Civic Intelligence

Stanley and Marvel Chong Foundation Co John M Ratelle

990PF • Fiscal year 2018 • EIN 36-3411371

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

4913 Poppy LaneEdina, MN 55435

(952) 200-3707

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-38%

Higher net margin than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

37th percentile

-1.8%

Faster asset growth than 37% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-2.7%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,417,643

Down $26,223 (-1.8%) from 2017

Net Assets

Down

$1,417,643

Down $26,223 (-1.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$68,937

Down $1,903 (-2.7%) from 2017

Expenses

Up

$95,160

Up $4,005 (+4.4%) from 2017

Net Income

Down

-$26,223

Down $5,908 (-29%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,584,330Liabilities 2012: $0Net Assets 2012: $1,584,3302012Assets 2013: $1,565,216Liabilities 2013: $0Net Assets 2013: $1,565,2162013Assets 2014: $1,559,459Liabilities 2014: $0Net Assets 2014: $1,559,4592014Assets 2015: $1,510,729Liabilities 2015: $0Net Assets 2015: $1,510,7292015Assets 2016: $1,464,181Liabilities 2016: $0Net Assets 2016: $1,464,1812016Assets 2017: $1,443,866Liabilities 2017: $0Net Assets 2017: $1,443,8662017Assets 2018: $1,417,643Liabilities 2018: $0Net Assets 2018: $1,417,6432018Assets 2019: $1,416,873Liabilities 2019: $0Net Assets 2019: $1,416,8732019Assets 2020: $1,435,024Liabilities 2020: $0Net Assets 2020: $1,435,0242020Assets 2021: $1,520,142Liabilities 2021: $0Net Assets 2021: $1,520,1422021Assets 2022: $1,450,024Liabilities 2022: $0Net Assets 2022: $1,450,0242022Assets 2023: $1,405,509Liabilities 2023: $0Net Assets 2023: $1,405,5092023Assets 2024: $1,370,272Liabilities 2024: $0Net Assets 2024: $1,370,2722024

Highlighted filing

2018

Assets$1,417,643
Liabilities$0
Net Assets$1,417,643

Operations Trend

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

$200K$100K$0-$100KExpenses 2012: $110,6262012Revenue 2013: $86,328Expenses 2013: $105,442Net Income 2013: -$19,1142013Revenue 2014: $104,973Expenses 2014: $110,730Net Income 2014: -$5,7572014Revenue 2015: $34,990Expenses 2015: $83,720Net Income 2015: -$48,7302015Revenue 2016: $48,441Expenses 2016: $94,989Net Income 2016: -$46,5482016Revenue 2017: $70,840Expenses 2017: $91,155Net Income 2017: -$20,3152017Revenue 2018: $68,937Expenses 2018: $95,160Net Income 2018: -$26,2232018Revenue 2019: $89,629Expenses 2019: $90,399Net Income 2019: -$7702019Revenue 2020: $110,392Expenses 2020: $92,241Net Income 2020: $18,1512020Revenue 2021: $181,309Expenses 2021: $96,191Net Income 2021: $85,1182021Revenue 2022: $36,076Expenses 2022: $103,583Net Income 2022: -$67,5072022Revenue 2023: $57,986Expenses 2023: $102,501Net Income 2023: -$44,5152023Revenue 2024: $68,478Expenses 2024: $103,715Net Income 2024: -$35,2372024

Highlighted filing

2018

Revenue$68,937
Expenses$95,160
Net Income-$26,223
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN M RATELLEDirector-$0--
THOMAS J RATELLEDirector-$0--
GORDAN P HEINSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Stanley and Marvel Chong Foundation
EIN
36-3411371
Phone
9522003707
Address
4913 POPPY LANE, EDINA, MN 55435

Signing Officer

Name
Thomas J Ratelle
Title
Secretary/Director
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Schmidt & Schmidt LTD
Address
7760 France Avenue South, Minneapolis, MN 55435
Preparer
Stanton J Vander Lugt CPA
Phone
9528357796
Raw XML Appendix369 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS J RATELLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS AND DANCE PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHINESE AMERICAN ASSOC MN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ST JOHN'S UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3METRO HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4UNIVERSITY OF MN CHINA CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5VOLUNTEERS OF AMERICA AVANTI CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 4000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MINNEAPOLIS
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0395000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt080000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt080000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt080000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt065000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt090000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt080000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0480000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0400000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09503
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14138
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09503
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14138
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1607
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF MN
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1607
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J RATELLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STANLEY AND MARVEL CHONG FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO THOMAS J RATELLE
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0363411371
ReturnHeader/Filer/PhoneNum09522003707
ReturnHeader/Filer/USAddress/AddressLine1Txt04913 POPPY LANE
ReturnHeader/Filer/USAddress/CityNm0EDINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055435
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411675634
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schmidt & Schmidt LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07760 France Avenue South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528357796
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STANTON J VANDER LUGT CPA
ReturnHeader/ReturnTs02019-05-15T07:06:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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