Civic Intelligence

William Mccaskey Chapman and Adaline Dinsmore Chapman Foundation

EIN 77-0011251 • Monterey, CA

2100 Garden Road Suite B-EMonterey, CA 93940
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Net Margin

82nd percentile

40%

Higher net margin than 82% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

30th percentile

$51,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

59%

Faster revenue growth than 82% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$21,883,620

Up $2,284,063 (+12%) from 2024

Liabilities

Up

$9,127

Up $6,592 (+260%) from 2024

Net Assets

Up

$21,874,493

Up $2,277,471 (+12%) from 2024

Operations
Liabilities / Revenue24th percentileNet Margin82nd percentile

Revenue

Up

$1,540,175

Up $574,219 (+59%) from 2024

Expenses

Up

$923,447

Up $125 (+0.0%) from 2024

Net Income

Up

$616,728

Up $574,094 (+1347%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$30M$20M$10M$0Assets 2011: $8,828,095Liabilities 2011: $1,4292011Assets 2012: $8,443,676Liabilities 2012: $602012Assets 2013: $8,258,715Liabilities 2013: $4,6372013Assets 2014: $9,640,627Liabilities 2014: $160Net Assets 2014: $9,640,4672014Assets 2015: $9,366,594Liabilities 2015: $5,085Net Assets 2015: $9,361,5092015Assets 2016: $9,109,402Liabilities 2016: $9,803Net Assets 2016: $9,099,5992016Assets 2017: $9,131,223Liabilities 2017: $9,056Net Assets 2017: $9,122,1672017Assets 2018: $8,994,648Liabilities 2018: $7,703Net Assets 2018: $8,986,9452018Assets 2019: $8,941,296Liabilities 2019: $8,004Net Assets 2019: $8,933,2922019Assets 2020: $8,368,466Liabilities 2020: $5,592Net Assets 2020: $8,362,8742020Assets 2021: $8,513,268Liabilities 2021: $11,457Net Assets 2021: $8,501,8112021Assets 2022: $13,342,818Liabilities 2022: $10,472Net Assets 2022: $13,332,3462022Assets 2023: $15,325,030Liabilities 2023: $5,965Net Assets 2023: $15,319,0652023Assets 2024: $19,599,557Liabilities 2024: $2,535Net Assets 2024: $19,597,0222024Assets 2025: $21,883,620Liabilities 2025: $9,127Net Assets 2025: $21,874,4932025

Highlighted filing

2025

Assets$21,883,620
Liabilities$9,127
Net Assets$21,874,493
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $459,363Expenses 2011: $722,740Net Income 2011: -$263,3772011Revenue 2012: $183,944Expenses 2012: $566,994Net Income 2012: -$383,0502012Revenue 2013: $474,321Expenses 2013: $663,859Net Income 2013: -$189,5382013Revenue 2014: $2,354,505Expenses 2014: $967,349Net Income 2014: $1,387,1562014Revenue 2015: $335,982Expenses 2015: $625,780Net Income 2015: -$289,7982015Revenue 2016: $334,300Expenses 2016: $596,210Net Income 2016: -$261,9102016Revenue 2017: $544,322Expenses 2017: $521,754Net Income 2017: $22,5682017Revenue 2018: $478,151Expenses 2018: $613,373Net Income 2018: -$135,2222018Revenue 2019: $483,594Expenses 2019: $537,247Net Income 2019: -$53,6532019Revenue 2020: $217,027Expenses 2020: $787,445Net Income 2020: -$570,4182020Revenue 2021: $814,014Expenses 2021: $675,077Net Income 2021: $138,9372021Revenue 2022: $750,877Expenses 2022: $813,042Net Income 2022: -$62,1652022Revenue 2023: $1,131,107Expenses 2023: $837,020Net Income 2023: $294,0872023Revenue 2024: $965,956Expenses 2024: $923,322Net Income 2024: $42,6342024Revenue 2025: $1,540,175Expenses 2025: $923,447Net Income 2025: $616,7282025

Highlighted filing

2025

Revenue$1,540,175
Expenses$923,447
Net Income$616,728
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,883,620
Liabilities
$9,127
Net assets
$21,874,493
Revenue
$1,540,175
Expenses
$923,447
Net income
$616,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.9$0.01$21.9$1.54$0.92$0.62
2024Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.97$0.92$0.04
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.01$15.3$1.13$0.84$0.29
2022Detailed filing. Detailed filing data is available for this year.$13.3$0.01$13.3$0.75$0.81$0.06
2021Detailed filing. Detailed filing data is available for this year.$8.51$0.01$8.50$0.81$0.68$0.14
2020Detailed filing. Detailed filing data is available for this year.$8.37$0.01$8.36$0.22$0.79$0.57
2019Detailed filing. Detailed filing data is available for this year.$8.94$0.01$8.93$0.48$0.54$0.05
2018Detailed filing. Detailed filing data is available for this year.$8.99$0.01$8.99$0.48$0.61$0.14
2017Detailed filing. Detailed filing data is available for this year.$9.13$0.01$9.12$0.54$0.52$0.02
2016Detailed filing. Detailed filing data is available for this year.$9.11$0.01$9.10$0.33$0.60$0.26
2015Detailed filing. Detailed filing data is available for this year.$9.37$0.01$9.36$0.34$0.63$0.29
2014Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$2.35$0.97$1.39
2013Summary only. Only limited summary data is available for this year.$8.26$0.00$0.47$0.66$0.19
2012Summary only. Only limited summary data is available for this year.$8.44$0.00$0.18$0.57$0.38
2011Summary only. Only limited summary data is available for this year.$8.83$0.00$0.46$0.72$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alejandro HoganExecutive DirectorPT$51,000-$51,000
David J BenjaminChairPT$18,000-$18,000
Wayne G DowneyVice Chair-$12,000-$12,000
Craig BellerDirector-$11,000-$11,000
Carrie McIntyre PanettaSecretary-$8,000-$8,000
Demi BriscoeTreasurerPT$7,000-$7,000
Laura ZehmDirector-$1,000-$1,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Enhanced Math and SpanishPCSeaside, CA, US$50,000
Paid Grant-Scholarships for studentsPCMonterey, CA, US$50,000
Paid Grant-Scholarships for studentsPCSeaside, CA, US$40,000
Paid Grant-Teen leadership programsPCMonterey, CA, US$40,000
Paid Grant-Scholarships for studentsPCPebble Beach, CA, US$37,500
Paid Grant-Scholarships for studentsPCMonterey, CA, US$35,000
Paid Grant-ECHO / Youth Leaders SupportPCSalinas, CA, US$30,000
Paid Grant-Junior Youth and Honors Orchestra ProgramsPCMonterey, CA, US$30,000
Paid Grant-prepare students for academic successPCMonterey, CA, US$30,000
Paid Grant-Tuition AssisstancePCCarmel, CA, US$27,000
Paid Grant-Tuition AssistancePCMonterey, CA, US$27,000
Paid Grant-Upward Bound Advisor and TutorsPCMonterey, CA, US$25,000
Paid Grant-After school arts program and mentorshipPCMonterey, CA, US$25,000
Paid Grant-EducationPCSalinas, CA, US$25,000
Paid Grant-EducationPCSalinas, CA, US$25,000
Paid Grant-Electronics for GATE StudentsGOVPacific Grove, CA, US$20,000
Paid Grant-Online tutoring and homework supportPCSalinas, CA, US$20,000
Paid Grant-College and Career ReadinessPCSeaside, CA, US$20,000
Paid Grant-AVID Tutors and salary supportGOVPacific Grove, CA, US$20,000
Paid Grant-ScholarshipsPCSalinas, CA, US$20,000
Paid Grant-Mock Trial law-related education programPCMonterey, CA, US$15,000
Paid Grant-EducationPCCarmel, CA, US$15,000
Paid Grant-EducationPCMoss Landing, CA, US$15,000
Paid Grant-Mental Health AwarenessPCSalinas, CA, US$12,000
Paid Grant-Stoney Edu Path ProgramPCCarmel, CA, US$10,000
Paid Grant-EducationPCMonterey, CA, US$10,000
Paid Grant-EducationPCMonterey, CA, US$10,000
Paid Grant-EducationPCSeaside, CA, US$10,000
Paid Grant-EducationGOVPacific Grove, CA, US$8,000
Paid Grant-Experience Pt. Lobos for MPUSD StudentsPCMonterey, CA, US$7,500
Paid Grant-Science and Engineering FairGOVSalinas, CA, US$6,000
Paid Grant-EducationPCCarmel, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
William McCaskey Chapman and Adaline
EIN
77-0011251
Phone
8313722100
Address
2100 Garden Road Suite B-E, Monterey, CA 93940

Signing Officer

Name
Laura Zehm
Title
Treasurer
Signed
2026-02-13
Discuss with paid preparer
Yes

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Raw XML AppendixShowing 400 of 607 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alejandro Hogan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Wayne G Downey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David J Benjamin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Demi Briscoe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Craig Beller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Carrie McIntyre Panetta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Laura Zehm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02100 Garden Road Suite B-E
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Electronics for GATE Students
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm28Arts Council for Monterey County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm29Community Partnership for Youth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm30Forest Grove Elementary School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm31Notre Dame High School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0435 Hillcrest Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11720 Yosemite St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2318 Cayuga Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3901 Blanco Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4980 Fremont Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt59501 York Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62511 Numa Watson Road

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