Civic Intelligence

The Chisholm Foundation

990PF • Fiscal year 2019 • EIN 64-6014272

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

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

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

47th percentile

3.7%

Faster asset growth than 47% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-23%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$31,367,497

Up $1,123,613 (+3.7%) from 2018

Net Assets

Up

$31,367,507

Up $1,123,623 (+3.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin75th percentile

Revenue

Down

$5,355,303

Down $1,640,467 (-23%) from 2018

Expenses

Up

$4,231,680

Up $55,108 (+1.3%) from 2018

Net Income

Down

$1,123,623

Down $1,695,575 (-60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2019

Assets$31,367,497
Liabilities$0
Net Assets$31,367,507
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$5,355,303
Expenses$4,231,680
Net Income$1,123,623
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th 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
2020-05-15
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 Appendix349 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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0544 CENTRAL AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAUREL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd039440
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06014263378
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0http://chisholmfoundation.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03350600
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/TotalGrantOrContriPdDurYrAmt03350600
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/AppliedToCurrentYearAmt02637160
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt01171200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02637160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0147287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0193118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0252246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0599702
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0259297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0147287
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0193118
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03815411
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07051
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01770902
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0592651
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt01171200
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/TotalContributionsAmt01171200
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/DisbursementsCharitablePrpsAmt12630
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21384
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3459
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4387
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt552603
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6121
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt778884
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08765
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12630
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21384
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3459
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4387
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt552603
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt787649
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07013
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0322133
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1322134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0EDGEWOOD: INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1EDGEWOOD: CHARITABLE MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0322134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0322133
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARGARET A CHISHOLM CHARITABLE TRUS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0544 CENTRAL AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LAUREL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd039440
TaxesSchedule/TaxesDetail/Amt080000
TaxesSchedule/TaxesDetail/Amt15371
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL 2019 TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX 2018 BALANCE DUE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LINDSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
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/PreparationDt02020-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02020-05-13T15:52:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,367,497
Liabilities
$0
Net assets
$31,367,507
Revenue
$5,355,303
Expenses
$4,231,680
Net income
$1,123,623
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