Civic Intelligence

Chartwell Foundation Inc

990EZ • Fiscal year 2021 • EIN 20-3278072

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 18, 2022

Organization ProfileCHARTWELLFOUNDATION.ORG
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

97th percentile

472%

Faster asset growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

859%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,861

Up $51,870 (+472%) from 2020

Net Assets

Up

$62,861

Up $51,870 (+472%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$73,222

Up $65,584 (+859%) from 2020

Expenses

Up

$21,352

Up $15,348 (+256%) from 2020

Net Income

Up

$51,870

Up $50,236 (+3074%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

2021

Assets$62,861
Liabilities-
Net Assets$62,861
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

2021

Revenue$73,222
Expenses$21,352
Net Income$51,870
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 18, 2022
Return Version
2021v4.0
Gross Receipts
$103,967
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
GRANTS TO OTHER 501(C)(3) ORGANIZATIONS$19,053$21,352
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE FLYNNPresident-$0--
RICK POWELLVP/Treasurer-$0--
AMY BAUERSecretary-$0--
JOE BURKETrustee-$0--
DIANE JONESTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rob Rex Golf to$72,043$72,043$30,745$41,298
Deli Golf Tourn$31,924$31,924-$31,924
Total Events$103,967$103,967$30,745$73,222
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
2022-11-18

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: rec deeds special needs address: po box 1081 edgewater, md 21037 cash contribution: 5,500”

Form 990-ez, Part I, Line 16

“Expenses 795 954 total 1,749”

Raw XML Appendix152 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/BOYAmt010991
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062861
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt051870
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010991
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062861
IRS990EZ/FundraisingGrossIncomeAmt0103967
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019053
IRS990EZ/GrossReceiptsAmt0103967
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010991
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062861
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010991
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062861
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01749
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/GrantsAndAllocationsAmt019053
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021352
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030745
IRS990EZ/SpecialEventsNetIncomeLossAmt073222
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021352
IRS990EZ/TotalProgramServiceExpensesAmt021352
IRS990EZ/TotalRevenueAmt073222
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CHARTWELLFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0103967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt078096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0222623
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0304439
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103967
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078616
IRS990ScheduleA/Total509Grp/TotalAmt0304439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0103967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078616
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0304439
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030745
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROB REX GOLF TO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DELI GOLF TOURN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031924
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0103967
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031924
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0103967
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt073222
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030745
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: COMMUNITY SERVICES NAME: REC DEEDS SPECIAL NEEDS ADDRESS: PO BOX 1081 EDGEWATER, MD 21037 CASH CONTRIBUTION: 5,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 795 954 TOTAL 1,749
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04109910175
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-18
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/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/PreparationDt02022-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY K BENEDICT
ReturnHeader/ReturnTs02022-11-18T17:00:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLYNN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,861
Liabilities
-
Net assets
$62,861
Revenue
$73,222
Expenses
$21,352
Net income
$51,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.05$0.49$0.44
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.73$0.21$0.52
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.08$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.46$0.68$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.60$0.39$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.58$0.54$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.49$0.54$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.45$0.43$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.69$0.63$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.74$0.89$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.77$0.63$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$1.38$1.39$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.32$0.37$0.05