Civic Intelligence

Chase Foundation Mack C Chase Trustee

990T • Fiscal year 2023 • EIN 36-7466258

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

2103 W Main StArtesia, NM 88210

(575) 746-4610

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

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, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v7.0
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
2024-11-04
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 Appendix213 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
IRS4562/BusinessOrActivityTxt0INDIRECT DEPRECIATION
IRS4562/EvidenceToSupportDeductionInd0true
IRS4562/EvidenceWrittenInd0false
IRS4562/GeneralDepreciationSystem/GDS7YearProperty/BasisForDepreciationAmt01060
IRS4562/GeneralDepreciationSystem/GDS7YearProperty/DepreciationConventionCd0MQ
IRS4562/GeneralDepreciationSystem/GDS7YearProperty/DepreciationDeductionAmt038
IRS4562/GeneralDepreciationSystem/GDS7YearProperty/DepreciationMethodCd0200 DB
IRS4562/GeneralDepreciationSystem/GDS7YearProperty/RecoveryPrd07.0
IRS4562/MACRSDedForAstInSrvcBfrPYAmt022536
IRS4562/MaximumDollarLimitationAmt01160000
IRS4562/MeetRqrForAutoDemoUseInd0false
IRS4562/MoreThanHalfBusinessUseProp/BasisForDepreciationAmt049282
IRS4562/MoreThanHalfBusinessUseProp/BusinessInvestmentUsePct01.0000
IRS4562/MoreThanHalfBusinessUseProp/CostOrOtherBasisAmt067482
IRS4562/MoreThanHalfBusinessUseProp/DepreciationDeductionAmt09800
IRS4562/MoreThanHalfBusinessUseProp/DeprecMthdAndConventionTypeCd0200 DB-HY
IRS4562/MoreThanHalfBusinessUseProp/PlacedInServiceDt02021-01-08
IRS4562/MoreThanHalfBusinessUseProp/PropertyDesc0'21 GMC SIERRA VIN 4
IRS4562/MoreThanHalfBusinessUseProp/RecoveryPrd05.0
IRS4562/OtherDepreciationAmt06667
IRS4562/PolicyNoPrsnlExcCmmtngUseInd0false
IRS4562/PolicyNoPrsnlOrCmmtngUseInd0false
IRS4562/ProvideOverNumVehAndHaveRecInd0false
IRS4562/SpecialAllowanceAmt010383
IRS4562/ThresholdCostOfSect179PropAmt02890000
IRS4562/TotalDepreciationAmt049424
IRS4562/TotalListedDepreciationAmt09800
IRS4562/TreatAllVehUseAsPrsnlUseInd0false
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
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd088210
IRS990T/BookValueAssetsEOYAmt034889746
IRS990T/ESPenaltyAmt021661
IRS990T/EstimatedTaxPaymentsAmt0580379
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt011
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0115810
IRS990T/OverpaymentSection/OverpaymentAmt0115810
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0347139
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt1360484
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt2875213
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt3368117
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt410603
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt580110
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt6258
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt779046
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt899332
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0900099
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1900099
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd2900099
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd3900099
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd4900099
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd5900099
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd6900099
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd7900099
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd8900099
IRS990T/PriorYearOverpaymentCreditAmt020000
IRS990TScheduleA/NetOperatingLossDeductionAmt057648
IRS990TScheduleA/NetOperatingLossDeductionAmt1617130
IRS990TScheduleA/NetOperatingLossDeductionAmt2368117
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/PrincipalBusinessActivityCd1900099
IRS990TScheduleA/PrincipalBusinessActivityCd2900099
IRS990TScheduleA/PrincipalBusinessActivityCd3900099
IRS990TScheduleA/PrincipalBusinessActivityCd4900099
IRS990TScheduleA/PrincipalBusinessActivityCd5900099
IRS990TScheduleA/PrincipalBusinessActivityCd6900099
IRS990TScheduleA/PrincipalBusinessActivityCd7900099
IRS990TScheduleA/PrincipalBusinessActivityCd8900099
IRS990TScheduleA/PrincipalBusinessActivityCd9900099
IRS990TScheduleA/PrincipalBusinessActivityCd10900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceReferenceNum34
IRS990TScheduleA/SequenceReferenceNum45
IRS990TScheduleA/SequenceReferenceNum56
IRS990TScheduleA/SequenceReferenceNum67
IRS990TScheduleA/SequenceReferenceNum78
IRS990TScheduleA/SequenceReferenceNum89
IRS990TScheduleA/SequenceReferenceNum910
IRS990TScheduleA/SequenceReferenceNum1011
IRS990TScheduleA/SequenceTotalNum011
IRS990TScheduleA/SequenceTotalNum111
IRS990TScheduleA/SequenceTotalNum211
IRS990TScheduleA/SequenceTotalNum311
IRS990TScheduleA/SequenceTotalNum411
IRS990TScheduleA/SequenceTotalNum511
IRS990TScheduleA/SequenceTotalNum611
IRS990TScheduleA/SequenceTotalNum711
IRS990TScheduleA/SequenceTotalNum811
IRS990TScheduleA/SequenceTotalNum911
IRS990TScheduleA/SequenceTotalNum1011
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-44681
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt11860257
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt257648
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt3617130
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt4713183
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt5-2646
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt6-10754
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt7-16617
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt8-106261
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-44681
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt11860257
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt257648
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt3617130
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt4713183
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt5-2646
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt6-10754
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt70
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt80
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt9-16617
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt10-106261
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-44681
IRS990TScheduleA/TotUnrltTrdBusIncmAmt11860257
IRS990TScheduleA/TotUnrltTrdBusIncmAmt257648
IRS990TScheduleA/TotUnrltTrdBusIncmAmt3617130
IRS990TScheduleA/TotUnrltTrdBusIncmAmt4713183
IRS990TScheduleA/TotUnrltTrdBusIncmAmt5-2646
IRS990TScheduleA/TotUnrltTrdBusIncmAmt6-10754
IRS990TScheduleA/TotUnrltTrdBusIncmAmt70
IRS990TScheduleA/TotUnrltTrdBusIncmAmt80
IRS990TScheduleA/TotUnrltTrdBusIncmAmt9-16617
IRS990TScheduleA/TotUnrltTrdBusIncmAmt10-106261
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt40
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt50
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt60
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt70
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt80
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt90
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt100
IRS990TScheduleA/TradeOrBusinessDesc0PTP AGG UBTI ENCAP FLATROCK
IRS990TScheduleA/TradeOrBusinessDesc1PTP AGG UBTI BP NAT GAS
IRS990TScheduleA/TradeOrBusinessDesc2PTP AGG UBTI NGP
IRS990TScheduleA/TradeOrBusinessDesc3PTP AGG UBTI ENCAP IX
IRS990TScheduleA/TradeOrBusinessDesc4PTP AGG UBTI ENCAP X
IRS990TScheduleA/TradeOrBusinessDesc5PTP AGG UBTI PB III
IRS990TScheduleA/TradeOrBusinessDesc6PTP AGG UBTI PB IV
IRS990TScheduleA/TradeOrBusinessDesc7PTP AGGUBTI SI SILICON BEAC
IRS990TScheduleA/TradeOrBusinessDesc8PTP AGG UBTI BP OFFSHORE
IRS990TScheduleA/TradeOrBusinessDesc9PTP AGG UBTI PB V
IRS990TScheduleA/TradeOrBusinessDesc10PTP BP NATURAL GAS PTNR II
IRS990TScheduleA/UBIBeforeNOLDedAmt0-44681
IRS990TScheduleA/UBIBeforeNOLDedAmt11860257
IRS990TScheduleA/UBIBeforeNOLDedAmt257648
IRS990TScheduleA/UBIBeforeNOLDedAmt3617130
IRS990TScheduleA/UBIBeforeNOLDedAmt4713183
IRS990TScheduleA/UBIBeforeNOLDedAmt5-2646
IRS990TScheduleA/UBIBeforeNOLDedAmt6-10754
IRS990TScheduleA/UBIBeforeNOLDedAmt7-16617
IRS990TScheduleA/UBIBeforeNOLDedAmt8-106261
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-44681
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt11860257
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt2345066
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt3-2646
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt4-10754
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt5-16617
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt6-106261
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0462908
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt0462908
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0600379
IRS990T/TotalTaxAmt0462908
IRS990T/TotalTaxComputationAmt0462908
IRS990T/TotalUBTIAmt02204323
IRS990T/TotalUBTIBeforeNOLSpecificAmt02205323
IRS990T/TotalUBTIBeforeSection199AAmt02205323
IRS990T/TotalUBTIComputedAmt02205323
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHNATHAN L SHUMAN
ReturnHeader/ReturnTs02024-11-04T18:32:02-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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