Civic Intelligence

Chautauqua Preservation Society

EIN 75-2856177 • 501(c)3 • Waxahachie, TX

Profile

To further the restoration,preservation, maintenance, and use of the chautauqua auditorium and to present programs in the auditorium.

P O Box 126Waxahachie, TX 75168

waxahachiechautauqua.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$176,930

Up $45,855 (+35%) from 2010

Liabilities

Flat

$0

Flat from 2010

Net Assets

Up

$176,930

Up $45,855 (+35%) from 2010

Revenue

$59,332

No earlier filing loaded for comparison.

Expenses

Down

$15,423

Down $21,096 (-58%) from 2010

Net Income

$43,909

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $131,075Liabilities 2010: $0Net Assets 2010: $131,0752010Assets 2014: $176,930Liabilities 2014: $0Net Assets 2014: $176,9302014

Highlighted filing

2014

Assets$176,930
Liabilities$0
Net Assets$176,930

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Expenses 2010: $36,5192010Revenue 2014: $59,332Expenses 2014: $15,423Net Income 2014: $43,9092014

Highlighted filing

2014

Revenue$59,332
Expenses$15,423
Net Income$43,909

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 2, 2015
Return Version
2014v5.0
Gross Receipts
$59,332
Mission and Program Overview

Mission

To further the restoration,preservation, maintenance, and use of the chautauqua auditorium and to present programs in the auditorium.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$132,022$175,930▲ $43,908
Savings and Temporary Cash Investments$101,769$101,481▼ $288
Cash and Non-Interest-Bearing Accounts$31,253$75,449▲ $44,196
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Total Assets$133,022$176,930▲ $43,908
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$133,022$176,930▲ $43,908
Total Liabilities and Net Assets / Fund Balance$133,022$176,930▲ $43,908
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nan UdellPresident
Cheri AdamsDirector
George SusatDirector
Jerry EllisDirector
John SmithDirector
Kevin StrengthDirector
Kirk HunterDirector
Louis BrownDirector
Rhonnie TompkinsDirector
Maureen MooreProgram Chai
Jackie WraySecretary
Tracey TullTreasurer
Jane Ann ShippVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$57,671
Program Service Revenue
$1,292
Investment Income
$369
Other Revenue
$0
All Other Contributions
$53,951
Change in Net Assets
$43,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$6,280$410-$6,690
Advertising$4,127--$4,127
Office Expenses$2,308$220-$2,528
Occupancy$909--$909
Insurance$300--$300
Other Expenses-$180-$180
Fees for Services Accounting-$148-$148
Total Functional Expenses$13,924$1,499$0$15,423
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board is given the opportunity to review the return.

Form 990, Page 6, Part VI, Line 19

UPON WRITTEN REQUEST.

Filing and Contact Details

Filer

Filer Name
Chautauqua Preservation Society
EIN
75-2856177
Address
P O BOX 126, WAXAHACHIE, TX 75168

Signing Officer

Name
Kirk Hunter
Title
Treasurer
Signed
2015-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kirk Hunter
Formed
1974
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
30

Preparer

Firm
Grant & Weedon Cpas Pc
Address
617 FERRIS AVENUE, WAXAHACHIE, TX 75165-3000
Preparer
Martha K Weedon
Phone
9729231590
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

ROUNDING 1

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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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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAUTAUQUA PRESERVATION SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0CHAU
ReturnHeader/Filer/EIN0752856177
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 126
ReturnHeader/Filer/USAddress/CityNm0WAXAHACHIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075168
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT & WEEDON CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0617 FERRIS AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAXAHACHIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0751653000
ReturnHeader/PreparerPersonGrp/PhoneNum09729231590
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA K WEEDON
ReturnHeader/ReturnTs02015-07-16T14:12:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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