Civic Intelligence

The Chelly Foundation Inc

990 • Fiscal year 2017 • EIN 81-0785392

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 13, 2018

7807 Stratford RoadBethesda, MD 20814-1339

(301) 204-2787

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2017

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Up

$19,902

Up $19,902 from 2015

Net Assets

Up

$19,902

Up $19,902 from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$67,596

Up $39,942 (+144%) from 2015

Expenses

Up

$59,918

Up $32,264 (+117%) from 2015

Net Income

Up

$7,678

Up $7,678 from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2017: $19,902Liabilities 2017: $0Net Assets 2017: $19,9022017Assets 2018: $13,551Liabilities 2018: $0Net Assets 2018: $13,5512018Assets 2019: $19,852Liabilities 2019: $0Net Assets 2019: $19,8522019Assets 2020: $42,687Liabilities 2020: $0Net Assets 2020: $42,6872020Assets 2021: $82,878Net Assets 2021: $82,8782021Assets 2022: $26,415Net Assets 2022: $26,4152022Assets 2023: $44,295Net Assets 2023: $44,2952023Assets 2024: $44,412Net Assets 2024: $44,4122024

Highlighted filing

2017

Assets$19,902
Liabilities$0
Net Assets$19,902

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2015: $27,654Expenses 2015: $27,654Net Income 2015: $02015Revenue 2017: $67,596Expenses 2017: $59,918Net Income 2017: $7,6782017Revenue 2018: $60,440Expenses 2018: $66,791Net Income 2018: -$6,3512018Revenue 2019: $45,408Expenses 2019: $39,107Net Income 2019: $6,3012019Revenue 2020: $33,799Expenses 2020: $10,964Net Income 2020: $22,8352020Revenue 2021: $59,633Expenses 2021: $19,442Net Income 2021: $40,1912021Revenue 2022: $58,524Expenses 2022: $114,987Net Income 2022: -$56,4632022Revenue 2023: $37,658Expenses 2023: $19,778Net Income 2023: $17,8802023Revenue 2024: $40,794Expenses 2024: $40,677Net Income 2024: $1172024

Highlighted filing

2017

Revenue$67,596
Expenses$59,918
Net Income$7,678
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 13, 2018
Return Version
2017v2.3
Gross Receipts
$67,596
Mission and Program Overview

Mission

To benefit elementary and secondary schools and students in lesser resourced countries by providing financial assistance and "in-kind" grants related to or consisting of books, school supplies, computers and related equipment, uniforms, sports equipment, and other materials to assist schools to provide high quality education to students and assist students to benefit from high quality education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$12,224$19,902▲ $7,678
Total Assets$12,224$19,902▲ $7,678
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$12,224$19,902▲ $7,678
Total Net Assets Fund Balance$12,224$19,902▲ $7,678
Total Liabilities and Net Assets / Fund Balance$12,224$19,902▲ $7,678
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$57,263
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$10,333
All Other Contributions
$57,263
Change in Net Assets
$7,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,641
Total Fundraising Expense$9,537
Professional Fundraising Fees$2,277
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$9,846$79-$9,925
Fees for Services Other--$7,260$7,260
Fees for Services Legal-$3,102-$3,102
Other Expenses$2,700$3,980-$2,700
Fees for Services Professional Fundraising--$2,277$2,277
Travel$1,000--$1,000
Office Expenses-$874-$874
Fees for Services Accounting-$500-$500
Information Technology-$500-$500
Total Functional Expenses$41,346$9,035$9,537$59,918
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,333
Professional Fundraising Fees$2,277
Fundraising Direct Expenses$0
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
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
No
Other officer compensation reviewed
No
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 B, Line 11B

The organizations president reviewed the return prior to it being filed.

Form 990, Part VI, Section C, Line 18

Organization documents are available upon request at the offices of the organization.

Form 990, Part VI, Section C, Line 19

All governing documents, policies, statements and information returns are available upon request at the offices of the organization.

Filing and Contact Details

Filer

Filer Name
The Chelly Foundation Inc
EIN
81-0785392
Phone
3012042787
Address
7807 STRATFORD ROAD, BETHESDA, MD 20814-1339

Signing Officer

Name
Jason R Baron
Title
President
Phone
3012042787
Signed
2018-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason R Baron
Formed
2015
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
10

Preparer

Firm
Lapointe & Hausman Cpas LLC
Address
3204 TOWER OAKS BLVD STE 170, ROCKVILLE, MD 20852-4211
Preparer
Robert S Hausman CPA
Phone
3017701230
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Gullivers gate: program service expenses 0. Management and general expenses 0. Fundraising expenses 7260. Total expenses 7260.

Form 990, Part IX, Line 24E

Toilet construction and maintenance: program service expenses 2535. Management and general expenses 0. Fundraising expenses 0. Total expenses 2535. Teachers/librarians: program service expenses 1970. Management and general expenses 0. Fundraising expenses 0. Total expenses 1970. Farm costs: program service expenses 1335. Management and general expenses 0. Fundraising expenses 0. Total expenses 1335. Library construction and other costs: program service expenses 1250. Management and general expenses 0. Fundraising expenses 0. Total expenses 1250. Student accomodations: program service expenses 1060. Management and general expenses 0. Fundraising expenses 0. Total expenses 1060. Water tank project: program service expenses 700. Management and general expenses 0. Fundraising expenses 0. Total expenses 700. Bicycles: program service expenses 500. Management and general expenses 0. Fundraising expenses 0. Total expenses 500. Books: program service expenses 416. Management and general expenses 0. Fundraising expenses 0. Total expenses 416. Playground maintenance: program service expenses 80. Management and general expenses 0. Fundraising expenses 0. Total expenses 80. Dues and subscriptions: program service expenses 0. Management and general expenses 79. Fundraising expenses 0. Total expenses 79.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS PRESIDENT REVIEWED THE RETURN PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, POLICIES, STATEMENTS AND INFORMATION RETURNS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GULLIVERS GATE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7260. TOTAL EXPENSES 7260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TOILET CONSTRUCTION AND MAINTENANCE: PROGRAM SERVICE EXPENSES 2535. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2535. TEACHERS/LIBRARIANS: PROGRAM SERVICE EXPENSES 1970. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1970. FARM COSTS: PROGRAM SERVICE EXPENSES 1335. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1335. LIBRARY CONSTRUCTION AND OTHER COSTS: PROGRAM SERVICE EXPENSES 1250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1250. STUDENT ACCOMODATIONS: PROGRAM SERVICE EXPENSES 1060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1060. WATER TANK PROJECT: PROGRAM SERVICE EXPENSES 700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 700. BICYCLES: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. BOOKS: PROGRAM SERVICE EXPENSES 416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 416. PLAYGROUND MAINTENANCE: PROGRAM SERVICE EXPENSES 80. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 79. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79.
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012224
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019902
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt041346
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010333
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067596
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012224
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019902
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01000
IRS990/TravelGrp/TotalAmt01000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt012224
IRS990/UnrestrictedNetAssetsGrp/EOYAmt019902
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07807 STRATFORD ROAD
IRS990/USAddress/CityNm0BETHESDA
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd0208141339
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.THECHELLYFOUNDATOIN.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON R BARON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03012042787
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHELLY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHEL
ReturnHeader/Filer/EIN0810785392
ReturnHeader/Filer/PhoneNum03012042787
ReturnHeader/Filer/USAddress/AddressLine1Txt07807 STRATFORD ROAD
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0208141339
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId029FC87D58764A87FD0F775F646372ED1C58A1A23
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029FC87D58764A87FD0F775F646372ED1C58A1A23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.17.205.17
ReturnHeader/FilingSecurityInformation/IPDt02018-10-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:13:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823596569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAPOINTE & HAUSMAN CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03204 TOWER OAKS BLVD STE 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208524211
ReturnHeader/PreparerPersonGrp/PhoneNum03017701230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S HAUSMAN CPA
ReturnHeader/ReturnTs02018-10-13T12:13:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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