Civic Intelligence

Chambers Medical Foundation Tr

990PF • Fiscal year 2017 • EIN 72-6134893

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 06, 2018

1807 Lake StreetLake Charles, LA 70601

(337) 436-1600

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$25,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

47th percentile

1.8%

Faster asset growth than 47% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-3.5%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,923,130

Up $70,571 (+1.8%) from 2016

Net Assets

Up

$3,923,130

Up $70,571 (+1.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$132,112

Down $4,724 (-3.5%) from 2016

Expenses

Down

$78,745

Down $332,606 (-81%) from 2016

Net Income

Up

$53,367

Up $327,882 (+119%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,605,022Liabilities 2011: $02011Assets 2012: $4,120,101Liabilities 2012: $0Net Assets 2012: $4,120,1012012Assets 2013: $4,492,428Liabilities 2013: $0Net Assets 2013: $4,492,4282013Assets 2014: $5,574,862Liabilities 2014: $0Net Assets 2014: $5,574,8622014Assets 2015: $4,394,586Liabilities 2015: $0Net Assets 2015: $4,394,5862015Assets 2016: $3,852,559Liabilities 2016: $0Net Assets 2016: $3,852,5592016Assets 2017: $3,923,130Liabilities 2017: $0Net Assets 2017: $3,923,1302017Assets 2018: $3,247,280Liabilities 2018: $0Net Assets 2018: $3,247,2802018Assets 2019: $3,504,526Liabilities 2019: $3,500Net Assets 2019: $3,501,0262019Assets 2020: $3,750,898Liabilities 2020: $0Net Assets 2020: $3,750,8982020Assets 2021: $3,789,685Liabilities 2021: $0Net Assets 2021: $3,789,6852021Assets 2022: $3,716,521Liabilities 2022: $0Net Assets 2022: $3,716,5212022Assets 2023: $3,470,324Liabilities 2023: $0Net Assets 2023: $3,470,3242023Assets 2024: $3,388,433Liabilities 2024: $0Net Assets 2024: $3,388,4332024

Highlighted filing

2017

Assets$3,923,130
Liabilities$0
Net Assets$3,923,130

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $269,104Expenses 2011: $240,131Net Income 2011: $28,9732011Expenses 2012: $631,1892012Revenue 2013: $397,459Expenses 2013: $272,634Net Income 2013: $124,8252013Revenue 2014: $383,681Expenses 2014: $278,221Net Income 2014: $105,4602014Revenue 2015: $158,712Expenses 2015: $358,311Net Income 2015: -$199,5992015Revenue 2016: $136,836Expenses 2016: $411,351Net Income 2016: -$274,5152016Revenue 2017: $132,112Expenses 2017: $78,745Net Income 2017: $53,3672017Revenue 2018: $86,979Expenses 2018: $247,558Net Income 2018: -$160,5792018Revenue 2019: $73,225Expenses 2019: $128,624Net Income 2019: -$55,3992019Revenue 2020: -$110,928Expenses 2020: $193,650Net Income 2020: -$304,5782020Revenue 2021: $321,408Expenses 2021: $286,598Net Income 2021: $34,8102021Revenue 2022: $109,312Expenses 2022: $271,662Net Income 2022: -$162,3502022Revenue 2023: $231,396Expenses 2023: $276,853Net Income 2023: -$45,4572023Revenue 2024: $244,535Expenses 2024: $274,966Net Income 2024: -$30,4312024

Highlighted filing

2017

Revenue$132,112
Expenses$78,745
Net Income$53,367
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 6, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWIN K HUNTERTrusteePT$25,000-$25,000
JASON R CHAMBERSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Chambers Medical Foundation
EIN
72-6134893
Phone
3374361600
Address
1807 LAKE STREET, LAKE CHARLES, LA 70601

Signing Officer

Name
Jason R Chambers
Title
Trustee
Phone
3374361600
Signed
2018-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Siegfried & Luke Inc
Address
3525 PIEDMONT RD NE BLDG 5 STE 20, ATLANTA, GA 30305-1509
Preparer
Ellen J Siegfried
Phone
4043891700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ARRHYTHMIA RESEARCH TECHNOLOGY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BLACKBERRY LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2KINDER MORGAN INCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MEDALLION FINCL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VALEANT PHARMACEUTICALS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10YAMANA GOLD INC
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012728
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NON-DIVIDEND DISTRIBUTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PRODUCTION TAXES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01155
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt137
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0132112
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01320
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014500
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012728
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt053367
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0751780
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt068805
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt068805
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019346
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048521
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06462
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06462
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt031233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt031233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02946
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt064245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt078745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0112766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0132112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt064245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt064245
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt03517
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2370078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt393800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4154991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-40767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt220005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-4432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-40767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220005
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-4432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2329311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3113805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5150559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MID AMERICAN HOLDINGS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED RAYMOND JAMES - 9386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED JEFFRIES - 3781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SEE ATTACHED JEFFRIES - 3781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SEE ATTACHED JEFFRIES - 3781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5KINDRED HEALTHCARE INC 6.375%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-18

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.24$0.27$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.23$0.28$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.11$0.27$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.32$0.29$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.11$0.19$0.30
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.07$0.13$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.09$0.25$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.13$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.14$0.41$0.27
2015Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.16$0.36$0.20
2014Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.38$0.28$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.40$0.27$0.12
2012Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.63
2011Summary only. Only limited summary data is available for this year.$4.61$0.00$0.27$0.24$0.03