Civic Intelligence

Chartwell Foundation Inc

990EZ • Fiscal year 2018 • EIN 20-3278072

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 01, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

95th percentile

189%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$31,467

Up $20,586 (+189%) from 2017

Net Assets

Up

$31,467

Up $20,586 (+189%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$59,773

Up $1,737 (+3.0%) from 2017

Expenses

Down

$39,187

Down $15,031 (-28%) from 2017

Net Income

Up

$20,586

Up $16,768 (+439%) from 2017

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

2018

Assets$31,467
Liabilities-
Net Assets$31,467

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

2018

Revenue$59,773
Expenses$39,187
Net Income$20,586
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$67,975
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
GRANTS TO OTHER 501(C)(3) ORGANIZATIONS$36,805$39,187
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Deli Golf Outin$26,875$26,875-$26,875
Fashion Show$9,605$9,605-$9,605
Total Events$36,480$36,480-$36,480
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
Joe Flynn
Title
VP/treasurer
Phone
4109910175
Signed
2019-11-01

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: 6,650 class of activity: disability service name: providence center address: 930 point pleasant road glen burnie, md 21060 cash contribution: 9,605

Form 990-ez, Part I, Line 16

Expenses 954 filing fee 115 bank service charge 315 web hosting fee 348 total 1,732

Raw XML Appendix180 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/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/BOYAmt010881
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031467
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027415
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020586
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt040560
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036805
IRS990EZ/GrossReceiptsAmt067975
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010881
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031467
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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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/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01732
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/GrantsAndAllocationsAmt036805
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039187
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08202
IRS990EZ/SpecialEventsNetIncomeLossAmt032358
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039187
IRS990EZ/TotalProgramServiceExpensesAmt039187
IRS990EZ/TotalRevenueAmt059773
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CHARTWELLFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt078096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0337245
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0374091
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104013
IRS990ScheduleA/Total509Grp/TotalAmt0374091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104013
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0374091
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DELI GOLF OUTIN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FASHION SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036480
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: COMMUNITY SERVICES NAME: BOYS HOPE GIRLS HOPE ADDRESS: 8005 HARFORD RD 101 BALTIMORE, MD 21234 CASH CONTRIBUTION: 6,650 CLASS OF ACTIVITY: DISABILITY SERVICE NAME: PROVIDENCE CENTER ADDRESS: 930 POINT PLEASANT ROAD GLEN BURNIE, MD 21060 CASH CONTRIBUTION: 9,605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 954 FILING FEE 115 BANK SERVICE CHARGE 315 WEB HOSTING FEE 348 TOTAL 1,732
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04109910175
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
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/AtSubmissionCreationDeviceId06E8EC3EDC36FF2470D1B29C0F469CE90217A4D49
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08866F9BCB5F7845A15B06C9E5D5F1F6120B54630
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm021:17:18
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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY K BENEDICT
ReturnHeader/ReturnTs02019-11-14T21:17:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings