Civic Intelligence

Chapman Partnership Inc.

990 • Fiscal year 2021 • EIN 65-0425069

Oct 01, 2020 to Sep 30, 2021 • Filed on Apr 07, 2022

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

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

14th percentile

0.05x

Higher debt load relative to revenue than 14% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

43rd percentile

8.0%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$409,347

Higher top officer pay than 61% of similar nonprofits.

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

58th percentile

14%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

15%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Assets

Up

$85,384,638

Up $10,662,411 (+14%) from 2020

Net Assets

Up

$84,198,965

Up $11,511,865 (+16%) from 2020

Liabilities

Down

$1,185,673

Down $849,454 (-42%) from 2020

Revenue

Up

$21,761,988

Up $2,904,595 (+15%) from 2020

Expenses

Up

$20,028,640

Up $1,819,652 (+10.0%) from 2020

Net Income

Up

$1,733,348

Up $1,084,943 (+167%) from 2020

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

2021

Assets$85,384,638
Liabilities$1,185,673
Net Assets$84,198,965

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

2021

Revenue$21,761,988
Expenses$20,028,640
Net Income$1,733,348
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Apr 7, 2022
Return Version
2020v4.1
Gross Receipts
$21,850,657
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$51,852,207$62,258,127▲ $10,405,920
Land, Buildings, and Equipment, Net$14,022,586$13,884,892▼ $137,694
Savings and Temporary Cash Investments$6,990,756$6,876,101▼ $114,655
Accounts Receivable$587,243$1,496,276▲ $909,033
Pledges and Grants Receivable$1,058,878$626,376▼ $432,502
Prepaid Expenses and Deferred Charges$210,557$242,866▲ $32,309
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$74,722,227$85,384,638▲ $10,662,411
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,200,000$0▼ $1,200,000
Accounts Payable and Accrued Expenses$339,153$635,256▲ $296,103
Deferred Revenue$495,974$550,417▲ $54,443
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,035,127$1,185,673▼ $849,454
Net Assets / Fund Balance
Net Assets With Donor Restrictions$56,781,661$66,187,880▲ $9,406,219
Net Assets Without Donor Restrictions$15,905,439$18,011,085▲ $2,105,646
Total Net Assets Fund Balance$72,687,100$84,198,965▲ $11,511,865
Total Liabilities and Net Assets / Fund Balance$74,722,227$85,384,638▲ $10,662,411

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$11,396,129$13,139,419$24,535,548
Other Land Buildings$604,498$3,511,206$4,115,704
Equipment$333,888$2,228,058$2,561,946
Land$1,495,000-$1,495,000
Buildings$55,377$91,583$146,960

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$47,326,058$202,381▲ $10,425,100$219,301$57,734,238
2019$43,469,424$204,649▲ $3,823,592$171,607$47,326,058
2018$41,788,156$206,808▲ $1,767,781$293,321$43,469,424
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Symeria HudsonPresident, CEOFT$320,290$89,057$409,347
Lisa Magrino End 321Chief Operating OfficerFT$233,535$56,191$289,726
Howard RubinChief Financial OfficerFT$200,792$56,874$257,666
Xiomara AlonsoVP Human ResourcesFT$133,059$25,592$158,651
Arlene PetersonSr Director of DevelopmentFT$73,155$22,749$95,904

Highest Paid Contractors

ContractorServicesLocationCompensation
Prestige GroupConstruction service1835 EAST HALLANDALE BEACH BLVD 6, Hallandale Beach, FL 33009$456,915
Kent Security ServicesSecurity14600 Biscayne Blvd, North Miami, FL 33181$436,188
Jackson Health System - PsychiatrisPsychiatrist service1611 NW 12 AVENUE, Miami, FL 33136$296,593
Jackson Memorial HospitalClient services1611 NW 12 AVENUE, Miami, FL 33136$244,932
Wow MARKETINGMarketing services808 S DOUGLAS ROAD EX TOWER 5TH, Coral Gable, FL 33134$169,202
Revenue and Support

Revenue Composition

Contributions and Grants
$21,056,079
Program Service Revenue
$0
Investment Income
$682,081
Other Revenue
$23,828
All Other Contributions
$5,106,124
Change in Net Assets
$1,733,348

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$716,941Fair Market Value (FMV)
Total Noncash Contributions$716,941-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,005,611
Salaries, Compensation, and Employee Benefits$9,023,029
Total Fundraising Expense$1,020,131
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,311,216$519,064$254,884$6,085,164
Occupancy$1,342,851$5,447$54$1,348,352
Depreciation Depletion$1,272,159--$1,272,159
Current Officers, Directors, Trustees, and Key Employees$951,131$173,285$32,697$1,157,113
Other Employee Benefits$856,231$211,341$24,580$1,092,152
Fees for Services Other$612,223$271,521$141,552$1,025,296
Other Expenses$654,245--$654,245
All Other Expenses$412,277$89,329$141,525$643,131
Office Expenses$501,952$28,165$23,118$553,235
Payroll Taxes$434,155$58,484$17,167$509,806
Advertising--$352,590$352,590
Insurance$281,042$49,106-$330,148
Fees for Services Accounting$20$235,729-$235,749
Pension Plan Contributions$154,399$21,147$3,248$178,794
Travel$26,250$15,931$28,716$70,897
Fees for Services Legal$4,033$490-$4,523
Total Functional Expenses$17,329,470$1,679,039$1,020,131$20,028,640
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,975
Fundraising Direct Expenses$88,669
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$191,715$121,975$29,673$92,302
Total Events$191,715$121,975$88,669$33,306
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jose DansMemberJose Dans owns Wow marketingNo$169,202

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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 35% controlled entity
No
Business relationship with family members
Yes
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 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 are 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 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
In Care Of
% HOWARD RUBIN CFO
Phone
3053293044
Address
1550 NORTH MIAMI AVENUE, MIAMI, FL 33136

Signing Officer

Name
Howard Rubin
Title
CFO
Phone
3053293044
Signed
2022-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Symeria Hudson
Formed
1993
Legal Domicile
Fl
Voting Board Members
46
Independent Board Members
45
Employees
220
Volunteers
191

Preparer

Firm
Bdo USA Llp
Address
301 E LAS OLAS BLVD 4TH FLOOR, FORT LAUDERDALE, FL 33301
Preparer
Lindsey Pigg
Phone
9547609000
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:

Early Head Start and Head Start programs support the physical, social and cognitive development of children from birth to age five and are conducted in collaboration with Miami-Dade County Public Schools. The Family Resource Centers provide high quality educational, recreational, character and self-esteem building delivered in the afterschool and summer settings for children at age five. Many child participants have become Honor Roll students despite the adverse childhood experiences associated with their episode of homelessness. Daily activities are conducted in collaboration with community partners that promote positive, healthy development, foster resilience, and instill the social norms that counterbalance the physical, psychological and sociological effects of homelessness. The Young Adult Career Academy (YACA) is an internship program for young adults ages 14 to 24 that combines soft and hard job skills training with paid work experience in employment sectors specific to operating Chapman Partnership's Homeless Assistance Centers.

FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:

Chapman Partnership's workforce development programs include pre-employment orientation, paid internships, and apprenticeships leading to living wage jobs in high demand industries in South Florida. Employment specialists help residents with pre-employment skills training through Empower You, a formalized workforce orientation and job readiness training program focused on soft skills - behaviors and attitudes that demonstrate reliability, motivation, and ability to be a team player. With the ultimate goal being education, employment and empowerment, the Organization fosters innovation through their Social Enterprise Academy (SEA), incorporating comprehensive, age-appropriate wrap-around strategies within workforce orientation and job skills training serving residents ages 5 to 55. The Workforce Trades Program is a post-secondary alternative to college that offers free, intensive training in sustainable trades relevant to the South Florida economy. Upon completion, participants receive nationally recognized certifications and are eligible for living wage salaries through direct employment opportunities. EXPENSES $ 959,452. INCLUDING GRANTS OF $ 0. REVENUE $ 0.

FORM 990, PART XII, LINE 2C:

The process has not changed from prior year.

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.

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IRS990/Desc0HOUSING AND EMERGENCY - Chapman Partnership, Inc. 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 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm0SYMERIA HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA MAGRINO END 321
IRS990/Form990PartVIISectionAGrp/PersonNm2HOWARD RUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm3XIOMARA ALONSO
IRS990/Form990PartVIISectionAGrp/PersonNm4ARLENE PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5PETER PRUITT
IRS990/Form990PartVIISectionAGrp/PersonNm6CARLOS R FERNANDEZ-GUZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7TRISH BELL
IRS990/Form990PartVIISectionAGrp/PersonNm8ED JOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm9TRACY R SLAVENS
IRS990/Form990PartVIISectionAGrp/PersonNm10TIMOTHY M ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm11EVALINA BESTMAN PA
IRS990/Form990PartVIISectionAGrp/PersonNm12BRIGID F CECH SAMOLE
IRS990/Form990PartVIISectionAGrp/PersonNm13DALE CHAPMAN WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm14BONNIE M CRABTREE
IRS990/Form990PartVIISectionAGrp/PersonNm15JOSE DANS
IRS990/Form990PartVIISectionAGrp/PersonNm16DEBORAH DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm17NANCY J DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm18THOMAS B DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm19JACQUELINE DONATE
IRS990/Form990PartVIISectionAGrp/PersonNm20ALAN EISENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm21TOMAS P ERBAN
IRS990/Form990PartVIISectionAGrp/PersonNm22TANYA FERREIRO CPA
IRS990/Form990PartVIISectionAGrp/PersonNm23JOSE GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm24DIEGO GORDILLO
IRS990/Form990PartVIISectionAGrp/PersonNm25NANCY HECTOR
IRS990/Form990PartVIISectionAGrp/PersonNm26CARLOS HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm27OSMOND C HOWE JR
IRS990/Form990PartVIISectionAGrp/PersonNm28SHERRILL HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm29RICHARD LEDGISTER
IRS990/Form990PartVIISectionAGrp/PersonNm30MARILE LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm31JOHN M MALLOY JR
IRS990/Form990PartVIISectionAGrp/PersonNm32BRENT MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm33MARISA T MENDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm34BRONWYN C MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm35ROBERTO MUNOZ
IRS990/Form990PartVIISectionAGrp/PersonNm36JACQUIE O'MALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm37ALLAN PEKOR
IRS990/Form990PartVIISectionAGrp/PersonNm38FATIMA PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm39MATTHEW PINZUR
IRS990/Form990PartVIISectionAGrp/PersonNm40JONAH PRUITT III
IRS990/Form990PartVIISectionAGrp/PersonNm41EVAN REES
IRS990/Form990PartVIISectionAGrp/PersonNm42DENRICK ROLLE
IRS990/Form990PartVIISectionAGrp/PersonNm43ALAN ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm44CARLOS SABALLOS
IRS990/Form990PartVIISectionAGrp/PersonNm45BRIAN SAN MIGUEL
IRS990/Form990PartVIISectionAGrp/PersonNm46SCOTT L SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm47BRADLEY STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm48JAY A STEINMAN
IRS990/Form990PartVIISectionAGrp/PersonNm49JORGE R VILLACAMPA
IRS990/Form990PartVIISectionAGrp/PersonNm50STEFAN H ZACHAR III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0374471
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1260612

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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