Civic Intelligence

Jubilee Baltimore Inc.

990 • Fiscal year 2023 • EIN 52-1222237

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileJUBILEEBALTIMORE.ORG
25 E 20th StreetBaltimore, MD 21218

(410) 327-7373

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.81x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

11.31x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

7th percentile

-45%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$142,410

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

95th percentile

95%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$20,717,327

Up $10,106,351 (+95%) from 2022

Net Assets

Up

$3,905,084

Up $3,553,427 (+1010%) from 2022

Liabilities

Up

$16,812,243

Up $6,552,924 (+64%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin7th percentile

Revenue

Down

$1,486,860

Down $6,073,651 (-80%) from 2022

Expenses

Down

$2,162,915

Down $55,906 (-2.5%) from 2022

Net Income

Down

-$676,055

Down $6,017,745 (-113%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0-$10MAssets 2012: $3,030,502Liabilities 2012: $1,553,264Net Assets 2012: $1,477,2382012Assets 2013: $3,061,366Liabilities 2013: $1,672,050Net Assets 2013: $1,389,3162013Assets 2014: $13,226,528Liabilities 2014: $9,305,393Net Assets 2014: $3,921,1352014Assets 2015: $31,345,846Liabilities 2015: $26,318,813Net Assets 2015: $5,027,0332015Assets 2016: $11,830,812Liabilities 2016: $6,801,801Net Assets 2016: $5,029,0112016Assets 2017: $11,292,480Liabilities 2017: $4,967,849Net Assets 2017: $6,324,6312017Assets 2018: $11,453,308Liabilities 2018: $4,966,566Net Assets 2018: $6,486,7422018Assets 2019: $10,909,703Liabilities 2019: $5,035,669Net Assets 2019: $5,874,0342019Assets 2020: $9,706,406Liabilities 2020: $4,953,957Net Assets 2020: $4,752,4492020Assets 2021: $3,483,352Liabilities 2021: $5,967,739Net Assets 2021: -$2,484,3872021Assets 2022: $10,610,976Liabilities 2022: $10,259,319Net Assets 2022: $351,6572022Assets 2023: $20,717,327Liabilities 2023: $16,812,243Net Assets 2023: $3,905,0842023Assets 2024: $10,800,797Liabilities 2024: $7,458,707Net Assets 2024: $3,342,0902024

Highlighted filing

2023

Assets$20,717,327
Liabilities$16,812,243
Net Assets$3,905,084
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2012: $772,1142012Expenses 2013: $808,3872013Revenue 2014: $3,098,745Expenses 2014: $566,926Net Income 2014: $2,531,8192014Revenue 2015: $2,137,419Expenses 2015: $1,031,521Net Income 2015: $1,105,8982015Revenue 2016: $1,997,474Expenses 2016: $1,263,778Net Income 2016: $733,6962016Revenue 2017: $586,408Expenses 2017: $1,122,172Net Income 2017: -$535,7642017Revenue 2018: $1,447,903Expenses 2018: $969,453Net Income 2018: $478,4502018Revenue 2019: $694,735Expenses 2019: $1,192,415Net Income 2019: -$497,6802019Revenue 2020: $556,066Expenses 2020: $1,188,223Net Income 2020: -$632,1572020Revenue 2021: $985,438Expenses 2021: $1,331,251Net Income 2021: -$345,8132021Revenue 2022: $7,560,511Expenses 2022: $2,218,821Net Income 2022: $5,341,6902022Revenue 2023: $1,486,860Expenses 2023: $2,162,915Net Income 2023: -$676,0552023Revenue 2024: $1,535,805Expenses 2024: $2,123,448Net Income 2024: -$587,6432024

Highlighted filing

2023

Revenue$1,486,860
Expenses$2,162,915
Net Income-$676,055
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$1,514,964
Mission and Program Overview

Mission

To purchase, rehabilitate, and lease multi-family dwellings to qualified low income tenants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$8,474,272$8,720,168▲ $245,896
Cash and Non-Interest-Bearing Accounts$821,282$1,278,124▲ $456,842
Pledges and Grants Receivable$240,000$120,000▼ $120,000
Prepaid Expenses and Deferred Charges$70,224$72,072▲ $1,848
Accounts Receivable$56,786$25,898▼ $30,888
Land, Buildings, and Equipment, Net$394,966$2,696▼ $392,270
Investments Other Securities$-1,003,583$-581,139▲ $422,444
Total Assets$10,610,976$20,717,327▲ $10,106,351
Other Assets Total$1,557,029$11,079,508▲ $9,522,479
Liabilities
Other Liabilities$5,208,290$12,229,183▲ $7,020,893
Mortgage Notes Payable Secured by Investment Property$3,833,946$3,668,626▼ $165,320
Accounts Payable and Accrued Expenses$155,092$877,948▲ $722,856
Deferred Revenue$1,061,991$36,486▼ $1,025,505
Total Liabilities$10,259,319$16,812,243▲ $6,552,924
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$351,657$3,748,834▲ $3,397,177
Net Assets With Donor Restrictions-$156,250-
Total Net Assets Fund Balance$351,657$3,905,084▲ $3,553,427
Total Liabilities and Net Assets / Fund Balance$10,610,976$20,717,327▲ $10,106,351

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,696$53,262$55,958
Other Assets Org$5,996,886--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charles B Duff JrPresident, Exec DirectorFT$142,410$142,410
Marian L SmithAssistant Secretary-$74,743$74,743

Board Members and Trustees

NameTitle
Edward M HordChairman
J Joseph ClarkeVice President
Adrian HarpoolDirector
Arlen E Cullors JrDirector
Deborah TillettDirector
Ellen JanesDirector
Fred LazarusDirector
Jon ManekinDirector
Kevin DavidsonDirector
Maureen FlynnDirector
Neal FriedlanderDirector
Paul B Littman JrDirector
Richard ManekinDirector
Sallye PerrinDirector
Sonja Sanders WellsDirector
Melissa WarlowSecretary
Dennis RichterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$367,647
Program Service Revenue
$1,119,819
Investment Income
$3,204
Other Revenue
$-3,810
All Other Contributions
$135,497
Change in Net Assets
$-676,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,638,615
Salaries, Compensation, and Employee Benefits$524,300
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$133,155$112,267-$245,422
Current Officers, Directors, Trustees, and Key Employees$217,153--$217,153
All Other Expenses$123,452$57,094-$180,546
Interest$134,341--$134,341
Fees for Services Other$38,490$33,923-$72,413
Office Expenses$46,221$26,031-$72,252
Other Expenses$56,200$1,591-$56,200
Payroll Taxes$27,311$8,753-$36,064
Insurance$33,872--$33,872
Other Employee Benefits$19,433$6,228-$25,661
Depreciation Depletion$7,232--$7,232
Total Functional Expenses$1,917,028$245,887$0$2,162,915
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$7,033,360
Due to Related Party$5,158,579
Security Deposits$14,577
Prepaid Rent$13,330
Maturities$9,337
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization has a committee to review and approve the draft tax return. The committee compares the final tax return with the audited financial statements to determine if the return looks reasonable. Once approved, the tax return is signed and filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“The organization reviews its conflict of interest policy every year and requires every employee to review and sign the policy. The organization's management monitors transactions during the year determining if there are any potential conflicts of interest taking place.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflicts of interest policies, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Jubilee Baltimore Inc
EIN
52-1222237
Phone
4103277373
Address
25 E 20TH STREET, BALTIMORE, MD 21218

Signing Officer

Name
Charles B Duff Jr
Title
Executive Director
Phone
4103277373
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles B Duff Jr
Formed
1980
Legal Domicile
Md
Voting Board Members
19
Independent Board Members
17
Employees
7
Volunteers
0

Preparer

Firm
Grandizio Wilkins Little & Matthews
Address
211 SCHILLING CIRCLE STE 188, HUNT VALLEY, MD 21031
Preparer
Mark Gatzke
Phone
4104940885
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The committee's process for oversight of the audit of its financial statements and selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization's evaluation on june 30, 2023, revealed no uncertain tax positions that would have a material impact on the consolidated financial statements. The previous three (3) tax years remain subject to examination by the irs. The organization does not believe that any reasonably possible changes will occur within the next twelve (12) months that will have a material impact on the consolidated financial statements.”

Raw XML AppendixShowing 400 of 802 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES B DUFF JR
IRS990/Form990PartVIISectionAGrp/PersonNm1J JOSEPH CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm2EDWARD M HORD
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IRS990/Form990PartVIISectionAGrp/PersonNm17MARIAN L SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm18PAUL B LITTMAN JR
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT, EXEC DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,717,327
Liabilities
$16,812,243
Net assets
$3,905,084
Revenue
$1,486,860
Expenses
$2,162,915
Net income
-$676,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$7.46$3.34$1.54$2.12$0.59
2023Detailed filing. Detailed filing data is available for this year.$20.7$16.8$3.91$1.49$2.16$0.68
2022Detailed filing. Detailed filing data is available for this year.$10.6$10.3$0.35$7.56$2.22$5.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$5.97$2.48$0.99$1.33$0.35
2020Detailed filing. Detailed filing data is available for this year.$9.71$4.95$4.75$0.56$1.19$0.63
2019Detailed filing. Detailed filing data is available for this year.$10.9$5.04$5.87$0.69$1.19$0.50
2018Detailed filing. Detailed filing data is available for this year.$11.5$4.97$6.49$1.45$0.97$0.48
2017Detailed filing. Detailed filing data is available for this year.$11.3$4.97$6.32$0.59$1.12$0.54
2016Detailed filing. Detailed filing data is available for this year.$11.8$6.80$5.03$2.00$1.26$0.73
2015Detailed filing. Detailed filing data is available for this year.$31.3$26.3$5.03$2.14$1.03$1.11
2014Detailed filing. Detailed filing data is available for this year.$13.2$9.31$3.92$3.10$0.57$2.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$1.67$1.39$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$1.55$1.48$0.77
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $10M-$25M nonprofits