Civic Intelligence

Chs Endowment Foundation Inc.

990 • Fiscal year 2023 • EIN 58-2118419

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

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

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.50x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-44%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Flat

$6,785,038

Flat from 2023

Net Assets

Flat

$6,484,701

Flat from 2023

Liabilities

Flat

$300,337

Flat from 2023

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin87th percentile

Revenue

Flat

$605,099

Flat from 2023

Expenses

Flat

$355,677

Flat from 2023

Net Income

Flat

$249,422

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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 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

2023

Assets$6,785,038
Liabilities$300,337
Net Assets$6,484,701
Open 2023 Filing

Operations Trend

Revenue Growth8th 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 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

2023

Revenue$605,099
Expenses$355,677
Net Income$249,422
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$739,015
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$5,816,260$6,649,527▲ $833,267
Savings and Temporary Cash Investments$21,719$135,511▲ $113,792
Total Assets$5,837,979$6,785,038▲ $947,059
Liabilities
Accounts Payable and Accrued Expenses-$300,337-
Total Liabilities$0$300,337▲ $300,337
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,247,373$6,780,287▲ $1,532,914
Net Assets Without Donor Restrictions$590,606$-295,586▼ $886,192
Total Net Assets Fund Balance$5,837,979$6,484,701▲ $646,722
Total Liabilities and Net Assets / Fund Balance$5,837,979$6,785,038▲ $947,059

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$5,837,981$374,587▲ $928,147$305,686$6,785,038
2021$6,575,700$698,416▼ $1,114,270$251,458$5,837,981
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Chris SimuroChair/treasurer
Bart HillBoard of Directors
Bert WattsBoard of Directors
Carl Griggs JrBoard of Directors
Dwight HefnerBoard of Directors
Herman DavisBoard of Directors
Jim JollyBoard of Directors
Jules CrawfordBoard of Directors
Kent HarrisonBoard of Directors
Seth ColeBoard of Directors
Steve HerndonBoard of Directors
Revenue and Support

Revenue Composition

Contributions and Grants
$374,587
Program Service Revenue
$0
Investment Income
$230,512
Other Revenue
$0
All Other Contributions
$374,587
Change in Net Assets
$249,422

Audited Revenue Reconciliation

Revenue per Audited Statements
$572,283
Revenue Not Reported on Financial Statements
$32,816
Revenue Not Reported on Form 990
$397,300
Total Revenue per Audited Statements
$969,583
Total Revenue per Form 990
$605,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,677
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 Service Investment Mgmnt Fees-$32,816-$32,816
Fees for Services Management$10,000--$10,000
Fees for Services Accounting$7,175--$7,175
Other Expenses$490--$490
Total Functional Expenses$322,861$32,816$0$355,677

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$355,677
Expenses per Audited Statements$322,861
Total Expenses per Audited Statements$322,861
Expenses Not Reported on Financial Statements$32,816
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
Holly Roberts
Title
Business Manager
Phone
7062771198
Signed
2024-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Simuro
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 428 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/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
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IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0300337
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHRISTIAN HERITAGE SCHOOL INC
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0300337
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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/BoardDesignatedBalanceEOYPct00.13300
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05837981
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0374587
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06785038
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0928147
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0305686
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt070407
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06575700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0698416
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05837981
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1114270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0251458
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt065096
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03937492
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02012181
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06575700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0951125
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0260002
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt070296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03670338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0174100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03937492
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197717
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt034367
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt078790
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03728783
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt053850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03670338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176898
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0210403
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt032816
IRS990ScheduleD/ExpensesSubtotalAmt0322861
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt032816
IRS990ScheduleD/InvestmentExpensesNotIncldAmt032816
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0397300
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.86700
IRS990ScheduleD/RevenueNotReportedAmt0397300
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt032816
IRS990ScheduleD/RevenueSubtotalAmt0572283
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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0355677
IRS990ScheduleD/TotalRevenuePerForm990Amt0605099
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0969583
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0322861
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
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt05837979
IRS990/TotalAssetsGrp/EOYAmt06785038
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0322861
IRS990/TotalFunctionalExpensesGrp/TotalAmt0355677
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0605099
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06785038
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/VotingMembersIndependentCnt011
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY ROBERTS

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,785,038
Liabilities
$300,337
Net assets
$6,484,701
Revenue
$605,099
Expenses
$355,677
Net income
$249,422
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
2023Detailed filing. Detailed filing data is available for this year.$6.79$0.30$6.48$0.61$0.36$0.25
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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