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Case 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.59M (2025)

Expenses
$338k (2025)

Total Assets
$8.31M (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 July
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,585,972
Expenses
$338,490
Net Income
$2,247,482
Net Assets
$8,309,104
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,052,282
79.4%
Interest Revenue $4,212
0.2%
Dividends $159,696
6.2%
Sales of Assets $369,782
14.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $288,305
85.2%
Compensation of Officers* $48,000
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,309,104
Total Liabilities $0
Net Assets $8,309,104
Compensation
Key Employees and Officers Compensation Other
Jacqueline Case (Secretary) $48,000 $0
Perry A Case (President) $0 $0
Vicky L Case (Vice President) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,265,290
Expenses
$240,336
Net Income
$2,024,954
Net Assets
$6,055,737
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,044,558
90.3%
Interest Revenue $0
Dividends $113,468
5.0%
Sales of Assets $107,264
4.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $205,150
85.4%
Compensation of Officers* $38,000
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,055,737
Total Liabilities $0
Net Assets $6,055,737
Compensation
Key Employees and Officers Compensation Other
Jacqueline Case (Secretary) $38,000 $0
Perry A Case (President) $0 $0
Vicky L Case (Vice President) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,312,457
Expenses
$227,069
Net Income
$1,085,388
Net Assets
$4,030,638
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,153,641
87.9%
Interest Revenue $0
Dividends $71,267
5.4%
Sales of Assets $87,549
6.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $200,395
88.3%
Compensation of Officers* $24,000
10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,031,170
Total Liabilities $532
Net Assets $4,030,638
Compensation
Key Employees and Officers Compensation Other
Jacqueline L Karam (Secretary) $24,000 $0
Perry A Case (President) $0 $0
Vicky L Case (Vice President) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$451,993
Expenses
$216,361
Net Income
$235,632
Net Assets
$2,826,520
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $52,059
11.5%
Interest Revenue $0
Dividends $59,134
13.1%
Sales of Assets $340,800
75.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,000
78.6%
Compensation of Officers* $24,000
11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,826,989
Total Liabilities $469
Net Assets $2,826,520
Compensation
Key Employees and Officers Compensation Other
Jacqueline L Karam (Secretary) $24,000 $0
Perry A Case (President) $0 $0
Vicky L Case (Vice Preside) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$216,482
Expenses
$197,794
Net Income
$18,688
Net Assets
$2,590,474
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,545
25.7%
Sales of Assets $160,937
74.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,000
75.8%
Compensation of Officers* $24,000
12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,590,767
Total Liabilities $293
Net Assets $2,590,474
Compensation
Key Employees and Officers Compensation Other
Jacqueline L Karam (Secretary) $24,000 $0
Perry A Case (President) $0 $0
Vicky L Case (Vice Preside) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,371
Expenses
$181,581
Net Income
-$3,210
Net Assets
$2,574,421
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $64,497
36.2%
Sales of Assets $113,874
63.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $151,500
83.4%
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 $2,574,891
Total Liabilities $470
Net Assets $2,574,421
Compensation
Key Employees and Officers Compensation Other
Perry A Case (President) $0 $0
Vicky L Case (Vice Preside) $0 $0
Jacqueline L Karam (Secretary) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$348,910
Expenses
$133,325
Net Income
$215,585
Net Assets
$2,586,870
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $118,000
33.8%
Interest Revenue $0
Dividends $63,432
18.2%
Sales of Assets $167,478
48.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $118,000
88.5%
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 $2,586,871
Total Liabilities $1
Net Assets $2,586,870
Compensation
Key Employees and Officers Compensation Other
Perry A Case (President) $0 $0
Vicky L Case (Vice Preside) $0 $0
Jacqueline L Karam (Secretary) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$301,476
Expenses
$159,267
Net Income
$142,209
Net Assets
$2,372,572
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $70,000
23.2%
Interest Revenue $0
Dividends $56,752
18.8%
Sales of Assets $174,724
58.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $142,400
89.4%
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 $2,372,572
Total Liabilities $0
Net Assets $2,372,572
Compensation
Key Employees and Officers Compensation Other
Perry A Case (President) $0 $0
Vicky L Case (Vice Preside) $0 $0
Jacqueline L Karam (Secretary) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,762
Expenses
$94,680
Net Income
$14,082
Net Assets
$2,401,103
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,929
45.0%
Sales of Assets $59,833
55.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,780
85.3%
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 $2,401,103
Total Liabilities $0
Net Assets $2,401,103
Compensation
Key Employees and Officers Compensation Other
Perry A Case (President) $0 $0
Vicky L Case (Vice Preside) $0 $0
Jacqueline L Karam (Secretary) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,003
Expenses
$181,661
Net Income
-$41,658
Net Assets
$2,535,949
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,132
3.7%
Dividends $44,495
31.8%
Sales of Assets $90,376
64.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,047
92.5%
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 $2,535,949
Total Liabilities $0
Net Assets $2,535,949
Compensation
Key Employees and Officers Compensation Other
Perry A Case (President) $0 $0
Vicky L Case (Vice Preside) $0 $0
Jacqueline L Karam (Secretary) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,674
Expenses
$137,048
Net Income
$19,626
Net Assets
$2,654,823
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,287
9.1%
Dividends $44,812
28.6%
Sales of Assets $97,575
62.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $125,602
91.6%
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 $2,654,823
Total Liabilities $0
Net Assets $2,654,823
Compensation
Key Employees and Officers Compensation Other
Perry A Case (President) $0 $0
Vicky L Case (Vice Preside) $0 $0
Jacqueline L Karam (Secretary) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,996
Expenses
$125,156
Net Income
$2,840
Net Assets
$2,681,656
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $25,291
19.8%
Dividends $38,382
30.0%
Sales of Assets $64,323
50.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,358
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 $2,681,656
Total Liabilities $0
Net Assets $2,681,656
Compensation
Key Employees and Officers Compensation Other
Perry A Case (President) $0 $0
Vicky L Case (Vice Preside) $0 $0
Jacqueline L Karam (Secretary) $0 $0
Todd A Case (Treasurer) $0 $0

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$142,396
Expenses
$124,476
Net Income
$17,920
Net Assets
$2,503,687
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $51,578
36.2%
Dividends $19,316
13.6%
Sales of Assets $71,502
50.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $111,019
89.2%
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 $2,503,688
Total Liabilities $1
Net Assets $2,503,687

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,751
Expenses
$107,959
Net Income
-$8,208
Net Assets
$2,332,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $78,322
78.5%
Dividends $14,290
14.3%
Sales of Assets $7,139
7.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,016
87.1%
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 $2,332,231
Total Liabilities $1
Net Assets $2,332,230

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$104,504
Expenses
$138,863
Net Income
-$34,359
Net Assets
$2,342,541
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $97,533
93.3%
Dividends $6,930
6.6%
Sales of Assets $41
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,000
86.4%
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 $2,342,542
Total Liabilities $1
Net Assets $2,342,541

Document Links

Fiscal Year Ending July
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 July
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

About This Data

What Is 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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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