Civic Intelligence

William J Chase Charitable Trust

EIN 99-1780342 • Eliot, ME

Pub. 78 Eligible
8 Sherwood DriveEliot, ME 03903
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$1,420,715

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,420,715

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

$2,718,863

No earlier filing loaded for comparison.

Expenses

$1,343,251

No earlier filing loaded for comparison.

Net Income

$1,375,612

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2024: $1,420,715Liabilities 2024: $0Net Assets 2024: $1,420,7152024

Highlighted filing

2024

Assets$1,420,715
Liabilities$0
Net Assets$1,420,715
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2024: $2,718,863Expenses 2024: $1,343,251Net Income 2024: $1,375,6122024

Highlighted filing

2024

Revenue$2,718,863
Expenses$1,343,251
Net Income$1,375,612
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,420,715
Liabilities
$0
Net assets
$1,420,715
Revenue
$2,718,863
Expenses
$1,343,251
Net income
$1,375,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$2.72$1.34$1.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 12, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE CHASETrustee-$0--
LISA B CHASETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE CONTRIBUTIONPCMarshfield, MA, US$1,000,000
Paid Grant-CHARITABLE CONTRIBUTIONPCLittleton, NH, US$250,000
Paid Grant-CHARITABLE CONTRIBUTIONPCMarshfield, MA, US$93,250
Filing and Contact Details

Filer

Filer Name
William J Chase Charitable Trust
EIN
99-1780342
In Care Of
% SUZANNE CHASE
Address
8 SHERWOOD DRIVE, Eliot, ME 03903

Signing Officer

Name
Suzanne Chase
Title
Trustee
Phone
9785904203
Signed
2025-05-14
Discuss with paid preparer
No

Preparer

Firm
Deb Rogers CPA
Address
2000 Commonwealth Ave 210, Auburndale, MA 02466
Preparer
Deborah Rogers
Phone
6176416733
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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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