Civic Intelligence

Chafetz Foundation

990PF • Fiscal year 2020 • EIN 63-1230060

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

11th percentile

-89%

Higher net margin than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-51%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$140,553

Up $8,968 (+6.8%) from 2019

Net Assets

Up

$140,553

Up $8,968 (+6.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin11th percentile

Revenue

Down

$7,255

Down $7,674 (-51%) from 2019

Expenses

Down

$13,695

Down $128 (-0.9%) from 2019

Net Income

Down

-$6,440

Down $7,546 (-682%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$140,553
Liabilities$0
Net Assets$140,553
Open 2020 Filing

Operations Trend

Revenue Growth21st 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

2020

Revenue$7,255
Expenses$13,695
Net Income-$6,440
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th 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
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Huner & Cyr Pc
Address
100 WILLIAMSBURG OFC PARK STE 200, VESTAVIA HILLS, AL 35216-3686
Preparer
Stanley C Huner CPA
Phone
2058237723
Raw XML Appendix341 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/PersonNm1LAWRENCE M BROOK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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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/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL UPKEEP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL UPKEEP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NE MILES JEWISH DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RAMAH DAROM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04000 MONTCLAIR ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16400 POWERS FERRY RD STE 215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130339
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt06291
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07239
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07239
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028226
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05709
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05657
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05843
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05617
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05709
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035465
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029756
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015408
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN (LOSS) ON SECURITIES
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt02019 TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIAN BROOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02058791191
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
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/ZIPCd0352163686
ReturnHeader/PreparerPersonGrp/PhoneNum02058237723
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STANLEY C HUNER CPA
ReturnHeader/ReturnTs02021-05-14T12:08:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROOK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,553
Liabilities
$0
Net assets
$140,553
Revenue
$7,255
Expenses
$13,695
Net income
-$6,440
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