Civic Intelligence

The Chisholm Foundation

990PF • Fiscal year 2022 • EIN 64-6014272

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

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

15th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

62nd percentile

12%

Higher net margin than 62% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

58th percentile

1.7%

Faster asset growth than 58% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-60%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$47,389,474

Up $799,270 (+1.7%) from 2021

Net Assets

Up

$47,389,476

Up $799,272 (+1.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin62nd percentile

Revenue

Down

$6,253,972

Down $9,399,680 (-60%) from 2021

Expenses

Down

$5,478,701

Down $1,852,351 (-25%) from 2021

Net Income

Down

$775,271

Down $7,547,329 (-91%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2022

Assets$47,389,474
Liabilities$0
Net Assets$47,389,476
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$6,253,972
Expenses$5,478,701
Net Income$775,271
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE SCHEDULE ATTACHEDSee Schedule Attached-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE SCHEDULE ATTACHEDUNRESTRICTEDPUBLICLAUREL, MS, US$4,605,567
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
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Israel Tannenbaum CPA
Phone
2127519100
Raw XML Appendix323 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.

Path#Value
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORNGAN STANLEY SECURITIES
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IRS990PF/DistributableAmountGrp/TotalTaxAmt062080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0150541
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt062080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0150541
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0943550
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03097991
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt061959816
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt062903366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0EDGEWOOD MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0552411
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06014263378
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01190370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0259297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0147287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05870284
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02007670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02265660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01190370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0259297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0147287
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05043581
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02007670
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05870284
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03862614
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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/TotalContributionsAmt01495348
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01265612
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt116350
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt23138
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PROCEEDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2CAP GAIN RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ASSOCIATION DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SECRETARIAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6STORY PRIZE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13271
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2773
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3402
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt464785
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5-143
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt680230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08914
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13271
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2773
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3402
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt464785
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5-143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt689145
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07351
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024001
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0552411
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0EDGEWOOD: MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0276206
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0276206
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/Amt0150000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LINDSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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/PreparationDt02023-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Israel Tannenbaum CPA
ReturnHeader/ReturnTs02023-09-15T13:14:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINDSEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,389,474
Liabilities
$0
Net assets
$47,389,476
Revenue
$6,253,972
Expenses
$5,478,701
Net income
$775,271
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
Peer Organizations

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