Civic Intelligence

Chatham-Beech Charitable Foundation

990PF • Fiscal year 2019 • EIN 22-6374659

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 18, 2020

Organization Profile
PO Box 584South Windsor, CT 06074

(860) 214-0270

Siviq Scores

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

Liabilities / Assets

55th percentile

0.02x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.34x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

7th percentile

-77%

Higher net margin than 7% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

63rd percentile

$11,500

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 32.1% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

24th percentile

-4.4%

Faster asset growth than 24% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$710,869

Down $32,380 (-4.4%) from 2018

Net Assets

Down

$698,799

Down $27,576 (-3.8%) from 2018

Liabilities

Down

$12,070

Down $4,804 (-28%) from 2018

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin7th percentile

Revenue

Down

$35,875

Down $36,348 (-50%) from 2018

Expenses

Up

$63,451

Up $219 (+0.3%) from 2018

Net Income

Down

-$27,576

Down $36,567 (-407%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.0M$500K$0Assets 2011: $834,422Liabilities 2011: $02011Assets 2012: $827,166Liabilities 2012: $1,622Net Assets 2012: $825,5442012Assets 2013: $818,152Liabilities 2013: $1,778Net Assets 2013: $816,3742013Assets 2014: $761,629Liabilities 2014: $3,615Net Assets 2014: $758,0142014Assets 2015: $775,439Liabilities 2015: $3,4552015Assets 2016: $724,669Liabilities 2016: $6,020Net Assets 2016: $718,6492016Assets 2017: $726,954Liabilities 2017: $9,570Net Assets 2017: $717,3842017Assets 2018: $743,249Liabilities 2018: $16,874Net Assets 2018: $726,3752018Assets 2019: $710,869Liabilities 2019: $12,070Net Assets 2019: $698,7992019Assets 2020: $649,455Liabilities 2020: $21,6832020Assets 2021: $612,568Liabilities 2021: $16,228Net Assets 2021: $596,3402021Assets 2022: $587,385Liabilities 2022: $35,767Net Assets 2022: $551,6182022Assets 2023: $563,753Liabilities 2023: $32,3462023Assets 2025: $498,183Liabilities 2025: $21,157Net Assets 2025: $477,0262025

Highlighted filing

2019

Assets$710,869
Liabilities$12,070
Net Assets$698,799
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $64,387Expenses 2011: $83,722Net Income 2011: -$19,3352011Expenses 2012: $55,5062012Expenses 2013: $56,8502013Revenue 2014: $11,989Expenses 2014: $70,349Net Income 2014: -$58,3602014Revenue 2015: $77,256Expenses 2015: $63,286Net Income 2015: $13,9702015Revenue 2016: $5,547Expenses 2016: $58,882Net Income 2016: -$53,3352016Revenue 2017: $55,306Expenses 2017: $56,571Net Income 2017: -$1,2652017Revenue 2018: $72,223Expenses 2018: $63,232Net Income 2018: $8,9912018Revenue 2019: $35,875Expenses 2019: $63,451Net Income 2019: -$27,5762019Revenue 2020: -$11,865Expenses 2020: $59,162Net Income 2020: -$71,0272020Revenue 2021: $48,474Expenses 2021: $79,906Net Income 2021: -$31,4322021Revenue 2022: $11,919Expenses 2022: $56,641Net Income 2022: -$44,7222022Revenue 2023: $36,070Expenses 2023: $56,281Net Income 2023: -$20,2112023Revenue 2025: $35,992Expenses 2025: $53,191Net Income 2025: -$17,1992025

Highlighted filing

2019

Revenue$35,875
Expenses$63,451
Net Income-$27,576
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 18, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN WALLACETrustee-$11,500-$11,500
Filing and Contact Details

Filer

Filer Name
Chatham-beech Charitable Foundation
EIN
22-6374659
Phone
8602140270
Address
PO BOX 584, SOUTH WINDSOR, CT 06074

Signing Officer

Name
Benjamin Wallace
Title
Trustee
Phone
8602140270
Signed
2020-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Burgess Schultz & Robb Pc
Address
PO BOX 467, EAST LONGMEADOW, MA 01028-0467
Preparer
N Andrew Robb
Phone
4135250025
Raw XML AppendixShowing 400 of 825 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CALL PEPSI INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1OWENS & MINOR INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2OWENS & MINOR INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3CALL ALLIANCE RESOURCE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4CALL MACY'S INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5CALL JOHNSON & JOHNSON
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11CALL WELLTOWER INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12CALL INTEL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13CALL INTEL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14CALL INTEL CORP
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24WELLTOWER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt840090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt929750
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1131315
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1727165
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1816400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1918945
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ANNALY CAPITAL MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AT & T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BP PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CANADIAN IMPERIAL BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CANON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GENERAL ELECTRIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11INTERNATIONAL BUSS. MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12NOBLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PFIZER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17SENIOR HOUSING PROPERTIES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18OWENS & MINOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19WELLTOWER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GREAT ELM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GREIF INC
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0155912
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0886
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt082
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt034240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt047466
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt063451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt034240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035875
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024474
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-27576
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0365
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0365
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0365
IRS990PF/FMVAssetsEOYAmt0768021
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt033912
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0789836
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt051888
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0737948
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011848
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038899
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0777988
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0789836
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BENJAMIN WALLACE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 584
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOUTH WINDSOR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0778517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0762303
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt047466
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt047466
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Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,869
Liabilities
$12,070
Net assets
$698,799
Revenue
$35,875
Expenses
$63,451
Net income
-$27,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.98$0.21$4.77$0.36$0.53$0.17
2023Summary only. Only limited summary data is available for this year.$5.64$0.32$0.36$0.56$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.87$0.36$5.52$0.12$0.57$0.45
2021Detailed filing. Detailed filing data is available for this year.$6.13$0.16$5.96$0.48$0.80$0.31
2020Summary only. Only limited summary data is available for this year.$6.49$0.22$0.12$0.59$0.71
2019Detailed filing. Detailed filing data is available for this year.$7.11$0.12$6.99$0.36$0.63$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.43$0.17$7.26$0.72$0.63$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.10$7.17$0.55$0.57$0.01
2016Detailed filing. Detailed filing data is available for this year.$7.25$0.06$7.19$0.06$0.59$0.53
2015Summary only. Only limited summary data is available for this year.$7.75$0.03$0.77$0.63$0.14
2014Detailed filing. Detailed filing data is available for this year.$7.62$0.04$7.58$0.12$0.70$0.58
2013Detailed filing. Detailed filing data is available for this year.$8.18$0.02$8.16$0.57
2012Detailed filing. Detailed filing data is available for this year.$8.27$0.02$8.26$0.56
2011Summary only. Only limited summary data is available for this year.$8.34$0.00$0.64$0.84$0.19