Civic Intelligence

Greater Chesapeake Charitable Foundation Inc.

990 • Fiscal year 2023 • EIN 52-1233567

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 16, 2023

555 Fairmount AvenueBaltimore, MD 21286

(410) 848-9333

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$6,600

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

1.2%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

27%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$392,914

Up $4,498 (+1.2%) from 2022

Net Assets

Up

$392,914

Up $4,498 (+1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$92,814

Up $19,826 (+27%) from 2022

Expenses

Up

$111,675

Up $56,001 (+101%) from 2022

Net Income

Down

-$18,861

Down $36,175 (-209%) from 2022

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

2023

Assets$392,914
Liabilities$0
Net Assets$392,914

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

2023

Revenue$92,814
Expenses$111,675
Net Income-$18,861
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$112,436
Mission and Program Overview

Mission

Conduct of charitable service activities to benefit baltimore, md and the surrounding community.

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$338,571$359,334▲ $20,763
Cash and Non-Interest-Bearing Accounts$49,845$33,580▼ $16,265
Total Assets$388,416$392,914▲ $4,498
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$388,416$392,914▲ $4,498
Total Net Assets Fund Balance$388,416$392,914▲ $4,498
Total Liabilities and Net Assets / Fund Balance$388,416$392,914▲ $4,498

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$89,312--
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Katherine CapleExecutive Director$3,300$3,300$6,600

Board Members and Trustees

NameTitle
Eric SmallsFormer President/director
Alex SuppleePresident/director
Monique SpagnolaVice President/director
Chris Compton JrDirector
Christie TineoDirector
David BobbittDirector
Geoff SuvalDirector
Jasmine KeatingDirector
Jen WeaverDirector
Jessica RiggiDirector
Jodi MarlowDirector
Lori HouserDirector
Mark SucoloskiDirector
Marla KnightDirector
Melissa ColesDirector
Sergio MerinoDirector
Steve PursleyDirector
Tynai White-barrettDirector
Sandra S PattersonTreasurer/ Director
Revenue and Support

Revenue Composition

Contributions and Grants
$100,265
Program Service Revenue
$0
Investment Income
$12,171
Other Revenue
$-19,622
All Other Contributions
$11,771
Change in Net Assets
$-18,861

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$55,350Fair Market Value (FMV)
Total Noncash Contributions5,000$55,350-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$96,952
Other Expenses$11,423
Salaries, Compensation, and Employee Benefits$3,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,952--$96,952
Fees for Services Accounting-$6,010-$6,010
Office Expenses-$3,461-$3,461
Current Officers, Directors, Trustees, and Key Employees-$3,300-$3,300
Information Technology-$1,428-$1,428
Other Expenses-$524-$524
Total Functional Expenses$96,952$14,723$0$111,675
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,622
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toy Drive$88,494-$19,622-
Total Events$88,494-$19,622$-19,622
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 Foundation Inc
EIN
52-1233567
Phone
4108489333
Address
555 FAIRMOUNT AVENUE, BALTIMORE, MD 21286

Signing Officer

Name
Katherine Caple
Title
Executive Director
Phone
4108489333
Signed
2023-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Caple
Formed
1982
Legal Domicile
Md
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
75

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/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0388416
IRS990/NetAssetsOrFundBalancesEOYAmt0392914
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt05320
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05320
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-19622
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-19622
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023359
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0388416
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0392914
IRS990/NoncashContributionsAmt055350
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03461
IRS990/OfficeExpensesGrp/TotalAmt03461
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACCOUNT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0524
IRS990/OtherExpensesGrp/TotalAmt0524
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATHERINE CAPLE
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt081359
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt047878
IRS990/PYInvestmentIncomeAmt034637
IRS990/PYOtherExpensesAmt05596
IRS990/PYOtherRevenueAmt0-43008
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt017314
IRS990/PYSalariesCompEmpBnftPaidAmt02200
IRS990/PYTotalExpensesAmt055674
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt072988
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-18861
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt081359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt069405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0298458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012171
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034637
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014757
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt098755
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt036695
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75140
IRS990ScheduleA/PublicSupportPY170Pct00.63940
IRS990ScheduleA/PublicSupportTotal170Amt0298458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt081359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt069405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040550
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0298458
IRS990ScheduleA/TotalSupportAmt0397213
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0270022
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt189312
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BRINKER CAPITAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BCF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0359334
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt088494
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt088494
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019622
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TOY DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt088494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088494
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-19622
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019622
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019622
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIC SMALLS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER PRESIDENT/DIRECTOR
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt05000
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0CHILDREN'S TOYS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt055350
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

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