Civic Intelligence

Chase Collegiate School Foundation

EIN 23-7168186 • 501(c)3 • Waterbury, CT

View Organization Page

Profile

To educate tomorrow's leaders and inspire in each student a life long passion for learning, personal achievement, and contribution to the community.

50 Leavenworth StWaterbury, CT 06702

chasecollegiate.org

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

21st percentile

-7.3%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

58th percentile

7.3%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$11,628,264

Up $652,340 (+5.9%) from 2024

Liabilities

Up

$16,890

Up $315 (+1.9%) from 2024

Net Assets

Up

$11,611,374

Up $652,025 (+5.9%) from 2024

Operations
Liabilities / Revenue16th percentileNet Margin21st percentile

Revenue

Up

$536,418

Up $18,929 (+3.7%) from 2024

Expenses

Up

$575,752

Up $505,550 (+720%) from 2024

Net Income

Down

-$39,334

Down $486,621 (-109%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$40M$30M$20M$10M$0Assets 2010: $30,171,273Liabilities 2010: $14,192,343Net Assets 2010: $15,978,9302010Assets 2011: $31,361,381Liabilities 2011: $13,945,827Net Assets 2011: $17,415,5542011Assets 2012: $31,143,337Liabilities 2012: $13,458,442Net Assets 2012: $17,684,8952012Assets 2013: $31,227,682Liabilities 2013: $13,600,480Net Assets 2013: $17,627,2022013Assets 2014: $35,277,828Liabilities 2014: $14,846,679Net Assets 2014: $20,431,1492014Assets 2015: $34,864,846Liabilities 2015: $15,415,983Net Assets 2015: $19,448,8632015Assets 2016: $32,412,730Liabilities 2016: $14,755,194Net Assets 2016: $17,657,5362016Assets 2017: $30,259,229Liabilities 2017: $14,419,332Net Assets 2017: $15,839,8972017Assets 2019: $12,794,404Liabilities 2019: $47,855Net Assets 2019: $12,746,5492019Assets 2020: $12,199,481Liabilities 2020: $40,601Net Assets 2020: $12,158,8802020Assets 2021: $14,644,153Liabilities 2021: $43,897Net Assets 2021: $14,600,2562021Assets 2022: $12,412,386Liabilities 2022: $55,910Net Assets 2022: $12,356,4762022Assets 2023: $10,096,223Liabilities 2023: $46,284Net Assets 2023: $10,049,9392023Assets 2024: $10,975,924Liabilities 2024: $16,575Net Assets 2024: $10,959,3492024Assets 2025: $11,628,264Liabilities 2025: $16,890Net Assets 2025: $11,611,3742025

Highlighted filing

2025

Assets$11,628,264
Liabilities$16,890
Net Assets$11,611,374
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $13,571,5312010Expenses 2011: $13,597,2102011Expenses 2012: $14,267,3112012Expenses 2013: $15,187,7232013Revenue 2014: $15,192,334Expenses 2014: $13,935,563Net Income 2014: $1,256,7712014Revenue 2015: $13,468,094Expenses 2015: $13,667,362Net Income 2015: -$199,2682015Revenue 2016: $10,682,149Expenses 2016: $12,039,020Net Income 2016: -$1,356,8712016Revenue 2017: $9,640,192Expenses 2017: $11,733,042Net Income 2017: -$2,092,8502017Revenue 2019: $409,556Expenses 2019: $456,194Net Income 2019: -$46,6382019Revenue 2020: $346,641Expenses 2020: $767,525Net Income 2020: -$420,8842020Revenue 2021: $501,802Expenses 2021: $930,613Net Income 2021: -$428,8112021Revenue 2022: $1,880,253Expenses 2022: $881,573Net Income 2022: $998,6802022Revenue 2023: $1,349,454Expenses 2023: $3,389,737Net Income 2023: -$2,040,2832023Revenue 2024: $517,489Expenses 2024: $70,202Net Income 2024: $447,2872024Revenue 2025: $536,418Expenses 2025: $575,752Net Income 2025: -$39,3342025

Highlighted filing

2025

Revenue$536,418
Expenses$575,752
Net Income-$39,334
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,628,264
Liabilities
$16,890
Net assets
$11,611,374
Revenue
$536,418
Expenses
$575,752
Net income
-$39,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.6$0.02$11.6$0.54$0.58$0.04
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.02$11.0$0.52$0.07$0.45
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.05$10.0$1.35$3.39$2.04
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.06$12.4$1.88$0.88$1.00
2021Detailed filing. Detailed filing data is available for this year.$14.6$0.04$14.6$0.50$0.93$0.43
2020Detailed filing. Detailed filing data is available for this year.$12.2$0.04$12.2$0.35$0.77$0.42
2019Detailed filing. Detailed filing data is available for this year.$12.8$0.05$12.7$0.41$0.46$0.05
2017Detailed filing. Detailed filing data is available for this year.$30.3$14.4$15.8$9.64$11.7$2.09
2016Detailed filing. Detailed filing data is available for this year.$32.4$14.8$17.7$10.7$12.0$1.36
2015Detailed filing. Detailed filing data is available for this year.$34.9$15.4$19.4$13.5$13.7$0.20
2014Detailed filing. Detailed filing data is available for this year.$35.3$14.8$20.4$15.2$13.9$1.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$13.6$17.6$15.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$13.5$17.7$14.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$13.9$17.4$13.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$14.2$16.0$13.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Mission and Program Overview

Mission

To educate tomorrow's leaders and inspire in each student a life long passion for learning, personal achievement, and contribution to the community.

Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Secretary/ T-$0--
ORIS DUNHAMTrustee-$0--
JUDY ROWLEYTrustee-$0--
MAGGIE SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Chase Collegiate School Foundation
EIN
23-7168186
Phone
8608490949
Address
50 LEAVENWORTH ST, WATERBURY, CT 06702

Signing Officer

Name
Louise Knies
Title
Secretary/ Treasurer
Signed
2025-11-10

Preparer

Firm
CHARLES HEAVEN & CO CPA'S
Address
207 BANK ST, WATERBURY, CT 06702
Preparer
Robert E Sweeney Jr
Phone
2037534101
Raw XML AppendixShowing 400 of 424 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AAAZX DWS RREEF REAL ASSETS INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CSSPX COHEN & STEERS GLOBAL REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DODFX DODGE & COX INTERNATIONAL STO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3HWVIX HOTCHKIS & WILEY SM CP DIVERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ODVIX INVESCO DEVELOPING MARKETS R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ODVIX INVESCO DEVELOPING MARKETS R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6OIGIX INVESCO OPPENHEIMER INTERNAT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7OIGIX INVESCO OPPENHEIMER INTERN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SWMCX SCHWAB US MID-CAP INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VFIAX VANGUARD ...500 INDEX ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GOBSX BRANDYWINEGLOBAL GLOBAL OPP B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11GOBSX BRANDYWINEGLOBAL GLOBAL OPP B
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0792350
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0643601
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010166999
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt011506774
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011506774
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0242987
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt099064
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt099064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010975924
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011628264
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011628264
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt016575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt016890
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010975924
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011628264
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010959349
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011611374
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0518554
IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08608490949
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0354200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1115700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt412500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt87200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S COMMUNITY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WESTOVER SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0CHILDREN'S COMMUNITY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1WESTOVER SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5MISS PORTER'S SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt6CHESHIRE ACADEMY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt023 JOHN ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt544 MILL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7995 HOPMEADOW ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt023 JOHN ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt8140 BUCKINGHAM ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8OAKVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106762
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306793
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406795
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd606410
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0500500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0540621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt040121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01529453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt040121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01489332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01489332
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01489332
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01529453
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0667730
OtherIncreasesSchedule/OtherIncreasesDetail/Amt123629
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION SCHWAB
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED APPRECIATION IRONWOOD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt121036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTANT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025000
TaxesSchedule/TaxesDetail/Amt07074
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE KNIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/ TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10

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