Civic Intelligence

Chartwell Foundation Inc

990EZ • Fiscal year 2015 • EIN 20-3278072

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$11,823

Up $1,611 (+16%) from 2014

Net Assets

Up

$11,823

Up $1,611 (+16%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,045

Down $24,304 (-35%) from 2014

Expenses

Down

$43,433

Down $20,008 (-32%) from 2014

Net Income

Down

$1,612

Down $4,296 (-73%) from 2014

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

2015

Assets$11,823
Liabilities-
Net Assets$11,823

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

2015

Revenue$45,045
Expenses$43,433
Net Income$1,612
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.1
Gross Receipts
$54,430
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
GRANTS TO OTHER 501(C)(3) ORGANIZATIONS$40,855$43,433
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--
THERESE ROBERTSTrustee-$0--
SHAUN MAHONEYTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Deli Golf Outin$33,482$33,482$4,417$29,065
Horrigan Tourna$19,558$19,558$4,968$14,590
Total Events$53,040$53,040$9,385$43,655
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
4109910175
Signed
2016-05-03

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

Hospice of the chesapeake medical research 11/04/2015 90 ritchie highway pasadena, md 21122 5,605 0 0 partners in care community services 11/04/2015 90b ritchie highway pasadena, md 21122 6,500 0 0 providence center disability service 11/04/2015 930 point pleasant road glen burnie, md 21060 7,500 0 0 span, inc community service 11/04/2015 400 benfield road severna park, md 21146 6,500 0 0

Form 990-ez, Part I, Line 16

Expenses insurance 991 dues & subscriptions 115 filing fee 200 bank service charge 629 web hosting fee 143 total 2,078

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE BYRUM
IRS990EZ/BooksInCareOfDetail/PhoneNum04109870400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 CHARTWELL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEVERNA PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010211
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011823
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01390
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01612
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011823
IRS990EZ/FundraisingGrossIncomeAmt053040
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040855
IRS990EZ/GrossReceiptsAmt054430
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010211
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011823
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010211
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011823
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WYLIE H MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1G ANDREW FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETE HORRIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVEN J LOMBARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAYMOND G MULLADY ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DENNIS WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICHARD C SHERIDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THERESE ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SHAUN MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02078
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/GrantsAndAllocationsAmt040855
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043433
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09385
IRS990EZ/SpecialEventsNetIncomeLossAmt043655
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043433
IRS990EZ/TotalProgramServiceExpensesAmt043433
IRS990EZ/TotalRevenueAmt045045
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CHARTWELLFOUNDATION.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0100
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0107795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0138340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0250551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0101262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0102822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0257124
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0507675
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107795
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138340
IRS990ScheduleA/Total509Grp/TotalAmt0507675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0104013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0507775
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09385
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DELI GOLF OUTIN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HORRIGAN TOURNA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053040
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043655
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09385
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04417
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOSPICE OF THE CHESAPEAKE MEDICAL RESEARCH 11/04/2015 90 RITCHIE HIGHWAY PASADENA, MD 21122 5,605 0 0 PARTNERS IN CARE COMMUNITY SERVICES 11/04/2015 90B RITCHIE HIGHWAY PASADENA, MD 21122 6,500 0 0 PROVIDENCE CENTER DISABILITY SERVICE 11/04/2015 930 POINT PLEASANT ROAD GLEN BURNIE, MD 21060 7,500 0 0 SPAN, INC COMMUNITY SERVICE 11/04/2015 400 BENFIELD ROAD SEVERNA PARK, MD 21146 6,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 991 DUES & SUBSCRIPTIONS 115 FILING FEE 200 BANK SERVICE CHARGE 629 WEB HOSTING FEE 143 TOTAL 2,078
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WYLIE H MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04109910175
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-03
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/PreparationDt02016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY K BENEDICT
ReturnHeader/ReturnTs02016-05-12T09:24:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings