Civic Intelligence

The Chisholm Foundation

990PF • Fiscal year 2023 • EIN 64-6014272

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

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.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

95th percentile

63%

Faster asset growth than 95% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

467%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$77,288,871

Up $29,899,397 (+63%) from 2022

Net Assets

Up

$77,288,871

Up $29,899,395 (+63%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin96th percentile

Revenue

Up

$35,435,117

Up $29,181,145 (+467%) from 2022

Expenses

Down

$5,153,995

Down $324,706 (-5.9%) from 2022

Net Income

Up

$30,281,122

Up $29,505,851 (+3806%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2023

Assets$77,288,871
Liabilities$0
Net Assets$77,288,871
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$35,435,117
Expenses$5,153,995
Net Income$30,281,122
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
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
2024-11-15
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 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/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/AppliedToCurrentYearAmt04092742
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04092742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02007670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02265660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01190370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0259297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0147287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0147287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06465101
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0742104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02007670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02265660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01190370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0259297
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04834846
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0742104
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06612388
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05870284
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARGARET A CHISHOLM CHARITABLE TRUS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MARGARET A CHISHOLM CHARITABLE TRUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0544 CENTRAL AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1544 CENTRAL AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAUREL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LAUREL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd039440
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd139440
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01445751
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt129008349
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt029008349
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0STOCKS FROM THE MARGARET A CHISHOLM CHARITABLE TRUST BOA INVESTMENT ACCOUNT
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt023650
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt023650
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0381727
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ASSOCIATION DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SECRETARIAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7STORY PRIZE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13159
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21468
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3179
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt437281
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5-420
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt789856
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09983
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21468
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt437821
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5-420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt799839
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07545
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0452521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt182365
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0EDGEWOOD: MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BOA: MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0226260
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0226261
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt182365
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LINDSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0Israel Tannenbaum CPA
ReturnHeader/ReturnTs02024-10-28T11:55:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,288,871
Liabilities
$0
Net assets
$77,288,871
Revenue
$35,435,117
Expenses
$5,153,995
Net income
$30,281,122
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