Civic Intelligence

Chilcote Family Foundation

EIN 34-1856511 • Cleveland Heights, OH

2322 Delamere RdCleveland Heights, OH 44106
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-222%

Higher net margin than 3% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

13th percentile

-17%

Faster asset growth than 13% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

250%

Faster revenue growth than 95% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$768,527

Down $158,862 (-17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$768,527

Down $158,862 (-17%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin3rd percentile

Revenue

Up

$73,527

Up $52,529 (+250%) from 2023

Expenses

Up

$236,609

Up $179,316 (+313%) from 2023

Net Income

Down

-$163,082

Down $126,787 (-349%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,520,925Liabilities 2015: $0Net Assets 2015: $1,520,9252015Assets 2016: $1,439,082Liabilities 2016: $0Net Assets 2016: $1,439,0822016Assets 2017: $1,449,022Liabilities 2017: $0Net Assets 2017: $1,449,0222017Assets 2018: $1,415,237Liabilities 2018: $0Net Assets 2018: $1,415,2372018Assets 2019: $1,426,784Liabilities 2019: $0Net Assets 2019: $1,426,7842019Assets 2020: $1,539,880Liabilities 2020: $0Net Assets 2020: $1,539,8802020Assets 2021: $1,428,145Liabilities 2021: $0Net Assets 2021: $1,428,1452021Assets 2022: $961,523Liabilities 2022: $0Net Assets 2022: $961,5232022Assets 2023: $927,389Liabilities 2023: $0Net Assets 2023: $927,3892023Assets 2024: $768,527Liabilities 2024: $0Net Assets 2024: $768,5272024

Highlighted filing

2024

Assets$768,527
Liabilities$0
Net Assets$768,527
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $53,513Expenses 2015: $90,005Net Income 2015: -$36,4922015Revenue 2016: $922Expenses 2016: $81,882Net Income 2016: -$80,9602016Revenue 2017: $97,546Expenses 2017: $86,472Net Income 2017: $11,0742017Revenue 2018: $58,484Expenses 2018: $92,428Net Income 2018: -$33,9442018Revenue 2019: $103,299Expenses 2019: $90,452Net Income 2019: $12,8472019Revenue 2020: $202,259Expenses 2020: $90,074Net Income 2020: $112,1852020Revenue 2021: $141,864Expenses 2021: $254,335Net Income 2021: -$112,4712021Revenue 2022: $67,384Expenses 2022: $533,904Net Income 2022: -$466,5202022Revenue 2023: $20,998Expenses 2023: $57,293Net Income 2023: -$36,2952023Revenue 2024: $73,527Expenses 2024: $236,609Net Income 2024: -$163,0822024

Highlighted filing

2024

Revenue$73,527
Expenses$236,609
Net Income-$163,082
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$768,527
Liabilities
$0
Net assets
$768,527
Revenue
$73,527
Expenses
$236,609
Net income
-$163,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.07$0.24$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.02$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.53$0.47
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.14$0.25$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.20$0.09$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.06$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.00$0.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.05$0.09$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE A CHILCOTETrustee-$0--
EMILY K CHILCOTETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Chilcote Family Foundation
EIN
34-1856511
Phone
2167954117
Address
2322 DELAMERE RD, CLEVELAND HEIGHTS, OH 44106

Signing Officer

Name
Lee a Chilcote
Title
Trustee
Phone
2167954117
Signed
2025-04-30

Preparer

Firm
Schultz Bertin & Co
Address
21851 CENTER RIDGE RD, CLEVELAND, OH 44116-3901
Preparer
Jeffrey M Kurzweil CPA Cfe
Phone
4403339004
Raw XML Appendix266 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt054767
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0462652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt090382
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0736278
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0178028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05216
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0462652
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt090382
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0232795
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0178028
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0736278
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0558250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0380
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04220
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENTS FOR ACCRUED INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN & MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03327
TaxesSchedule/TaxesDetail/Amt0107
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIV
TaxesSchedule/TaxesDetail/CategoryTxt1TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0107
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE A CHILCOTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02167954117
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHILCOTE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHIL
ReturnHeader/Filer/EIN0341856511
ReturnHeader/Filer/PhoneNum02167954117
ReturnHeader/Filer/USAddress/AddressLine1Txt02322 DELAMERE RD
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861155665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULTZ BERTIN & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021851 CENTER RIDGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441163901
ReturnHeader/PreparerPersonGrp/PhoneNum04403339004
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY M KURZWEIL CPA CFE
ReturnHeader/ReturnTs02025-10-23T13:17:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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