Civic Intelligence

Marion K Chauncey Charitable Foundation

990 • Fiscal year 2016 • EIN 75-6473846

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 01, 2017

Organization ProfileN/A
PO Box 770Palestine, TX 75802

(903) 729-6048

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-101%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$4,720

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.2%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$471,390

Down $15,723 (-3.2%) from 2015

Net Assets

Down

$471,390

Down $15,723 (-3.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin5th percentile

Revenue

Up

$15,601

Up $1,054 (+7.2%) from 2015

Expenses

Up

$31,324

Up $4,962 (+19%) from 2015

Net Income

Down

-$15,723

Down $3,908 (-33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2010: $494,438Liabilities 2010: $02010Assets 2011: $497,628Liabilities 2011: $0Net Assets 2011: $497,6272011Assets 2012: $497,323Liabilities 2012: $0Net Assets 2012: $497,3232012Assets 2013: $498,550Liabilities 2013: $0Net Assets 2013: $498,5502013Assets 2014: $498,928Liabilities 2014: $0Net Assets 2014: $498,9282014Assets 2015: $487,113Liabilities 2015: $0Net Assets 2015: $487,1132015Assets 2016: $471,390Liabilities 2016: $0Net Assets 2016: $471,3902016Assets 2017: $466,320Liabilities 2017: $0Net Assets 2017: $466,3202017Assets 2018: $463,069Liabilities 2018: $0Net Assets 2018: $463,0692018Assets 2019: $452,768Liabilities 2019: $0Net Assets 2019: $452,7682019Assets 2020: $442,655Liabilities 2020: $0Net Assets 2020: $442,6552020Assets 2021: $447,328Liabilities 2021: $0Net Assets 2021: $447,3282021Assets 2022: $433,834Liabilities 2022: $0Net Assets 2022: $433,8342022Assets 2023: $420,870Liabilities 2023: $0Net Assets 2023: $420,8702023Assets 2024: $417,531Liabilities 2024: $0Net Assets 2024: $417,5312024

Highlighted filing

2016

Assets$471,390
Liabilities$0
Net Assets$471,390
Open 2016 Filing

Operations Trend

Revenue Growth60th percentile

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

$40K$20K$0-$20KRevenue 2010: $4,547Expenses 2010: $9,395Net Income 2010: -$4,8482010Revenue 2011: $16,031Expenses 2011: $12,842Net Income 2011: $3,1892011Expenses 2012: $13,1162012Revenue 2013: $16,388Expenses 2013: $15,161Net Income 2013: $1,2272013Revenue 2014: $18,766Expenses 2014: $18,388Net Income 2014: $3782014Revenue 2015: $14,547Expenses 2015: $26,362Net Income 2015: -$11,8152015Revenue 2016: $15,601Expenses 2016: $31,324Net Income 2016: -$15,7232016Revenue 2017: $19,802Expenses 2017: $24,872Net Income 2017: -$5,0702017Revenue 2018: $21,592Expenses 2018: $24,843Net Income 2018: -$3,2512018Revenue 2019: $15,911Expenses 2019: $26,212Net Income 2019: -$10,3012019Revenue 2020: $16,109Expenses 2020: $26,222Net Income 2020: -$10,1132020Revenue 2021: $31,623Expenses 2021: $26,950Net Income 2021: $4,6732021Revenue 2022: $17,894Expenses 2022: $31,388Net Income 2022: -$13,4942022Revenue 2023: $14,075Expenses 2023: $27,039Net Income 2023: -$12,9642023Revenue 2024: $22,790Expenses 2024: $26,129Net Income 2024: -$3,3392024

Highlighted filing

2016

Revenue$15,601
Expenses$31,324
Net Income-$15,723
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 1, 2017
Return Version
2016v3.0
Gross Receipts
$23,018
Mission and Program Overview

Mission

The marion k. Chauncey charitable foundation is organized exclusively for the benefit of several section 501(c)(3) organizations.

Support of certain section 501(c)(3) organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$487,113$471,390▼ $15,723
Investments in Publicly Traded Securities$452,947$447,113▼ $5,834
Land, Buildings, and Equipment, Net$17,500$17,500→ $0
Savings and Temporary Cash Investments$16,666$6,777▼ $9,889
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$487,113$471,390▼ $15,723
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$487,113$471,390▼ $15,723
Total Liabilities and Net Assets / Fund Balance$487,113$471,390▼ $15,723

Asset Categories

AssetBook ValueDepreciationBasis
Land$17,500--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$4,720$4,720
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,601
Other Revenue
$0
Change in Net Assets
$-15,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,068
Salaries, Compensation, and Employee Benefits$4,720
Other Expenses$1,536
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,068--$25,068
Current Officers, Directors, Trustees, and Key Employees-$4,720-$4,720
Fees for Services Accounting-$1,467-$1,467
Other Expenses-$69-$69
Total Functional Expenses$25,068$6,256$0$31,324
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Mary Washington Foundation-501(c)(3)General Support$12,534
Lighthouse for the Blind of Houston-501(c)(3)General Support$6,267
Shriners Hospitals for Children-501(c)(3)General Support$6,267
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, Part VI, Section A, Line 8A

“The foundation has a trustee, not a governing body.”

Form 990, Part VI, Section A, Line 8B

“The foundation has a trustee, therefore it does not have committees.”

Form 990, Part VI, Section B, Line 11B

“The trustee is responsible for reviewing the form 990.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Marion K Chauncey Charitable Foundation
EIN
75-6473846
Phone
9037296048
Address
PO BOX 770, PALESTINE, TX 75802

Signing Officer

Name
Citizens National Bank
Title
Trustee
Phone
9037296048
Signed
2017-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Citizens National Bank
Formed
1994
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Boltonsullivantaylor & Weber Llp
Address
P O BOX 826, PALESTINE, TX 75802
Preparer
David P Sullivan
Phone
9037292229
Raw XML AppendixShowing 400 of 404 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2LIGHTHOUSE FOR THE BLIND OF HOUSTON 74-1146781 $6,267 UNIVERSITY OF MARY WASHINGTON FOUNDATION 54-0169627 $12,534 SHRINERS HOSPITALS FOR CHILDREN 36-2193608 $6,267
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IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt07314
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0518131
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt018135
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0526021
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt018135
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741146781
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1540169627
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2362193608
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06267
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt112535
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt26267
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIGHTHOUSE FOR THE BLIND OF HOUSTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF MARY WASHINGTON FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SHRINERS HOSPITALS FOR CHILDREN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt025069
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/LandGrp/BookValueAmt017500
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt017500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017500
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012534
IRS990ScheduleI/RecipientTable/CashGrantAmt16267
IRS990ScheduleI/RecipientTable/CashGrantAmt26267
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MARY WASHINGTON FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LIGHTHOUSE FOR THE BLIND OF HOUSTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SHRINERS HOSPITALS FOR CHILDREN
IRS990ScheduleI/RecipientTable/RecipientEIN0540169627
IRS990ScheduleI/RecipientTable/RecipientEIN1741146781
IRS990ScheduleI/RecipientTable/RecipientEIN2362193608
IRS990ScheduleI/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS A TRUSTEE, NOT A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS A TRUSTEE, THEREFORE IT DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE IS RESPONSIBLE FOR REVIEWING THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0487113
IRS990/TotalAssetsEOYAmt0471390
IRS990/TotalAssetsGrp/BOYAmt0487113
IRS990/TotalAssetsGrp/EOYAmt0471390
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06256
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025068
IRS990/TotalFunctionalExpensesGrp/TotalAmt031324
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0487113
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0471390
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt025068
IRS990/TotalReportableCompFromOrgAmt04720
IRS990/TotalRevenueGrp/ExclusionAmt015601
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015601
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0487113
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0471390
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 770
IRS990/USAddress/CityNm0PALESTINE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075802
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CITIZENS NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09037296048
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARION K CHAUNCEY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0756473846
ReturnHeader/Filer/PhoneNum09037296048
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 770
ReturnHeader/Filer/USAddress/CityNm0PALESTINE
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ReturnHeader/Filer/USAddress/ZIPCd075802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C515E5574112BDB44339C982BFC1C4FC03BA778
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.188.196.70
ReturnHeader/FilingSecurityInformation/IPDt02017-08-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:36:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751188801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLTONSULLIVANTAYLOR & WEBER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 826
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALESTINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075802
ReturnHeader/PreparerPersonGrp/PhoneNum09037292229
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID P SULLIVAN
ReturnHeader/ReturnTs02017-08-02T09:48:49-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,390
Liabilities
$0
Net assets
$471,390
Revenue
$15,601
Expenses
$31,324
Net income
-$15,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.00$4.18$0.23$0.26$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.21$0.14$0.27$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.00$4.34$0.18$0.31$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.47$0.32$0.27$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.00$4.43$0.16$0.26$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.16$0.26$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.22$0.25$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.20$0.25$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.16$0.31$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.15$0.26$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.19$0.18$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.16$0.15$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.00$4.97$0.13
2011Summary only. Only limited summary data is available for this year.$4.98$0.00$4.98$0.16$0.13$0.03
2010Summary only. Only limited summary data is available for this year.$4.94$0.00$0.05$0.09$0.05