Civic Intelligence

Chapman Partnership Inc.

990 • Fiscal year 2016 • EIN 65-0425069

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 28, 2017

1550 North Miami AvenueMiami, FL 33136

(305) 329-3044

Siviq Scores

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

Liabilities / Assets

19th percentile

0.06x

Higher debt load relative to assets than 19% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.21x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

70th percentile

9.2%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$339,356

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

66th percentile

5.8%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

0.4%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Up

$62,747,450

Up $3,443,687 (+5.8%) from 2015

Net Assets

Up

$59,223,533

Up $3,795,594 (+6.8%) from 2015

Liabilities

Down

$3,523,917

Down $351,907 (-9.1%) from 2015

Revenue

Up

$16,623,968

Up $59,628 (+0.4%) from 2015

Expenses

Up

$15,096,395

Up $402,033 (+2.7%) from 2015

Net Income

Down

$1,527,573

Down $342,405 (-18%) from 2015

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $49,265,288Liabilities 2011: $5,095,764Net Assets 2011: $44,169,5242011Assets 2012: $52,996,190Liabilities 2012: $3,513,201Net Assets 2012: $49,482,9892012Assets 2013: $56,202,127Liabilities 2013: $3,716,641Net Assets 2013: $52,485,4862013Assets 2014: $59,633,517Liabilities 2014: $3,816,326Net Assets 2014: $55,817,1912014Assets 2015: $59,303,763Liabilities 2015: $3,875,824Net Assets 2015: $55,427,9392015Assets 2016: $62,747,450Liabilities 2016: $3,523,917Net Assets 2016: $59,223,5332016Assets 2017: $66,836,100Liabilities 2017: $3,042,615Net Assets 2017: $63,793,4852017Assets 2018: $69,185,042Liabilities 2018: $2,438,897Net Assets 2018: $66,746,1452018Assets 2019: $70,402,287Liabilities 2019: $1,603,886Net Assets 2019: $68,798,4012019Assets 2020: $74,722,227Liabilities 2020: $2,035,127Net Assets 2020: $72,687,1002020Assets 2021: $85,384,638Liabilities 2021: $1,185,673Net Assets 2021: $84,198,9652021Assets 2022: $77,837,338Liabilities 2022: $1,772,427Net Assets 2022: $76,064,9112022Assets 2023: $87,283,789Liabilities 2023: $1,694,426Net Assets 2023: $85,589,3632023Assets 2024: $95,628,189Liabilities 2024: $1,311,205Net Assets 2024: $94,316,9842024

Highlighted filing

2016

Assets$62,747,450
Liabilities$3,523,917
Net Assets$59,223,533

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $13,106,445Expenses 2011: $12,823,077Net Income 2011: $283,3682011Revenue 2012: $15,215,018Expenses 2012: $13,507,387Net Income 2012: $1,707,6312012Revenue 2013: $15,219,122Expenses 2013: $14,037,492Net Income 2013: $1,181,6302013Revenue 2014: $16,448,314Expenses 2014: $15,077,566Net Income 2014: $1,370,7482014Revenue 2015: $16,564,340Expenses 2015: $14,694,362Net Income 2015: $1,869,9782015Revenue 2016: $16,623,968Expenses 2016: $15,096,395Net Income 2016: $1,527,5732016Revenue 2017: $17,447,013Expenses 2017: $16,277,068Net Income 2017: $1,169,9452017Revenue 2018: $18,070,084Expenses 2018: $16,860,229Net Income 2018: $1,209,8552018Revenue 2019: $19,100,200Expenses 2019: $18,147,398Net Income 2019: $952,8022019Revenue 2020: $18,857,393Expenses 2020: $18,208,988Net Income 2020: $648,4052020Revenue 2021: $21,761,988Expenses 2021: $20,028,640Net Income 2021: $1,733,3482021Revenue 2022: $23,158,308Expenses 2022: $23,205,961Net Income 2022: -$47,6532022Revenue 2023: $25,770,685Expenses 2023: $20,864,359Net Income 2023: $4,906,3262023Revenue 2024: $21,312,851Expenses 2024: $21,551,636Net Income 2024: -$238,7852024

Highlighted filing

2016

Revenue$16,623,968
Expenses$15,096,395
Net Income$1,527,573
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 28, 2017
Return Version
2015v3.0
Gross Receipts
$17,780,223
Mission and Program Overview

Mission

Provide comprehensive services to empower our homeless residents to become self-sufficient.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$34,289,222$39,595,478▲ $5,306,256
Land, Buildings, and Equipment, Net$13,785,582$14,012,317▲ $226,735
Savings and Temporary Cash Investments$7,925,738$6,364,430▼ $1,561,308
Pledges and Grants Receivable$1,389,844$1,135,600▼ $254,244
Accounts Receivable$735,588$1,122,850▲ $387,262
Prepaid Expenses and Deferred Charges$545,789$516,775▼ $29,014
Cash and Non-Interest-Bearing Accounts-$0-
Total Assets$59,303,763$62,747,450▲ $3,443,687
Other Assets Total$632,000--
Liabilities
Deferred Revenue$3,075,280$3,099,463▲ $24,183
Accounts Payable and Accrued Expenses$800,544$424,454▼ $376,090
Total Liabilities$3,875,824$3,523,917▼ $351,907
Net Assets / Fund Balance
Temporarily Rstr Net Assets$18,922,955$21,894,475▲ $2,971,520
Permanently Rstr Net Assets$18,923,778$19,133,622▲ $209,844
Unrestricted Net Assets$17,581,206$18,195,436▲ $614,230
Total Net Assets Fund Balance$55,427,939$59,223,533▲ $3,795,594
Total Liabilities and Net Assets / Fund Balance$59,303,763$62,747,450▲ $3,443,687

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$11,854,724$8,864,054$20,718,778
Other Land Buildings$376,286$2,864,744$3,241,030
Equipment$209,631$1,731,099$1,940,730
Land$1,495,000-$1,495,000
Buildings$76,676$70,284$146,960

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$30,858,984$209,844▲ $2,914,871-$33,983,699
2014$31,969,109$219,101▼ $1,329,226-$30,858,984
2013$29,008,013$207,233▲ $2,753,863-$31,969,109
2012$26,173,175$215,312▲ $2,619,526-$29,008,013
2011$21,855,606$214,769▲ $4,102,800-$26,173,175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Daniel VincentPresident & CEOFT$217,345$122,011$339,356
Howard RubinChief Financial OfficerFT$147,057$74,766$221,823
Lisa MagrinoChief Operating OfficerFT$142,010$47,624$189,634
Lois SchlamVP of Human ResourcesFT$113,692$53,331$167,023
Holly WoodburyVP of DevelopmentFT$126,527$14,144$140,671
Elizabeth Von-werneVP of ProgramsFT$107,962$5,868$113,830

Board Members and Trustees

NameTitle
Trish BellChair Emeritus, Board of Directors
Carlos Fernandez-guzmanChairman, Board of Directors
Robert E ChisholmPast Chair, Board of Directors
Evalina BestmanVice Chair, Board of Directors
Jonah Pruitt IiiVice Chair, Board of Directors
Jorge R VillacampaVice Chair, Board of Directors
Osmond C Howe JrVice Chair, Board of Directors
Tomas P ErbanVice Chair, Board of Directors
Aaron S PodhurstEmeritus Board Member
Adolfo HenriquesEmeritus Board Member
Annette EisenbergEmeritus Board Member
Carlos MigoyaEmeritus Board Member
Dorothy Jenkins FieldsEmeritus Board Member
Douglas C HarrisEmeritus Board Member
Edward BullardEmeritus Board Member
Frank JacobsEmeritus Board Member
Glendon JohnsonEmeritus Board Member
JEANNE O'LAUGHLINEmeritus Board Member
Jill BeachEmeritus Board Member
Joanna WraggEmeritus Board Member
John UribeEmeritus Board Member
John W ReynoldsEmeritus Board Member
Kenneth G SellersEmeritus Board Member
Lynn B LewisEmeritus Board Member
Mark SmallEmeritus Board Member
Mike H AbramsEmeritus Board Member
R Kirk LandonEmeritus Board Member
Thom ShaferEmeritus Board Member
William L MorrisonEmeritus Board Member
Bonnie M CrabtreeSecretary, Board of Directors
Tom Huston JrTreasurer, Board of Directors
Alan EisenbergMember
Allan PekorMember
Armando CodinaMember
Brent MclaughlinMember
Brigid F Cech SamoleMember
Bronwyn C MillerMember
Carlos SaballosMember
Daniel HortonMember
Deborah DavidsonMember
Ed JoyceMember
Elsie HowardMember
Evan ReesMember
Fatima PerezMember
Gerardo B FernandezMember
Guillermo G CastilloMember
JACQUIE O'MALLEYMember
Jay a SteinmanMember
John M Malloy JrMember
Jon BatchelorMember
Jose M GonzalezMember
Julie a BairdMember
Larry KahnMember
Marisa T MendezMember
Mark T ReevesMember
Nancy HectorMember
Nancy J DavisMember
Paul J DimareMember
Paula BrockwayMember
Peter PruittMember
Philip M ReaganMember
Raquel RegaladoMember
Richard B Adams JrMember
Richard LedgisterMember
Rob BowlbyMember
Roberto MunozMember
Sandy BatchelorMember
Scott DesharnaisMember
Scott L SchneiderMember
Sherrill HudsonMember
Stefan H Zachar IiiMember
Terry CurryMember
Thomas B DavisMember
Timothy M AdamsMember
Tracy R SlavensMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Sysco Food ServiceFood Provider12500 NW 112TH AVE, Medley, FL 33178$502,928
Gordon Food ServiceFood Provider3301 NW 125TH AVE, Miami, FL 33167$407,763
Ruiz ConstructionConstruction12980 NW 42ND AVE, Opa Locka, FL 33054$403,879
Security AllianceGuard Service8323 NW 12TH AVE, Miami, FL 33126$326,873
Teamwork Construction LtdConstruction6405 NW 36 STREET, Miami, FL 33166$213,281
Revenue and Support

Revenue Composition

Contributions and Grants
$15,831,728
Program Service Revenue
$0
Investment Income
$957,518
Other Revenue
$-165,278
All Other Contributions
$3,194,661
Change in Net Assets
$1,527,573

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 Table31$422,073Fair Market Value of
Other Non Cash Contri Table24$60,954Fair Market Value of
Total Noncash Contributions55$483,027-

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,116,216
Revenue Not Reported on Financial Statements
$-492,248
Revenue Not Reported on Form 990
$3,396,492
Other Revenue Adjustments
$-492,248
Total Revenue per Audited Statements
$20,512,708
Total Revenue per Form 990
$16,623,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,905,886
Salaries, Compensation, and Employee Benefits$7,190,509
Total Fundraising Expense$643,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,911,126$371,851$123,473$4,406,450
All Other Expenses$1,074,703$119,956$70,275$1,264,934
Current Officers, Directors, Trustees, and Key Employees$812,759$248,168$85,264$1,146,191
Occupancy$1,083,241$7,268-$1,090,509
Other Employee Benefits$841,283$189,097$3,920$1,034,300
Depreciation Depletion$812,968--$812,968
Office Expenses$690,137$22,056$24,931$737,124
Fees for Services Other$144,048$290,014$18,515$452,577
Payroll Taxes$329,229$85,454$14,477$429,160
Insurance$380,020$38,837-$418,857
Advertising$92,383$5,304$291,140$388,827
Other Expenses$347,256--$347,256
Pension Plan Contributions$135,691$30,045$8,672$174,408
Fees for Services Accounting-$96,312-$96,312
Conferences and Meetings$60,009$8,721$2,754$71,484
Fees for Services Legal$19,763$472-$20,235
Total Functional Expenses$12,939,419$1,513,555$643,421$15,096,395

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$16,717,114
Expenses per Audited Statements$15,096,395
Total Expenses per Form 990$15,096,395
Expenses Not Reported on Form 990$1,620,719
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$524,255
Fundraising Gross Income$358,977
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run Wild$134,029$128,009$34,029$93,980
Gala$1,839,958$60,000$81,505$-21,505
Total Events$2,183,147$358,977$524,255$-165,278
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jon batchelor and sandy batchelor are family relatives.

Form 990, Part VI, Section B, Line 11

The organizations form 990 is prepared by the independent accountant. A draft of the form 990 is provided to the governing body for review and approval prior to filing. The approved version is then filed upon acceptance by the governing body.

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

The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy annually during a board of director's meeting.

Form 990, Part VI, Section B, Line 15

The salaries of the president & ceo and top management officials is determined by the executive committee which reviews the salaries of other like organizations in determining the reasonableness of salaries. The salaries of other officers and key employees of the organization are determined by the human resources department and are approved by the president & ceo.

Form 990, Part VI, Section C, Line 18

The organization makes it form 990 and 990-t available to the public upon request and on the organization's website. A person may call or write the organization to request such information.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request and on the organization's website. A person may call or write the organization to request such information.

Filing and Contact Details

Filer

Filer Name
Chapman Partnership Inc
EIN
65-0425069
Phone
3053293044
Address
1550 NORTH MIAMI AVENUE, MIAMI, FL 33136

Signing Officer

Name
H Daniel Vincent
Title
President & CEO
Phone
3053293044
Signed
2017-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H Daniel Vincent
Formed
1993
Legal Domicile
Fl
Voting Board Members
55
Independent Board Members
55
Employees
207
Volunteers
12,865

Preparer

Firm
Morrison Brown Argiz & Farra LLC
Address
301 E LAS OLAS BLVD 4TH FLOOR, FORT LAUDERDALE, FL 33301
Preparer
David Hollander
Phone
9547609000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Income from pass-through entity -32,007.

PART XII, LINE 2C:

The process has not changed from the prior year.

PART III, LINE 4A - 4D: DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS

Line 4a: housing and emergency: chapman partnership offers a comprehensive, holistic approach to homeless assistance through on-site services and partnerships to help residents attain self-sufficiency and housing stability. These resources include a wide array of programs that go far beyond just emergency shelter, and include comprehensive case management; health, dental and mental health care; child care; job development, training and placement; and permanent housing assistance facilitated by a variety of social service agencies- all located under one roof. Line 4b: healthcare: healthcare at chapman partnership encompasses medical, dental and mental health services. Health clinics located at chapman partnership north and chapman partnership south are designed to stabilize and address the immediate needs of our residents, including acute health problems and chronic conditions, and serve as a resident's primary care provider during their stay. Through the operation of a mobile dental unit, residents have access to preventive and restorative oral heath care, including dental exams, x-rays, cleanings, fillings and tooth extractions. Mental health services help residents deal with common diagnoses, such as depression and anxiety disorders, bipolar disease and schizophrenia. Line 4c: family resource centers: the family resource centers at chapman partnership north and chapman partnership south empower the homeless by creating a nurturing environment where children can succeed. Family resource centers offer after school and full-day summer programming that promotes positive, healthy development among adolescents and teens; as well as year-round evening family enrichment activities that foster family bonding, contributing to the overall wellbeing of the family unit. Line 4d: job development: the job development program operated at chapman partnership north and chapman partnership south includes vocational training and education in culinary arts, environmental services, security, and other career fields; work readiness assistance (e.g., resume writing, interview skills, and computer training); and job placement, with the goal of assisting persons experiencing homelessness in securing full-time jobs paying above minimum wage.

Financial Statement Notes

PART V, LINE 4:

Endowment established for a variety of purposes to support the organization's mission in perpetuity.

PART X, LINE 2:

The organization recognizes and measures tax positions based on their technical merit and assesses the likelihood that the positions will be sustained upon examination based on the facts, circumstances and information available at the end of each period. Interest and penalties, if any, would be recorded in interest expense and other non-interest expense, respectively.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Special events expense (netted with special events revenue on form 990) income from pass-through entity

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special events expense (netted with special events revenue on form 990)

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IRS990/Form990PartVIISectionAGrp/PersonNm1TRISH BELL
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT E CHISHOLM
IRS990/Form990PartVIISectionAGrp/PersonNm3EVALINA BESTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4TOMAS P ERBAN
IRS990/Form990PartVIISectionAGrp/PersonNm5OSMOND C HOWE JR
IRS990/Form990PartVIISectionAGrp/PersonNm6JONAH PRUITT III
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IRS990/Form990PartVIISectionAGrp/PersonNm8BONNIE M CRABTREE
IRS990/Form990PartVIISectionAGrp/PersonNm9TOM HUSTON JR
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD B ADAMS JR
IRS990/Form990PartVIISectionAGrp/PersonNm11TIMOTHY M ADAMS
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IRS990/Form990PartVIISectionAGrp/PersonNm17GUILLERMO G CASTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm18TERRY CURRY
IRS990/Form990PartVIISectionAGrp/PersonNm19DEBORAH DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm20NANCY J DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm21THOMAS B DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm22SCOTT DESHARNAIS
IRS990/Form990PartVIISectionAGrp/PersonNm23PAUL J DIMARE
IRS990/Form990PartVIISectionAGrp/PersonNm24ALAN EISENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm25GERARDO B FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm26ARMANDO CODINA
IRS990/Form990PartVIISectionAGrp/PersonNm27JOSE M GONZALEZ

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$95.6$1.31$94.3$21.3$21.6$0.24
2023Detailed filing. Detailed filing data is available for this year.$87.3$1.69$85.6$25.8$20.9$4.91
2022Detailed filing. Detailed filing data is available for this year.$77.8$1.77$76.1$23.2$23.2$0.05
2021Detailed filing. Detailed filing data is available for this year.$85.4$1.19$84.2$21.8$20.0$1.73
2020Detailed filing. Detailed filing data is available for this year.$74.7$2.04$72.7$18.9$18.2$0.65
2019Detailed filing. Detailed filing data is available for this year.$70.4$1.60$68.8$19.1$18.1$0.95
2018Detailed filing. Detailed filing data is available for this year.$69.2$2.44$66.7$18.1$16.9$1.21
2017Detailed filing. Detailed filing data is available for this year.$66.8$3.04$63.8$17.4$16.3$1.17
2016Detailed filing. Detailed filing data is available for this year.$62.7$3.52$59.2$16.6$15.1$1.53
2015Detailed filing. Detailed filing data is available for this year.$59.3$3.88$55.4$16.6$14.7$1.87
2014Detailed filing. Detailed filing data is available for this year.$59.6$3.82$55.8$16.4$15.1$1.37
2013Summary only. Only limited summary data is available for this year.$56.2$3.72$52.5$15.2$14.0$1.18
2012Summary only. Only limited summary data is available for this year.$53.0$3.51$49.5$15.2$13.5$1.71
2011Summary only. Only limited summary data is available for this year.$49.3$5.10$44.2$13.1$12.8$0.28