Civic Intelligence

Chartwell Foundation Inc

990EZ • Fiscal year 2019 • EIN 20-3278072

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

5th percentile

-70%

Faster asset growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$9,357

Down $22,110 (-70%) from 2018

Net Assets

Down

$9,357

Down $22,110 (-70%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$46,243

Down $13,530 (-23%) from 2018

Expenses

Up

$68,353

Up $29,166 (+74%) from 2018

Net Income

Down

-$22,110

Down $42,696 (-207%) from 2018

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

2019

Assets$9,357
Liabilities-
Net Assets$9,357

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

2019

Revenue$46,243
Expenses$68,353
Net Income-$22,110
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$46,243
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
GRANTS TO OTHER 501(C)(3) ORGANIZATIONS$67,252$68,353
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE FLYNNPresident-$0--
RICK POWELLVP/Treasurer-$0--
AMY BAUERSecretary-$0--
CAROLYN BROSEKERTrustee-$0--
JOE BURKETrustee-$0--
DIANE JONESTrustee-$0--
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
President
Phone
4109910175
Signed
2020-11-12

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: education name: aacc foundation scholarship fund address: 101 college parkway arnold, md 21012 cash contribution: 9,000 class of activity: community services name: rec deeds special needs address: po box 1081 edgewater, md 21037 cash contribution: 7,100 class of activity: community service name: hope for all address: 122 roesler rd glen burnie, md 21060 cash contribution: 7,500 class of activity: community service name: span, inc address: 400 benfield road severna park, md 21146 cash contribution: 10,000 name: less than 5000 pt 1 cash contribution: 13,652

Form 990-ez, Part I, Line 16

Expenses 954 bank service charge 61 misc 86 total 1,101

Raw XML Appendix147 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/PersonNm0RICK POWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum04109870400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 CHARTWELL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEVERNA PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031467
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-22110
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt067252
IRS990EZ/GrossReceiptsAmt046243
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLYN BROSEKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DIANE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01101
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/GrantsAndAllocationsAmt067252
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068353
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068353
IRS990EZ/TotalProgramServiceExpensesAmt068353
IRS990EZ/TotalRevenueAmt046243
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CHARTWELLFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080338
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt078096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064287
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0235983
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0316321
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054430
IRS990ScheduleA/Total509Grp/TotalAmt0316321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054430
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0316321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: EDUCATION NAME: AACC FOUNDATION SCHOLARSHIP FUND ADDRESS: 101 COLLEGE PARKWAY ARNOLD, MD 21012 CASH CONTRIBUTION: 9,000 CLASS OF ACTIVITY: COMMUNITY SERVICES NAME: REC DEEDS SPECIAL NEEDS ADDRESS: PO BOX 1081 EDGEWATER, MD 21037 CASH CONTRIBUTION: 7,100 CLASS OF ACTIVITY: COMMUNITY SERVICE NAME: HOPE FOR ALL ADDRESS: 122 ROESLER RD GLEN BURNIE, MD 21060 CASH CONTRIBUTION: 7,500 CLASS OF ACTIVITY: COMMUNITY SERVICE NAME: SPAN, INC ADDRESS: 400 BENFIELD ROAD SEVERNA PARK, MD 21146 CASH CONTRIBUTION: 10,000 NAME: LESS THAN 5000 PT 1 CASH CONTRIBUTION: 13,652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 954 BANK SERVICE CHARGE 61 MISC 86 TOTAL 1,101
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04109910175
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:51:12
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/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY K BENEDICT
ReturnHeader/ReturnTs02020-11-16T09:51:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings