Nonprofit · EIN 27-0769388
CASE FAMILY FOUNDATION
Tax-exempt · MCCOOK, NE 69001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $2,585,972 | $338,490 | $2,247,482 | $8,309,104 | $0 | $8,309,104 |
| July 31, 2024 | 990-PF | $2,265,290 | $240,336 | $2,024,954 | $6,055,737 | $0 | $6,055,737 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $2,052,282
- Dividends
- $159,696
- Interest
- $4,212
- Net gain from sales of assets
- $369,782
Expenses
- Grants and similar amounts paid
- $230,000
- Compensation of officers, directors and key employees
- $48,000
- Disbursements for charitable purposes
- $288,305
- Excise tax on investment income
- $6,765
Balance sheet and other
- Total assets, start of year
- $6,055,737
- Total assets, end of year
- $8,309,104
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,309,104
- Fair market value of assets
- $10,281,664
- Qualifying distributions
- $288,305
- Net investment income
- $533,690
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE CASE 9765 E CARON STREET, SCOTTSDALE, AZ 85258 | SECRETARY | 10 | $48,000 |
| PERRY A CASE 1311 WEST I STREET, MCCOOK, NE 69001 | PRESIDENT | 2 | $0 |
| VICKY L CASE 1311 WEST I STREET, MCCOOK, NE 69001 | VICE PRESIDENT | 2 | $0 |
| TODD A CASE 29 EASTRIDGE DRIVE N, YORK, NE 68467 | TREASURER | 2 | $0 |
990-PF for the year ended July 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE CASE 9765 E CARON STREET, SCOTTSDALE, AZ 85258 | SECRETARY | 10 | $38,000 |
| PERRY A CASE 1311 WEST I STREET, MCCOOK, NE 69001 | PRESIDENT | 2 | $0 |
| VICKY L CASE 1311 WEST I STREET, MCCOOK, NE 69001 | VICE PRESIDENT | 2 | $0 |
| TODD A CASE 29 EASTRIDGE DRIVE N, YORK, NE 68467 | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1311 W I ST, MCCOOK, NE 69001-2934
- In care of
- % TERRY G ELLINGER
- Signed the 990-PF
- PERRY A CASE, PRESIDENT
- Phone
- (308) 345-1242
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 27-0769388
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,309,104
- Income (IRS master file)
- $2,586,399
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $2,585,972 | $338,490 | $8,309,104 | XML |
| 990-PF | July 2024 | $2,265,290 | $240,336 | $6,055,737 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0769388).
Questions about CASE FAMILY FOUNDATION
- What is the EIN of CASE FAMILY FOUNDATION?
- The employer identification number (EIN) of CASE FAMILY FOUNDATION is 27-0769388.
- Is CASE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to CASE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CASE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CASE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of CASE FAMILY FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $48,000 (JACQUELINE CASE, SECRETARY).
- How much revenue does CASE FAMILY FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $2,585,972, expenses of $338,490 and total assets of $8,309,104 at year end.
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All nonprofits in MCCOOK · Nebraska · Philanthropy, voluntarism and grantmaking foundations