Civic Intelligence

Alger Chaney Charitable Trust

990PF • Fiscal year 2024 • EIN 77-0389581

Sep 01, 2023 to Aug 31, 2024 • Filed on Nov 20, 2024

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.8%

Faster asset growth than 41% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

105%

Faster revenue growth than 88% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,804,169

Up $14,434 (+0.8%) from 2023

Net Assets

Up

$1,804,169

Up $14,434 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$114,919

Up $58,995 (+105%) from 2023

Expenses

Up

$100,485

Up $3,858 (+4.0%) from 2023

Net Income

Up

$14,434

Up $55,137 (+135%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$1,804,169
Liabilities$0
Net Assets$1,804,169

Operations Trend

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

2024

Revenue$114,919
Expenses$100,485
Net Income$14,434
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Nov 20, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPROVIDENCE MISSION HOSPITAL FOUNDATIONGENERAL FUNDPUBLICMISSION VIEJO, CA, US$40,000
Paid GrantST MARY'S SCHOOLGENERAL FUNDPUBLICALISO VIEJO, CA, US$21,000
Paid GrantJF SHEA THERAPEUTIC RIDINGGENERAL FUNDPUBLICSAN JUAN CAPISTRANO, CA, US$20,000
Paid GrantMISSION SAN JUAN CAPISTRANOGENERAL FUNDPUBLICSAN JUAN CAPISTRANO, CA, US$1,000
Paid GrantOTRA MAS HORSE RESCUEGENERAL FUNDPUBLICSAN JUAN CAPISTRANO, CA, US$1,000
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
2024-11-20
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 Appendix358 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/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROVIDENCE MISSION HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST MARY'S SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JF SHEA THERAPEUTIC RIDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MISSION SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4OTRA MAS HORSE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt027700 MEDICAL CENTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17 PURSUIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt226284 OSO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt326801 ORTEGA HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt427252 CALLE ARROYO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MISSION VIEJO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALISO VIEJO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN 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/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192656
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492675
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt083000
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/AppliedToCurrentYearAmt084425
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020745
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027660
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015615
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020745
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012045
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032790
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048405
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt156000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt24770
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc018 K GOLD RING, 9.7 GRAMS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc118 K GOLD RING, 8.3 GRAMS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt156000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt25752
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt156000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt25752
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DEPT OF JUSTICE -RRF-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LATE PAYMENT INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013916
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013916
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/Amt1518
TaxesSchedule/TaxesDetail/Amt2115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX PAD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2115
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY CHANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059632382
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-20
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-12-17T18:31:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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