Civic Intelligence

Chartwell Foundation Inc

990EZ • Fiscal year 2014 • EIN 20-3278072

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 15, 2015

1 Chartwell DriveSeverna Park, MD 21146

(410) 987-0400

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

61st percentile

8.5%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

93rd percentile

137%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-6.5%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$10,212

Up $5,908 (+137%) from 2013

Net Assets

Up

$10,212

Up $5,908 (+137%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$69,349

Down $4,783 (-6.5%) from 2013

Expenses

Down

$63,441

Down $25,728 (-29%) from 2013

Net Income

Up

$5,908

Up $20,945 (+139%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$10,212
Liabilities-
Net Assets$10,212

Operations Trend

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

2014

Revenue$69,349
Expenses$63,441
Net Income$5,908
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 15, 2015
Return Version
2014v5.0
Gross Receipts
$104,013
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
GRANTS TO OTHER 501(C)(3) ORGANIZATIONS$59,262$63,441
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WYLIE H MITCHELLPresident-$0--
G ANDREW FRANKVP/Treasurer-$0--
PETE HORRIGANSecretary-$0--
STEVEN J LOMBARDOTrustee-$0--
RAYMOND G MULLADY ESQTrustee-$0--
DENNIS WELLSTrustee-$0--
RICHARD C SHERIDANTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
TRUCKIN' 4 TROO$52,710$52,710$11,926$40,784
Deli Golf Outin$20,850$20,850-$20,850
Total Events$101,262$101,262$34,664$66,598
Filing and Contact Details

Filer

Filer Name
Chartwell Foundation Inc
EIN
20-3278072
Phone
4109870400
Address
1 CHARTWELL DRIVE, SEVERNA PARK, MD 21146

Signing Officer

Name
Wylie H Mitchell
Title
President
Phone
4109870400
Signed
2015-04-15

Preparer

Firm
BENEDICT & SLACK CPA'S LLC
Address
PO BOX 6035, ELLICOTT CITY, MD 21042-0035
Preparer
Geoffrey K Benedict
Phone
4433251458
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Truckin 4 troops military services 07/01/2014 po box 831 millersville, md 21108 24,362 0 0 partners in care community services 11/11/2014 90b ritchie highway pasadena, md 21122 7,500 0 0 span, inc community service 11/11/2014 400 benfield road severna park, md 21146 7,500 0 0 providence center disability service 10/16/2014 930 point pleasant road glen burnie, md 21060 7,500 0 0

Form 990-ez, Part I, Line 16

Expenses insurance 1,982 dues & subscriptions 115 filing fee 200 bank service charge 1,262 web hosting fee 120 total 3,679

Raw XML Appendix172 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/USAddress/CityNm0SEVERNA PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1G ANDREW FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETE HORRIGAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03679
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAKE GRANTS TO OTHER 501(C)(3) ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO OTHER 501(C)(3) ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059262
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063441
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034664
IRS990EZ/SpecialEventsNetIncomeLossAmt066598
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063441
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DELI GOLF OUTIN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014282
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUCKIN 4 TROOPS MILITARY SERVICES 07/01/2014 PO BOX 831 MILLERSVILLE, MD 21108 24,362 0 0 PARTNERS IN CARE COMMUNITY SERVICES 11/11/2014 90B RITCHIE HIGHWAY PASADENA, MD 21122 7,500 0 0 SPAN, INC COMMUNITY SERVICE 11/11/2014 400 BENFIELD ROAD SEVERNA PARK, MD 21146 7,500 0 0 PROVIDENCE CENTER DISABILITY SERVICE 10/16/2014 930 POINT PLEASANT ROAD GLEN BURNIE, MD 21060 7,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 1,982 DUES & SUBSCRIPTIONS 115 FILING FEE 200 BANK SERVICE CHARGE 1,262 WEB HOSTING FEE 120 TOTAL 3,679
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WYLIE H MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04109870400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTWELL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0203278072
ReturnHeader/Filer/PhoneNum04109870400
ReturnHeader/Filer/USAddress/AddressLine1Txt01 CHARTWELL DRIVE
ReturnHeader/Filer/USAddress/CityNm0SEVERNA PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021146
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260522884
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENEDICT & SLACK CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6035
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELLICOTT CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0210420035
ReturnHeader/PreparerPersonGrp/PhoneNum04433251458
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY K BENEDICT
ReturnHeader/ReturnTs02015-04-28T09:45:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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No mirrored PDF or thumbnail assets are attached yet.

Filings