Civic Intelligence

Chase Family Foundation

990PF • Fiscal year 2016 • EIN 37-1452120

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 16, 2017

2140 County Road 42 WBurnsville, MN 55337

(952) 447-7810

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

95th percentile

72%

Faster asset growth than 95% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

285%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,392,938

Up $1,000,322 (+72%) from 2015

Net Assets

Up

$2,392,938

Up $1,000,322 (+72%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,055,770

Up $781,329 (+285%) from 2015

Expenses

Down

$85,555

Down $132 (-0.2%) from 2015

Net Income

Up

$970,215

Up $781,461 (+414%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2014: $1,519,347Liabilities 2014: $0Net Assets 2014: $1,519,3472014Assets 2015: $1,392,616Liabilities 2015: $0Net Assets 2015: $1,392,6162015Assets 2016: $2,392,938Liabilities 2016: $0Net Assets 2016: $2,392,9382016Assets 2017: $4,615,464Liabilities 2017: $0Net Assets 2017: $4,615,4642017Assets 2018: $4,739,519Liabilities 2018: $0Net Assets 2018: $4,739,5192018Assets 2019: $6,130,490Liabilities 2019: $0Net Assets 2019: $6,130,4902019Assets 2020: $8,559,748Liabilities 2020: $0Net Assets 2020: $8,559,7482020Assets 2021: $12,145,302Liabilities 2021: $0Net Assets 2021: $12,145,3022021Assets 2022: $9,578,217Liabilities 2022: $0Net Assets 2022: $9,578,2172022Assets 2023: $11,811,383Liabilities 2023: $0Net Assets 2023: $11,811,3832023Assets 2024: $14,348,181Liabilities 2024: $0Net Assets 2024: $14,348,1812024

Highlighted filing

2016

Assets$2,392,938
Liabilities$0
Net Assets$2,392,938

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2014: $828,061Expenses 2014: $80,235Net Income 2014: $747,8262014Revenue 2015: $274,441Expenses 2015: $85,687Net Income 2015: $188,7542015Revenue 2016: $1,055,770Expenses 2016: $85,555Net Income 2016: $970,2152016Revenue 2017: $2,421,244Expenses 2017: $117,297Net Income 2017: $2,303,9472017Revenue 2018: $1,612,969Expenses 2018: $239,328Net Income 2018: $1,373,6412018Revenue 2019: $1,250,133Expenses 2019: $321,129Net Income 2019: $929,0042019Revenue 2020: $2,710,871Expenses 2020: $393,785Net Income 2020: $2,317,0862020Revenue 2021: $3,970,795Expenses 2021: $525,994Net Income 2021: $3,444,8012021Revenue 2022: $1,570,310Expenses 2022: $703,859Net Income 2022: $866,4512022Revenue 2023: $1,942,817Expenses 2023: $810,106Net Income 2023: $1,132,7112023Revenue 2024: $3,334,883Expenses 2024: $413,673Net Income 2024: $2,921,2102024

Highlighted filing

2016

Revenue$1,055,770
Expenses$85,555
Net Income$970,215
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 16, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW CHASEPresident-$0--
MONICA CHASESecretary-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Chase Family Foundation
EIN
37-1452120
Phone
9524477810
Address
2140 COUNTY ROAD 42 W, BURNSVILLE, MN 55337

Signing Officer

Name
Andrew Chase
Title
Director
Phone
9524477810
Signed
2017-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Redpath and Company Ltd
Address
4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN 55110
Preparer
Ashley C Rehn CPA
Phone
6514267000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EDISON INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25E-TRACS ALERIAN MLP INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FIDELITY ADV REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HSBC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES S&P INDIA NIFTY 50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES TR RUSSEL 3000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES CORE S&P SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JOHNSON CONTROLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37LAS VEGAS SANDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LOEWS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MONSANTO CO NEW DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MOSAIC CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NESTLE A REG B ADR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NEUBERGER BERMAN LONG SHORT FUND CLASS INS #1830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NOVARTIS A G SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52OPPENHEIMER DEVELOPING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PATTERSON COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PIMCO ALL ASSET INSTL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PRECISION CASTPARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61REPUBLIC SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62RIDGEWORTH SEIX HIGH YIELD BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SCHULMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SIEMENS A G ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SPDR S&P MIDCAP 400 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SUNCOR ENERGY INC NEW F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TEVA PHARM INDS LTD ADRF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72THIRD AVENUE REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TOTAL S.A. - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TWEEDY BROWNE GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75UNITED PARCEL SERVICE-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VANGUARD MKT NEUTRAL INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD SHORT TERM COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WILLIS GRP HLDGS PUBLICF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VANGUARD INTERMEDIATE TERM B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83HAINES CELESTIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84AFFILIATED MANAGERS GROUP, INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85AMERIPRISE FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SPIRIT AEROSYSTEMS HODL - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90COGNIZANT TECH SOLUTIONS CRP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92BAYER AG - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93MANULIFE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ROCHE HOLDINGS LTD - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VANGUARD REIT VIPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98ADVANCED AUTO PARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WILLIS TOWERS WATSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SPDR GOLD TRUST SHARES GLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt032900
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt029443
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt062351
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt062351
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt029443
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt070015
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt070015
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0993419
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt032900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt032900
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0970215
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0456610
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt029443
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08536
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt071865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt085555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt062351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01055770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01850
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011061
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0427167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt025658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0452825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029443
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0970215
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt030107
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02392938
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01392616
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02392938
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt070158
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt070158

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