Civic Intelligence

Chapman Partnership Inc.

990 • Fiscal year 2022 • EIN 65-0425069

Oct 01, 2021 to Sep 30, 2022 • Filed on Apr 03, 2023

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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.08x

Higher debt load relative to revenue than 16% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

28th percentile

-0.2%

Higher net margin than 28% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$423,071

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

24th percentile

-8.8%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

6.4%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Down

$77,837,338

Down $7,547,300 (-8.8%) from 2021

Net Assets

Down

$76,064,911

Down $8,134,054 (-9.7%) from 2021

Liabilities

Up

$1,772,427

Up $586,754 (+49%) from 2021

Revenue

Up

$23,158,308

Up $1,396,320 (+6.4%) from 2021

Expenses

Up

$23,205,961

Up $3,177,321 (+16%) from 2021

Net Income

Down

-$47,653

Down $1,781,001 (-103%) from 2021

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

2022

Assets$77,837,338
Liabilities$1,772,427
Net Assets$76,064,911

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

2022

Revenue$23,158,308
Expenses$23,205,961
Net Income-$47,653
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Apr 3, 2023
Return Version
2021v4.2
Gross Receipts
$23,538,612
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$62,258,127$54,526,164▼ $7,731,963
Land, Buildings, and Equipment, Net$13,884,892$13,422,002▼ $462,890
Savings and Temporary Cash Investments$6,876,101$8,064,313▲ $1,188,212
Accounts Receivable$1,496,276$816,931▼ $679,345
Pledges and Grants Receivable$626,376$633,507▲ $7,131
Prepaid Expenses and Deferred Charges$242,866$374,421▲ $131,555
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$85,384,638$77,837,338▼ $7,547,300
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$550,417$939,219▲ $388,802
Accounts Payable and Accrued Expenses$635,256$833,208▲ $197,952
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,185,673$1,772,427▲ $586,754
Net Assets / Fund Balance
Net Assets With Donor Restrictions$66,187,880$58,684,915▼ $7,502,965
Net Assets Without Donor Restrictions$18,011,085$17,379,996▼ $631,089
Total Net Assets Fund Balance$84,198,965$76,064,911▼ $8,134,054
Total Liabilities and Net Assets / Fund Balance$85,384,638$77,837,338▼ $7,547,300

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$10,842,094$14,197,865$25,039,959
Other Land Buildings$508,726$3,622,733$4,131,459
Equipment$525,065$2,363,012$2,888,077
Land$1,495,000-$1,495,000
Buildings$51,117$95,843$146,960

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$57,734,238$100,000▼ $6,628,725$204,690$51,000,823
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Symeria HudsonPresident, CEO (thru 8/2022)FT$317,426$105,645$423,071
Howard RubinChief Financial OfficerFT$199,447$63,429$262,876
Xiomara AlonsoVP Human ResourcesFT$144,401$26,006$170,407
Arlene PetersonVP DevelopmentFT$122,389$32,027$154,416
Christina ScottVP Marketing & CommunicationFT$103,982$6,173$110,155
Emilio VentoVP Professional ServicesFT$91,086$17,768$108,854
Kavaja SarduyVP Client ServicesFT$48,702$2,658$51,360
Luis FernandezDirector of Residential FacilitiesFT$45,684$999$46,683

Highest Paid Contractors

ContractorServicesLocationCompensation
Jackson Health System - PsychiatrisPsychiatrist Service1611 NW 12 AVENUE, Miami, FL 33136$558,942
Kent Security ServicesSecurity14600 BISCAYNE boulevard, North Miami, FL 33181$422,159
Prestige GroupConstruction Service1835 EAST HALLANDALE BEACH BOULEVAR, Hallandale Beach, FL 33009$360,825
LM Associates ConsultingConsulting2110 Alhambra Circle, Coral Glabes, FL 33134$188,140
Wow MarketingMarketing Services808 S DOUGLAS ROAD EX TOWER 5TH, Coral Gable, FL 33134$125,671
Revenue and Support

Revenue Composition

Contributions and Grants
$22,539,657
Program Service Revenue
$0
Investment Income
$942,655
Other Revenue
$-324,004
All Other Contributions
$5,004,789
Change in Net Assets
$-47,653

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,787,929
Salaries, Compensation, and Employee Benefits$9,418,032
Total Fundraising Expense$1,368,680
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,614,558$320,710$183,792$6,119,060
Occupancy$1,519,859$8,137-$1,527,996
Current Officers, Directors, Trustees, and Key Employees$1,013,371$231,317$207,280$1,451,968
Depreciation Depletion$1,129,065$114,531$65,591$1,309,187
Fees for Services Other$646,956$346,736$168,842$1,162,534
Other Employee Benefits$841,566$195,912$51,465$1,088,943
All Other Expenses$350,812$34,052$574,152$959,016
Other Expenses$693,806$0$0$693,806
Office Expenses$564,367$30,066$47,772$642,205
Payroll Taxes$478,755$46,828$27,370$552,953
Insurance$364,691$51,689-$416,380
Fees for Services Accounting-$270,353-$270,353
Pension Plan Contributions$174,021$29,143$1,944$205,108
Travel$47,126$47,861$40,472$135,459
Fees for Services Legal$11,601$499-$12,100
Total Functional Expenses$20,109,447$1,727,834$1,368,680$23,205,961
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$380,304
Fundraising Gross Income$54,000
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$899,790$54,000$26,779$27,221
Total Events$899,790$54,000$380,304$-326,304
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$125,671

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 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 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
2023-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard Rubin
Formed
1993
Legal Domicile
Fl
Voting Board Members
44
Independent Board Members
44
Employees
209
Volunteers
250

Preparer

Firm
Bdo USA Llp
Address
225 NE MIZNER BLVD SUITE 685, BOCA RATON, FL 33432
Preparer
Jacob Cook
Phone
5619092100
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 school aged children. 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.

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 the chapman academy, incorporating comprehensive, age-appropriate wrap-around strategies serving residents ages 5 to 55 including: - 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. - 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. Expenses $ 1,119,418. Including grants of $ 0. Revenue $ 0.

FORM 990, PART XII, LINE 2C:

The process has not changed from prior year.

Financial Statement Notes

SCHEDULE D, PART V, LINE 4:

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

SCHEDULE D, 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. No uncertain tax positions were identified by the organization as of september 30, 2022 and 2021.

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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/PersonNm48JAY A STEINMAN

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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