Civic Intelligence

The Katherine and Lee Chilcote Foundation

990PF • Fiscal year 2016 • EIN 34-1856511

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
2322 Delemare RdCleveland Heights, OH 44106

(216) 795-4117

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-8781%

Higher net margin than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-5.4%

Faster asset growth than 20% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,439,082

Down $81,843 (-5.4%) from 2015

Net Assets

Down

$1,439,082

Down $81,843 (-5.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$922

Down $52,591 (-98%) from 2015

Expenses

Down

$81,882

Down $8,123 (-9.0%) from 2015

Net Income

Down

-$80,960

Down $44,468 (-122%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$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

2016

Assets$1,439,082
Liabilities$0
Net Assets$1,439,082
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$922
Expenses$81,882
Net Income-$80,960
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

Filer Name
The Katherine and Lee Chilcote
EIN
34-1856511
Phone
2167954117
Address
2322 DELEMARE RD, CLEVELAND HEIGHTS, OH 44106

Signing Officer

Name
Lee a Chilcote
Title
Trustee
Phone
2167954117
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Schultz Bertin & Co
Address
21851 CENTER RIDGE RD, CLEVELAND, OH 44116-3901
Preparer
Jeffrey M Kurzweil Cpacfe
Phone
4403339004
Raw XML Appendix373 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41360 E 9TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51939 W 25TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt66516 DETROIT AVE
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ReturnHeader/Filer/BusinessNameControlTxt0KATH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861155665
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021851 CENTER RIDGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441163901
ReturnHeader/PreparerPersonGrp/PhoneNum04403339004
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY M KURZWEIL CPACFE
ReturnHeader/ReturnTs02017-05-10T08:54:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,439,082
Liabilities
$0
Net assets
$1,439,082
Revenue
$922
Expenses
$81,882
Net income
-$80,960
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