Civic Intelligence

Greater Chesapeake Charitable Foundation Inc.

990 • Fiscal year 2019 • EIN 52-1233567

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 31, 2020

1447 York Rd No 801Lutherville, MD 21093

(410) 825-6062

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

27th percentile

-7.0%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

78th percentile

$4,400

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

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

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

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

Assets

Down

$410,120

Down $2,261 (-0.5%) from 2018

Net Assets

Down

$410,120

Down $2,261 (-0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$55,525

Up $18,427 (+50%) from 2018

Expenses

Up

$59,403

Up $37,148 (+167%) from 2018

Net Income

Down

-$3,878

Down $18,721 (-126%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $305,972Liabilities 2011: $0Net Assets 2011: $305,9722011Assets 2012: $297,306Liabilities 2012: $0Net Assets 2012: $297,3062012Assets 2013: $325,383Liabilities 2013: $02013Assets 2014: $394,215Liabilities 2014: $02014Assets 2015: $393,800Liabilities 2015: $0Net Assets 2015: $393,8002015Assets 2016: $377,614Liabilities 2016: $0Net Assets 2016: $377,6142016Assets 2017: $398,355Liabilities 2017: $0Net Assets 2017: $398,3552017Assets 2018: $412,381Liabilities 2018: $0Net Assets 2018: $412,3812018Assets 2019: $410,120Liabilities 2019: $0Net Assets 2019: $410,1202019Assets 2020: $384,478Liabilities 2020: $0Net Assets 2020: $384,4782020Assets 2021: $463,923Liabilities 2021: $0Net Assets 2021: $463,9232021Assets 2022: $388,416Liabilities 2022: $0Net Assets 2022: $388,4162022Assets 2023: $392,914Liabilities 2023: $0Net Assets 2023: $392,9142023Assets 2024: $413,293Liabilities 2024: $0Net Assets 2024: $413,2932024Assets 2025: $434,256Liabilities 2025: $0Net Assets 2025: $434,2562025

Highlighted filing

2019

Assets$410,120
Liabilities$0
Net Assets$410,120

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $29,756Expenses 2011: $17,674Net Income 2011: $12,0822011Revenue 2012: $23,976Expenses 2012: $23,667Net Income 2012: $3092012Revenue 2013: $15,795Expenses 2013: $12,779Net Income 2013: $3,0162013Revenue 2014: $82,728Expenses 2014: $32,855Net Income 2014: $49,8732014Revenue 2015: $31,629Expenses 2015: $18,684Net Income 2015: $12,9452015Revenue 2016: $24,261Expenses 2016: $27,495Net Income 2016: -$3,2342016Revenue 2017: $21,074Expenses 2017: $23,416Net Income 2017: -$2,3422017Revenue 2018: $37,098Expenses 2018: $22,255Net Income 2018: $14,8432018Revenue 2019: $55,525Expenses 2019: $59,403Net Income 2019: -$3,8782019Revenue 2020: $89,896Expenses 2020: $109,409Net Income 2020: -$19,5132020Revenue 2021: $51,050Expenses 2021: $41,388Net Income 2021: $9,6622021Revenue 2022: $72,988Expenses 2022: $55,674Net Income 2022: $17,3142022Revenue 2023: $92,814Expenses 2023: $111,675Net Income 2023: -$18,8612023Revenue 2024: $72,491Expenses 2024: $80,285Net Income 2024: -$7,7942024Revenue 2025: $114,700Expenses 2025: $107,400Net Income 2025: $7,3002025

Highlighted filing

2019

Revenue$55,525
Expenses$59,403
Net Income-$3,878
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 31, 2020
Return Version
2018v3.1
Gross Receipts
$311,134
Mission and Program Overview

Mission

Greater chesapeake charitable foundation's mission is to improve the physical and financial wellness of marylanders in need by volunteering time and donating resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$389,759$403,594▲ $13,835
Cash and Non-Interest-Bearing Accounts$22,622$6,526▼ $16,096
Total Assets$412,381$410,120▼ $2,261
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$412,381$410,120▼ $2,261
Total Net Assets Fund Balance$412,381$410,120▼ $2,261
Total Liabilities and Net Assets / Fund Balance$412,381$410,120▼ $2,261

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$89,918--
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Aaron KellyExecutive Director$2,200$2,200$4,400

Board Members and Trustees

NameTitle
Steve PursleyPast President
Katie CaplePresident
Monique SpagnolaVice President
Alex SuppleeDirector
David BeckDirector
David BobbittDirector
Donald ArnoldDirector
Geoff SuvalDirector
Jeff LangDirector
Joseph KostkowskiDirector
Lori HouserDirector
Mark SucoloskiDirector
Mary DunlapDirector
Sandra PattersonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,550
Program Service Revenue
$0
Investment Income
$13,140
Other Revenue
$1,835
Change in Net Assets
$-3,878

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table5,000$40,000Fair Market Value (FMV)
Total Noncash Contributions5,000$40,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,750
Other Expenses$6,453
Salaries, Compensation, and Employee Benefits$2,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,750--$50,750
Fees for Services Accounting-$2,675-$2,675
Current Officers, Directors, Trustees, and Key Employees-$2,200-$2,200
Insurance-$1,749-$1,749
Office Expenses-$1,108-$1,108
Other Expenses-$921-$921
Total Functional Expenses$50,750$8,653$0$59,403
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
JOHNS HOPKINS CHILDREN'S CENTERBaltimore, MD-To Donate Toys to Children in the Hospital for the Holidays.$10,000
HERMAN & WALTER SAMUELSON'S CHILDREN'S HOSPITAL AT SINAIBaltimore, MD-To Donate Toys to Children in the Hospital for the Holidays.-
Mt Washington Pediatric HospitalBaltimore, MD-To Donate Toys to Children in the Hospital for the Holidays.-
Saint Agnes HospitalBaltimore, MD-Donation to Saint Agnes.-
University of Maryland Medical CenterBaltimore, MD-To Donate Toys to Children in the Hospital for the Holidays.-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,224
Fundraising Direct Expenses$6,389
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toy Drive$40,550-$2,005-
Bowling Event$8,224$8,224$2,638$5,586
Total Events$48,774$8,224$5,402$2,822
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Board reviewed tax return before issuance.

Form 990, Part VI, Section C, Line 19

Documents avaliable upon request.

Filing and Contact Details

Filer

Filer Name
Greater Chesapeake Charitable Foundation
EIN
52-1233567
Phone
4108256062
Address
1447 YORK RD NO 801, LUTHERVILLE, MD 21093

Signing Officer

Name
Katie Caple
Title
President
Phone
4108256062
Signed
2020-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Caple
Formed
1982
Legal Domicile
Md
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
70

Preparer

Firm
Gary R Bozel & Associates Pa
Address
501 WASHINGTON AVE STE 300, TOWSON, MD 21204-4536
Preparer
Kelly a Derose CPA
Phone
4105837900
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt059653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015223
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012418
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019659
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt091982
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt068185
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39340
IRS990ScheduleA/PublicSupportPY170Pct00.40970
IRS990ScheduleA/PublicSupportTotal170Amt059653
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05138
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01649
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt059653
IRS990ScheduleA/TotalSupportAmt0151635
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt00
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt0403594
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0313676
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt189918
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BRINKER CAPITAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BCF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0403594
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt040550
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt040550
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05402
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TOY DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOWLING EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048774
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08224
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02822
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt037
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt037
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04643
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02005
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02638
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0722
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0722
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt08000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt16400
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt26400
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt36400
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0TOYS
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1TOYS
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2TOYS
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc3TOYS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO DONATE TOYS TO CHILDREN IN THE HOSPITAL FOR THE HOLIDAYS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO DONATE TOYS TO CHILDREN IN THE HOSPITAL FOR THE HOLIDAYS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO DONATE TOYS TO CHILDREN IN THE HOSPITAL FOR THE HOLIDAYS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO DONATE TOYS TO CHILDREN IN THE HOSPITAL FOR THE HOLIDAYS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DONATION TO SAINT AGNES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JOHNS HOPKINS CHILDREN'S CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF MARYLAND MEDICAL CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HERMAN & WALTER SAMUELSON'S CHILDREN'S HOSPITAL AT SINAI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MT WASHINGTON PEDIATRIC HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SAINT AGNES HOSPITAL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01800 ORLEANS STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt122 S GREENE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25051 GREENSPRING AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31708 W ROGERS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4900 S CANTON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd021287
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd121201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd221209
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd321209
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd421229
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3FMV
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt05000
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0CHILDRENS TOYS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt040000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD REVIEWED TAX RETURN BEFORE ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVALIABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0412381
IRS990/TotalAssetsEOYAmt0410120
IRS990/TotalAssetsGrp/BOYAmt0412381
IRS990/TotalAssetsGrp/EOYAmt0410120
IRS990/TotalCompGreaterThan150KInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.00$4.34$1.15$1.07$0.07
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.00$4.13$0.72$0.80$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.93$1.12$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.73$0.56$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.51$0.41$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.90$1.09$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.56$0.59$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.37$0.22$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.21$0.23$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.24$0.27$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.32$0.19$0.13
2014Summary only. Only limited summary data is available for this year.$3.94$0.00$0.83$0.33$0.50
2013Summary only. Only limited summary data is available for this year.$3.25$0.00$0.16$0.13$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.00$2.97$0.24$0.24$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$0.30$0.18$0.12