Civic Intelligence

The Clarewood Institute Inc

EIN 52-2338356 • 501(c)3 • Germantown, MD

Profile

Job training for dislocated workers

19919 Gateshead CirGermantown, MD 20876

www.clarewood.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

5.29x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

4.03x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

96th percentile

229%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

86th percentile

60%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$1,945

Up $1,353 (+229%) from 2022

Liabilities

Down

$10,282

Down $241 (-2.3%) from 2022

Net Assets

Up

-$8,337

Up $1,594 (+16%) from 2022

Operations
Liabilities / Revenue98th percentileNet Margin92nd percentile

Revenue

$2,550

No earlier filing loaded for comparison.

Expenses

Up

$956

Up $521 (+120%) from 2022

Net Income

$1,594

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0-$50KAssets 2010: $55,240Liabilities 2010: $9,171Net Assets 2010: $46,0692010Assets 2011: $92,182Liabilities 2011: $11,958Net Assets 2011: $80,2242011Assets 2012: $98,413Liabilities 2012: $12,741Net Assets 2012: $85,6722012Assets 2013: $171,001Liabilities 2013: -$7,249Net Assets 2013: $178,2502013Assets 2014: $185,837Liabilities 2014: $16,812Net Assets 2014: $169,0252014Assets 2015: $107,077Liabilities 2015: $3,513Net Assets 2015: $103,5642015Assets 2016: $86,651Liabilities 2016: $3,589Net Assets 2016: $83,0622016Assets 2017: $89,291Liabilities 2017: $1,731Net Assets 2017: $87,5602017Assets 2018: $41,834Liabilities 2018: $2,257Net Assets 2018: $39,5772018Assets 2019: $1,261Liabilities 2019: $8,671Net Assets 2019: -$7,4102019Assets 2021: $727Liabilities 2021: $10,223Net Assets 2021: -$9,4962021Assets 2022: $592Liabilities 2022: $10,523Net Assets 2022: -$9,9312022Assets 2023: $1,945Liabilities 2023: $10,282Net Assets 2023: -$8,3372023

Highlighted filing

2023

Assets$1,945
Liabilities$10,282
Net Assets-$8,337
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $324,8702010Expenses 2011: $415,5572011Expenses 2012: $514,4752012Revenue 2013: $434,236Expenses 2013: $341,658Net Income 2013: $92,5782013Revenue 2014: $194,796Expenses 2014: $204,021Net Income 2014: -$9,2252014Revenue 2015: $179,758Expenses 2015: $245,219Net Income 2015: -$65,4612015Revenue 2016: $283,448Expenses 2016: $303,950Net Income 2016: -$20,5022016Revenue 2017: $301,603Expenses 2017: $297,105Net Income 2017: $4,4982017Revenue 2018: $35,132Expenses 2018: $83,115Net Income 2018: -$47,9832018Revenue 2019: $57,839Expenses 2019: $104,825Net Income 2019: -$46,9862019Revenue 2021: $1,000Expenses 2021: $968Net Income 2021: $322021Expenses 2022: $4352022Revenue 2023: $2,550Expenses 2023: $956Net Income 2023: $1,5942023

Highlighted filing

2023

Revenue$2,550
Expenses$956
Net Income$1,594
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$1,945
Liabilities
$10,282
Net assets
-$8,337
Revenue
$2,550
Expenses
$956
Net income
$1,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.10$0.08$0.03$0.01$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.11$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.10$0.09$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.09$0.07$0.58$1.05$0.47
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.35$0.83$0.48
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.02$0.88$3.02$2.97$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.04$0.83$2.83$3.04$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.04$1.04$1.80$2.45$0.65
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.17$1.69$1.95$2.04$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.71$0.07$1.78$4.34$3.42$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.13$0.86$5.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.12$0.80$4.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.09$0.46$3.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$2,550
Mission and Program Overview

Mission

Provide short term professional

Job training for dislocated workers

Program Services

DescriptionGrantsExpenses
POST COVAID, NO ACTIVITY--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HOPresident-$0--
MICHAEL MAHERDirector-$0--
PEGGY ZHANGExecutive Director-$0--
MU YANGDirector-$0--
MICHELLE ZHANGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Clarewood Institute Inc
EIN
52-2338356
Address
19919 GATESHEAD CIR, GERMANTOWN, MD 20876

Signing Officer

Name
David Ho
Title
Exective Direct
Phone
3018817266
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
AZ Tax & Insurance Agency
Address
1335 Rockville Pike Ste 350, Rockville, MD 20852
Preparer
Zhicheng Lai EA
Phone
2404760382
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountbank and financial charge 80office expense 326tax service 550”

Description of total liabilities Part II line 26

“Category beginning of year end of yearloan from officer 10,523 10,282”

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID HO
IRS990EZ/BooksInCareOfDetail/PhoneNum03018817266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019919 GATESHEAD CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GERMANTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020876
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0592
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01945
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02550
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01594
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0592
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01945
IRS990EZ/GrossReceiptsAmt02550
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-9931
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-8337
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-9931
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-8337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID HO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL MAHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEGGY ZHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MU YANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE ZHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0956
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0JOB TRAINING FOR DISLOCATED WORKERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0POST COVAID, NO ACTIVITY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010523
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010282
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0956
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt02550
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt056001
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt060001
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056001
IRS990ScheduleA/Total509Grp/TotalAmt060001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056001
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK AND FINANCIAL CHARGE 80OFFICE EXPENSE 326TAX SERVICE 550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARLOAN FROM OFFICER 10,523 10,282
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECTIVE DIRECT
ReturnHeader/BusinessOfficerGrp/PhoneNum03018817266
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CLAREWOOD INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0522338356
ReturnHeader/Filer/USAddress/AddressLine1Txt019919 GATESHEAD CIR
ReturnHeader/Filer/USAddress/CityNm0GERMANTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020876
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208632899
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AZ Tax & Insurance Agency
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01335 Rockville Pike Ste 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum02404760382
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zhicheng Lai EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-10T23:21:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HO
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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