Civic Intelligence

Chase Family Foundation

990PF • Fiscal year 2020 • EIN 36-4667272

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

Organization Profile
7758 Oakhurst CircleIndependence, OH 44141

(440) 746-0881

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

1st percentile

-37331%

Higher net margin than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M 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 / Assets38th percentile

Assets

Up

$840,673

Up $587,946 (+233%) from 2016

Net Assets

Up

$840,673

Up $587,946 (+233%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin1st percentile

Revenue

Down

$700

Down $105,500 (-99%) from 2016

Expenses

Up

$262,019

Up $205,066 (+360%) from 2016

Net Income

Down

-$261,319

Down $310,566 (-631%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2013: $94,952Liabilities 2013: $0Net Assets 2013: $94,9522013Assets 2014: $199,402Liabilities 2014: $0Net Assets 2014: $199,4022014Assets 2016: $252,727Liabilities 2016: $0Net Assets 2016: $252,7272016Assets 2020: $840,673Liabilities 2020: $0Net Assets 2020: $840,6732020Assets 2021: $833,249Liabilities 2021: $0Net Assets 2021: $833,2492021Assets 2022: $694,837Liabilities 2022: $0Net Assets 2022: $694,8372022Assets 2023: $697,559Liabilities 2023: $0Net Assets 2023: $697,5592023Assets 2024: $512,278Liabilities 2024: $0Net Assets 2024: $512,2782024

Highlighted filing

2020

Assets$840,673
Liabilities$0
Net Assets$840,673
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2013: $33,8752013Revenue 2014: $111,200Expenses 2014: $6,750Net Income 2014: $104,4502014Revenue 2016: $106,200Expenses 2016: $56,953Net Income 2016: $49,2472016Revenue 2020: $700Expenses 2020: $262,019Net Income 2020: -$261,3192020Revenue 2021: $15,600Expenses 2021: $29,616Net Income 2021: -$14,0162021Revenue 2022: $123,080Expenses 2022: $261,492Net Income 2022: -$138,4122022Revenue 2023: $12,404Expenses 2023: $9,682Net Income 2023: $2,7222023Revenue 2024: $71,182Expenses 2024: $256,463Net Income 2024: -$185,2812024

Highlighted filing

2020

Revenue$700
Expenses$262,019
Net Income-$261,319
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George M ChasePresident-$0--
Michael ChaseTreasurer-$0--
Cheryl Ann ChaseV. President-$0--
George G Chase JrSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLEVELAND CENTRAL CATHOLIC HIGH SCHOOLCHARITABLE CONTRIBUTION-CLEVELAND, OH, US$252,500
Paid GrantCleveland Area Golden Glovescharitable contribution-Cleveland, OH, US$2,500
Paid GrantCORNERSTONE OF HOPECHARITABLE CONTRIBUTION-INDEPENDENCE, OH, US$1,500
Paid GrantST BONAVENTURE INDIAN MISSION & SCHOOLCHARITABLE CONTRIBUTION-W THOREAU, NM, US$1,000
Paid GrantCITY MISSIONCHARITABLE CONTRIBUTION-CLEVELAND, OH, US$1,000
Paid GrantGREATER CLEVELAND FOOD BANKCHARTIBALE CONTRIBUTION-CLEVELAND, OH, US$750
Paid GrantAllison Rose FoundationCharitable Contribution-Independence, OH, US$500
Paid GrantWVIZ IDEASTREAMcharitable contribution-Cleveland, OH, US$250
Filing and Contact Details

Filer

Filer Name
Chase Family Foundation
EIN
36-4667272
In Care Of
% GEORGE M CHASE
Phone
4407460881
Address
7758 OAKHURST CIRCLE, INDEPENDENCE, OH 44141

Signing Officer

Name
Michael Chase
Title
Officer
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Lytkowski & Co Inc
Address
1801 East Ninth Street Suite 1520, Cleveland, OH 44114
Preparer
Kimberly D Lytkowski
Phone
2166965394
Raw XML Appendix340 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0George M Chase
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael Chase
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cheryl Ann Chase
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3George G Chase Jr
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07758 Oakhurst Circle
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36567 Summer Wind Dr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51375 Euclid Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64500 Lee Rd 222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 31842
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt085089
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0275808
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0394
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt14112
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21216
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CHASE
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ReturnHeader/Filer/BusinessNameControlTxt0CHAS
ReturnHeader/Filer/EIN0364667272
ReturnHeader/Filer/InCareOfNm0% GEORGE M CHASE
ReturnHeader/Filer/PhoneNum04407460881
ReturnHeader/Filer/USAddress/AddressLine1Txt07758 OAKHURST CIRCLE
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A9A78976B98A23BF1B3CEC04A276E9AF3D11EC99
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.142.168.166
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYTKOWSKI & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 East Ninth Street Suite 1520
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum02166965394
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly D Lytkowski
ReturnHeader/ReturnTs02020-11-13T11:00:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$840,673
Liabilities
$0
Net assets
$840,673
Revenue
$700
Expenses
$262,019
Net income
-$261,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.71$2.56$1.85
2023Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.12$0.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$1.23$2.61$1.38
2021Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.16$0.30$0.14
2020Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.01$2.62$2.61
2016Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.06$0.57$0.49
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$1.11$0.07$1.04
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.34