Civic Intelligence

Chapel Haven Endowment Inc.

990 • Fiscal year 2019 • EIN 26-2242797

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 03, 2020

Organization ProfileWWW.CHAPELHAVEN.ORG
1040 Whalley AveNew Haven, CT 06515

(203) 397-1714

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.14x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.34x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

46th percentile

2.0%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$126,588

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

14th percentile

-5.4%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

498%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$22,077,157

Down $1,258,288 (-5.4%) from 2018

Net Assets

Up

$18,935,159

Up $241,352 (+1.3%) from 2018

Liabilities

Down

$3,141,998

Down $1,499,640 (-32%) from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin46th percentile

Revenue

Up

$9,207,557

Up $7,667,365 (+498%) from 2018

Expenses

Down

$9,026,791

Down $5,239,734 (-37%) from 2018

Net Income

Up

$180,766

Up $12,907,099 (+101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$40M$30M$20M$10M$0Assets 2013: $4,394,353Liabilities 2013: $3,969,677Net Assets 2013: $424,6762013Assets 2014: $5,015,557Liabilities 2014: $4,590,881Net Assets 2014: $424,6762014Assets 2015: $5,282,362Liabilities 2015: $5,068,568Net Assets 2015: $213,7942015Assets 2016: $32,316,306Liabilities 2016: $2,806,973Net Assets 2016: $29,509,3332016Assets 2017: $35,018,207Liabilities 2017: $2,924,441Net Assets 2017: $32,093,7662017Assets 2018: $23,335,445Liabilities 2018: $4,641,638Net Assets 2018: $18,693,8072018Assets 2019: $22,077,157Liabilities 2019: $3,141,998Net Assets 2019: $18,935,1592019Assets 2020: $12,281,056Liabilities 2020: $4,351,491Net Assets 2020: $7,929,5652020Assets 2021: $12,603,531Liabilities 2021: $4,290,989Net Assets 2021: $8,312,5422021Assets 2022: $11,903,891Liabilities 2022: $3,965,031Net Assets 2022: $7,938,8602022Assets 2023: $14,868,008Liabilities 2023: $4,307,178Net Assets 2023: $10,560,8302023Assets 2024: $14,458,827Liabilities 2024: $3,906,990Net Assets 2024: $10,551,8372024Assets 2025: $14,948,914Liabilities 2025: $4,150,749Net Assets 2025: $10,798,1652025

Highlighted filing

2019

Assets$22,077,157
Liabilities$3,141,998
Net Assets$18,935,159
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$40M$20M$0-$20MExpenses 2013: $1,0422013Revenue 2014: $102,565Expenses 2014: $100Net Income 2014: $102,4652014Revenue 2015: $88,869Expenses 2015: $211,005Net Income 2015: -$122,1362015Revenue 2016: $28,653,202Expenses 2016: $1,437,412Net Income 2016: $27,215,7902016Revenue 2017: $3,962,228Expenses 2017: $1,562,964Net Income 2017: $2,399,2642017Revenue 2018: $1,540,192Expenses 2018: $14,266,525Net Income 2018: -$12,726,3332018Revenue 2019: $9,207,557Expenses 2019: $9,026,791Net Income 2019: $180,7662019Revenue 2020: $431,769Expenses 2020: $11,464,160Net Income 2020: -$11,032,3912020Revenue 2021: $108,106Expenses 2021: $154,926Net Income 2021: -$46,8202021Revenue 2022: $61,870Expenses 2022: $3,503Net Income 2022: $58,3672022Revenue 2023: $2,982,464Expenses 2023: $603,048Net Income 2023: $2,379,4162023Revenue 2024: $262,002Expenses 2024: $604,785Net Income 2024: -$342,7832024Revenue 2025: $410,217Expenses 2025: $606,842Net Income 2025: -$196,6252025

Highlighted filing

2019

Revenue$9,207,557
Expenses$9,026,791
Net Income$180,766
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 3, 2020
Return Version
2018v3.1
Gross Receipts
$21,461,412
Mission and Program Overview

Mission

Chapel haven endowment's mission is to manage the assets of quasi-endowment funds and endowment funds established by donors on behalf of chapel haven schleifer center, inc. These funds are invested for the long term financial stability of chapel haven schleifer center, inc and distributions to chapel haven schleifer center, inc. For unrestriced and restricted use as determined by the board of directors.

See attachedchapel haven endowment's purpose is to manage investments for the long term financial stability of chapel haven schleifer center, inc. The return from these investments is to be distributed to chapel haven schleifer center, inc. For unrestricted and operational use when approved by the board.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$9,974,210$13,575,776▲ $3,601,566
Investments in Publicly Traded Securities$3,845,608$4,069,619▲ $224,011
Pledges and Grants Receivable$8,196,031$4,006,762▼ $4,189,269
Other Notes and Loans Receivable, Net$1,295,000$425,000▼ $870,000
Accounts Receivable$24,600--
Cash and Non-Interest-Bearing Accounts$-4--
Total Assets$23,335,445$22,077,157▼ $1,258,288
Liabilities
Other Liabilities$2,767,715$2,906,129▲ $138,414
Accounts Payable and Accrued Expenses$1,873,923$235,869▼ $1,638,054
Total Liabilities$4,641,638$3,141,998▼ $1,499,640
Net Assets / Fund Balance
Temporarily Rstr Net Assets$16,155,183$16,369,095▲ $213,912
Permanently Rstr Net Assets$2,538,624$2,566,064▲ $27,440
Total Net Assets Fund Balance$18,693,807$18,935,159▲ $241,352
Total Liabilities and Net Assets / Fund Balance$23,335,445$22,077,157▼ $1,258,288

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$6,390,194$27,439▲ $277,505$0$6,678,238
2017$6,107,368$21,395▲ $504,656$240,000$6,390,194
2016$5,942,650$25,279▲ $601,339$458,000$6,107,368
2015$4,646,781$1,149,632▲ $147,352-$5,942,650
2014$4,590,882$33,475▲ $233,429-$4,646,781
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleOtherTotal
Mike StorzPresident$126,588$126,588
Frank HughesVice President Finance$98,510$98,510
Robert NurinSecretary$4,050$4,050

Board Members and Trustees

NameTitle
Peggy BakerChairperson
David KesnerVice Chairperson
Dr Eugene SanderBoard Member
Dr Gerry CostaBoard Member
Fred VolkmarBoard Member
Harriet SchleiferBoard Member
Jane ConnorsBoard Member
John BilezikianBoard Member
Kent AtkinsBoard Member
Mary DohertyBoard Member
TOM O'NEILBoard Member
Michael GavinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hidden Talent LLCProfessional Services606 POST ROAD EAST, Westport, CT 06880$192,743
Revenue and Support

Revenue Composition

Contributions and Grants
$9,221,853
Program Service Revenue
$0
Investment Income
$-14,296
Other Revenue
$0
All Other Contributions
$9,221,853
Change in Net Assets
$180,766

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$9,096,794Fair Market Value (FMV) at Donation
Total Noncash Contributions6$9,096,794-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,026,791
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$8,952,260--$8,952,260
Fees for Services Other$69,900--$69,900
Other Expenses-$4,631-$4,631
Total Functional Expenses$9,022,160$4,631$0$9,026,791
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Harriet SchleiferBoard MemberGrant From Schleifer Family FoundationNo$6,987,942
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Chapel Haven Schleifer Center, Inc.$2,906,129
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 as well as the final audit is given to each board member and is reviewed by the vp of finance and the finance committee. Special attention is given to the questions that specifically affect board members.”

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

“Every year the conflict of interest policy is reviewed with the board of directors and each member is required to sign a conflict of interest policy form and these signed forms are kept on record.”

Form 990, Part VI, Section B, Line 15

“The personnel committee reviews wages of management from similar organization's 990s found on guidestar as well as reviews the results of cbia's annual survey of non-profits that includes wage information.”

Form 990, Part VI, Section C, Line 18

“A copy of the 990 is available to the public on the internet through guidestar.org and available upon request. Form 1023 is not available to the public but is available upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Chapel Haven Endowment Inc
EIN
26-2242797
Phone
2033971714
Address
1040 WHALLEY AVE, NEW HAVEN, CT 06515

Signing Officer

Name
Mike Storz
Title
President
Phone
2033971714
Signed
2020-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Storz
Formed
2007
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Carter Hayes Associates Pc
Address
1970 WHITNEY AVENUE BLDG 2, HAMDEN, CT 06517
Preparer
Amy K Wild
Phone
2032873990
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund's purpose is to manage investments for the long term financial stability of the organization. The return from these investments is to be distributed to the organization for unrestricted and operational use when approved by the board and based on the adopted spending policy.”

PART X, LINE 2:

“The organization accounts for uncertainty in income taxes in accordance with fasb asc 740, accounting for uncertainty in income taxes. The organization believes that there are no uncertain tax positions with any of its open tax years and has no open tax years prior to the year ended june 30, 2016. The organization's tax returns are subject to examination, generally for three years after they were filed.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHAPEL HAVEN ENDOWMENT'S MISSION IS TO MANAGE THE ASSETS OF QUASI-ENDOWMENT FUNDS AND ENDOWMENT FUNDS ESTABLISHED BY DONORS ON BEHALF OF CHAPEL HAVEN SCHLEIFER CENTER, INC. THESE FUNDS ARE INVESTED FOR THE LONG TERM FINANCIAL STABILITY OF CHAPEL HAVEN SCHLEIFER CENTER, INC AND DISTRIBUTIONS TO CHAPEL HAVEN SCHLEIFER CENTER, INC. FOR UNRESTRICED AND RESTRICTED USE AS DETERMINED BY THE BOARD OF DIRECTORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018693807
IRS990/NetAssetsOrFundBalancesEOYAmt018935159
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-120255
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-120255
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt060586
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt04631
IRS990/OtherLiabilitiesGrp/BOYAmt02767715
IRS990/OtherLiabilitiesGrp/EOYAmt02906129
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01295000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0425000
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt08952260
IRS990/PaymentsToAffiliatesGrp/TotalAmt08952260
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02538624
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02566064
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08196031
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04006762
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MIKE STORZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0682431
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0857761
IRS990/PYOtherExpensesAmt014266525
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-12726333
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt014266525
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01540192
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0180766
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09974210
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013575776
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060925031
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08952260
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHAPEL HAVEN SCHLEIFER CENTER INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08952260
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.17500
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt016900
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06390194
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt027439
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06678238
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0277505
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03225
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06107368
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021395
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06390194
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0504656
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0240000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05942650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt025279
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06107368
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0601339
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0458000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01115
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04646781
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01149632
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05942650
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0147352
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0211005
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04590882
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt033475
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04646781
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0233429
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02906129
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CHAPEL HAVEN SCHLEIFER CENTER, INC.
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.52500
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND'S PURPOSE IS TO MANAGE INVESTMENTS FOR THE LONG TERM FINANCIAL STABILITY OF THE ORGANIZATION. THE RETURN FROM THESE INVESTMENTS IS TO BE DISTRIBUTED TO THE ORGANIZATION FOR UNRESTRICTED AND OPERATIONAL USE WHEN APPROVED BY THE BOARD AND BASED ON THE ADOPTED SPENDING POLICY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS AND HAS NO OPEN TAX YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2016. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.30000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02906129
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0HARRIET SCHLEIFER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt06987942
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0GRANT FROM SCHLEIFER FAMILY FOUNDATION
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt06
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV AT DONATION
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt09096794
IRS990ScheduleM/ThirdPartiesUsedInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$22,077,157
Liabilities
$3,141,998
Net assets
$18,935,159
Revenue
$9,207,557
Expenses
$9,026,791
Net income
$180,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.9$4.15$10.8$0.41$0.61$0.20
2024Detailed filing. Detailed filing data is available for this year.$14.5$3.91$10.6$0.26$0.60$0.34
2023Detailed filing. Detailed filing data is available for this year.$14.9$4.31$10.6$2.98$0.60$2.38
2022Detailed filing. Detailed filing data is available for this year.$11.9$3.97$7.94$0.06$0.00$0.06
2021Detailed filing. Detailed filing data is available for this year.$12.6$4.29$8.31$0.11$0.15$0.05
2020Detailed filing. Detailed filing data is available for this year.$12.3$4.35$7.93$0.43$11.5$11.0
2019Detailed filing. Detailed filing data is available for this year.$22.1$3.14$18.9$9.21$9.03$0.18
2018Detailed filing. Detailed filing data is available for this year.$23.3$4.64$18.7$1.54$14.3$12.7
2017Detailed filing. Detailed filing data is available for this year.$35.0$2.92$32.1$3.96$1.56$2.40
2016Detailed filing. Detailed filing data is available for this year.$32.3$2.81$29.5$28.7$1.44$27.2
2015Detailed filing. Detailed filing data is available for this year.$5.28$5.07$0.21$0.09$0.21$0.12
2014Detailed filing. Detailed filing data is available for this year.$5.02$4.59$0.42$0.10$0.00$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$3.97$0.42$0.00