Civic Intelligence

James Edward Miller Chapman Educational Foundation

990 • Fiscal year 2014 • EIN 52-1327866

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 12, 2015

Organization ProfileN/A
25 West Middle LaneRockville, MD 20850

(301) 340-2020

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$359,134

Down $4,553 (-1.3%) from 2013

Net Assets

Down

$357,461

Down $4,624 (-1.3%) from 2013

Liabilities

Up

$1,673

Up $71 (+4.4%) from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin92nd percentile

Revenue

Up

$31,287

Up $10,327 (+49%) from 2013

Expenses

Down

$15,463

Down $8,189 (-35%) from 2013

Net Income

Up

$15,824

Up $18,516 (+688%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2011: $323,887Liabilities 2011: $1,461Net Assets 2011: $322,4262011Assets 2012: $336,036Liabilities 2012: $1,613Net Assets 2012: $334,4232012Assets 2013: $363,687Liabilities 2013: $1,602Net Assets 2013: $362,0852013Assets 2014: $359,134Liabilities 2014: $1,673Net Assets 2014: $357,4612014Assets 2015: $331,188Liabilities 2015: $1,446Net Assets 2015: $329,7422015Assets 2016: $324,078Liabilities 2016: $1,419Net Assets 2016: $322,6592016Assets 2017: $362,976Liabilities 2017: $1,688Net Assets 2017: $361,2882017Assets 2018: $334,163Liabilities 2018: $1,667Net Assets 2018: $332,4962018Assets 2019: $388,194Liabilities 2019: $1,660Net Assets 2019: $386,5342019Assets 2020: $430,436Liabilities 2020: $6,035Net Assets 2020: $424,4012020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2014

Assets$359,134
Liabilities$1,673
Net Assets$357,461
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$500K$0-$500KRevenue 2011: -$18,002Expenses 2011: $35,561Net Income 2011: -$53,5632011Expenses 2012: $27,8032012Revenue 2013: $20,960Expenses 2013: $23,652Net Income 2013: -$2,6922013Revenue 2014: $31,287Expenses 2014: $15,463Net Income 2014: $15,8242014Revenue 2015: $29,975Expenses 2015: $15,236Net Income 2015: $14,7392015Revenue 2016: $10,419Expenses 2016: $24,209Net Income 2016: -$13,7902016Revenue 2017: $20,490Expenses 2017: $7,418Net Income 2017: $13,0722017Revenue 2018: $26,396Expenses 2018: $7,707Net Income 2018: $18,6892018Revenue 2019: $61,738Expenses 2019: $7,707Net Income 2019: $54,0312019Revenue 2020: $49,942Expenses 2020: $12,075Net Income 2020: $37,8672020Revenue 2022: $32,645Expenses 2022: $463,082Net Income 2022: -$430,4372022

Highlighted filing

2014

Revenue$31,287
Expenses$15,463
Net Income$15,824
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 12, 2015
Return Version
2014v5.0
Gross Receipts
$31,287
Mission and Program Overview

Mission

The trustee is empowered to make payments or distributions from income or principal or both to the established scholarship funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$335,061$345,996▲ $10,935
Savings and Temporary Cash Investments$28,626$13,138▼ $15,488
Total Assets$363,687$359,134▼ $4,553
Liabilities
Accounts Payable and Accrued Expenses$1,602$1,673▲ $71
Total Liabilities$1,602$1,673▲ $71
Net Assets / Fund Balance
Unrestricted Net Assets$362,085$357,461▼ $4,624
Total Net Assets Fund Balance$362,085$357,461▼ $4,624
Total Liabilities and Net Assets / Fund Balance$363,687$359,134▼ $4,553

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$345,996--
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Paul T SteinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,166
Other Revenue
$25,121
Change in Net Assets
$15,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,000
Other Expenses$7,463
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,000--$8,000
Fees for Services Accounting-$2,250-$2,250
Other Expenses-$40-$40
Total Functional Expenses$8,000$7,463$0$15,463
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American UniversityWashington, DC-To Enable the University to Provide Scholarships to Present or Future Resident Students Seeking a Business Education.-
Georgetown UniversityWashington, DC-To Enable the University to Provide Scholarships to Present or Future Resident Students Seeking a Business Education.-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“There is no board and governing body in the james edward miller chapman educational foundation trust but trustee. The trustee is empowered to make payments or distributions from income or principal or both to the established scholarship funds.”

Form 990, Part VI, Section A, Line 8B

“There is no committee nor governing body in the foundation. The trustee for the foundation is empowered to make payments or distributions from income or principal or both to the established scholarship funds.”

Form 990, Part VI, Section B, Line 11

“There is no governing body in the foundation. The form 990 was reviewed by the trustee.”

Form 990, Part VI, Section C, Line 19

“The financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
James Edward Miller Chapman Educational Foundation
EIN
52-1327866
Phone
3013402020
Address
25 WEST MIDDLE LANE, ROCKVILLE, MD 20850

Signing Officer

Name
Paul T Stein
Title
Trustee
Phone
3013402020
Signed
2015-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Na
Formed
1984
Legal Domicile
Md
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Skmb Pa
Address
11300 ROCKVILLE PIKE SUITE 800, ROCKVILLE, MD 20852-3010
Preparer
Edward a Bortnick
Phone
3014687700
Raw XML Appendix377 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PURPOSE OF THE FOUNDATION IS TO MAKE DIRECT GRANTS TO VARIOUS UNIVERSITIES IN ORDER TO ENABLE SUCH UNIVERSITIES TO PROVIDE SCHOLARSHIPS TO PRESENT OR FUTURE MARYLAND AND DISTRICT OF COLUMBIA RESIDENT STUDENTS SEEKING A BUSINESS EDUCATION.THE TRUSTEE IS EMPOWERED TO MAKE PAYMENTS OR DISTRIBUTIONS FROM INCOME OR PRINCIPAL, OR BOTH, TO THE ESTABLISHED SCHOLARSHIP.
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0345996
IRS990ScheduleD/OtherSecuritiesGrp/Desc0RBC WEALTH MANAGEMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0345996
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ENABLE THE UNIVERSITY TO PROVIDE SCHOLARSHIPS TO PRESENT OR FUTURE RESIDENT STUDENTS SEEKING A BUSINESS EDUCATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO ENABLE THE UNIVERSITY TO PROVIDE SCHOLARSHIPS TO PRESENT OR FUTURE RESIDENT STUDENTS SEEKING A BUSINESS EDUCATION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GEORGETOWN UNIVERSITY
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04400 MASSACHUSETTS AVE NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1BOX 571253
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020016
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO BOARD AND GOVERNING BODY IN THE JAMES EDWARD MILLER CHAPMAN EDUCATIONAL FOUNDATION TRUST BUT TRUSTEE. THE TRUSTEE IS EMPOWERED TO MAKE PAYMENTS OR DISTRIBUTIONS FROM INCOME OR PRINCIPAL OR BOTH TO THE ESTABLISHED SCHOLARSHIP FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE NOR GOVERNING BODY IN THE FOUNDATION. THE TRUSTEE FOR THE FOUNDATION IS EMPOWERED TO MAKE PAYMENTS OR DISTRIBUTIONS FROM INCOME OR PRINCIPAL OR BOTH TO THE ESTABLISHED SCHOLARSHIP FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO GOVERNING BODY IN THE FOUNDATION. THE FORM 990 WAS REVIEWED BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0363687
IRS990/TotalAssetsEOYAmt0359134
IRS990/TotalAssetsGrp/BOYAmt0363687
IRS990/TotalAssetsGrp/EOYAmt0359134
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08000
IRS990/TotalFunctionalExpensesGrp/TotalAmt015463
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01602
IRS990/TotalLiabilitiesEOYAmt01673
IRS990/TotalLiabilitiesGrp/BOYAmt01602
IRS990/TotalLiabilitiesGrp/EOYAmt01673
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0362085
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0357461
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06166
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025121
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031287
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0359134
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0362085
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0357461
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL T STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03013402020
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES EDWARD MILLER CHAPMAN EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0521327866
ReturnHeader/Filer/PhoneNum03013402020
ReturnHeader/Filer/USAddress/AddressLine1Txt025 WEST MIDDLE LANE
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020850
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521645753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKMB PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011300 ROCKVILLE PIKE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208523010
ReturnHeader/PreparerPersonGrp/PhoneNum03014687700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A BORTNICK
ReturnHeader/ReturnTs02015-03-12T10:29:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,134
Liabilities
$1,673
Net assets
$357,461
Revenue
$31,287
Expenses
$15,463
Net income
$15,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33$4.63$4.30
2020Detailed filing. Detailed filing data is available for this year.$4.30$0.06$4.24$0.50$0.12$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.88$0.02$3.87$0.62$0.08$0.54
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.02$3.32$0.26$0.08$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.02$3.61$0.20$0.07$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.01$3.23$0.10$0.24$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.01$3.30$0.30$0.15$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.02$3.57$0.31$0.15$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.64$0.02$3.62$0.21$0.24$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.02$3.34$0.28
2011Summary only. Only limited summary data is available for this year.$3.24$0.01$3.22$0.18$0.36$0.54