Civic Intelligence

The Chisholm Foundation

990PF • Fiscal year 2015 • EIN 64-6014272

Jan 01, 2015 to Dec 31, 2015 • Filed on May 15, 2016

Organization Profile
544 Central AvenueLaurel, MS 39440

(601) 426-3378

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

79th percentile

11%

Faster asset growth than 79% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$25,183,597

Up $2,409,328 (+11%) from 2014

Net Assets

Up

$25,183,597

Up $2,409,328 (+11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin84th percentile

Revenue

Down

$4,861,113

Down $1,858,707 (-28%) from 2014

Expenses

Up

$3,075,358

Up $8,692 (+0.3%) from 2014

Net Income

Down

$1,785,755

Down $1,867,399 (-51%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$100M$50M$0Assets 2011: $19,140,856Liabilities 2011: $02011Assets 2012: $19,316,694Liabilities 2012: $02012Assets 2013: $19,744,239Liabilities 2013: $0Net Assets 2013: $19,744,2392013Assets 2014: $22,774,269Liabilities 2014: $0Net Assets 2014: $22,774,2692014Assets 2015: $25,183,597Liabilities 2015: $0Net Assets 2015: $25,183,5972015Assets 2016: $25,530,361Liabilities 2016: $0Net Assets 2016: $25,530,3612016Assets 2017: $27,424,686Liabilities 2017: $0Net Assets 2017: $27,424,6862017Assets 2018: $30,243,884Liabilities 2018: $0Net Assets 2018: $30,243,8842018Assets 2019: $31,367,497Liabilities 2019: $0Net Assets 2019: $31,367,5072019Assets 2020: $38,267,604Liabilities 2020: $0Net Assets 2020: $38,267,6042020Assets 2021: $46,590,204Liabilities 2021: $0Net Assets 2021: $46,590,2042021Assets 2022: $47,389,474Liabilities 2022: $0Net Assets 2022: $47,389,4762022Assets 2023: $77,288,871Liabilities 2023: $0Net Assets 2023: $77,288,8712023Assets 2024: $81,951,475Liabilities 2024: $0Net Assets 2024: $81,951,4752024

Highlighted filing

2015

Assets$25,183,597
Liabilities$0
Net Assets$25,183,597
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$40M$30M$20M$10M$0Revenue 2011: $2,411,447Expenses 2011: $2,248,200Net Income 2011: $163,2472011Revenue 2012: $2,452,079Expenses 2012: $2,276,241Net Income 2012: $175,8382012Revenue 2013: $4,203,340Expenses 2013: $2,561,471Net Income 2013: $1,641,8692013Revenue 2014: $6,719,820Expenses 2014: $3,066,666Net Income 2014: $3,653,1542014Revenue 2015: $4,861,113Expenses 2015: $3,075,358Net Income 2015: $1,785,7552015Revenue 2016: $2,948,379Expenses 2016: $2,940,800Net Income 2016: $7,5792016Revenue 2017: $5,183,917Expenses 2017: $3,288,586Net Income 2017: $1,895,3312017Revenue 2018: $6,995,770Expenses 2018: $4,176,572Net Income 2018: $2,819,1982018Revenue 2019: $5,355,303Expenses 2019: $4,231,680Net Income 2019: $1,123,6232019Revenue 2020: $11,524,723Expenses 2020: $4,761,923Net Income 2020: $6,762,8002020Revenue 2021: $15,653,652Expenses 2021: $7,331,052Net Income 2021: $8,322,6002021Revenue 2022: $6,253,972Expenses 2022: $5,478,701Net Income 2022: $775,2712022Revenue 2023: $35,435,117Expenses 2023: $5,153,995Net Income 2023: $30,281,1222023Revenue 2024: $11,226,743Expenses 2024: $6,505,247Net Income 2024: $4,721,4962024

Highlighted filing

2015

Revenue$4,861,113
Expenses$3,075,358
Net Income$1,785,755
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE SCHEDULE ATTACHEDSee Schedule Attached-$0--
Filing and Contact Details

Filer

Filer Name
The Chisholm Foundation
EIN
64-6014272
In Care Of
% THE FOUNDATION
Phone
6014263378
Address
544 CENTRAL AVENUE, LAUREL, MS 39440

Signing Officer

Name
John Lindsey
Title
President
Phone
2127519100
Signed
2016-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Michael Stallone CPA
Phone
2127519100
Raw XML Appendix343 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/StatementsRegardingActyGrp/WebsiteAddressTxt0http://chisholmfoundation.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02635800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0554 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAUREL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039440
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02635800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01748625
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt01023300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01748625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0252246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0178982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt074217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01937
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0700500
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0193118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0252246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0178982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt074217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01937
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02965043
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0193118
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01723800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0507382
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt01023300
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARGARET A CHISHOLM CHARITABLE TRUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0544 CENTRAL AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAUREL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd039440
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01023300
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ASSOCIATION DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SECRETARIAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7STORY PRIZE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21285
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3499
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4492
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt549668
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6111
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt769091
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07676
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21285
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3499
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4492
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt549668
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt776767
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07275
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07275
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0623573
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNSETTLED PURCHASES/SALES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt066174
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1198523
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0EDGEWOOD: INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1EDGEWOOD: CHARITABLE MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0198523
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt066174
TaxesSchedule/TaxesDetail/Amt06165
TaxesSchedule/TaxesDetail/Amt130300
TaxesSchedule/TaxesDetail/CategoryTxt0U.S. EXCISE TAX FOR 2014
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX FOR 2015
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LINDSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHISHOLM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHIS
ReturnHeader/Filer/EIN0646014272
ReturnHeader/Filer/InCareOfNm0% THE FOUNDATION
ReturnHeader/Filer/PhoneNum06014263378
ReturnHeader/Filer/USAddress/AddressLine1Txt0544 CENTRAL AVENUE
ReturnHeader/Filer/USAddress/CityNm0LAUREL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02016-05-13T13:12:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,183,597
Liabilities
$0
Net assets
$25,183,597
Revenue
$4,861,113
Expenses
$3,075,358
Net income
$1,785,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$82.0$0.00$82.0$11.2$6.51$4.72
2023Detailed filing. Detailed filing data is available for this year.$77.3$0.00$77.3$35.4$5.15$30.3
2022Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$6.25$5.48$0.78
2021Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$15.7$7.33$8.32
2020Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$11.5$4.76$6.76
2019Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$5.36$4.23$1.12
2018Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$7.00$4.18$2.82
2017Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$5.18$3.29$1.90
2016Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$2.95$2.94$0.01
2015Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$4.86$3.08$1.79
2014Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$6.72$3.07$3.65
2013Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$4.20$2.56$1.64
2012Summary only. Only limited summary data is available for this year.$19.3$0.00$2.45$2.28$0.18
2011Summary only. Only limited summary data is available for this year.$19.1$0.00$2.41$2.25$0.16