Civic Intelligence

Daniel and Barbara Chapman Trust

990PF • Fiscal year 2021 • EIN 45-7027710

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 02, 2023

Organization Profile
P O Box 113Alexandria, VA 22313

(703) 837-3788

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-92%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$23,752

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

11th percentile

-5.6%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

161%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,539,001

Down $92,030 (-5.6%) from 2020

Net Assets

Down

$1,539,001

Down $92,030 (-5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Up

$99,776

Up $61,610 (+161%) from 2020

Expenses

Up

$191,631

Up $3,240 (+1.7%) from 2020

Net Income

Up

-$91,855

Up $58,370 (+39%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,779,965Liabilities 2019: $02019Assets 2020: $1,631,031Liabilities 2020: $0Net Assets 2020: $1,631,0312020Assets 2021: $1,539,001Liabilities 2021: $0Net Assets 2021: $1,539,0012021Assets 2022: $1,277,691Liabilities 2022: $0Net Assets 2022: $1,277,6912022Assets 2023: $1,183,556Liabilities 2023: $0Net Assets 2023: $1,183,5562023Assets 2024: $1,096,973Liabilities 2024: $0Net Assets 2024: $1,096,9732024

Highlighted filing

2021

Assets$1,539,001
Liabilities$0
Net Assets$1,539,001
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$400K$200K$0-$200K-$400KRevenue 2019: $61,101Expenses 2019: $59,326Net Income 2019: $1,7752019Revenue 2020: $38,166Expenses 2020: $188,391Net Income 2020: -$150,2252020Revenue 2021: $99,776Expenses 2021: $191,631Net Income 2021: -$91,8552021Revenue 2022: $50,135Expenses 2022: $310,273Net Income 2022: -$260,1382022Revenue 2023: $49,662Expenses 2023: $143,473Net Income 2023: -$93,8112023Revenue 2024: $78,787Expenses 2024: $165,497Net Income 2024: -$86,7102024

Highlighted filing

2021

Revenue$99,776
Expenses$191,631
Net Income-$91,855
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 2, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BURKE HERBERT BANK TRUSTTrusteePT$23,752-$23,752
STERLING FOUNDATION MANAGEMENTFoundation ManagerPT$16,000-$16,000
Filing and Contact Details

Filer

Filer Name
Daniel and Barbara Chapman Trust
EIN
45-7027710
Phone
7038373788
Address
P O BOX 113, ALEXANDRIA, VA 22313

Signing Officer

Name
Burke Herbert Bank Trust
Title
Vice President
Phone
7038373788
Signed
2023-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak Arthur Pfaff
Phone
6142327288
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/PhoneNum07038373788
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0106956
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111884
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE CARE OF HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEAM RUBICON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANIMAL WELFARE LEAGUE OF ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN STELLA P HANLY EXEC DIRECTOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06171 W CENTURY BLVD 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14101 EISENHOWER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0900455300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122304
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0118840
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022748
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt096092
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0126722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0118840
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0103974
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt096092
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt024066
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt012033
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04566
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1863
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 TRANSACTIONS POSTED TO 2022
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BASIS ADJ FOR RETURN OF CAPITAL 2020
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07816
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1816
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07816
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1816
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04613
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1640
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 TRANSACTIONS POSTED TO 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BASIS ADJ FOR RETURN OF CAPITAL 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2ROUNDING
TaxesSchedule/TaxesDetail/Amt0341
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0341
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BURKE HERBERT BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07038373788
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL AND BARBARA CHAPMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0457027710
ReturnHeader/Filer/PhoneNum07038373788
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 113
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022313
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK ARTHUR PFAFF
ReturnHeader/ReturnTs02024-05-16T11:01:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,539,001
Liabilities
$0
Net assets
$1,539,001
Revenue
$99,776
Expenses
$191,631
Net income
-$91,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.31$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.10$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.04$0.19$0.15
2019Summary only. Only limited summary data is available for this year.$1.78$0.00$0.06$0.06$0.00