Civic Intelligence

Chase Foundation a Vocationally-Driven Program

990EZ • Fiscal year 2023 • EIN 92-3172328

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 02, 2024

Organization ProfileN/A
315 Avenida Del Mar BSan Clemente, CA 92672

(949) 689-4739

Siviq Scores

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

Liabilities / Assets

96th percentile

1.59x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

1.70x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-63%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

$69,695

No earlier filing loaded for comparison.

Net Assets

-$40,785

No earlier filing loaded for comparison.

Liabilities

$110,480

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin9th percentile

Revenue

$64,811

No earlier filing loaded for comparison.

Expenses

$105,596

No earlier filing loaded for comparison.

Net Income

-$40,785

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.

$200K$100K$0-$100K-$200KAssets 2023: $69,695Liabilities 2023: $110,480Net Assets 2023: -$40,7852023Assets 2024: $69,924Liabilities 2024: $189,780Net Assets 2024: -$119,8562024

Highlighted filing

2023

Assets$69,695
Liabilities$110,480
Net Assets-$40,785
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2023: $64,811Expenses 2023: $105,596Net Income 2023: -$40,7852023Revenue 2024: $208,894Expenses 2024: $287,965Net Income 2024: -$79,0712024

Highlighted filing

2023

Revenue$64,811
Expenses$105,596
Net Income-$40,785
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 2, 2024
Return Version
2023v5.1
Gross Receipts
$64,811
Mission and Program Overview

Mission

The organization's purpose is to operate programs and services for persons with developmental disabilities and their families, including making grants, loans, and other distributions in furtherance of the organization's charitable purposes as well as supporting the activities and projects of other organizations operating exclusively for charitable, religious, scientific, literary, or educational purposes within the meaning of code section 501(c)(3).

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S PURPOSE IS TO OPERATE PROGRAMS AND SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES, INCLUDING MAKING GRANTS, LOANS, AND OTHER DISTRIBUTIONS IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES AS WELL AS SUPPORTING THE ACTIVITIES AND PROJECTS OF OTHER ORGANIZATIONS OPERATING EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF CODE SECTION 501(C)(3).-$39,803
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG ANDERSONCFO-$0--
ANTHONY PALMERICEO-$0--
GEORGINA LOPEZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Chase Foundation a Vocationally - Driven
EIN
92-3172328
Phone
9496894739
Address
315 AVENIDA DEL MAR B, SAN CLEMENTE, CA 92672

Signing Officer

Name
Craig Anderson
Title
CFO
Signed
2024-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Phillips and Co
Address
909 E Green St, Pasadena, CA 91106
Preparer
Patrick Karapetian CPA
Phone
6267966000
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $120”

Other Expenses.1002

“Office Expenses $3788”

Other Expenses.1009

“Depreciation $1404”

Other Expenses.1012

“Insurance $2964”

Other Expenses.1

“Application Fees & Licenses $7616”

Other Expenses.2

“Teaching Supplies $2923”

Other Expenses.3

“Repairs & Maintenance $2152”

Other Expenses.4

“Security $1100”

Other Expenses.5

“Fundraiser $723”

Other Expenses.6

“Trash $577”

Other Expenses.7

“Internet $434”

Other Expenses.8

“Bank Charges $225”

Other Assets.1002

“Furniture and Fixtures - Beginning $0 Furniture and Fixtures - Ending $5619”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2000”

Other Assets.1

“Deposits - Beginning $0 Deposits - Ending $44017”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $13430”

Total Liabilities.1

“Short Term Loan - Beginning $0 Short Term Loan - Ending $97050”

Raw XML Appendix174 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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IRS990EZ/BooksInCareOfDetail/PhoneNum09496894739
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN CLEMENTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092672
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018059
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064811
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OccupancyRentUtltsAndMaintAmt018911
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRAIG ANDERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGINA LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt051636
IRS990EZ/OtherExpensesTotalAmt024026
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PURPOSE IS TO OPERATE PROGRAMS AND SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES, INCLUDING MAKING GRANTS, LOANS, AND OTHER DISTRIBUTIONS IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES AS WELL AS SUPPORTING THE ACTIVITIES AND PROJECTS OF OTHER ORGANIZATIONS OPERATING EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF CODE SECTION 501(C)(3).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S PURPOSE IS TO OPERATE PROGRAMS AND SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES, INCLUDING MAKING GRANTS, LOANS, AND OTHER DISTRIBUTIONS IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES AS WELL AS SUPPORTING THE ACTIVITIES AND PROJECTS OF OTHER ORGANIZATIONS OPERATING EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF CODE SECTION 501(C)(3).
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039803
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0110480
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0105596
IRS990EZ/TotalProgramServiceExpensesAmt039803
IRS990EZ/TotalRevenueAmt064811
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064809
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt064809
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0-1
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0-1
IRS990ScheduleA/Total509Grp/TotalAmt064809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0-1
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0-1
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064809
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $1404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Application Fees & Licenses $7616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teaching Supplies $2923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Repairs & Maintenance $2152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Security $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fundraiser $723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Trash $577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Internet $434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Furniture and Fixtures - Beginning $0 Furniture and Fixtures - Ending $5619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Deposits - Beginning $0 Deposits - Ending $44017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $13430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Short Term Loan - Beginning $0 Short Term Loan - Ending $97050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHASE FOUNDATION A VOCATIONALLY - DRIVEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0CHAS
ReturnHeader/Filer/EIN0923172328
ReturnHeader/Filer/PhoneNum09496894739
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 AVENIDA DEL MAR B
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092672
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852524654
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Phillips and Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0909 E Green St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091106
ReturnHeader/PreparerPersonGrp/PhoneNum06267966000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Karapetian CPA
ReturnHeader/ReturnTs02024-10-02T12:30:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,695
Liabilities
$110,480
Net assets
-$40,785
Revenue
$64,811
Expenses
$105,596
Net income
-$40,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$1.90$1.20$2.09$2.88$0.79
2023Detailed filing. Detailed filing data is available for this year.$0.70$1.10$0.41$0.65$1.06$0.41