Civic Intelligence

Chauncey Rose Equipment Endowment Fund

990PF • Fiscal year 2020 • EIN 35-6564708

Nov 01, 2019 to Oct 31, 2020 • Filed on Apr 27, 2021

Organization Profile
PO Box 540Terre Haute, IN 47808

(812) 238-6257

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

10th percentile

-75%

Higher net margin than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$18,453

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$3,413,367

No earlier filing loaded for comparison.

Net Assets

$3,413,367

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

$225,018

No earlier filing loaded for comparison.

Expenses

$394,465

No earlier filing loaded for comparison.

Net Income

-$169,447

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,413,367Liabilities 2020: $0Net Assets 2020: $3,413,3672020Assets 2021: $3,606,683Liabilities 2021: $0Net Assets 2021: $3,606,6832021Assets 2022: $3,590,675Liabilities 2022: $0Net Assets 2022: $3,590,6752022Assets 2023: $3,504,536Liabilities 2023: $0Net Assets 2023: $3,504,5362023Assets 2024: $3,506,048Liabilities 2024: $0Net Assets 2024: $3,506,0482024Assets 2025: $3,523,217Liabilities 2025: $0Net Assets 2025: $3,523,2172025

Highlighted filing

2020

Assets$3,413,367
Liabilities$0
Net Assets$3,413,367
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2020: $225,018Expenses 2020: $394,465Net Income 2020: -$169,4472020Revenue 2021: $264,369Expenses 2021: $71,053Net Income 2021: $193,3162021Revenue 2022: $401,052Expenses 2022: $417,060Net Income 2022: -$16,0082022Revenue 2023: $141,733Expenses 2023: $227,872Net Income 2023: -$86,1392023Revenue 2024: $209,924Expenses 2024: $208,412Net Income 2024: $1,5122024Revenue 2025: $245,923Expenses 2025: $228,754Net Income 2025: $17,1692025

Highlighted filing

2020

Revenue$225,018
Expenses$394,465
Net Income-$169,447
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Apr 27, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
First Financial Bank NATrustee-$18,453-$18,453
Filing and Contact Details

Filer

Filer Name
Chauncey Rose Equipment Endowment Fund
EIN
35-6564708
Phone
8122386257
Address
PO Box 540, Terre Haute, IN 47808

Signing Officer

Name
Peter Jacob Panagouleas
Title
Trustee Tax Officer
Signed
2021-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Avenue, Terre Haute, IN 47807
Preparer
Eleanor M Caldwell CPA
Phone
8122329492
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0237148
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0244584
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0138116
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0138116
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03582814
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03413367
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04057602
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03582814
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03413367
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03582814
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03413367
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt075554
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03941458
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0161747
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03779711
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt059122
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0194117
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03882336
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03941458
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt018453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0First Financial Bank NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0One First Financial Plaza
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Terre Haute
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0478073226
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0150378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0152463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0183434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0199117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt087870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0198344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt058057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.02347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.01621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03882336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03787240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03958349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03744521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03589374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03581888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0376041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.193671
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0373956
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0376041
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02085
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0376041
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0One First Financial Plaza
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Terre Haute
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0478073226
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0First Financial Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08122386257
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0374041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Purchase Academic Equipment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Rose Hulman Institute of Technology
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05500 Wabash Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Terre Haute
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047803
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0374041
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0192032
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0175813
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0192032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08196
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08196
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0376041
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08196
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08196
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0175813
TaxesSchedule/TaxesDetail/Amt097
TaxesSchedule/TaxesDetail/Amt11874
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Withheld
TaxesSchedule/TaxesDetail/CategoryTxt1Taxes on Investment Income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt097
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Jacob Panagouleas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee Tax Officer

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,413,367
Liabilities
$0
Net assets
$3,413,367
Revenue
$225,018
Expenses
$394,465
Net income
-$169,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.25$0.23$0.02
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.21$0.21$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.14$0.23$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.40$0.42$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.26$0.07$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.23$0.39$0.17