Civic Intelligence

Alger Chaney Charitable Trust

990PF • Fiscal year 2012 • EIN 77-0389581

Sep 01, 2011 to Aug 31, 2012 • Filed on Nov 29, 2012

Organization Profile
170 LA Vista Grande93103
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$179,977

No earlier filing loaded for comparison.

Net Assets

$179,977

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$24,327

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $179,977Liabilities 2012: $0Net Assets 2012: $179,9772012Assets 2013: $169,617Liabilities 2013: $0Net Assets 2013: $169,6172013Assets 2014: $217,755Liabilities 2014: $0Net Assets 2014: $217,7552014Assets 2015: $224,717Liabilities 2015: $0Net Assets 2015: $224,7172015Assets 2016: $214,674Liabilities 2016: $0Net Assets 2016: $214,6742016Assets 2017: $214,364Liabilities 2017: $0Net Assets 2017: $214,3642017Assets 2018: $212,982Liabilities 2018: $0Net Assets 2018: $212,9822018Assets 2019: $215,072Liabilities 2019: $0Net Assets 2019: $215,0722019Assets 2020: $1,723,017Liabilities 2020: $0Net Assets 2020: $1,723,0172020Assets 2021: $1,867,949Liabilities 2021: $0Net Assets 2021: $1,867,9492021Assets 2022: $1,830,438Liabilities 2022: $0Net Assets 2022: $1,830,4382022Assets 2023: $1,789,735Liabilities 2023: $0Net Assets 2023: $1,789,7352023Assets 2024: $1,804,169Liabilities 2024: $0Net Assets 2024: $1,804,1692024Assets 2025: $1,819,895Liabilities 2025: $0Net Assets 2025: $1,819,8952025

Highlighted filing

2012

Assets$179,977
Liabilities$0
Net Assets$179,977
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $24,3272012Expenses 2013: $18,5172013Revenue 2014: $57,075Expenses 2014: $8,937Net Income 2014: $48,1382014Revenue 2015: $17,984Expenses 2015: $11,022Net Income 2015: $6,9622015Revenue 2016: $2,487Expenses 2016: $12,530Net Income 2016: -$10,0432016Revenue 2017: $18,836Expenses 2017: $19,146Net Income 2017: -$3102017Revenue 2018: $13,288Expenses 2018: $14,670Net Income 2018: -$1,3822018Revenue 2019: $8,333Expenses 2019: $6,243Net Income 2019: $2,0902019Revenue 2020: $1,631,636Expenses 2020: $123,691Net Income 2020: $1,507,9452020Revenue 2021: $282,406Expenses 2021: $137,474Net Income 2021: $144,9322021Revenue 2022: $62,959Expenses 2022: $100,470Net Income 2022: -$37,5112022Revenue 2023: $55,924Expenses 2023: $96,627Net Income 2023: -$40,7032023Revenue 2024: $114,919Expenses 2024: $100,485Net Income 2024: $14,4342024Revenue 2025: $116,835Expenses 2025: $101,109Net Income 2025: $15,7262025

Highlighted filing

2012

Revenue-
Expenses$24,327
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Nov 29, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE E CHANEYTrustee-$0--
HENRY W CHANEYTrustee-$0--
SUSAN CHANEY PURELTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSANTA BARBARA MUSEUM OF NATURAL HISTORYGENERAL FUNDPUBLICSANTA BARBARA, CA, US$11,000
Paid GrantTHE SHEA CENTERGENERAL FUNDPUBLICSAN JUAN CAPISTRANO, CA, US$4,000
Paid GrantBRAILLE INSTITUTE AUS SANTA BARBARAGENERAL FUNDPUBLICSANTA BARBARA, CA, US$1,500
Paid GrantDIRECT RELIEF INTERNATIONALGENERAL FUNDPUBLICSANTA BARBARA, CA, US$500
Paid GrantCAPS OF SANTA BARBARA INCGENERAL FUNDPUBLICSANTA BARBARA, CA, US$500
Filing and Contact Details

Filer

EIN
77-0389581
Raw XML Appendix390 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCKS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1S/T FROM FINAL K-1 ALLIANCEBERNSTEIN HOLDING
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0214218
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03213
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01699
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARJORIE E CHANEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1HENRY W CHANEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SUSAN CHANEY PUREL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/SummaryOfDirectCharitableActy/Description10CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND RELATED EXPENSES.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1020058
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount011000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount44000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SANTA BARBARA MUSEUM OF NATURAL HISTORY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BRAILLE INSTITUTE AUS SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12DIRECT RELIEF INTERNATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CAPS OF SANTA BARBARA INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE SHEA CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102559 PUESTA DEL SOL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11C/O TREAS 800 VIA HIERBA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1227 S LA PATERA LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 92039
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1426284 OSO ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode093105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode193101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode293117
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode393190
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode492675
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear017500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear010355
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010355
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103231
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2013548
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear026482
IRS990PF/UndistributedIncome/ExcessFromCurrentYear09703
IRS990PF/UndistributedIncome/ExcessFromYear103231
IRS990PF/UndistributedIncome/ExcessFromYear2013548
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions020058
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus09703
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus026482
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover016779
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT SERVICVES FEES
OtherExpensesSchedule/OtherExpenses/Description1STATE OF CA FILING FEE-FORM 199
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps110
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01610
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01610
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0-2180
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome12367
OtherIncomeSchedule2/OtherIncome/Description0ORD LOSS-ALLIANCEBERNSTEIN HOLDING
OtherIncomeSchedule2/OtherIncome/Description1UBIT-GROSS ALLIANCEBERNSTEIN HOLDING
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-2180
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome12367
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-2180
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks12367
TaxesSchedule/Taxes/Amount0112
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0770389581
ReturnHeader/Filer/Name/BusinessNameLine10ALGER CHANEY CHARITABLE TRUST
ReturnHeader/Filer/NameControl0CHAN
ReturnHeader/Filer/Phone08059632382
ReturnHeader/Filer/USAddress/AddressLine10170 LA VISTA GRANDE
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093103
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-29
ReturnHeader/Officer/Name0HENRY CHANEY
ReturnHeader/Officer/Phone08059632382
ReturnHeader/Officer/Title0CO-TRUSTEE
ReturnHeader/PreparerFirm/EIN0952835976
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10115 E MICHELTORENA ST 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SANTA BARBARA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode093101
ReturnHeader/Preparer/Name0WILLIAM L JACKSON
ReturnHeader/Preparer/Phone08059664157
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-17T13:12:46-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179,977
Liabilities
$0
Net assets
$179,977
Revenue
-
Expenses
$24,327
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.12$0.10$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.06$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.28$0.14$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.63$0.12$1.51
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.02$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.06$0.01$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02