Civic Intelligence

Alger Chaney Charitable Trust

990PF • Fiscal year 2022 • EIN 77-0389581

Sep 01, 2021 to Aug 31, 2022 • Filed on Feb 09, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

12th percentile

-60%

Higher net margin than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-78%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,830,438

Down $37,511 (-2.0%) from 2021

Net Assets

Down

$1,830,438

Down $37,511 (-2.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Down

$62,959

Down $219,447 (-78%) from 2021

Expenses

Down

$100,470

Down $37,004 (-27%) from 2021

Net Income

Down

-$37,511

Down $182,443 (-126%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2022

Assets$1,830,438
Liabilities$0
Net Assets$1,830,438
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$62,959
Expenses$100,470
Net Income-$37,511
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Feb 9, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
2023-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
3757 STATE STREET SUITE 3B, SANTA BARBARA, CA 93105
Preparer
William L Jackson
Phone
8059664157
Raw XML Appendix355 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JF SHEA THERAPEUTIC RIDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PROVIDENCE MISSION HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OTRA MAS HORSE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST MARGARETS EPISCOPAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt026284 OSO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt127700 MEDICAL CENTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt227252 CALLE ARROYO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt331641 LANOVIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MISSION VIEJO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392675
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt082386
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/AppliedToCurrentYearAmt084211
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020745
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053806
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016797
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020745
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037009
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084211
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057754
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074551
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt156000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt25254
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc018 K GOLD RING, 9.7 GRAMS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc118 K GOLD RING, 8.3 GRAMS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ACCRUED DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt156000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt24183
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt156000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt24183
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DEPT OF JUSTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013663
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013663
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt1646
TaxesSchedule/TaxesDetail/Amt2200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX 2020
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE ESTIMATED TAX 2021
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY CHANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059632382
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-09
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/PreparerFirmGrp/PreparerFirmEIN0952835976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03757 STATE STREET SUITE 3B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093105
ReturnHeader/PreparerPersonGrp/PhoneNum08059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L JACKSON
ReturnHeader/ReturnTs02023-02-22T17:37:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HENRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHANEY
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,830,438
Liabilities
$0
Net assets
$1,830,438
Revenue
$62,959
Expenses
$100,470
Net income
-$37,511
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