
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $78,908
> 100%
Sales of Assets -$68,756
Other Income $2,622
20.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $199,500
94.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,518,551
Total Liabilities $0
Net Assets $3,518,551
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mc Manus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0
R Oliver Schwab (Trustee And Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$250,906
Expenses
$233,294
Net Income
$17,612
Net Assets
$3,507,350
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $67,525
26.9%
Sales of Assets $182,989
72.9%
Other Income $392
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $219,500
94.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,507,350
Total Liabilities $0
Net Assets $3,507,350
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mc Manus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0
R Oliver Schwab (Trustee And Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,365
Expenses
$322,402
Net Income
-$214,037
Net Assets
$3,094,653
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,761
69.0%
Sales of Assets $33,604
31.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $300,900
93.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,094,654
Total Liabilities $1
Net Assets $3,094,653
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mcmanus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0
R Oliver Schwab (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$268,295
Expenses
$368,189
Net Income
-$99,894
Net Assets
$3,308,690
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,268
0.5%
Dividends $93,413
34.8%
Sales of Assets $173,115
64.5%
Other Income $499
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $346,490
94.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,308,691
Total Liabilities $1
Net Assets $3,308,690
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mcmanus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0
R Oliver Schwab (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$257,002
Expenses
$239,309
Net Income
$17,693
Net Assets
$3,408,585
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,855
0.7%
Dividends $86,602
33.7%
Sales of Assets $160,330
62.4%
Other Income $8,215
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $214,220
89.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,408,585
Total Liabilities $0
Net Assets $3,408,585
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mcmanus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0
R Oliver Schwab (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$168,780
Expenses
$257,345
Net Income
-$88,565
Net Assets
$3,327,049
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $80,730
47.8%
Sales of Assets $88,050
52.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $236,270
91.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,327,049
Total Liabilities $0
Net Assets $3,327,049
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mcmanus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0
R Oliver Schwab (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,771
Expenses
$165,562
Net Income
-$100,791
Net Assets
$3,415,614
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,336
87.0%
Sales of Assets $8,435
13.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $146,437
88.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,415,614
Total Liabilities $0
Net Assets $3,415,614
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mcmanus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,796
Expenses
$223,341
Net Income
-$194,545
Net Assets
$3,516,405
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $54,593
> 100%
Sales of Assets -$25,797
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $191,865
85.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,516,405
Total Liabilities $0
Net Assets $3,516,405
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mcmanus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$172,947
Expenses
$181,019
Net Income
-$8,072
Net Assets
$3,710,950
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $95,391
55.2%
Sales of Assets $77,556
44.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $159,554
88.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,710,950
Total Liabilities $0
Net Assets $3,710,950
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mcmanus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$211,613
Expenses
$224,573
Net Income
-$12,960
Net Assets
$3,719,022
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20,350
9.6%
Dividends $72,502
34.3%
Sales of Assets $118,761
56.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,593
88.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,719,022
Total Liabilities $0
Net Assets $3,719,022
Compensation
Key Employees and Officers Compensation Other
Patricia C Shepherd (Trustee) $0 $0
Jennifer P Casey (Trustee) $0 $0
Sheila C Mcmanus (Trustee) $0 $0
Virginia C Pettengill (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$226,932
Expenses
$230,992
Net Income
-$4,060
Net Assets
$3,731,981
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $48,057
21.2%
Dividends $40,573
17.9%
Sales of Assets $138,283
60.9%
Other Income $19
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $207,357
89.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,731,982
Total Liabilities $1
Net Assets $3,731,981

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,240
Expenses
$229,036
Net Income
-$72,796
Net Assets
$3,736,041
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $57,214
36.6%
Dividends $20,015
12.8%
Sales of Assets $69,179
44.3%
Other Income $9,832
6.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $206,581
90.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,736,042
Total Liabilities $1
Net Assets $3,736,041

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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