Civic Intelligence

Chase Foundation Mack C Chase Trustee

990PF • Fiscal year 2013 • EIN 36-7466258

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 08, 2014

510 W Texas Ave88210

(575) 746-4610

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2013 filings • NTEE T • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2013 filings • NTEE T • $25M-$50M nonprofits • Source year 2013

Net Margin

22nd percentile

-24%

Higher net margin than 22% of similar nonprofits.

2013 filings • NTEE T • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

21st percentile

-1.3%

Faster asset growth than 21% of similar nonprofits.

2013 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$38,918,598

Down $517,718 (-1.3%) from 2012

Net Assets

Down

$38,915,812

Down $518,180 (-1.3%) from 2012

Liabilities

Up

$2,786

Up $462 (+20%) from 2012

Revenue

$2,159,747

No earlier filing loaded for comparison.

Expenses

Up

$2,677,927

Up $47,047 (+1.8%) from 2012

Net Income

-$518,180

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $40,825,559Liabilities 2011: $1,963Net Assets 2011: $40,823,5962011Assets 2012: $39,436,316Liabilities 2012: $2,324Net Assets 2012: $39,433,9922012Assets 2013: $38,918,598Liabilities 2013: $2,786Net Assets 2013: $38,915,8122013Assets 2014: $40,908,376Liabilities 2014: $2,034Net Assets 2014: $40,906,3422014Assets 2015: $36,969,167Liabilities 2015: $3,871Net Assets 2015: $36,965,2962015Assets 2016: $38,432,361Liabilities 2016: $1,300Net Assets 2016: $38,431,0612016Assets 2017: $38,443,365Liabilities 2017: $1,176Net Assets 2017: $38,442,1892017Assets 2018: $38,133,447Liabilities 2018: $1,258Net Assets 2018: $38,132,1892018Assets 2019: $36,087,562Liabilities 2019: $1,430Net Assets 2019: $36,086,1322019Assets 2020: $32,565,266Liabilities 2020: $141Net Assets 2020: $32,565,1252020Assets 2021: $32,543,474Liabilities 2021: $50,089Net Assets 2021: $32,493,3852021Assets 2022: $32,849,658Liabilities 2022: $36,614Net Assets 2022: $32,813,0442022Assets 2023: $34,889,746Liabilities 2023: $24,535Net Assets 2023: $34,865,2112023Assets 2024: $36,226,049Liabilities 2024: $40,841Net Assets 2024: $36,185,2082024

Highlighted filing

2013

Assets$38,918,598
Liabilities$2,786
Net Assets$38,915,812

Operations Trend

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

$5.0M$0-$5.0MExpenses 2011: $2,025,5032011Expenses 2012: $2,630,8802012Revenue 2013: $2,159,747Expenses 2013: $2,677,927Net Income 2013: -$518,1802013Revenue 2014: $4,569,521Expenses 2014: $2,578,991Net Income 2014: $1,990,5302014Revenue 2015: -$836,454Expenses 2015: $3,104,592Net Income 2015: -$3,941,0462015Revenue 2016: $4,274,921Expenses 2016: $2,809,156Net Income 2016: $1,465,7652016Revenue 2017: $3,260,097Expenses 2017: $3,248,969Net Income 2017: $11,1282017Revenue 2018: $2,916,070Expenses 2018: $3,226,070Net Income 2018: -$310,0002018Revenue 2019: $1,233,023Expenses 2019: $3,279,080Net Income 2019: -$2,046,0572019Revenue 2020: -$868,831Expenses 2020: $2,652,176Net Income 2020: -$3,521,0072020Revenue 2021: $2,389,449Expenses 2021: $2,461,189Net Income 2021: -$71,7402021Revenue 2022: $2,647,593Expenses 2022: $2,327,934Net Income 2022: $319,6592022Revenue 2023: $4,984,970Expenses 2023: $2,932,803Net Income 2023: $2,052,1672023Revenue 2024: $4,449,826Expenses 2024: $3,129,829Net Income 2024: $1,319,9972024

Highlighted filing

2013

Revenue$2,159,747
Expenses$2,677,927
Net Income-$518,180
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 8, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MACK C CHASETrustee & Advis-$0--
RICHARD PRICEExecutive Direc-$0--
MARILYN CHASEAdvisor-$0--
GERENE FERGUSONAdvisor-$0--
ROBERT CHASEAdvisor-$0--
DEB CHASEAdvisor-$0--
RICHARD CHASEAdvisor-$0--
KARLA CHASEAdvisor-$0--
JOHNNY KNORRAdvisor-$0--
Filing and Contact Details

Filer

EIN
36-7466258
Phone
5757464610

Signing Officer

Name
Richard Price
Title
Executive Direc
Signed
2014-08-08
Discuss with paid preparer
Yes

Preparer

Preparer
Johnathan L Shuman
Phone
5757481213
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01161528
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0759452
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0106
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0137754
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01299388
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0759452
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02058840
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt024388
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024388
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01445708
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0759452
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02152038
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02152038
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100907
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt014159
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01161528
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01161528
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01161528
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-518180
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013877242
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0106
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0106
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0106
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0759452
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01834221
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0146319
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt042346
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt042346
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0199876
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0202526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0402403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0137755
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0137755
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0137754
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt06112
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt06112
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03958
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt022094
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01445708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02439146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0224620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02677927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02058841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02159747
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0287108
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0224620
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0525889
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt010428
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0759452
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0146319
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-518180
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038915812
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039433992
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038915812
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02107553
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02107553
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02107553
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02144237
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt036684
IRS990PF/DistributableAmountGrp/TotalTaxAmt036684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt019000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt036684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt017967
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt019000
IRS990PF/FMVAssetsEOYAmt045511982
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02324
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02786
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt039433992
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt038915812
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt025732
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064176
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07806827
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06663945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06617760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt024570952
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt022307041
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt028075563
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt081620
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0275730
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0201169
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0194110
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0275730
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt055446
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06774030
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09685223
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010474650
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04103
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039436316
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038918598
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt045511982
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02324
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02786
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039436316
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038918598
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039433992
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038915812
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043537815
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt062305
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt043475510
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0653067
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02144237
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042884748
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043537815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.2$0.04$36.2$4.45$3.13$1.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.9$0.02$34.9$4.98$2.93$2.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$0.04$32.8$2.65$2.33$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$0.05$32.5$2.39$2.46$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.6$0.00$32.6$0.87$2.65$3.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.1$0.00$36.1$1.23$3.28$2.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$0.00$38.1$2.92$3.23$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.4$0.00$38.4$3.26$3.25$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.4$0.00$38.4$4.27$2.81$1.47
2015Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$0.84$3.10$3.94
2014Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$4.57$2.58$1.99
2013Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$2.16$2.68$0.52
2012Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$2.63
2011Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$2.03
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