Civic Intelligence

Charleston Area Charitable Foundation

990PF • Fiscal year 2019 • EIN 37-1172293

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

Organization Profile
6029 Park Drive PO Box 677Charleston, IL 61920

(217) 345-2128

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

41st percentile

1.5%

Faster asset growth than 41% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$10,301,636

Up $148,052 (+1.5%) from 2018

Net Assets

Up

$10,301,636

Up $148,052 (+1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin74th percentile

Revenue

Down

$812,019

Down $1,318,911 (-62%) from 2018

Expenses

Down

$663,967

Down $129,818 (-16%) from 2018

Net Income

Down

$148,052

Down $1,189,093 (-89%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$15M$10M$5.0M$0Assets 2016: $8,840,925Liabilities 2016: $0Net Assets 2016: $8,840,9252016Assets 2017: $8,816,439Liabilities 2017: $0Net Assets 2017: $8,816,4392017Assets 2018: $10,153,584Liabilities 2018: $0Net Assets 2018: $10,153,5842018Assets 2019: $10,301,636Liabilities 2019: $0Net Assets 2019: $10,301,6362019Assets 2020: $10,277,231Liabilities 2020: $0Net Assets 2020: $10,277,2312020Assets 2022: $9,656,804Liabilities 2022: $0Net Assets 2022: $9,656,8042022Assets 2023: $8,481,513Liabilities 2023: $0Net Assets 2023: $8,481,5132023Assets 2025: $9,239,602Liabilities 2025: $0Net Assets 2025: $9,239,6022025

Highlighted filing

2019

Assets$10,301,636
Liabilities$0
Net Assets$10,301,636
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2016: $571,241Expenses 2016: $825,825Net Income 2016: -$254,5842016Revenue 2017: $767,412Expenses 2017: $791,898Net Income 2017: -$24,4862017Revenue 2018: $2,130,930Expenses 2018: $793,785Net Income 2018: $1,337,1452018Revenue 2019: $812,019Expenses 2019: $663,967Net Income 2019: $148,0522019Revenue 2020: $728,256Expenses 2020: $752,661Net Income 2020: -$24,4052020Revenue 2022: $767,656Expenses 2022: $1,923,695Net Income 2022: -$1,156,0392022Revenue 2023: $802,522Expenses 2023: $1,977,813Net Income 2023: -$1,175,2912023Revenue 2025: $758,123Expenses 2025: $231,770Net Income 2025: $526,3532025

Highlighted filing

2019

Revenue$812,019
Expenses$663,967
Net Income$148,052
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK BLUHMSecretary-$0--
JENNIFER L SIPESAsst. Treas-$0--
KELLY P MILLERDirector-$0--
MICHAEL J METZGERPresident-$0--
JEFF HORNDirector-$0--
RICHARD J WILLIAMSTreasurer-$0--
JOHN INYARTVice President-$0--
CAROL ADAMSDirector-$0--
CHRISTOPHER SWINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charleston Area Charitable Foundation
EIN
37-1172293
Phone
2173452128
Address
6029 PARK DRIVE PO BOX 677, CHARLESTON, IL 61920

Signing Officer

Name
Michael J Metzger
Title
President
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert Metzger & Madigan LLP
Address
6029 Park Drive Ste A, Charleston, IL 61920
Preparer
Michael J Metzger
Phone
2173452128
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8OPPENHEIMER DEV MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PRINCIPAL FUNDS, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10OPPENHEIMER INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11US BANCORP 5.15% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BB&T CORP 5.625% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ING GROUP NV 6.125% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14NEXTERA ENERGY 5.125% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15WELLS FARGO & CO 5.25% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GOLDMAN SACHS 5.95% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17JP MORGAN CHASE & CO PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18JP MORGAN 6.10% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19CHARLES SCHWAB 6% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20BANK AMER CORP 6% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ENTERGY AR 4.875% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22NEXTERA ENERGY 5.25% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23WELLS FARGO & CO 6% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24CAPITAL ONE FIN 5.2% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ENTERGY NOLA 5.5% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26GEORGIA POWER 5.% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27METLIFE INC 5.625% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0196143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1185381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2606472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3563980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4130639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5359961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6358791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7162059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt849676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9540658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10387729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11102780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12205979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13204120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14111785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15100480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16192125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17155280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18104360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19203972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20149058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21127900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2254863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23148702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24148946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25104833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26153466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27103600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0450958
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0287991
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt065
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0739019
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0739019
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01607
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03568
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05175
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0450963
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0287991
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0615053
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0615053
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt073000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0450958
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0450958
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0450958
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0148052
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02096348
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0287991
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0705422
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01308
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028756
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028756
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0450963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0616760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0663967
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0738954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0812019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202005-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212007-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222007-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232007-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242007-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252008-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262008-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272009-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282010-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292011-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302012-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382014-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-12-07

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,301,636
Liabilities
$0
Net assets
$10,301,636
Revenue
$812,019
Expenses
$663,967
Net income
$148,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.76$0.23$0.53
2023Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.80$1.98$1.18
2022Detailed filing. Detailed filing data is available for this year.$9.66$0.00$9.66$0.77$1.92$1.16
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.73$0.75$0.02
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.81$0.66$0.15
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$2.13$0.79$1.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$0.77$0.79$0.02
2016Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.57$0.83$0.25