Civic Intelligence

William Mccaskey Chapman and Adaline Dinsmore Chapman Foundation

990PF • Fiscal year 2016 • EIN 77-0011251

Oct 01, 2015 to Sep 30, 2016 • Filed on Mar 29, 2017

2100 Garden Road Suite B-EMonterey, CA 93940

(831) 372-2100

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.03x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

8th percentile

-78%

Higher net margin than 8% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

33rd percentile

$37,500

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

29th percentile

-2.7%

Faster asset growth than 29% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-0.5%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$9,109,402

Down $257,192 (-2.7%) from 2015

Net Assets

Down

$9,099,599

Down $261,910 (-2.8%) from 2015

Liabilities

Up

$9,803

Up $4,718 (+93%) from 2015

Revenue

Down

$334,300

Down $1,682 (-0.5%) from 2015

Expenses

Down

$596,210

Down $29,570 (-4.7%) from 2015

Net Income

Up

-$261,910

Up $27,888 (+9.6%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$9,109,402
Liabilities$9,803
Net Assets$9,099,599

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$334,300
Expenses$596,210
Net Income-$261,910
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Mar 29, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig BellerExecutive DirectorPT$37,500-$37,500
Sarah L BonnerChairPT$20,625-$20,625
Dr Robert G Gard JrSecretaryPT$9,900-$9,900
Wayne G DowneyTrustee-$9,900-$9,900
David J BenjaminTreasurer-$9,900-$9,900
Nancy TostevinTrustee-$9,900-$9,900
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
David J Benjamin
Title
Treasurer
Signed
2017-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Mcgilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Patricia M Kaufman CPA
Phone
8314242737
Raw XML AppendixShowing 400 of 665 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Chapman Foundation
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.thechapmanfoundation.org
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0The Chapman Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08313722100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02100 Garden Road Suite B-E
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0March 1st
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt264500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GATE Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Enhanced Math and Spanish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Youth Trainers, College Retreat, Materials
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Science and Engineering Fair
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Robotic Kits and Laptop Computers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Upward Bound Advisor and Tutors
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6College in Sight Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Scholarships for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Scholarships for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Scholarships for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Online tutoring and homework support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Scholarships for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Scholarships for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Scholarships for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Scholarships for students and private lessons
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Tutors
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Online tutoring and homework support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Youth Trainers, College Retreat, Materials
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Mock Trial, Model U.N., History Day
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Teen Conservation Leaders Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Scholarships for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21After school arts program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Design team planning time
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23RISE Program SAT preparation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Tutoring
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Laptop Computers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Computers
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Pacific Grove Unified School Distri
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1International School of Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Girls Inc of Central Coast
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Monterey County Office of Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Seaside High School Gate Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5MPC Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MPC Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7York School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Spector Dance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Chartwell School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Fdn for Monterey County Free Liabra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Colleagues of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Notre Dame High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Stevenson School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Youth Music Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Boys Girls Club of Mo Co
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Fdn for Monterey County Free Liabra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Girls Inc of Central Coast
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18Lyceum of Monterey County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm19Monterey Bay Aquarium
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20Santa Catalina School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm21Youth Arts Collective
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm22Monterey Academy Oceanographic Scie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm23California State Univ Monterey Bay

Document Assets

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Filings

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