Civic Intelligence

James Edward Miller Chapman Educational Foundation

990 • Fiscal year 2018 • EIN 52-1327866

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 28, 2019

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-7.9%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$334,163

Down $28,813 (-7.9%) from 2017

Net Assets

Down

$332,496

Down $28,792 (-8.0%) from 2017

Liabilities

Down

$1,667

Down $21 (-1.2%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin95th percentile

Revenue

Up

$26,396

Up $5,906 (+29%) from 2017

Expenses

Up

$7,707

Up $289 (+3.9%) from 2017

Net Income

Up

$18,689

Up $5,617 (+43%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2018

Assets$334,163
Liabilities$1,667
Net Assets$332,496
Open 2018 Filing

Operations Trend

Revenue Growth78th 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

2018

Revenue$26,396
Expenses$7,707
Net Income$18,689
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 28, 2019
Return Version
2018v3.1
Gross Receipts
$26,396
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$361,670$305,554▼ $56,116
Savings and Temporary Cash Investments$1,306$28,609▲ $27,303
Total Assets$362,976$334,163▼ $28,813
Liabilities
Accounts Payable and Accrued Expenses$1,688$1,667▼ $21
Total Liabilities$1,688$1,667▼ $21
Net Assets / Fund Balance
Unrestricted Net Assets$361,288$332,496▼ $28,792
Total Net Assets Fund Balance$361,288$332,496▼ $28,792
Total Liabilities and Net Assets / Fund Balance$362,976$334,163▼ $28,813

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$305,554--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Paul T SteinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,030
Other Revenue
$19,366
Change in Net Assets
$18,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,707
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$40-$40
Total Functional Expenses$0$7,707$0$7,707
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
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 11B

“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
EIN
52-1327866
Phone
3013402020
Address
25 WEST MIDDLE LANE, ROCKVILLE, MD 20850

Signing Officer

Name
Paul T Stein
Title
Trustee
Phone
3013402020
Signed
2019-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Stein
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 Appendix310 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/ExplanationTxt0THE TRUSTEE IS EMPOWERED TO MAKE PAYMENTS OR DISTRIBUTIONS FROM INCOME OR PRINCIPAL,OR BOTH, TO THE ESTABLISHED SCHOLARSHIP FUNDS AT THE UNIVERSITIES IN MARYLAND AND DISTRICT OF COLUMBIA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEE IS EMPOWERED TO MAKE PAYMENTS OR DISTRIBUTIONS FROM INCOME OR PRINCIPAL,OR BOTH, TO THE ESTABLISHED SCHOLARSHIP FUNDS AT THE UNIVERSITIES IN MARYLAND AND DISTRICT OF COLUMBIA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D, TYPE III SUPPORTING ORGANIZATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 1:
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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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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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/ReturnTs02019-04-02T20:57:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,163
Liabilities
$1,667
Net assets
$332,496
Revenue
$26,396
Expenses
$7,707
Net income
$18,689
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