Civic Intelligence

Chapman Partnership Inc.

990 • Fiscal year 2018 • EIN 65-0425069

Oct 01, 2017 to Sep 30, 2018 • Filed on Mar 19, 2019

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

17th percentile

0.04x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.13x

Higher debt load relative to revenue than 24% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

58th percentile

6.7%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$352,074

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

3.6%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Assets

Up

$69,185,042

Up $2,348,942 (+3.5%) from 2017

Net Assets

Up

$66,746,145

Up $2,952,660 (+4.6%) from 2017

Liabilities

Down

$2,438,897

Down $603,718 (-20%) from 2017

Revenue

Up

$18,070,084

Up $623,071 (+3.6%) from 2017

Expenses

Up

$16,860,229

Up $583,161 (+3.6%) from 2017

Net Income

Up

$1,209,855

Up $39,910 (+3.4%) from 2017

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

2018

Assets$69,185,042
Liabilities$2,438,897
Net Assets$66,746,145

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

2018

Revenue$18,070,084
Expenses$16,860,229
Net Income$1,209,855
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Mar 19, 2019
Return Version
2017v2.3
Gross Receipts
$18,648,084
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$44,424,411$47,554,389▲ $3,129,978
Land, Buildings, and Equipment, Net$14,261,659$14,211,832▼ $49,827
Savings and Temporary Cash Investments$6,372,870$5,062,634▼ $1,310,236
Pledges and Grants Receivable$714,571$1,261,973▲ $547,402
Prepaid Expenses and Deferred Charges$567,927$589,232▲ $21,305
Accounts Receivable$494,662$504,982▲ $10,320
Total Assets$66,836,100$69,185,042▲ $2,348,942
Liabilities
Deferred Revenue$2,489,059$1,640,174▼ $848,885
Accounts Payable and Accrued Expenses$553,556$798,723▲ $245,167
Total Liabilities$3,042,615$2,438,897▼ $603,718
Net Assets / Fund Balance
Temporarily Rstr Net Assets$26,316,162$29,718,052▲ $3,401,890
Permanently Rstr Net Assets$19,333,390$19,542,255▲ $208,865
Unrestricted Net Assets$18,143,933$17,485,838▼ $658,095
Total Net Assets Fund Balance$63,793,485$66,746,145▲ $2,952,660
Total Liabilities and Net Assets / Fund Balance$66,836,100$69,185,042▲ $2,348,942

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$11,846,338$10,359,281$22,205,619
Other Land Buildings$627,650$3,075,916$3,703,566
Equipment$174,687$1,937,294$2,111,981
Land$1,495,000-$1,495,000
Buildings$68,157$78,803$146,960

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$38,654,917$208,865▲ $2,965,849$41,475$41,788,156
2016$33,983,699$199,768▲ $4,471,450-$38,654,917
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Daniel VincentPresident & CEOFT$229,688$122,386$352,074
Howard RubinChief Financial OfficerFT$173,401$61,084$234,485
Lisa MagrinoChief Operating OfficerFT$173,839$55,618$229,457
Flavia LlizoDevelopment DirectorFT$185,000$39,099$224,099
Lois SchlamVP of Human ResourcesFT$143,791$52,959$196,750
Erika LaverdeVP of OperationsFT$108,901$10,664$119,565

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
Peter PruittVice Chair, Board of Directors
Tomas P ErbanVice Chair, Board of Directors
Bonnie M CrabtreeSecretary, Board of Directors
Alan EisenbergMember
Allan PekorMember
Arianna Cabrera De OnaMember
Bradley SteinMember
Brent MclaughlinMember
Brian San MiguelMember
Brigid F Cech SamoleMember
Bronwyn C MillerMember
Carlos R HernandezMember
Carlos SaballosMember
Dale Chapman WebbMember
Daniel HortonMember
Deborah DavidsonMember
Edward JoyceMember
Elsie Sterling HowardMember
Evan ReesMember
Fatima PerezMember
Gerardo B FernandezMember
Guillermo G CastilloMember
JACQUIE O'MALLEYMember
Jay a SteinmanMember
John M Malloy JrMember
Jon BatchelorMember
Jose GonzalezMember
Jose M SariegoMember
Julie a Baird CPAMember
Larry KahnMember
Marisa T MendezMember
Mark T ReevesMember
Nancy HectorMember
Nancy J DavisMember
Paula BrockwayMember
Philip ReaganMember
Rev Denrick RolleMember
Richard B Adams Jr EsqMember
Richard LedgisterMember
Roberto MunozMember
Sandy BatchelorMember
Scott DesharnaisMember
Scott L SchneiderMember
Sherrill HudsonMember
Stefan H Zachar IiiMember
Terry J CurryMember
Thomas B DavisMember
Timothy M AdamsMember
Tracy R SlavensMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Jackson Health System - PsychiatristHealth Services1611 NW 12 AVENUE, Miami, FL 33136$362,828
Jackson Memorial HospitalHealth Services1611 NW 12 AVENUE, Miami, FM 33136$344,603
Southeastern Mobile Dental SDental Services358 RELAX DRIVE, Smithville, TN 37166$270,000
Aquarius Air Conditioning & RefrigeratioBuilding Improvements3100 NW 72 AVENUE SUITE 120, Miami, FL 33122$222,504
Wow MarketingMarketing808 S DOUGLAS ROAD EX TOWER 5TH, Coral Gables, FL 33134$190,771
Revenue and Support

Revenue Composition

Contributions and Grants
$17,149,118
Program Service Revenue
$0
Investment Income
$1,242,722
Other Revenue
$-321,756
All Other Contributions
$4,104,597
Change in Net Assets
$1,209,855

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$893,015Fair Market Value of
Other Non Cash Contri Table24$143,860Fair Market Value of
Total Noncash Contributions55$1,036,875-

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,648,084
Revenue Not Reported on Financial Statements
$-578,000
Revenue Not Reported on Form 990
$2,741,095
Other Revenue Adjustments
$-578,000
Total Revenue per Audited Statements
$21,389,179
Total Revenue per Form 990
$18,070,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,493,614
Salaries, Compensation, and Employee Benefits$8,366,615
Total Fundraising Expense$929,937
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,906,206$440,629$386,656$5,733,491
All Other Expenses$1,029,353$108,819$124,323$1,262,495
Other Employee Benefits$968,903$160,938$49,461$1,179,302
Depreciation Depletion$1,006,443--$1,006,443
Occupancy$970,189$5,496-$975,685
Current Officers, Directors, Trustees, and Key Employees$535,229$232,678$38,149$806,056
Office Expenses$683,278$20,326$69,431$773,035
Insurance$440,932$41,555-$482,487
Fees for Services Other$246,719$202,302$19,423$468,444
Payroll Taxes$373,561$62,055$25,258$460,874
Other Expenses$361,803--$361,803
Advertising$24,699-$203,722$228,421
Pension Plan Contributions$145,970$27,608$13,314$186,892
Fees for Services Accounting$20,685$74,356-$95,041
Conferences and Meetings$78,196$8,417$200$86,813
Fees for Services Legal$32,262$8,234-$40,496
Total Functional Expenses$14,536,879$1,393,413$929,937$16,860,229

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$18,436,519
Expenses per Audited Statements$16,860,229
Total Expenses per Form 990$16,860,229
Expenses Not Reported on Form 990$1,576,290
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$578,000
Fundraising Gross Income$256,244
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Womenade$247,690$193,244$45,476$147,768
Gala$1,827,735$63,000$180,359$-117,359
Total Events$2,075,425$256,244$578,000$-321,756
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
Yes
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 11B

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
Howard Rubin
Title
Chief Financial Officer
Phone
3053293044
Signed
2019-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H Daniel Vincent
Formed
1993
Legal Domicile
Fl
Voting Board Members
56
Independent Board Members
56
Employees
194
Volunteers
7,420

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from 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 onsite services and partnerships that 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 chapman funding and 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 health 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 before school, 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. In addition, the family resource center staff closely monitors school attendance, reading levels and special needs of the students on an ongoing basis in close partnership with miami-dade county public schools. Line 4d (other): job development costs 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. Employment and housing services have been expanded to include community activities focused on recruitment of employers and landlords to further our mission in providing permament housing.

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)

PART XII, LINE 2D - OTHER ADJUSTMENTS:

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

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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