Civic Intelligence

Chafetz Foundation

990PF • Fiscal year 2014 • EIN 63-1230060

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 01, 2015

Organization Profile
147 Glenhill DriveBirmingham, AL 35213

(205) 879-1191

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

6.8%

Faster asset growth than 62% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

383%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$150,344

Up $9,552 (+6.8%) from 2013

Net Assets

$150,344

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Up

$31,281

Up $24,808 (+383%) from 2013

Expenses

Down

$1,453

Down $5,883 (-80%) from 2013

Net Income

Up

$29,828

Up $30,691 (+3556%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $99,643Liabilities 2011: $02011Assets 2012: $108,544Liabilities 2012: $02012Assets 2013: $140,792Liabilities 2013: $02013Assets 2014: $150,344Liabilities 2014: $0Net Assets 2014: $150,3442014Assets 2015: $130,528Liabilities 2015: $0Net Assets 2015: $130,5282015Assets 2016: $124,690Liabilities 2016: $0Net Assets 2016: $124,6902016Assets 2017: $134,649Liabilities 2017: $0Net Assets 2017: $134,6492017Assets 2018: $112,950Liabilities 2018: $0Net Assets 2018: $112,9502018Assets 2019: $131,585Liabilities 2019: $0Net Assets 2019: $131,5852019Assets 2020: $140,553Liabilities 2020: $0Net Assets 2020: $140,5532020Assets 2021: $163,488Liabilities 2021: $0Net Assets 2021: $163,4882021Assets 2022: $125,161Liabilities 2022: $0Net Assets 2022: $125,1612022Assets 2023: $136,376Liabilities 2023: $0Net Assets 2023: $136,3762023Assets 2024: $155,123Liabilities 2024: $0Net Assets 2024: $155,1232024

Highlighted filing

2014

Assets$150,344
Liabilities$0
Net Assets$150,344
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$40K$20K$0-$20KRevenue 2011: -$501Expenses 2011: $8,488Net Income 2011: -$8,9892011Revenue 2012: $2,307Expenses 2012: $8,359Net Income 2012: -$6,0522012Revenue 2013: $6,473Expenses 2013: $7,336Net Income 2013: -$8632013Revenue 2014: $31,281Expenses 2014: $1,453Net Income 2014: $29,8282014Revenue 2015: $18,398Expenses 2015: $20,815Net Income 2015: -$2,4172015Revenue 2016: $2,967Expenses 2016: $13,586Net Income 2016: -$10,6192016Revenue 2017: $19,270Expenses 2017: $13,527Net Income 2017: $5,7432017Revenue 2018: $18,817Expenses 2018: $13,971Net Income 2018: $4,8462018Revenue 2019: $14,929Expenses 2019: $13,823Net Income 2019: $1,1062019Revenue 2020: $7,255Expenses 2020: $13,695Net Income 2020: -$6,4402020Revenue 2021: $23,887Expenses 2021: $4,441Net Income 2021: $19,4462021Revenue 2022: $6,781Expenses 2022: $8,056Net Income 2022: -$1,2752022Revenue 2023: $4,337Expenses 2023: $12,980Net Income 2023: -$8,6432023Revenue 2024: $16,993Expenses 2024: $12,135Net Income 2024: $4,8582024

Highlighted filing

2014

Revenue$31,281
Expenses$1,453
Net Income$29,828
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIAN M BROOKPresident-$0--
LAWRENCE M BROOKVice-President-$0--
ADRIENNE B BROOKSecretary-$0--
DOUGLAS JEREMY BROOKTreasurer-$0--
GINGER BROOKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Chafetz Foundation
EIN
63-1230060
Phone
2058791191
Address
147 GLENHILL DRIVE, BIRMINGHAM, AL 35213

Signing Officer

Name
Julian Brook
Title
President
Phone
2058791191
Signed
2015-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Huner & Cyr Pc
Address
100 WILLIAMSBURG OFC PARK STE 200, VESTAVIA HILLS, AL 35216-3631
Preparer
R Keith Huner CPA
Phone
2058237723
Raw XML Appendix337 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIAN M BROOK
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0147 GLENHILL DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035213
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02058791191
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JULIAN BROOK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02058793619
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 130307
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd035213
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0618
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02167
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02167
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04450
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt020276
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAIN (LOSS) ON SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS FINANCIAL ANNUAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
TaxesSchedule/TaxesDetail/Amt0128
TaxesSchedule/TaxesDetail/CategoryTxt02013 TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIAN BROOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02058791191
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAFETZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAF
ReturnHeader/Filer/EIN0631230060
ReturnHeader/Filer/PhoneNum02058791191
ReturnHeader/Filer/USAddress/AddressLine1Txt0147 GLENHILL DRIVE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035213
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631238286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNER & CYR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WILLIAMSBURG OFC PARK STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VESTAVIA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352163631
ReturnHeader/PreparerPersonGrp/PhoneNum02058237723
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R KEITH HUNER CPA
ReturnHeader/ReturnTs02015-07-02T14:25:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$150,344
Liabilities
$0
Net assets
$150,344
Revenue
$31,281
Expenses
$1,453
Net income
$29,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.17$0.12$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.24$0.04$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.15$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.19$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.19$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.18$0.21$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.31$0.01$0.30
2013Summary only. Only limited summary data is available for this year.$1.41$0.00$0.06$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.02$0.08$0.06
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.01$0.08$0.09