Marguerite Casey Foundation
- Assets
- $813.5m
- Revenue
- $146.8m
- Investments
- $799.1m
- Employees
- 0
- Location
- Seattle, WA
- Founding
- 09/2000
- Data as of
- 12/2019
- EIN
- 91-2062197
Organization Overview
Marguerite Casey Foundation is located in Seattle, WA. The organization was established in 2000. According to its NTEE Classification (P12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2019, Marguerite Casey Foundation generated $146.8m in total revenue. All expenses for the organization totaled $43.4m during the year ending 12/2019. While expenses have increased by 5.5% per year over the past 2 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Marguerite Casey Foundation has awarded 1,260 individual grants totaling $125,870,910. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2019
Describe the Organization's Program Activity:
Part 3 - Line 4a
PRODUCTION OF OVER 20 ORIGINAL MULTIMEDIA ARTICLES ANNUALLY, WHICH FEATURES STORIES ABOUT LOW-INCOME FAMILIES AND THE ACTIONS THAT MAKE CHANGE POSSIBLE. PUBLICATION OF MONTHLY NEWSLETTERS AND SEMI-ANNUAL MAGAZINES WHICH ARE DISTRIBUTED TO APPROXIMATELY 3,000 GRANTEES AND STAKEHOLDERS. DIRECT EXPENSES TO SUPPORT GRANTEE PROGRAMS AND NETWORKS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Luz Vega-Marquis President/ceo | 40 | $88,475 | |
Joyce Lee Chief Financial Officer | 40 | $326,004 | |
Laura Boyle Dir. Of Comm And Hum | 40 | $235,000 | |
Cheryl Milloy Associate Director O | 40 | $158,091 | |
Irene Schleicher Mgr Office Of The Pr | 40 | $122,500 | |
Jennifer Gianni-Haubry Finance Manager | 40 | $118,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Angeles Investment Advisors Llc | 12/30/19 | $346,611 |
Vista Equity Partners | 12/30/19 | $262,625 |
Clearlake Capital Partners | 12/30/19 | $1,311,014 |
Brookfield Capital Partners | 12/30/19 | $465,719 |
Adams Street Partners | 12/30/19 | $433,790 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6,727 |
| Dividends & Interest | $3,067,120 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $143,500,095 |
| Capital Gain Net Income | $144,223,858 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $192,827 |
| Total Revenue | $146,766,769 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,390,228 |
| Other employee salaries and wages | $1,870,210 |
| Pension plans, employee benefits | $904,552 |
| Interest | $0 |
| Taxes | $2,162,474 |
| Depreciation | $108,401 |
| Occupancy | $386,847 |
| Travel, conferences, and meetings | $196,577 |
| Printing and publications | $28,893 |
| Other expenses | $1,992,212 |
| Total operating and administrative expenses | $14,703,072 |
| Contributions, gifts, grants paid | $28,665,769 |
| Total expenses and disbursements | $43,368,841 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $961,548 |
| Savings and temporary cash investments | $11,120,189 |
| Net Accounts receivable | $29,992 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $200,000 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $66,125 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $173,888,231 |
| Net Land, buildings, and equipment | $156,815 |
| Other assets | $1,877,155 |
| Total assets | $813,494,209 |
| Accounts payable and accrued expenses | $494,158 |
| Grants payable | $12,098,614 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $5,983,317 |
| Total liabilities | $18,576,089 |
Grants Awarded
Over the last fiscal year, Marguerite Casey Foundation has awarded $46,015,556 in support to 492 organizations.
| Grant Recipient | Amount |
|---|---|
CALIFORNIA CALLS PURPOSE: FOR GENERAL SUPPORT. | $1,000,000 |
FAITH IN ACTION NETWORK PURPOSE: FOR GENERAL SUPPORT. | $750,000 |
Decatur, GA PURPOSE: PROJECT SUPPORT FOR THE WILLIAM H. FOEGE CENTER FOR GLOBAL HEALTH COLLABORATION. | $500,000 |
Los Angeles, CA PURPOSE: FOR MEETING A 1:2 MATCH FROM THE WALLACE H. COULTER FOUNDATION AND BUILDING A MOVEMENT OF LOW-INCOME ASIAN-AMERICAN, NATIVE HAWAIIAN AND PACIFIC ISLANDERFAMILIES IN ALIGNMENT WITH EQUAL VOICE. | $375,000 |
Los Angeles, CA PURPOSE: FOR GENERAL SUPPORT. | $375,000 |
Los Angeles, CA PURPOSE: FOR GENERAL SUPPORT. | $325,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Marguerite Casey Foundation Seattle, WA | $813,494,209 | $146,766,769 |
South Puget Intertribal Planning Shelton, WA | $7,008,467 | $16,675,729 |
Shared Hope International Vancouver, WA | $5,642,386 | $3,887,939 |
Windermere Foundation Seattle, WA | $3,422,310 | $2,843,333 |
Southern Oregon Friends Of Hospice Medford, OR | $5,212,910 | $1,813,094 |
Kirby Enterprises Marysville, WA | $124,206 | $1,052,704 |
Wolff Family Foundation Spokane, WA | $68,984 | $1,118,270 |
Shihara Family Foundation Bellevue, WA | $9,427,858 | $437,886 |
Northwest Access Fund Seattle, WA | $2,548,124 | $297,381 |
Hope For Life Seattle, WA | $310,172 | $608,407 |
Saturate Bellevue, WA | $0 | $521,715 |
Ninety-Nine Girlfriends Portland, OR | $261,964 | $760,155 |