Civic Intelligence

Chartwell Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-3278072

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

57th percentile

6.6%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

54%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$10,881

Up $3,818 (+54%) from 2016

Net Assets

Up

$10,881

Up $3,818 (+54%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$58,036

Up $8,855 (+18%) from 2016

Expenses

Up

$54,218

Up $277 (+0.5%) from 2016

Net Income

Up

$3,818

Up $8,578 (+180%) from 2016

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

2017

Assets$10,881
Liabilities-
Net Assets$10,881

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

2017

Revenue$58,036
Expenses$54,218
Net Income$3,818
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$78,616
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
GRANTS TO OTHER 501(C)(3) ORGANIZATIONS$53,125$54,218
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK POWELLTrustee-$0--
STEVE LOMBARBOPresident-$0--
JOE FLYNNVP/Treasurer-$0--
SHAUN MAHONEYTrustee-$0--
AMY BAUERTrustee-$0--
CAROLYN BROSEKERTrustee-$0--
JOE BURKETrustee-$0--
THERESE ROBERTSSecretary-$0--
DIANE JONESTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Deli Golf Outin$39,515$39,515$53$39,462
Tennis Classic$26,566$26,566$16,183$10,383
Total Events$72,942$72,942$16,408$56,534
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
Steve Lombarbo
Title
President
Phone
4109910175
Signed
2018-11-02

Preparer

Firm
Benedict Audit & Tax Group LLC
Address
PO BOX 569, ELLICOTT CITY, MD 21041-0569
Preparer
Geoffrey K Benedict
Phone
4435747400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: community services name: boys hope girls hope address: 8005 harford rd 101 baltimore, md 21234 cash contribution: 13,350 class of activity: medical research name: hospice of the chesapeake address: 90 ritchie highway pasadena, md 21122 cash contribution: 6,100 class of activity: community services name: partners in care address: 90b ritchie highway pasadena, md 21122 cash contribution: 6,250 class of activity: disability service name: providence center address: 930 point pleasant road glen burnie, md 21060 cash contribution: 6,900 class of activity: community service name: span, inc address: 400 benfield road severna park, md 21146 cash contribution: 6,000

Form 990-ez, Part I, Line 16

Expenses dues & subscriptions 115 filing fee 75 bank service charge 318 total 508

Raw XML Appendix181 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/PersonNm0JOE FLYNN
IRS990EZ/BooksInCareOfDetail/PhoneNum04109870400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 CHARTWELL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEVERNA PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07063
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010881
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0520
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03818
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0585
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07063
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010881
IRS990EZ/FundraisingGrossIncomeAmt078096
IRS990EZ/GrantsAndSimilarAmountsPaidAmt053125
IRS990EZ/GrossReceiptsAmt078616
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07063
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010881
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07063
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010881
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/PersonNm0RICK POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE LOMBARBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAUN MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLYN BROSEKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOE BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THERESE ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DIANE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0508
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/GrantsAndAllocationsAmt053125
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054218
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020580
IRS990EZ/SpecialEventsNetIncomeLossAmt057516
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054218
IRS990EZ/TotalProgramServiceExpensesAmt054218
IRS990EZ/TotalRevenueAmt058036
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CHARTWELLFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0102822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0399507
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0409213
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0104013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0103097
IRS990ScheduleA/Total509Grp/TotalAmt0409213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0104013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0103097
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0409213
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016408
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DELI GOLF OUTIN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TENNIS CLASSIC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026566
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026566
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072942
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056534
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0172
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016408
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt053
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016183
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: COMMUNITY SERVICES NAME: BOYS HOPE GIRLS HOPE ADDRESS: 8005 HARFORD RD 101 BALTIMORE, MD 21234 CASH CONTRIBUTION: 13,350 CLASS OF ACTIVITY: MEDICAL RESEARCH NAME: HOSPICE OF THE CHESAPEAKE ADDRESS: 90 RITCHIE HIGHWAY PASADENA, MD 21122 CASH CONTRIBUTION: 6,100 CLASS OF ACTIVITY: COMMUNITY SERVICES NAME: PARTNERS IN CARE ADDRESS: 90B RITCHIE HIGHWAY PASADENA, MD 21122 CASH CONTRIBUTION: 6,250 CLASS OF ACTIVITY: DISABILITY SERVICE NAME: PROVIDENCE CENTER ADDRESS: 930 POINT PLEASANT ROAD GLEN BURNIE, MD 21060 CASH CONTRIBUTION: 6,900 CLASS OF ACTIVITY: COMMUNITY SERVICE NAME: SPAN, INC ADDRESS: 400 BENFIELD ROAD SEVERNA PARK, MD 21146 CASH CONTRIBUTION: 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DUES & SUBSCRIPTIONS 115 FILING FEE 75 BANK SERVICE CHARGE 318 TOTAL 508
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE LOMBARBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04109910175
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC3CFB9FF873EC89FAAF1F420748751FA338FCC8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId005F306D322AA9CE035320F44B16AA575BAA07600
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:25:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475175681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENEDICT AUDIT & TAX GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 569
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELLICOTT CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0210410569
ReturnHeader/PreparerPersonGrp/PhoneNum04435747400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY K BENEDICT
ReturnHeader/ReturnTs02018-11-13T10:25:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings