Civic Intelligence

Chautauqua Foundation Inc.

990T • Fiscal year 2023 • EIN 16-6028421

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

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

(716) 357-6220

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$152,826,824
Liabilities$789,470
Net Assets$152,037,354
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$15,997,680
Expenses$6,453,479
Net Income$9,544,201
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v8.0
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.

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
Deborah E Moore CPA
Title
Executive Director
Phone
7163576220
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Sarah M Hopkins
Phone
7168563300
Raw XML Appendix86 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/AvlblPre2018NOLCarryoverAmt0117548
IRS990T/BooksInCareOfDetail/PersonNm0DEBORAH E MOORE CPA
IRS990T/BooksInCareOfDetail/PhoneNum07163576220
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE AMES AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHAUTAUQUA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd014722
IRS990T/BookValueAssetsEOYAmt0136968818
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt09110
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt04366
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SalariesAndWagesAmt0719
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0250
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt07367
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt04769
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt04769
IRS990TScheduleA/TotUnrltTrdBusIncmAmt04769
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PASSED THROUGH K-1S FROM CERTAIN INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-2598
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-2598
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH E MOORE CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07163576220
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAUTAUQUA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAU
ReturnHeader/Filer/EIN0166028421
ReturnHeader/Filer/PhoneNum07163576220
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 28
ReturnHeader/Filer/USAddress/CityNm0CHAUTAUQUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014722
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160765486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUMSDEN & MCCORMICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0369 FRANKLIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014202
ReturnHeader/PreparerPersonGrp/PhoneNum07168563300
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH M HOPKINS
ReturnHeader/ReturnTs02026-01-13T10:51:10-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
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Net income
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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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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