Civic Intelligence

Chisick Family Foundation

EIN 20-0632546 • Anaheim, CA

8018 E Santa Ana Canyon Rd100-183Anaheim, CA 92808
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

22nd percentile

-9.2%

Higher net margin than 22% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

33rd percentile

-0.5%

Faster asset growth than 33% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,662,355

Up $74,394 (+1.3%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin22nd percentile

Revenue

Down

$389,359

Down $7,002 (-1.8%) from 2022

Expenses

Up

$314,965

Up $162,892 (+107%) from 2022

Net Income

Down

$74,394

Down $169,894 (-70%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,733,452Liabilities 2011: $02011Assets 2012: $3,805,384Liabilities 2012: $02012Assets 2013: $4,039,149Liabilities 2013: $0Net Assets 2013: $4,039,1492013Assets 2014: $4,171,689Liabilities 2014: $0Net Assets 2014: $4,171,6892014Assets 2015: $4,328,467Liabilities 2015: $0Net Assets 2015: $4,328,4672015Assets 2016: $4,492,991Liabilities 2016: $0Net Assets 2016: $4,492,9912016Assets 2017: $4,639,440Liabilities 2017: $0Net Assets 2017: $4,639,4402017Assets 2018: $4,867,205Liabilities 2018: $0Net Assets 2018: $4,867,2052018Assets 2019: $4,833,442Liabilities 2019: $0Net Assets 2019: $4,833,4422019Assets 2020: $5,053,942Liabilities 2020: $0Net Assets 2020: $5,053,9422020Assets 2021: $5,343,674Liabilities 2021: $0Net Assets 2021: $5,343,6742021Assets 2022: $5,587,961Liabilities 2022: $0Net Assets 2022: $5,587,9612022Assets 2023: $5,662,355Liabilities 2023: $12023

Highlighted filing

2023

Assets$5,662,355
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $280,417Expenses 2011: $136,685Net Income 2011: $143,7322011Revenue 2012: $263,580Expenses 2012: $191,648Net Income 2012: $71,9322012Revenue 2013: $433,579Expenses 2013: $199,814Net Income 2013: $233,7652013Revenue 2014: $421,552Expenses 2014: $289,012Net Income 2014: $132,5402014Revenue 2015: $358,263Expenses 2015: $201,485Net Income 2015: $156,7782015Revenue 2016: $424,793Expenses 2016: $260,269Net Income 2016: $164,5242016Revenue 2017: $403,832Expenses 2017: $257,383Net Income 2017: $146,4492017Revenue 2018: $517,318Expenses 2018: $289,553Net Income 2018: $227,7652018Revenue 2019: $269,933Expenses 2019: $303,696Net Income 2019: -$33,7632019Revenue 2020: $544,561Expenses 2020: $324,061Net Income 2020: $220,5002020Revenue 2021: $776,188Expenses 2021: $486,456Net Income 2021: $289,7322021Revenue 2022: $396,361Expenses 2022: $152,073Net Income 2022: $244,2882022Revenue 2023: $389,359Expenses 2023: $314,965Net Income 2023: $74,3942023

Highlighted filing

2023

Revenue$389,359
Expenses$314,965
Net Income$74,394
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$5,662,355
Liabilities
$1
Net assets
-
Revenue
$389,359
Expenses
$314,965
Net income
$74,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.66$0.00$0.39$0.31$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.00$5.59$0.40$0.15$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$0.78$0.49$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$0.00$5.05$0.54$0.32$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.27$0.30$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.00$4.87$0.52$0.29$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$0.40$0.26$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.42$0.26$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.36$0.20$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.42$0.29$0.13
2013Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.43$0.20$0.23
2012Summary only. Only limited summary data is available for this year.$3.81$0.00$0.26$0.19$0.07
2011Summary only. Only limited summary data is available for this year.$3.73$0.00$0.28$0.14$0.14
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK D CHISICKPresident-$0--
BRAD CHISICKSecretary-$0--
SARAH CHISICKOfficer-$0--
JAMIE P CHISICKOfficer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-RELIGIOUSNCYORBA LINDA, CA, US$56,000
Paid Grant-SOCIAL SERVICESNCHUNTINGTON BEACH, CA, US$20,000
Paid Grant-MEDICAL SERVICESNCMEMPHIS, TN, US$12,500
Paid Grant-SOCIAL SERVICESNCSTUDIO CITY, CA, US$12,500
Paid Grant-FEED THE HOMELESSNCANAHEIM, CA, US$10,000
Paid Grant-SOCIAL SERVICESNCTUSTIN, CA, US$10,000
Paid Grant-SOCIAL SERVICESNCORANGE, CA, US$10,000
Paid Grant-SOCIAL SERVICESNCESCONDIDO, CA, US$7,500
Paid Grant-EDUCATIONNCBEVERLY HILLS, CA, US$7,500
Paid Grant-MEDICAL SERVICESNCLOS ANGELES, CA, US$7,500
Paid Grant-ANIMAL WELFARE SERVICENCSEAL BEACH, CA, US$6,000
Paid Grant-MEDICAL SERVICESNCWASHINGTON, DC, US$5,000
Paid Grant-SOCIAL SERVICENCTUSTIN, CA, US$5,000
Paid Grant-SOCIAL SERVICESNCSAN ANTONIO, TX, US$5,000
Paid Grant-SOCIAL SERVICESNCTUSTIN, CA, US$5,000
Paid Grant-ANIMAL CRUETLY PREVENTIONNCNEW YORK, NY, US$5,000
Paid Grant-HELP UNDER PRIVILEGED KIDSNCLOS ANGELES, CA, US$5,000
Paid Grant-ANIMAL WELFARE SERVICENCLONG BEACH, CA, US$5,000
Paid Grant-RELIGIOUSNCORANGE, CA, US$5,000
Paid Grant-SOCIAL SERVICESNCPLACERVILLE, CA, US$5,000
Paid Grant-SOCIAL SERVICESNCDAVIS, CA, US$5,000
Paid Grant-RELIGIOUSNCFOLSOM, CA, US$5,000
Paid Grant-FEED THE HUNGRYNCFOLSOM, CA, US$5,000
Paid Grant-EDUCATIONNCPALO ALTO, CA, US$4,000
Paid Grant-SOCIAL SERVICESNCSACRAMENTO, CA, US$4,000
Paid Grant-SOCIAL SERVICESNCSACRAMENTO, CA, US$4,000
Paid Grant-SOCIAL SERVICESNCORANGE, CA, US$2,500
Paid Grant-SOCIAL SERVICESNCIRVINE, CA, US$2,500
Paid Grant-SOCIAL SERVICESNCPORTLAND, OR, US$2,500
Paid Grant-SOCIAL SERVICESNCSACRAMENTO, CA, US$1,250
Paid Grant-MEDICAL SERVICESNCSACRAMENTO, CA, US$1,250
Filing and Contact Details

Filer

Filer Name
Chisick Family Foundation
EIN
20-0632546
Address
8018 E SANTA ANA CANYON RD100-183, ANAHEIM, CA 92808

Signing Officer

Name
Brad Chisick
Title
Secretary
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
GELLER AND COMPANY CPAs
Address
11021 Winners Circle STE 208, Los Alamitos, CA 90720
Preparer
Mitchell R Geller
Phone
5625945866
Raw XML AppendixShowing 400 of 614 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt02500
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02500
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01985412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02353766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03228422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS MUTUAL FUNDS AT CHARLES SCHWAB
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25,150.1740 SHS DFA US LARGE CO PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38,370.8130 SHS DFA US MICRO CAP PORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4159.2950 SHS SCHWAB S&P 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gain Dividends
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK D CHISICK
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