Civic Intelligence

Chautauqua Foundation Inc.

990 • Fiscal year 2015 • EIN 16-6028421

Apr 01, 2014 to Mar 31, 2015 • Filed on Feb 10, 2016

Organization ProfileWWW.CHAUTAUQUAFOUNDATION.ORG
PO Box 28Chautauqua, NY 14722

(716) 357-6220

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.04x

Higher debt load relative to assets than 17% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.27x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

46th percentile

$316,179

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

69th percentile

6.5%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

21%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$92,160,179

Up $5,585,684 (+6.5%) from 2014

Net Assets

Up

$88,382,590

Up $4,889,175 (+5.9%) from 2014

Liabilities

Up

$3,777,589

Up $696,509 (+23%) from 2014

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin89th percentile

Revenue

Up

$13,996,468

Up $2,445,703 (+21%) from 2014

Expenses

Up

$8,067,796

Up $928,927 (+13%) from 2014

Net Income

Up

$5,928,672

Up $1,516,776 (+34%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2011: $64,072,188Liabilities 2011: $2,728,824Net Assets 2011: $61,343,3642011Assets 2012: $66,927,192Liabilities 2012: $3,018,130Net Assets 2012: $63,909,0622012Assets 2013: $78,216,694Liabilities 2013: $2,947,290Net Assets 2013: $75,269,4042013Assets 2014: $86,574,495Liabilities 2014: $3,081,080Net Assets 2014: $83,493,4152014Assets 2015: $92,160,179Liabilities 2015: $3,777,589Net Assets 2015: $88,382,5902015Assets 2016: $87,430,829Liabilities 2016: $8,493,636Net Assets 2016: $78,937,1932016Assets 2017: $91,759,553Liabilities 2017: $3,348,662Net Assets 2017: $88,410,8912017Assets 2018: $99,033,918Liabilities 2018: $3,368,720Net Assets 2018: $95,665,1982018Assets 2019: $104,512,712Liabilities 2019: $4,426,756Net Assets 2019: $100,085,9562019Assets 2020: $121,655,871Liabilities 2020: $1,252,128Net Assets 2020: $120,403,7432020Assets 2021: $141,716,344Liabilities 2021: $1,481,998Net Assets 2021: $140,234,3462021Assets 2022: $119,122,696Liabilities 2022: $1,188,096Net Assets 2022: $117,934,6002022Assets 2023: $136,968,818Liabilities 2023: $889,423Net Assets 2023: $136,079,3952023Assets 2024: $152,826,824Liabilities 2024: $789,470Net Assets 2024: $152,037,3542024

Highlighted filing

2015

Assets$92,160,179
Liabilities$3,777,589
Net Assets$88,382,590
Open 2015 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,314,4082011Expenses 2012: $6,718,8882012Expenses 2013: $6,672,6742013Revenue 2014: $11,550,765Expenses 2014: $7,138,869Net Income 2014: $4,411,8962014Revenue 2015: $13,996,468Expenses 2015: $8,067,796Net Income 2015: $5,928,6722015Revenue 2016: $11,681,957Expenses 2016: $13,668,996Net Income 2016: -$1,987,0392016Revenue 2017: $10,188,316Expenses 2017: $8,058,640Net Income 2017: $2,129,6762017Revenue 2018: $12,149,055Expenses 2018: $11,061,428Net Income 2018: $1,087,6272018Revenue 2019: $16,544,336Expenses 2019: $11,321,004Net Income 2019: $5,223,3322019Revenue 2020: $5,744,361Expenses 2020: $5,412,011Net Income 2020: $332,3502020Revenue 2021: $15,699,614Expenses 2021: $5,439,120Net Income 2021: $10,260,4942021Revenue 2022: $6,591,064Expenses 2022: $5,448,227Net Income 2022: $1,142,8372022Revenue 2023: $16,411,291Expenses 2023: $6,811,218Net Income 2023: $9,600,0732023Revenue 2024: $15,997,680Expenses 2024: $6,453,479Net Income 2024: $9,544,2012024

Highlighted filing

2015

Revenue$13,996,468
Expenses$8,067,796
Net Income$5,928,672
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$24,395,324
Mission and Program Overview

Mission

The chautauqua foundation is responsible for the delivery of all philanthropic resources to chautauqua institution and the management and stewardship of endowment assets to support chautauqua institution in the conduct of its charitable activities.

To raise and invest funds to support the mission and operations of chautauqua institution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$54,099,828$55,619,822▲ $1,519,994
Investments Other Securities$23,271,340$28,279,200▲ $5,007,860
Pledges and Grants Receivable$8,324,855$6,445,776▼ $1,879,079
Cash and Non-Interest-Bearing Accounts$466,584$1,411,505▲ $944,921
Accounts Receivable$349,470$352,393▲ $2,923
Land, Buildings, and Equipment, Net$49,915$43,122▼ $6,793
Prepaid Expenses and Deferred Charges$9,857$5,715▼ $4,142
Total Assets$86,574,495$92,160,179▲ $5,585,684
Other Assets Total$2,646$2,646→ $0
Liabilities
Grants Payable$2,064,795$2,422,721▲ $357,926
Accounts Payable and Accrued Expenses$250,906$726,585▲ $475,679
Other Liabilities$765,379$628,283▼ $137,096
Total Liabilities$3,081,080$3,777,589▲ $696,509
Net Assets / Fund Balance
Permanently Rstr Net Assets$67,282,189$72,402,302▲ $5,120,113
Temporarily Rstr Net Assets$16,360,502$16,096,780▼ $263,722
Unrestricted Net Assets$-149,276$-116,492▲ $32,784
Total Net Assets Fund Balance$83,493,415$88,382,590▲ $4,889,175
Total Liabilities and Net Assets / Fund Balance$86,574,495$92,160,179▲ $5,585,684

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,243$152,386$157,629
Buildings$25,379$126,896$152,275
Land$12,500-$12,500
Other Securities$23,371,090--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$83,493,415$5,497,127▲ $3,298,853$971,813$88,382,590
2013$75,269,404$3,824,112▲ $7,763,619$845,171$83,493,415
2012$63,909,062$8,903,245▲ $5,458,844$773,310$75,269,404
2011$61,343,364$3,502,662▲ $2,038,359$944,698$63,909,062
2010$53,967,024$4,041,566▲ $6,182,434$1,096,370$61,343,364
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George L Follansbee JrChief Executive OfficerFT$176,643$30,090$206,733
Linda SteckleySenior Major Gifts OfficerFT$127,563$25,190$152,753
Karen BlozieDirector of Gift PlanningFT$133,828$18,562$152,390
Deborah E Moore CPATreasurer and CFOFT$83,677$8,364$92,041
Linda Jordan LoomisCorporate SecretaryFT$40,277$9,240$49,517

Board Members and Trustees

NameTitle
Steven W PercyChairman
John S Connolly JrVice Chairman
Andrew L CamdenDirector
Cathy BonnerDirector
Gary M BrostDirector
George T SnyderDirector
John E AndersonDirector
John S KobackerDirector
Karen J GoodellDirector
Laura P CurrieDirector
Lauren Rich FineDirector
Stephen J ZenczakDirector
Susan Moran MurphyDirector
Thomas B HagenDirector
Thomas M BeckerDirector
William M JamesDirector
William R GoodellDirector
Anne OdlandDirector (began August 2014)
P James BradyDirector (began August 2014)
Christopher H LytleDirector (thru August 2014)
James G GroningerDirector (thru August 2014)
Revenue and Support

Revenue Composition

Contributions and Grants
$9,471,386
Program Service Revenue
$0
Investment Income
$4,523,801
Other Revenue
$1,281
All Other Contributions
$9,471,386
Change in Net Assets
$5,928,672

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded117$727,393-
Real Estate Residential1$128,424Fair Market Value
Total Noncash Contributions118$855,817-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,808,455
Revenue Not Reported on Financial Statements
$188,013
Revenue Not Reported on Form 990
$-1,038,216
Other Revenue Adjustments
$1,281
Total Revenue per Audited Statements
$12,770,239
Total Revenue per Form 990
$13,996,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,143,441
Salaries, Compensation, and Employee Benefits$1,107,687
Other Expenses$816,668
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,143,441--$6,143,441
Fees for Service Investment Mgmnt Fees-$606,601-$606,601
Other Salaries and Wages$562,741$8,775-$571,516
Current Officers, Directors, Trustees, and Key Employees$127,163$180,957-$308,120
Payment Travel Entrtnmnt Publicly Ofcl$176,996$38,042-$215,038
Advertising$148,990--$148,990
Fees for Services Other$58,137$28,400-$86,537
Other Employee Benefits$69,759$12,728-$82,487
Pension Plan Contributions$61,715$18,096-$79,811
Payroll Taxes$51,484$14,269-$65,753
Office Expenses$32,276$12,161-$44,437
Depreciation Depletion$13,785--$13,785
Insurance-$8,710-$8,710
Fees for Services Legal$613$2,955-$3,568
Other Expenses$-350,000$2,242-$-350,000
Total Functional Expenses$7,115,254$952,542$0$8,067,796

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,067,796
Expenses per Audited Statements$7,881,064
Total Expenses per Audited Statements$7,881,064
Expenses Not Reported on Financial Statements$186,732
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chautauqua InstitutionChautauqua, NY501(c)3Support Mission of Chautauqua Institution$6,143,441

International Summary

Offices
0
Employees
0
Spending
$14,746,378

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,--00$14,746,378
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held for Chautauqua Institution$628,283
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Directors karen and william goodell are in-laws.”

Form 990, Part VI, Section A, Line 6

“Members of the chautauqua foundation, inc. Include the officers, directors and former directors of the foundation, the officers, trustees and former trustees of chautauqua institution and donors whose gifts to the foundation subsequent to june 30, 2002 exceed $1,000, if they have not declined eligibility by a written statement and been elected by the directors; or anyone who was a member of the corporation on june 30, 2001. Membership terminates upon death, resignation, or action by the board of directors, or if any member fails to attend in person or by proxy three successive meetings of the membership or has failed to contribute to the foundation for three successive years.”

Form 990, Part VI, Section A, Line 7A

“Members of the foundation vote on minutes of the membership meetings, election of directors of the foundation and amendments to the certificate of incorporation.”

Form 990, Part VI, Section A, Line 7B

“See explanation for 990 part vi, section a, line 7a.”

Form 990, Part VI, Section B, Line 11

“The 990 was provided to the audit committee for review in advance of the audit committee meeting where it was approved. The audit committee then reports on the approval to the full board of directors. The approved form 990 is provided to the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Prior to initial election, all directors complete and sign the conflict disclosure questionnaire to identify potential related parties. Annually thereafter, directors are required to read the conflict of interest policy and confirm whether or not there have been any changes to their conflict disclosure questionnaire. The audit committee makes the final determination on related parties and enforces the policy.”

Form 990, Part VI, Section B, Line 15A

“Ceo pay is determined by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Our form 990 and annual report, which includes our financial statements, are available on our website www.chautauquafoundation.org, all other information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Chautauqua Foundation Inc
EIN
16-6028421
Phone
7163576220
Address
PO BOX 28, CHAUTAUQUA, NY 14722

Signing Officer

Name
George L Follansbee Jr
Title
CEO
Phone
7163576220
Signed
2016-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George L Follansbee Jr
Formed
1937
Legal Domicile
Ny
Voting Board Members
19
Independent Board Members
18
Employees
13
Volunteers
159

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Michael J Grimaldi
Phone
7168563300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrelated business income passed through limited partnerships -1,281.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Form 990, Part V, Line 2A

“The foundation does not file a w-3. All employees are under the ein of the chautauqua institution. The foundation had 13 employees included in the w-3 of the institution for the year ending december 31, 2014. The foundation reimburses the institution for all payroll related costs.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Unrelated business income passed through limited partnerships 1,281.”

Part V, Line 4

“Funds are used to support the various program offerings of chautauqua institution such as symphony, opera, and lectures, as well as the general operations of chautauqua institution. In addition, funds are used to pay for the operating expenses of chautauqua foundation.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2130090
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt229240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt238364
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2418562
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2525190
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN W PERCY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN E ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS M BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY M BROST
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDREW L CAMDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN S CONNOLLY JR
IRS990/Form990PartVIISectionAGrp/PersonNm6LAURA P CURRIE
IRS990/Form990PartVIISectionAGrp/PersonNm7P JAMES BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm8LAUREN RICH FINE
IRS990/Form990PartVIISectionAGrp/PersonNm9KAREN J GOODELL
IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM R GOODELL
IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS B HAGEN
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN S KOBACKER
IRS990/Form990PartVIISectionAGrp/PersonNm13SUSAN MORAN MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm14ANNE ODLAND
IRS990/Form990PartVIISectionAGrp/PersonNm15STEPHEN J ZENCZAK
IRS990/Form990PartVIISectionAGrp/PersonNm16CATHY BONNER
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM M JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm18GEORGE T SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES G GRONINGER
IRS990/Form990PartVIISectionAGrp/PersonNm20CHRISTOPHER H LYTLE
IRS990/Form990PartVIISectionAGrp/PersonNm21GEORGE L FOLLANSBEE JR
IRS990/Form990PartVIISectionAGrp/PersonNm22LINDA JORDAN LOOMIS
IRS990/Form990PartVIISectionAGrp/PersonNm23DEBORAH E MOORE CPA
IRS990/Form990PartVIISectionAGrp/PersonNm24KAREN BLOZIE
IRS990/Form990PartVIISectionAGrp/PersonNm25LINDA STECKLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21176643
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2240277
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2383677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24133828
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25127563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2276089
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (BEGAN AUGUST 2014)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (BEGAN AUGUST 2014)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR (THRU AUGUST 2014)
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR (THRU AUGUST 2014)
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22CORPORATE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt23TREASURER AND CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF GIFT PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt25SENIOR MAJOR GIFTS OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03195442
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt06143441
IRS990/GrantsPayableGrp/BOYAmt02064795
IRS990/GrantsPayableGrp/EOYAmt02422721
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06143441
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06143441
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013594298
IRS990/GrossReceiptsAmt024395324
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08710
IRS990/InsuranceGrp/TotalAmt08710
IRS990/InvestmentIncomeGrp/ExclusionAmt01328359
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01328359
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt023271340
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt028279200
IRS990/InvestmentsPubTradedSecGrp/BOYAmt054099828
IRS990/InvestmentsPubTradedSecGrp/EOYAmt055619822
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0279282
IRS990/LandBldgEquipBasisNetGrp/BOYAmt049915
IRS990/LandBldgEquipBasisNetGrp/EOYAmt043122
IRS990/LandBldgEquipCostOrOtherBssAmt0322404
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010398856
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CHAUTAUQUA FOUNDATION IS RESPONSIBLE FOR THE DELIVERY OF ALL PHILANTHROPIC RESOURCES TO CHAUTAUQUA INSTITUTION AND THE MANAGEMENT AND STEWARDSHIP OF ENDOWMENT ASSETS TO SUPPORT CHAUTAUQUA INSTITUTION IN THE CONDUCT OF ITS CHARITABLE ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt083493415
IRS990/NetAssetsOrFundBalancesEOYAmt088382590
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03195442
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03195442
IRS990/NetUnrelatedBusTxblIncmAmt0-28120
IRS990/NetUnrlzdGainsLossesInvstAmt0-1038216
IRS990/NoncashContributionsAmt0855817
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012161
IRS990/OfficeExpensesGrp/ProgramServicesAmt032276
IRS990/OfficeExpensesGrp/TotalAmt044437
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02646
IRS990/OtherAssetsTotalGrp/EOYAmt02646
IRS990/OtherChangesInNetAssetsAmt0-1281
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012728
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt069759
IRS990/OtherEmployeeBenefitsGrp/TotalAmt082487
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1EDUCATION
IRS990/OtherExpensesGrp/Desc2EXPENSE REIMBURSMENT FR
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018606
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12242
IRS990/OtherExpensesGrp/ProgramServicesAmt012037
IRS990/OtherExpensesGrp/ProgramServicesAmt16117
IRS990/OtherExpensesGrp/ProgramServicesAmt2-350000
IRS990/OtherExpensesGrp/TotalAmt030643
IRS990/OtherExpensesGrp/TotalAmt18359
IRS990/OtherExpensesGrp/TotalAmt2-350000
IRS990/OtherLiabilitiesGrp/BOYAmt0765379
IRS990/OtherLiabilitiesGrp/EOYAmt0628283
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PASS-THROUGH FROM LIMITED PARTNER
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01281
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01281
IRS990/OtherRevenueTotalAmt01281
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08775
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0562741
IRS990/OtherSalariesAndWagesGrp/TotalAmt0571516
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014269
IRS990/PayrollTaxesGrp/ProgramServicesAmt051484
IRS990/PayrollTaxesGrp/TotalAmt065753
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018096
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061715
IRS990/PensionPlanContributionsGrp/TotalAmt079811
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt067282189
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt072402302
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08324855
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06445776
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09857
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05715
IRS990/PrincipalOfficerNm0GEORGE L FOLLANSBEE JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0INDIRECT SUPPORT FOR DEVELOPMENT ACTIVITIES PERFORMED ON BEHALF OF THE INSTITUTION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0971813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07387840
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05386503
IRS990/PYInvestmentIncomeAmt04163441
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt038042
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt0176996
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt0215038
IRS990/PYOtherExpensesAmt0665377
IRS990/PYOtherRevenueAmt0-516
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04411896
IRS990/PYSalariesCompEmpBnftPaidAmt01086989
IRS990/PYTotalExpensesAmt07138869

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,160,179
Liabilities
$3,777,589
Net assets
$88,382,590
Revenue
$13,996,468
Expenses
$8,067,796
Net income
$5,928,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$153$0.79$152$16.0$6.45$9.54
2023Detailed filing. Detailed filing data is available for this year.$137$0.89$136$16.4$6.81$9.60
2022Detailed filing. Detailed filing data is available for this year.$119$1.19$118$6.59$5.45$1.14
2021Detailed filing. Detailed filing data is available for this year.$142$1.48$140$15.7$5.44$10.3
2020Detailed filing. Detailed filing data is available for this year.$122$1.25$120$5.74$5.41$0.33
2019Detailed filing. Detailed filing data is available for this year.$105$4.43$100$16.5$11.3$5.22
2018Detailed filing. Detailed filing data is available for this year.$99.0$3.37$95.7$12.1$11.1$1.09
2017Detailed filing. Detailed filing data is available for this year.$91.8$3.35$88.4$10.2$8.06$2.13
2016Detailed filing. Detailed filing data is available for this year.$87.4$8.49$78.9$11.7$13.7$1.99
2015Detailed filing. Detailed filing data is available for this year.$92.2$3.78$88.4$14.0$8.07$5.93
2014Detailed filing. Detailed filing data is available for this year.$86.6$3.08$83.5$11.6$7.14$4.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.2$2.95$75.3$6.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.9$3.02$63.9$6.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.1$2.73$61.3$6.31