Civic Intelligence

Alger Chaney Charitable Trust

990PF • Fiscal year 2017 • EIN 77-0389581

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 11, 2018

Organization Profile
170 LA Vista GrandeSanta Barbara, CA 93103

(805) 963-2382

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

38th percentile

-1.6%

Higher net margin than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

52nd percentile

2.3%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$214,364

Down $310 (-0.1%) from 2016

Net Assets

Down

$214,364

Down $310 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin38th percentile

Revenue

Up

$18,836

Up $16,349 (+657%) from 2016

Expenses

Up

$19,146

Up $6,616 (+53%) from 2016

Net Income

Up

-$310

Up $9,733 (+97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2017

Assets$214,364
Liabilities$0
Net Assets$214,364
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

2017

Revenue$18,836
Expenses$19,146
Net Income-$310
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE E CHANEYTrustee-$0--
HENRY W CHANEYTrustee-$0--
SUSAN CHANEY PURELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alger Chaney Charitable Trust
EIN
77-0389581
Phone
8059632382
Address
170 LA VISTA GRANDE, SANTA BARBARA, CA 93103

Signing Officer

Name
Henry Chaney
Title
Co-trustee
Phone
8059632382
Signed
2018-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
115 E MICHELTORENA ST 200, SANTA BARBARA, CA 93101
Preparer
William L Jackson
Phone
8059664157
Raw XML Appendix348 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/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HENRY CHANEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0170 LA VISTA GRANDE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08059632382
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND RELATED EXPENSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt016235
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA MUSEUM OF NATURAL HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE JF SHEA THERAPEUTIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02559 PUESTA DEL SOL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126284 OSO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192675
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011575
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09691
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05031
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016235
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04660
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019394
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014734
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT SERVICVES FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA FTB FILING FEE-FORM 199 PRIOR YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STOCK FEES REFUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01782
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2-5
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3283
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01782
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2-5
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3283
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0126
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY CHANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059632382
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALGER CHANEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAN
ReturnHeader/Filer/EIN0770389581
ReturnHeader/Filer/PhoneNum08059632382
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 LA VISTA GRANDE
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId000CC7EA16264F4A79FEA27A92080C53B1AC62524
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08DEFB336F57FEA188DBAE75A38A33F09F31818F7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.173.162.138
ReturnHeader/FilingSecurityInformation/IPDt02018-01-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:26:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952835976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 E MICHELTORENA ST 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L JACKSON
ReturnHeader/ReturnTs02018-01-11T17:33:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,364
Liabilities
$0
Net assets
$214,364
Revenue
$18,836
Expenses
$19,146
Net income
-$310
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