Civic Intelligence

Chugiak Senior Citizens Foundation

990 • Fiscal year 2018 • EIN 94-3061374

Oct 01, 2017 to Sep 30, 2018 • Filed on Jul 09, 2019

Organization ProfileN/A
19115 Monastery DriveEagle River, AK 99577

(907) 240-4693

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

99th percentile

95%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

5.1%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,925,106

Up $91,012 (+5.0%) from 2017

Net Assets

Up

$1,925,106

Up $91,012 (+5.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin99th percentile

Revenue

Up

$85,430

Up $4,178 (+5.1%) from 2017

Expenses

Up

$4,224

Up $1,622 (+62%) from 2017

Net Income

Up

$81,206

Up $2,556 (+3.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,079,453Liabilities 2010: $02010Assets 2011: $1,079,453Liabilities 2011: $0Net Assets 2011: $1,079,4532011Assets 2012: $1,282,236Liabilities 2012: $0Net Assets 2012: $1,282,2362012Assets 2013: $1,444,137Liabilities 2013: $0Net Assets 2013: $1,444,1372013Assets 2014: $1,570,104Liabilities 2014: $0Net Assets 2014: $1,570,1042014Assets 2015: $1,504,460Liabilities 2015: $0Net Assets 2015: $1,504,4602015Assets 2016: $1,674,655Liabilities 2016: $0Net Assets 2016: $1,674,6552016Assets 2017: $1,834,094Liabilities 2017: $0Net Assets 2017: $1,834,0942017Assets 2018: $1,925,106Liabilities 2018: $0Net Assets 2018: $1,925,1062018Assets 2019: $1,989,784Liabilities 2019: $0Net Assets 2019: $1,989,7842019Assets 2020: $1,962,036Liabilities 2020: $0Net Assets 2020: $1,962,0362020Assets 2021: $2,439,057Liabilities 2021: $0Net Assets 2021: $2,439,0572021Assets 2022: $1,999,337Liabilities 2022: $0Net Assets 2022: $1,999,3372022Assets 2023: $2,241,792Liabilities 2023: $0Net Assets 2023: $2,241,7922023Assets 2024: $2,667,502Liabilities 2024: $0Net Assets 2024: $2,667,5022024

Highlighted filing

2018

Assets$1,925,106
Liabilities$0
Net Assets$1,925,106
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

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

$600K$400K$200K$0Revenue 2010: $46,735Expenses 2010: $0Net Income 2010: $46,7352010Revenue 2011: $46,735Expenses 2011: $0Net Income 2011: $46,7352011Revenue 2012: $41,378Expenses 2012: $0Net Income 2012: $41,3782012Revenue 2013: $48,730Expenses 2013: $273Net Income 2013: $48,4572013Revenue 2014: $61,569Expenses 2014: $400Net Income 2014: $61,1692014Revenue 2015: $90,111Expenses 2015: $0Net Income 2015: $90,1112015Revenue 2016: $40,332Expenses 2016: $527Net Income 2016: $39,8052016Revenue 2017: $81,252Expenses 2017: $2,602Net Income 2017: $78,6502017Revenue 2018: $85,430Expenses 2018: $4,224Net Income 2018: $81,2062018Revenue 2019: $127,853Expenses 2019: $3,466Net Income 2019: $124,3872019Revenue 2020: $136,895Expenses 2020: $29,636Net Income 2020: $107,2592020Revenue 2021: $137,091Expenses 2021: $35,331Net Income 2021: $101,7602021Revenue 2022: $353,276Expenses 2022: $34,425Net Income 2022: $318,8512022Revenue 2023: $145,647Expenses 2023: $29,789Net Income 2023: $115,8582023Revenue 2024: $455,181Expenses 2024: $29,471Net Income 2024: $425,7102024

Highlighted filing

2018

Revenue$85,430
Expenses$4,224
Net Income$81,206
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jul 9, 2019
Return Version
2017v2.3
Gross Receipts
$270,479
Mission and Program Overview

Mission

Financial support of a senior's housing facility using donated investments. Publicly traded securities generate dividends to be used to provide aid to the senior's living facility.

Financial support of the chugiak seniors' housing facility, funded by donations from the general public. Donations are invested, and market trading of the securities generates income/dividends to be used to provide aid to the senior living facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,810,273$1,915,039▲ $104,766
Cash and Non-Interest-Bearing Accounts$23,821$10,067▼ $13,754
Total Assets$1,834,094$1,925,106▲ $91,012
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,834,094$1,925,106▲ $91,012
Total Net Assets Fund Balance$1,834,094$1,925,106▲ $91,012
Total Liabilities and Net Assets / Fund Balance$1,834,094$1,925,106▲ $91,012
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kerry C JonesPresident/tr
Dan HallMember
Diana NentwichMember
Hank WarrenMember
Ronald PflumMember
Sharon WomacMember
William CarltonMember
John MorrisonSecretary
Finis J SheldonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$85,430
Other Revenue
$0
Change in Net Assets
$81,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$3,928-$3,928
Other Expenses-$296-$296
Total Functional Expenses$0$4,224$0$4,224
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board members review the tax return prior to its filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Chugiak Senior Citizens Foundation
EIN
94-3061374
Phone
9072404693
Address
19115 MONASTERY DRIVE, EAGLE RIVER, AK 99577

Signing Officer

Name
Kerry C Jones
Title
President/treasurer
Phone
9072404693
Signed
2019-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry C Jones
Formed
1980
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
The Hahn Company LLC
Address
430 W 7TH AVE STE 210, ANCHORAGE, AK 99501-3550
Preparer
Cynthia a Kimbley CPA
Phone
9072721423
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Financial support of the chugiak seniors' housing facility, funded by donations from the general public. Donations are invested, and market trading of the securities generates income/dividends to be used to provide aid to the senior living facility.”

Raw XML Appendix317 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FINANCIAL SUPPORT OF THE CHUGIAK SENIORS' HOUSING FACILITY, FUNDED BY DONATIONS FROM THE GENERAL PUBLIC. DONATIONS ARE INVESTED, AND MARKET TRADING OF THE SECURITIES GENERATES INCOME/DIVIDENDS TO BE USED TO PROVIDE AID TO THE SENIOR LIVING FACILITY.
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0KERRY C JONES
IRS990/BooksInCareOfDetail/PhoneNum09072404693
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt019115 MONASTERY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAGLE RIVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099577
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt023821
IRS990/CashNonInterestBearingGrp/EOYAmt010067
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt085430
IRS990/CYOtherExpensesAmt04224
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt081206
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04224
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt085430
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FINANCIAL SUPPORT OF A SENIORS' HOUSING FACILITY FOR SENIORS WITH LOWER FINANCIAL CIRCUMSTANCES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03928
IRS990/FeesForServicesAccountingGrp/TotalAmt03928
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0KERRY C JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1FINIS J SHELDON
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN HALL
IRS990/Form990PartVIISectionAGrp/PersonNm4DIANA NENTWICH
IRS990/Form990PartVIISectionAGrp/PersonNm5RONALD PFLUM
IRS990/Form990PartVIISectionAGrp/PersonNm6SHARON WOMAC
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM CARLTON
IRS990/Form990PartVIISectionAGrp/PersonNm8HANK WARREN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt034110
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0219159
IRS990/GrossReceiptsAmt0270479
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt051320
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051320
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01810273
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01915039
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0185049
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FINANCIAL SUPPORT OF THE CHUGIAK SENIORS' HOUSING FACILITY, FUNDED BY DONATIONS FROM THE GENERAL PUBLIC. DONATIONS ARE INVESTED, AND MARKET TRADING OF THE SECURITIES GENERATES INCOME/DIVIDENDS TO BE USED TO PROVIDE AID TO THE SENIOR LIVING FACILITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01834094
IRS990/NetAssetsOrFundBalancesEOYAmt01925106
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt034110
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034110
IRS990/NetUnrlzdGainsLossesInvstAmt09806
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0296
IRS990/OtherExpensesGrp/TotalAmt0296
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01834094
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01925106
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KERRY C JONES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt081252
IRS990/PYOtherExpensesAmt02602
IRS990/PYRevenuesLessExpensesAmt078650
IRS990/PYTotalExpensesAmt02602
IRS990/PYTotalRevenueAmt081252
IRS990/ReconcilationRevenueExpnssAmt081206
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE GOVERNING TRUST DOCUMENT WHICH SUPPORTS THE CHUGIAK SENIOR CENTER DOES NOT ALLOW FOR DISTRIBUTIONS FROM PRINCIPAL UNTIL SUCH TIME AS THE ACCOUNT REACHES 2,000,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE INTENT OF THE TRUST ESTABLISHED BY THE CHUGIAK SENIOR CITIZENS FOUNDATION IS TO ACCUMULATE FUNDS IN ITS INVESTMENT ACCOUNT THAT WILL BE USED FOR PROGRAM EXPANSION AND EXPANSION OF THE OPERATIONS OF THE CHUGIAK SENIOR CITIZENS INC. WHEN THE FUND REACHES A SPECIFIC PRINCIPAL AMOUNT AS STATED IN THE TRUST. THE INVESTMENT FUND INCREASED FROM AN ENDING BALANCE OF 1,834,094 AS OF 9/30/2017 TO AND ENDING BALANCE OF 1,925,106 OF 9/30/2018, AN INCREASE OF 91,012.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2UNTIL THE TRUST REACHES A SPECIFIC VALUE, NO ENGAGEMENT BETWEEN THE CENTER AND THE FOUNDATION IS REQUIRED BY THE TRUST DOCUMENT. ONCE THE TRUST INVESTMENT ACCOUNT REACHES AN INITIAL VALUE OF 2,000,000, THE TRUST IS REQUIRED TO DISTRIBUTE FUNDS TO THE CHUGIAK SENIOR CENTER TO BE USED FOR THE PURPOSE OF PROGRAM EXPANSION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE GOVERNING TRUST DOCUMENT DOES NOT ALL FOR SET ASIDE OR DISTRIBUTIONS UNTIL SUCH TIME AS THE VALUE OF THE INVESTMENT ACCOUNT EXCEEDS 2,000,000. THE VALUE OF THE FUND AT 9/30/2018 IS 1,925,104.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE GOVERNING TRUST DOCUMENT DOES NOT ALLOW FOR DISTRIBUTIONS UNTIL THE INVESTMENT ACCOUNT EXCEEDS 2,000,000 IN VALUE. THE VALUE OF THE FUND AT 9/30/2018 IS 1,925,104.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE GOVERNING TRUST DOCUMENT DOES NOT ALLOW FOR DISTRIBUTIONS UNTIL THE INVESTMENT ACCOUNT EXCEEDS 2,000,000 IN VALUE. THE VALUE OF THE FUND AT 9/30/2018 IS 1,925,104.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6THE GOVERNING TRUST DOCUMENT DOES NOT ALLOW FOR DISTRIBUTIONS UNTIL THE INVESTMENT ACCOUNT EXCEEDS 2,000,000 IN VALUE. THE VALUE OF THE FUND AT 9/30/2018 IS 1,925,104.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, SECTION D, LINE 5
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V, SECTION D, LINE 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6PART V, SECTION E, LINE 6
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0201821
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt051320
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0201821
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt046119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044271
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060111
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0201821
IRS990ScheduleA/TotalSupportAmt0201821
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINANCIAL SUPPORT OF THE CHUGIAK SENIORS' HOUSING FACILITY, FUNDED BY DONATIONS FROM THE GENERAL PUBLIC. DONATIONS ARE INVESTED, AND MARKET TRADING OF THE SECURITIES GENERATES INCOME/DIVIDENDS TO BE USED TO PROVIDE AID TO THE SENIOR LIVING FACILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS REVIEW THE TAX RETURN PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01834094
IRS990/TotalAssetsEOYAmt01925106
IRS990/TotalAssetsGrp/BOYAmt01834094
IRS990/TotalAssetsGrp/EOYAmt01925106
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04224
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04224
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01834094
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01925106
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt085430
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085430
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01834094
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01925106
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt019115 MONASTERY DRIVE
IRS990/USAddress/CityNm0EAGLE RIVER
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd099577
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY C JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09072404693
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHUGIAK SENIOR CITIZENS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHUG
ReturnHeader/Filer/EIN0943061374
ReturnHeader/Filer/PhoneNum09072404693
ReturnHeader/Filer/USAddress/AddressLine1Txt019115 MONASTERY DRIVE
ReturnHeader/Filer/USAddress/CityNm0EAGLE RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099577
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02A47D41D4CC5459B237FD738EE17324781BB866D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B46BF5A2EDA56EF3035DB52EFDF4A49A5537BD6A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.58.202.23
ReturnHeader/FilingSecurityInformation/IPDt02019-07-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:53:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263206451
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE HAHN COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0430 W 7TH AVE STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANCHORAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0995013550
ReturnHeader/PreparerPersonGrp/PhoneNum09072721423
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA A KIMBLEY CPA
ReturnHeader/ReturnTs02019-07-11T13:53:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,925,106
Liabilities
$0
Net assets
$1,925,106
Revenue
$85,430
Expenses
$4,224
Net income
$81,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.46$0.03$0.43
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.15$0.03$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.35$0.03$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.14$0.04$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.14$0.03$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.13$0.00$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.09$0.00$0.08
2017Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$0.08$0.00$0.08
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.04$0.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.09$0.00$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.00$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.05$0.00$0.05
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.04$0.00$0.04
2011Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.05$0.00$0.05
2010Summary only. Only limited summary data is available for this year.$1.08$0.00$0.05$0.00$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits