Civic Intelligence

Chartwell Foundation Inc

990EZ • Fiscal year 2012 • EIN 20-3278072

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 11, 2013

Organization ProfileCHARTWELLFOUNDATION.ORG
523 Benfield Road21146-1442
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

96th percentile

257%

Faster asset growth than 96% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

10th percentile

-44%

Faster revenue growth than 10% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$19,341

Up $13,930 (+257%) from 2011

Net Assets

Up

$19,341

Up $13,930 (+257%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Down

$76,930

Down $61,510 (-44%) from 2011

Expenses

Down

$63,000

Down $75,715 (-55%) from 2011

Net Income

Up

$13,930

Up $14,205 (+5165%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$80K$60K$40K$20K$0Assets 2010: $5,686Net Assets 2010: $5,6862010Assets 2011: $5,411Net Assets 2011: $5,4112011Assets 2012: $19,341Net Assets 2012: $19,3412012Assets 2013: $4,304Net Assets 2013: $4,3042013Assets 2014: $10,212Net Assets 2014: $10,2122014Assets 2015: $11,823Net Assets 2015: $11,8232015Assets 2016: $7,063Net Assets 2016: $7,0632016Assets 2017: $10,881Net Assets 2017: $10,8812017Assets 2018: $31,467Net Assets 2018: $31,4672018Assets 2019: $9,357Net Assets 2019: $9,3572019Assets 2020: $10,991Net Assets 2020: $10,9912020Assets 2021: $62,861Net Assets 2021: $62,8612021Assets 2022: $18,363Liabilities 2022: $0Net Assets 2022: $18,3632022

Highlighted filing

2012

Assets$19,341
Liabilities-
Net Assets$19,341
Open 2012 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $32,025Expenses 2010: $37,436Net Income 2010: -$5,4112010Revenue 2011: $138,440Expenses 2011: $138,715Net Income 2011: -$2752011Revenue 2012: $76,930Expenses 2012: $63,000Net Income 2012: $13,9302012Revenue 2013: $74,132Expenses 2013: $89,169Net Income 2013: -$15,0372013Revenue 2014: $69,349Expenses 2014: $63,441Net Income 2014: $5,9082014Revenue 2015: $45,045Expenses 2015: $43,433Net Income 2015: $1,6122015Revenue 2016: $49,181Expenses 2016: $53,941Net Income 2016: -$4,7602016Revenue 2017: $58,036Expenses 2017: $54,218Net Income 2017: $3,8182017Revenue 2018: $59,773Expenses 2018: $39,187Net Income 2018: $20,5862018Revenue 2019: $46,243Expenses 2019: $68,353Net Income 2019: -$22,1102019Revenue 2020: $7,638Expenses 2020: $6,004Net Income 2020: $1,6342020Revenue 2021: $73,222Expenses 2021: $21,352Net Income 2021: $51,8702021Revenue 2022: $4,802Expenses 2022: $49,300Net Income 2022: -$44,4982022

Highlighted filing

2012

Revenue$76,930
Expenses$63,000
Net Income$13,930
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 11, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Make grants to other 501(c)(3) organizations

Filing and Contact Details

Filer

EIN
20-3278072
Raw XML Appendix197 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
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation140
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0WILLIAM HOMOKY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1G ANDREW FRANK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2F PETER HORRIGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3WYLIE H MITCHELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4ROB BROSEKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5WILLIAM CHALMERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6G ANDREW FRANK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7KEN KINSBURY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8RAY MULLADY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9ROB SHEPHERD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10ANN THOMASSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11LAURA WESTERVELT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12DENNIS WELLS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13STEVEN NORWOOD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName14RICHARD C SHERIDAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title14TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal03113
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0MAKE GRANTS TO OTHER 501(c)(3) ORGANIZATIONS
IRS990EZ/PrintingPublicationsPostage0684
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0DONATIONS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations059203
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses059203
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses030865
IRS990EZ/SpecialEventsNetIncomeLoss028555
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10223 AMBLESIDE DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SEVERNA PARK
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MD
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode021146
IRS990EZ/TheBooksAreInCareOf/NamePerson0WILLIAM HOMOKY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04109910175
IRS990EZ/TotalAssets/BOY05411
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IRS990EZ/TotalExpenses063000
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IRS990EZ/TotalRevenue076930
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/FactsAndCircumstancesTest0OTHER INCOME PART III, LINE 12; DESCRIPTION: MISCELLANEOUS; 2011: 100.;
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IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years037345
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IRS990ScheduleO/GeneralExplanation/Explanation0MISCELLANEOUS
IRS990ScheduleO/GeneralExplanation/Explanation1DONATION MEDICAL RESEARCH ALZHEIMERS ASSOCIATION NONE 500. DONATION MEDICAL RESEARCH AMERICAN HEART ASSOCIATION NONE 1200. DONATION HEALTH SERVICES HOSPICE OF THE CHESAPEAKE NONE 2500. DONATION COMMUNITY SERVICE JUNIOR LEAGUE OF ANNAPOLIS NONE 300. DONATION COMMUNITY SERVICE MARYLAND FOOD BANK NONE 250. DONATION MEDICAL RESEARCH NATIONAL MULTIPLE SCLEROSIS SOCIETY NONE 1000. DONATION MEDICAL RESEARCH PARENT PROJECT OF MUSUCLAR DYSTROPHY NONE 100. DONATION MILITARY SERVICES PARTNERS IN CARE NONE
IRS990ScheduleO/GeneralExplanation/Explanation2DUES & SUBSCRIPTIONS 835. INSURANCE 892. BANK SERVICE CHARGE 1386.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990EZ, Part I, Line 8
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0203278072
ReturnHeader/Filer/Name/BusinessNameLine10CHARTWELL FOUNDATION INC
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone04109910175
ReturnHeader/Filer/USAddress/AddressLine10523 BENFIELD ROAD
ReturnHeader/Filer/USAddress/City0SEVERNA PARK
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode0211461442
ReturnHeader/Officer/DateSigned02013-03-11
ReturnHeader/Officer/Name0WILLIAM HOMOKY
ReturnHeader/Officer/Phone04109910175
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GORDON & ASSOCIATES LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10517 BENFIELD ROAD SUITE 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SEVERNA PARK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode021146
ReturnHeader/Preparer/Name0STANLEY L GORDON CPA
ReturnHeader/Preparer/Phone04105442988
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-11T12:15:56-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$19,341
Liabilities
-
Net assets
$19,341
Revenue
$76,930
Expenses
$63,000
Net income
$13,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.05$0.49$0.44
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.73$0.21$0.52
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.08$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.46$0.68$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.60$0.39$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.58$0.54$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.49$0.54$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.45$0.43$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.69$0.63$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.74$0.89$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.77$0.63$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$1.38$1.39$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.32$0.37$0.05