Casalena Foundation
THE CASALENA FOUNDATION WILL WORK TO FURTHER THEIR VISION OF STRENGTHENING THE COMMON GOOD LOCALLY AND THROUGHOUT THE WORLD PRIMARILY THROUGH GRANTMAKING TO A RANGE OF CHARITABLE ORGANIZATIONS THAT FOCUS ON A VARIETY OF MATTERS. THE FOUNDATION ALSO WORKS TO ADVANCE INNOVATIVE PHILANTHROPIC SOLUTIONS TO CHALLENGING PROBLEMS.
IRS Tax Year 2024
Period ending December 31, 2024
Total Revenue
$787K
Total Expenses
$296K
Net Assets
$220.7M
Employees
0
Volunteers
1
Grants Paid
$75K
Program Expense Ratio
25.3%
This nonprofit profile presents IRS Form 990 tax filing data for Casalena Foundation (EIN: 83-2198097), based on the 2024 tax year annual return filed with the Internal Revenue Service.
Sections below include financial summaries (revenue, expenses, and net assets), program accomplishments, officer and key employee compensation, detailed executive pay breakdowns, governance policies and audit information, related tax-exempt organizations. All figures are reported in USD as filed.
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Financial Health
Transparency
Compensation
Program Effectiveness
Financial Stability
Risk Flags
Indicators derived from IRS Form 990 data. Not financial advice.
Casalena Foundation is a 501(c)(3) nonprofit headquartered in Kansas City, MO, founded in 2017. It is classified under NTEE code T30 (Public Foundations), within the Philanthropy, Voluntarism & Grantmaking category. The organization has held tax-exempt status since 2019. In its 2024 filing, the organization reported $787K in total revenue, a 148.6% increase from the prior year, and $296K in total expenses. The organization engaged 1 volunteers. DEBORAH L WILKERSON, DIRECTOR/TREASURER, is the highest-compensated individual at $549,913. The organization runs 1 program, totaling $75K in program expenses. 4 of 6 recommended governance policies are in place.
Casalena Foundation is classified under NTEE code T30 (Public Foundations), which falls within the Philanthropy, Voluntarism & Grantmaking category. Its foundation type is 21.
Programs(Tax Year 2024)
1 record
Casalena Foundation operates 1 program, with total program expenses of $75K. Casalena Foundation's largest program accounts for 100% of total program spending.
THE CASALENA FOUNDATION WORKS WITH ITS SUPPORTED ORGANIZATION, THE GREATER KANSAS CITY COMMUNITY FOUNDATION, TO HELP STRENGTHEN THE COMMON GOOD LOCALLY AND THROUGHOUT THE WORLD PRIMARILY THROUGH GRANTMAKING TO A RANGE OF CHARITABLE ORGANIZATIONS THAT FOCUS ON A VARIETY OF MATTERS. THE FOUNDATION ALSO WORKS TO ADVANCE INNOVATIVE PHILANTHROPIC SOLUTIONS TO CHALLENGING PROBLEMS.
Financial Overview(Tax Years 2019–2024)
6 records
Over the past 6 years, Casalena Foundation's revenue has declined from $75.9M to $787K, a 99.0% decrease. Program expenses represent 25% of total spending.
Revenue increased 148.6% year-over-year, while expenses declined 17.3%. net assets rose to $220.7M, up 37.6% from the prior year.
Casalena Foundation derives 100% from investment income.
Casalena Foundation allocates 25% to programs, 75% to management and general.
Revenue grew by 148.6% while expenses declined by only 17.3%, suggesting improving operational efficiency.
Casalena Foundation distributed $75K in grants to other organizations and individuals, representing 25% of total expenses.
Over 6 filings from 2019–2024, Casalena Foundation declined revenue from $75.9M to $787K (-99.0%) while maintaining a program expense ratio of 25%.
Casalena Foundation holds $220.7M in total assets against $33K in liabilities (debt-to-asset ratio of 0%). The organization has 1000.0 months of operating reserves. Cash and equivalents of $0 cover approximately 0.0 months of expenses.
Revenue
| Year | Total Revenue | Contributions | Gov't Grants | Program Revenue | Investment |
|---|---|---|---|---|---|
| 2024 | $787K | $0 | $0 | $0 | $787K |
| 2023 | $317K | $0 | $0 | $0 | $317K |
| 2022 | $-4.0M | $0 | $0 | $0 | $-4.0M |
| 2021 | $2.1M | $0 | $0 | $0 | $2.1M |
| 2020 | $46.9M | $37.0M | $0 | $0 | $9.9M |
| 2019 | $75.9M | $75.7M | $0 | $0 | $264K |
Expenses
| Year | Total Expenses | Program | Management | Fundraising | Grants Paid |
|---|---|---|---|---|---|
| 2024 | $296K | $75K | $221K | $0 | $75K |
| 2023 | $358K | $145K | $132K | $0 | $145K |
| 2022 | $374K | $175K | $199K | $0 | $175K |
| 2021 | $229K | $30K | $199K | $0 | $30K |
| 2020 | $228K | $100K | $128K | $0 | $100K |
| 2019 | $99K | $0 | $99K | $0 | $0 |
Program Expense Ratio
25.3%
Admin Expense Ratio
74.7%
Fundraising Efficiency
—
Operating Reserve
1000.0 mo
People & Compensation(Tax Year 2024)
3 records
Casalena Foundation reported compensation for 3 officers and key employees. Total officer compensation was $841K, representing 284.1% of total expenses. 1 individual received total compensation exceeding $500,000.
Casalena Foundation's highest-compensated individual received $550K in total compensation. Total officer compensation of $841K represents 284.1% of total expenses. 1 individual received total compensation exceeding $500,000.
| Name | Title | Type | Hours/wk | Comp from Org | Related Orgs | Total |
|---|---|---|---|---|---|---|
| DEBORAH L WILKERSON | DIRECTOR/TREASURER | OfficerDirector | 0.10 | $0 | $490,724 | $549,913 |
| COREY ZIEGLER | DIRECTOR/SECRETARY | OfficerDirector | 0.10 | $0 | $267,391 | $290,990 |
| ANTHONY CASALENA | DIRECTOR/PRESIDENT | OfficerDirector | 0.10 | $0 | $0 | $0 |
Compensation Breakdown
Schedule J detail — base, bonus, benefits, and executive perks
DEBORAH L WILKERSON
Base Salary
—
Bonus
—
Other Reportable
—
Retirement/Deferred
—
Nontaxable Benefits
—
COREY ZIEGLER
Base Salary
—
Bonus
—
Other Reportable
—
Retirement/Deferred
—
Nontaxable Benefits
—
Governance & Compliance(Tax Year 2024)
Casalena Foundation has 4 of 6 recommended governance policies in place, including conflict of interest, whistleblower, document retention. Its board has 3 members, 1 of whom are independent.
Casalena Foundation's financial statements are audited, an audit committee oversees the process.
Casalena Foundation has family or business relationships among officers, directors, or key employees.
Policies & Oversight
Audit & Financial Oversight
Grants Awarded(Tax Year 2024)
1 record
Casalena Foundation awarded $75K across 1 grant to organizations. Top recipients include THE GREATER KANSAS CITY COMMUNITY FOUNDATION (Kansas City, MO) — $75K for philanthropy/volunteerism.
Organization Grants
| Recipient | Location | Amount | Purpose |
|---|---|---|---|
| THE GREATER KANSAS CITY COMMUNITY FOUNDATION431152398 | Kansas City, MO | $75K | Philanthropy/Volunteerism |
Filing History(Tax Years 2019–2024)
6 records
Showing the 6 Form 990 filings currently in our system.
| Tax Year | Form | Period | Revenue | Expenses | Net Assets |
|---|---|---|---|---|---|
| 2024 | 990 | 2024-01-01 – 2024-12-31 | $787K | $296K | $220.7M |
| 2023 | 990 | 2023-01-01 – 2023-12-31 | $317K | $358K | $160.3M |
| 2022 | 990 | 2022-01-01 – 2022-12-31 | $-4.0M | $374K | $111.5M |
| 2021 | 990 | 2021-01-01 – 2021-12-31 | $2.1M | $229K | $148.2M |
| 2020 | 990 | 2020-01-01 – 2020-12-31 | $46.9M | $228K | $228.7M |
| 2019 | 990 | 2019-01-01 – 2019-12-31 | $75.9M | $99K | $91.5M |
Frequently Asked Questions
What does Casalena Foundation do?
THE CASALENA FOUNDATION WILL WORK TO FURTHER THEIR VISION OF STRENGTHENING THE COMMON GOOD LOCALLY AND THROUGHOUT THE WORLD PRIMARILY THROUGH GRANTMAKING TO A RANGE OF CHARITABLE ORGANIZATIONS THAT FOCUS ON A VARIETY OF MATTERS. THE FOUNDATION ALSO WORKS TO ADVANCE INNOVATIVE PHILANTHROPIC SOLUTIONS TO CHALLENGING PROBLEMS.
How much revenue does Casalena Foundation have?
Casalena Foundation reported $786,887 in total revenue for tax year 2024, up 148.6% from the prior year.
Who is the highest-paid executive at Casalena Foundation?
DEBORAH L WILKERSON, DIRECTOR/TREASURER, received $549,913 in total compensation as of tax year 2024.
Is Casalena Foundation a 501(c)(3)?
Yes, Casalena Foundation is classified as a 501(c)(3) tax-exempt organization.
Where is Casalena Foundation located?
Casalena Foundation is headquartered in Kansas City, MO 64105.
What type of nonprofit is Casalena Foundation?
Casalena Foundation is classified under NTEE code T30 (Public Foundations), within the Philanthropy, Voluntarism & Grantmaking category. It is a 501(c)(3) tax-exempt organization.
Is Casalena Foundation audited?
Yes, Casalena Foundation's financial statements are audited, and the organization has an audit committee.
Does Casalena Foundation give grants?
Yes, Casalena Foundation distributed $75,000 in grants to other organizations and individuals in tax year 2024. Top recipients include THE GREATER KANSAS CITY COMMUNITY FOUNDATION.
Data Source
Prepared by: Forvis Mazars LLP, Kansas City, MO
IRS Form 990 electronic filings via the IRS Exempt Organizations Business Master File. All financial figures are as reported in USD.
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