Civic Intelligence

Greater Chesapeake Charitable Foundation Inc.

990 • Fiscal year 2020 • EIN 52-1233567

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

1447 York Rd No 801Lutherville, MD 21093

(410) 848-9333

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$4,330

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-6.3%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

62%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$384,478

Down $25,642 (-6.3%) from 2019

Net Assets

Down

$384,478

Down $25,642 (-6.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$89,896

Up $34,371 (+62%) from 2019

Expenses

Up

$109,409

Up $50,006 (+84%) from 2019

Net Income

Down

-$19,513

Down $15,635 (-403%) from 2019

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

2020

Assets$384,478
Liabilities$0
Net Assets$384,478

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

2020

Revenue$89,896
Expenses$109,409
Net Income-$19,513
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.2
Gross Receipts
$180,721
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$403,594$362,008▼ $41,586
Cash and Non-Interest-Bearing Accounts$6,526$22,470▲ $15,944
Total Assets$410,120$384,478▼ $25,642
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$410,120$384,478▼ $25,642
Total Net Assets Fund Balance$410,120$384,478▼ $25,642
Total Liabilities and Net Assets / Fund Balance$410,120$384,478▼ $25,642

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$85,645--
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Aaron KellyVice President/ Executive Director$2,165$2,165$4,330

Board Members and Trustees

NameTitle
Steve PursleyDirector/former President
Katherine CaplePresident
Monique SpagnolaDirector/former Vice President
Alex SuppleeDirector
Christie TinioDirector
David BobbittDirector
Don ArnoldDirector
Geoff SuvalDirector
Jodi MarlowDirector
Joe KostkowskiDirector
Lori HouserDirector
Mark SucoloskiDirector
Marla KnightDirector
Mary DunlapDirector
Tynai White-barrettDirector
Sandra S PattersonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$69,405
Program Service Revenue
$0
Investment Income
$18,738
Other Revenue
$1,753
Change in Net Assets
$-19,513

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 Table8,000$67,500Fair Market Value (FMV)
Total Noncash Contributions8,000$67,500-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,921
Other Expenses$6,323
Salaries, Compensation, and Employee Benefits$2,165
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,921--$100,921
Fees for Services Accounting-$2,375-$2,375
Current Officers, Directors, Trustees, and Key Employees-$2,165-$2,165
Insurance-$1,703-$1,703
Information Technology-$1,309-$1,309
Other Expenses-$630-$630
Office Expenses-$306-$306
Total Functional Expenses$100,921$8,488$0$109,409
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Central MarylandBaltimore, MD-To Donate Toys to Children in the Hospital for the Holidays.$15,000
AramintaBaltimore, MD-Donation to Araminta.$10,000
Center for Adoption Support & Education (case)Burtonsville, MD-Donation to Center for Adoption Suppot & Education (c.a.s.e).-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,265
Fundraising Direct Expenses$3,512
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toy Drive$69,395-$1,010-
Bowling Event$5,275$5,265$761$4,504
Total Events$74,670$5,265$3,512$1,753
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 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
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
4108489333
Address
1447 YORK RD NO 801, LUTHERVILLE, MD 21093

Signing Officer

Name
Katherine Caple
Title
President
Phone
4108489333
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Caple
Formed
1982
Legal Domicile
Md
Voting Board Members
17
Independent Board Members
17
Employees
1
Volunteers
25

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/OtherExpensesGrp/TotalAmt0630
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATHERINE CAPLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt040550
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt050750
IRS990/PYInvestmentIncomeAmt013140
IRS990/PYOtherExpensesAmt06453
IRS990/PYOtherRevenueAmt01835
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3878
IRS990/PYSalariesCompEmpBnftPaidAmt02200
IRS990/PYTotalExpensesAmt059403
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt055525
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-19513
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0127409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015223
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012418
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt084933
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt050001
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60000
IRS990ScheduleA/PublicSupportPY170Pct00.39340
IRS990ScheduleA/PublicSupportTotal170Amt0127409
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05138
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03910
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0127409
IRS990ScheduleA/TotalSupportAmt0212342
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0276363
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt185645
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BRINKER CAPITAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BCF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0362008
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt069405
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt069395
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03512
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TOY DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOWLING EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01115
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05265
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01753
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01771
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01010
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0761
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0626
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0626
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt07500
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0TOYS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO DONATE TOYS TO CHILDREN IN THE HOSPITAL FOR THE HOLIDAYS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION TO ARAMINTA.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DONATION TO CENTER FOR ADOPTION SUPPOT & EDUCATION (C.A.S.E).
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF CENTRAL MARYLAND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ARAMINTA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CENTER FOR ADOPTION SUPPORT & EDUCATION (CASE)
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01800 WASHINGTON BOULEVARD SUITE 340
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 22106
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23919 NATIONAL DRIVE SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0340
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BURTONSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd021230
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd121203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd220866
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt08000
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0CHILDRENS TOYS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt067500
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0410120
IRS990/TotalAssetsEOYAmt0384478
IRS990/TotalAssetsGrp/BOYAmt0410120
IRS990/TotalAssetsGrp/EOYAmt0384478
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt069405
IRS990/TotalEmployeeCnt01

Document Assets

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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