Civic Intelligence

Chafetz Foundation

990PF • Fiscal year 2021 • EIN 63-1230060

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 18, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

67th percentile

16%

Faster asset growth than 67% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

229%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$163,488

Up $22,935 (+16%) from 2020

Net Assets

Up

$163,488

Up $22,935 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$23,887

Up $16,632 (+229%) from 2020

Expenses

Down

$4,441

Down $9,254 (-68%) from 2020

Net Income

Up

$19,446

Up $25,886 (+402%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$163,488
Liabilities$0
Net Assets$163,488

Operations Trend

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

2021

Revenue$23,887
Expenses$4,441
Net Income$19,446
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 18, 2022
Return Version
2021v4.1
Compensation and Service Providers

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
2022-03-18
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 Appendix338 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAWRENCE M BROOK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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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/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL UPKEEP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL UPKEEP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INDIAN SPRINGS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0190 WOODWARD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 15071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PELHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170175
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02800
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/AppliedToCurrentYearAmt02800
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07333
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05709
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01084
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05709
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05657
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05843
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05400
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023693
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028226
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03489
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN (LOSS) ON SECURITIES
TaxesSchedule/TaxesDetail/Amt046
TaxesSchedule/TaxesDetail/CategoryTxt02020 TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIAN BROOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02058791191
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-18
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/PreparationDt02022-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STANLEY C HUNER CPA
ReturnHeader/ReturnTs02022-04-05T12:59:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROOK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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