Civic Intelligence

Chase Foundation Mack C Chase Trustee

990T • Fiscal year 2020 • EIN 36-7466258

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 28, 2021

2103 W Main StArtesia, NM 88210

(575) 746-4610

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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

Latest loaded filing

2024

Assets$36,226,049
Liabilities$40,841
Net Assets$36,185,208

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

Latest loaded filing

2024

Revenue$4,449,826
Expenses$3,129,829
Net Income$1,319,997
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 28, 2021
Return Version
2020v1.0
Filing and Contact Details

Filer

Filer Name
Chase Foundation
EIN
36-7466258
Phone
5757464610
Address
2103 W MAIN ST, ARTESIA, NM 88210

Signing Officer

Name
Richard Price
Title
Executive Director
Signed
2021-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Johnathan L Shuman Pc
Address
512 W TEXAS AVE A, ARTESIA, NM 88210-2083
Preparer
Johnathan L Shuman
Phone
5757481213
Raw XML Appendix174 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.

Path#Value
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IRS4562/MaximumDollarLimitationAmt01040000
IRS4562/OtherDepreciationAmt06198
IRS4562/SpecialAllowanceAmt06258
IRS4562/ThresholdCostOfSect179PropAmt02590000
IRS4562/TotalDepreciationAmt036854
IRS990T/BalanceDueAmt02036
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHNATHAN L SHUMAN PC
IRS990T/BooksInCareOfDetail/PhoneNum05757481213
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0512 W TEXAS AVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ARTESIA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
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IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ESPenaltyAmt042
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt011
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
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IRS990TScheduleA/NetOperatingLossDeductionAmt260609
IRS990TScheduleA/NetOperatingLossDeductionAmt3263481
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt0134243
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt2-38212
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt6-15600
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt80
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt100
IRS990TScheduleA/TradeOrBusinessDesc0PTP AGG UBTI ENCAP FLATROCK
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IRS990TScheduleA/TradeOrBusinessDesc2PTP AGG UBTI NGP
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IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt4-14572
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt5-20747
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt01994
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt01994
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt01994
IRS990T/TotalTaxComputationAmt01994
IRS990T/TotalUBTIAmt09497
IRS990T/TotalUBTIBeforeNOLSpecificAmt010497
IRS990T/TotalUBTIBeforeSection199AAmt010497
IRS990T/TotalUBTIComputedAmt010497
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHASE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MACK C CHASE TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0CHAS
ReturnHeader/Filer/EIN0367466258
ReturnHeader/Filer/PhoneNum05757464610
ReturnHeader/Filer/USAddress/AddressLine1Txt02103 W MAIN ST
ReturnHeader/Filer/USAddress/CityNm0ARTESIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd088210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850435604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNATHAN L SHUMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0512 W TEXAS AVE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARTESIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0882102083
ReturnHeader/PreparerPersonGrp/PhoneNum05757481213
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHNATHAN L SHUMAN
ReturnHeader/ReturnTs02021-09-28T14:27:17-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRICE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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