Civic Intelligence

Chs Endowment Foundation Inc.

990 • Fiscal year 2021 • EIN 58-2118419

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2021

Organization ProfileN/A
PO Box 1306Dalton, GA 30722-1306

(706) 277-1198

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

92nd percentile

67%

Faster asset growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

667%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$6,575,700

Up $2,638,208 (+67%) from 2020

Net Assets

Up

$6,575,700

Up $2,638,208 (+67%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

Up

$2,340,307

Up $2,035,076 (+667%) from 2020

Expenses

Up

$325,098

Up $220,435 (+211%) from 2020

Net Income

Up

$2,015,209

Up $1,814,641 (+905%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$10M$5.0M$0Assets 2012: $2,442,738Liabilities 2012: $0Net Assets 2012: $2,442,7382012Assets 2013: $3,399,607Liabilities 2013: $0Net Assets 2013: $3,399,6072013Assets 2014: $2,881,270Liabilities 2014: $0Net Assets 2014: $2,881,2702014Assets 2015: $2,732,910Liabilities 2015: $0Net Assets 2015: $2,732,9102015Assets 2016: $3,479,736Liabilities 2016: $0Net Assets 2016: $3,479,7362016Assets 2017: $3,741,464Liabilities 2017: $78Net Assets 2017: $3,741,3862017Assets 2018: $3,728,783Liabilities 2018: $0Net Assets 2018: $3,728,7832018Assets 2019: $3,670,338Liabilities 2019: $0Net Assets 2019: $3,670,3382019Assets 2020: $3,937,492Liabilities 2020: $0Net Assets 2020: $3,937,4922020Assets 2021: $6,575,700Liabilities 2021: $0Net Assets 2021: $6,575,7002021Assets 2022: $5,837,979Liabilities 2022: $0Net Assets 2022: $5,837,9792022Assets 2023: $6,785,038Liabilities 2023: $300,337Net Assets 2023: $6,484,7012023Assets 2024: $7,845,111Liabilities 2024: $99,736Net Assets 2024: $7,745,3752024Assets 2025: $8,251,005Liabilities 2025: $99,807Net Assets 2025: $8,151,1982025

Highlighted filing

2021

Assets$6,575,700
Liabilities$0
Net Assets$6,575,700
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $128,6722012Revenue 2013: $1,005,067Expenses 2013: $138,860Net Income 2013: $866,2072013Revenue 2014: $2,536,373Expenses 2014: $3,303,141Net Income 2014: -$766,7682014Revenue 2015: $1,203,632Expenses 2015: $1,124,297Net Income 2015: $79,3352015Revenue 2016: $2,345,354Expenses 2016: $1,598,528Net Income 2016: $746,8262016Revenue 2017: $1,538,361Expenses 2017: $1,576,523Net Income 2017: -$38,1622017Revenue 2018: $1,810,462Expenses 2018: $1,889,605Net Income 2018: -$79,1432018Revenue 2019: $185,420Expenses 2019: $289,193Net Income 2019: -$103,7732019Revenue 2020: $305,231Expenses 2020: $104,663Net Income 2020: $200,5682020Revenue 2021: $2,340,307Expenses 2021: $325,098Net Income 2021: $2,015,2092021Revenue 2022: $1,076,833Expenses 2022: $321,865Net Income 2022: $754,9682022Revenue 2023: $605,099Expenses 2023: $355,677Net Income 2023: $249,4222023Revenue 2024: $2,058,348Expenses 2024: $1,213,249Net Income 2024: $845,0992024Revenue 2025: $618,230Expenses 2025: $488,156Net Income 2025: $130,0742025

Highlighted filing

2021

Revenue$2,340,307
Expenses$325,098
Net Income$2,015,209
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2021
Return Version
2020v4.2
Gross Receipts
$3,686,532
Mission and Program Overview

Mission

Assist private schools engaged in primary and secondary christian education or instruction in the arts and sciences.

SEE FORM 990 PART III

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,521,854$6,553,826▲ $3,031,972
Savings and Temporary Cash Investments$415,638$21,874▼ $393,764
Total Assets$3,937,492$6,575,700▲ $2,638,208
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,760,323$5,710,131▲ $1,949,808
Net Assets Without Donor Restrictions$177,169$865,569▲ $688,400
Total Net Assets Fund Balance$3,937,492$6,575,700▲ $2,638,208
Total Liabilities and Net Assets / Fund Balance$3,937,492$6,575,700▲ $2,638,208

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,937,492$2,012,181▲ $951,125$260,002$6,575,700
2019$3,670,338$174,100▲ $197,717$34,367$3,937,492
2018$3,728,783$53,850▲ $176,898$210,403$3,670,338
2017$3,741,386$1,859,898▲ $17,102$1,799,630$3,728,783
2016$3,479,736$1,360,462▲ $477,711$1,488,990$3,741,386
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Jim JollyChairman
Bert WattsBoard of Directors
Carl Griggs JrBoard of Directors
Jules CrawfordBoard of Directors
Kenneth WhiteBoard of Directors
Kent HarrisonBoard of Directors
Phil NeffBoard of Directors
Ron BennettBoard of Directors
Steve HerndonBoard of Directors
Tony FarrellBoard of Directors
Chris SimuroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,012,181
Program Service Revenue
$0
Investment Income
$328,126
Other Revenue
$0
All Other Contributions
$2,012,181
Change in Net Assets
$2,015,209

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,310,811
Revenue Not Reported on Financial Statements
$29,496
Revenue Not Reported on Form 990
$622,999
Total Revenue per Audited Statements
$2,933,810
Total Revenue per Form 990
$2,340,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$325,098
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 Management$30,000--$30,000
Fees for Service Investment Mgmnt Fees-$29,496-$29,496
Fees for Services Accounting$5,600--$5,600
Other Expenses$382--$382
Total Functional Expenses$295,602$29,496$0$325,098

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$325,098
Expenses per Audited Statements$295,602
Total Expenses per Audited Statements$295,602
Expenses Not Reported on Financial Statements$29,496
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the cfo / business manager.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Chs Endowment Foundation Inc
EIN
58-2118419
Phone
7062771198
Address
PO BOX 1306, DALTON, GA 30722-1306

Signing Officer

Name
Mary Beth Shultz
Title
Business Manager
Phone
7062771198
Signed
2021-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Jolly
Formed
1994
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Nichols Cauley & Associates LLC
Address
PO BOX 2644, DALTON, GA 30722
Preparer
Mark Krueger
Phone
7062782834
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in process from prior year”

Financial Statement Notes

PART V, LINE 4:

“The intended use of the endowment funds is to produce investment income, while keeping the corpus intact, to provide support to christian heritage school.”

Raw XML AppendixShowing 400 of 427 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE FORM 990 PART III
IRS990/AllOtherContributionsAmt02012181
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY BETH SHULTZ
IRS990/BooksInCareOfDetail/PhoneNum07062771198
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 MARTIN LUTHER KING JR BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030721
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02012181
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0328126
IRS990/CYOtherExpensesAmt0325098
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02015209
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0325098
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02340307
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED OPERATING FUNDS TO CHRISTIAN HERITAGE SCHOOL WHICH ASSISTED THE SCHOOL IN PROVIDING PRIMARY AND SECONDARY CHRISTIAN EDUCATION TO CHILDREN.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03760323
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05710131
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0295602
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05600
IRS990/FeesForServicesAccountingGrp/TotalAmt05600
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt030000
IRS990/FeesForServicesManagementGrp/TotalAmt030000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt029496
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt029496
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM JOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm1KENNETH WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm2CARL GRIGGS JR
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE HERNDON
IRS990/Form990PartVIISectionAGrp/PersonNm4PHIL NEFF
IRS990/Form990PartVIISectionAGrp/PersonNm5BERT WATTS
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS SIMURO
IRS990/Form990PartVIISectionAGrp/PersonNm7TONY FARRELL
IRS990/Form990PartVIISectionAGrp/PersonNm8KENT HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm9RON BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm10JULES CRAWFORD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTORS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0168388
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01514613
IRS990/GrossReceiptsAmt03686532
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0159738
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0159738
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03521854
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06553826
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01346225
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ASSIST PRIVATE SCHOOLS ENGAGED IN PRIMARY AND SECONDARY CHRISTIAN EDUCATION OR INSTRUCTION IN THE ARTS AND SCIENCES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03937492
IRS990/NetAssetsOrFundBalancesEOYAmt06575700
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0168388
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0168388
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0622999
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0177169
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0865569
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DIRECT SUPPORT OF CHS
IRS990/OtherExpensesGrp/Desc1PROGRAM EXP CAP CAMPAIG
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE-O
IRS990/OtherExpensesGrp/ProgramServicesAmt0197247
IRS990/OtherExpensesGrp/ProgramServicesAmt162373
IRS990/OtherExpensesGrp/ProgramServicesAmt2382
IRS990/OtherExpensesGrp/TotalAmt0197247
IRS990/OtherExpensesGrp/TotalAmt162373
IRS990/OtherExpensesGrp/TotalAmt2382
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JIM JOLLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0174100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0131131
IRS990/PYOtherExpensesAmt0104663
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0200568
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0104663
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0305231
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02015209
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0415638
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021874
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0581646772
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0259620
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHRISTIAN HERITAGE SCHOOL INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0259620
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.13160
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt065096
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03937492
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02012181
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06575700
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0951125
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0260002
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt070296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03670338
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0174100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03937492
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197717
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt034367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt078790
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03728783
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt053850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03670338
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176898
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0210403
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt089973
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03741386
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01859898
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03728783
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017102
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01799630
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt087533
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03479736
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01360462
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03741386
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0477711
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01488990
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt029496
IRS990ScheduleD/ExpensesSubtotalAmt0295602
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt029496
IRS990ScheduleD/InvestmentExpensesNotIncldAmt029496
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0622999
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.86840
IRS990ScheduleD/RevenueNotReportedAmt0622999
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt029496
IRS990ScheduleD/RevenueSubtotalAmt02310811
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PRODUCE INVESTMENT INCOME, WHILE KEEPING THE CORPUS INTACT, TO PROVIDE SUPPORT TO CHRISTIAN HERITAGE SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0325098
IRS990ScheduleD/TotalRevenuePerForm990Amt02340307
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02933810
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0295602
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE CFO / BUSINESS MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGE IN PROCESS FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03937492
IRS990/TotalAssetsEOYAmt06575700
IRS990/TotalAssetsGrp/BOYAmt03937492
IRS990/TotalAssetsGrp/EOYAmt06575700
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02012181
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029496
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0295602
IRS990/TotalFunctionalExpensesGrp/TotalAmt0325098
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03937492
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06575700
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0295602
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0328126
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02340307
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03937492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06575700
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1306
IRS990/USAddress/CityNm0DALTON
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd0307221306
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BETH SHULTZ

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,575,700
Liabilities
$0
Net assets
$6,575,700
Revenue
$2,340,307
Expenses
$325,098
Net income
$2,015,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.25$0.10$8.15$0.62$0.49$0.13
2024Summary only. Only limited summary data is available for this year.$7.85$0.10$7.75$2.06$1.21$0.85
2023Summary only. Only limited summary data is available for this year.$6.79$0.30$6.48$0.61$0.36$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.00$5.84$1.08$0.32$0.75
2021Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$2.34$0.33$2.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.31$0.10$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.19$0.29$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.00$3.73$1.81$1.89$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.00$3.74$1.54$1.58$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$2.35$1.60$0.75
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.20$1.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$2.54$3.30$0.77
2013Summary only. Only limited summary data is available for this year.$3.40$0.00$3.40$1.01$0.14$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$0.13