Civic Intelligence

Charles County Charitable Trust Inc.

990 • Fiscal year 2023 • EIN 81-3638681

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 11, 2023

Organization Profilewww.charlesnonprofits.org
9501 Crain Highway Box 2Bel Alton, MD 20611

(301) 934-3700

Siviq Scores

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

Liabilities / Assets

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$71,059

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-9.3%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Flat

$155,934

Flat from 2023

Net Assets

Flat

$130,807

Flat from 2023

Liabilities

Flat

$25,127

Flat from 2023

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin40th percentile

Revenue

Flat

$1,876,154

Flat from 2023

Expenses

Flat

$1,872,646

Flat from 2023

Net Income

Flat

$3,508

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2017: $56,208Liabilities 2017: $13,538Net Assets 2017: $42,6702017Assets 2018: $46,932Liabilities 2018: $18,578Net Assets 2018: $28,3542018Assets 2019: $52,638Liabilities 2019: $15,583Net Assets 2019: $37,0552019Assets 2020: $86,707Liabilities 2020: $29,939Net Assets 2020: $56,7682020Assets 2021: $593,128Liabilities 2021: $506,622Net Assets 2021: $86,5062021Assets 2022: $140,396Liabilities 2022: $13,097Net Assets 2022: $127,2992022Assets 2023: $155,934Liabilities 2023: $25,127Net Assets 2023: $130,8072023Assets 2023: $155,934Liabilities 2023: $25,127Net Assets 2023: $130,8072023Assets 2024: $228,247Liabilities 2024: $13,717Net Assets 2024: $214,5302024Assets 2025: $234,669Liabilities 2025: $22,064Net Assets 2025: $212,6052025

Highlighted filing

2023

Assets$155,934
Liabilities$25,127
Net Assets$130,807
Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $183,628Expenses 2017: $140,958Net Income 2017: $42,6702017Revenue 2018: $999,547Expenses 2018: $1,013,861Net Income 2018: -$14,3142018Revenue 2019: $1,014,856Expenses 2019: $1,006,155Net Income 2019: $8,7012019Revenue 2020: $1,231,564Expenses 2020: $1,211,851Net Income 2020: $19,7132020Revenue 2021: $1,791,825Expenses 2021: $1,762,087Net Income 2021: $29,7382021Revenue 2022: $2,069,196Expenses 2022: $2,028,403Net Income 2022: $40,7932022Revenue 2023: $1,876,154Expenses 2023: $1,872,646Net Income 2023: $3,5082023Revenue 2023: $1,876,154Expenses 2023: $1,872,646Net Income 2023: $3,5082023Revenue 2024: $1,849,393Expenses 2024: $1,765,670Net Income 2024: $83,7232024Revenue 2025: $1,668,070Expenses 2025: $1,669,995Net Income 2025: -$1,9252025

Highlighted filing

2023

Revenue$1,876,154
Expenses$1,872,646
Net Income$3,508
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 11, 2023
Return Version
2022v5.0
Gross Receipts
$1,876,154
Mission and Program Overview

Mission

The mission of the Charles County Charitable Trust is to improve quality of life in the community by strengthening the local nonprofit sector through educational programs and grant assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$128,028$96,130▼ $31,898
Savings and Temporary Cash Investments-$52,962-
Land, Buildings, and Equipment, Net$4,140$2,657▼ $1,483
Accounts Receivable$2,583$0▼ $2,583
Pledges and Grants Receivable$1,708$0▼ $1,708
Prepaid Expenses and Deferred Charges$3,937$877▼ $3,060
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$140,396$155,934▲ $15,538
Other Assets Total-$3,308-
Liabilities
Accounts Payable and Accrued Expenses$10,308$21,819▲ $11,511
Unsecured Notes Loans Payable-$3,308-
Deferred Revenue$2,789--
Total Liabilities$13,097$25,127▲ $12,030
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$122,299$130,807▲ $8,508
Net Assets With Donor Restrictions$5,000--
Total Net Assets Fund Balance$127,299$130,807▲ $3,508
Total Liabilities and Net Assets / Fund Balance$140,396$155,934▲ $15,538

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,952$4,006$5,958
Other Land Buildings$705$5,124$5,829
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christie BurnettExecutive DirectorFT$71,059$71,059

Board Members and Trustees

NameTitle
Russell YatesPresident
George HawleyVice President
Bill DotsonDirector
Darlene BreckDirector
Laura ForbesDirector
Monise BrownDirector
Tina WilsonDirector
Mark GaskillSecretary
Nicole DanielsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,876,080
Program Service Revenue
$0
Investment Income
$74
Other Revenue
$0
All Other Contributions
$2,600
Change in Net Assets
$3,508

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,876,154
Revenue Not Reported on Form 990
$11,999
Total Revenue per Audited Statements
$1,888,153
Total Revenue per Form 990
$1,876,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,665,237
Salaries, Compensation, and Employee Benefits$145,874
Other Expenses$61,535
Total Fundraising Expense$43,134
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,665,237--$1,665,237
Current Officers, Directors, Trustees, and Key Employees$39,571$31,657$7,914$79,142
Other Salaries and Wages$3,806$26,981$24,404$55,191
Fees for Services Accounting-$26,597-$26,597
Information Technology$3,845$5,198$2,865$11,908
Payroll Taxes$3,727$5,037$2,777$11,541
Other Expenses$653$883$487$2,023
Advertising$603$815$449$1,867
Insurance$603$815$448$1,866
All Other Expenses$319$1,204-$1,523
Depreciation Depletion$479$648$357$1,484
Office Expenses$395$531$293$1,219
Occupancy$1--$1
Total Functional Expenses$1,723,451$106,061$43,134$1,872,646

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,884,645
Expenses per Audited Statements$1,872,646
Total Expenses per Form 990$1,872,646
Expenses Not Reported on Form 990$11,999
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic CharitiesWashington, DC-housing and support$90,000
The Center for ChildrenLa Plata, MD-mental health of children$90,000
Hospice of Charles CountyWaldorf, MD-hospice care$75,000
Poiema MovementWaldorf, MD-women suvivors of trauma$75,000
Health PartnersWaldorf, MD-dental services to needy$73,295
LIfestyles of MarylandLa Plata, MD-emergency shelter$65,000
Spring Dell CenterLa Plata, MD-transportation for disabled$63,000
The Jude HouseBel Alton, MD-addiction recovery$56,624
The Catherine FoundationWaldorf, MD-women's health$55,000
Center for Abused PersonsWaldorf, MD-24 hour crisis hotline$50,000
Melwood HorticulturalTrainingUpper Marlboro, MD-assist disabled gain employment$50,000
Lions Camp MerrickNanjemoy, MD-nurturing, inclusive camp$46,000
Arc of Southern MarylandPrinceFrederick, MD-respite services for disabled$44,878
KidsStreamWaldorf, MD-education$43,000
Charles Co Childrens AidWaldorf, MD-assistance to children$37,500
Charles Co Meals on WheelsLa Plata, MD-meals to homebound$35,000
MD Crime Victims ResourceUpper Marlboro, MD-crime victim services$35,000
Maryland Diaper BankWaldorf, MD-diapers for needy$32,500
So Md TriCounty Comm ActionHughesville, MD-service to needy$32,500
End Hunger in Charles CountyPort Tobacco, MD-food for needy$32,000
Christmas in April - Chas CoWaldorf, MD-repair homes for needy$31,740
Lifepoint Weslyan ChurchWaldorf, MD-assistance to disadvantaged$27,500
LifeStyles of Maryland FoundLa Plata, MD-help to underserved$25,000
Upward Thrive AcademyWaldorf, MD-human services$25,000
Dream Queen Life AtlasCharlotte Hall, MD-women's careers, leadership$22,500
SagepointLa Plata, MD-assist senior citizens$21,000
Good Shepherd UM ChurchWaldorf, MD-preschool education$20,000
Port Tobacco PlayersLa Plata, MD-community theater$18,750
So Md Ctr Family AdvocacyHollywood, MD-advocacy for victims$17,500
So Md Ctr Independent LivingMechanicsville, MD-assist disabled persons$17,500
Charles County HARC IncWaldorf, MD-respite services for disabled$16,514
Bay Community Support ServiceEdgewater, MD-group homes$15,807
Ivy & PearlsWaldorf, MD-public resources$15,800
Our Place WaldorfWaldorf, MD-feed needy individuals$15,649
Camp St CharlesNewburg, MD-religious,education camps$15,000
Charles Co Literacy CouncilLa Plata, MD-sustainability intiatives$15,000
Promise Resource CenterHughesville, MD-promote quality child care$15,000
Senior Network IncWaldorf, MD-at risk elderly assistance$15,000
The Promise Resource CenterCharlotte Hall, MD-parenting program$15,000
Chesapeake Choral ArtsPort Tobacco, MD-choral arts$14,960
Charles County Arts AllianceWhite Plains, MD-arts programs$12,000
So Md Community NetworkPr Frederick, MD-assist discharged psychiatric$12,000
Tri-County Council So MdHughesville, MD-resoution of region-wide issues$12,000
Adoptions TogetherCalverton, MD-family connections$10,000
Promise Landing FarmUpper Marlboro, MD-therapeutic equestrian services$10,000
United Way of Charles CountyLa Plata, MD-family success center$10,000
Elite Registry Working DogsCharlotte Hall, MD-animal training$8,700
Housing Options & PlanningOxon Hill, MD-access to housing$8,300
Help You Too IncWaldorf, MD-community outreach to disadvantaged$6,000
Humane Society of ChasCoWaldorf, MD-humane education$6,000
Charles Co Youth OrchestraWaldorf, MD-youth music$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$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
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 draft 990 is professionally prepared, and then reviewed by the Executive Director and staff. Then the 990 is sent to the Board of Directors for review. Once approved the return is finalized and submitted.”

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

“Monitoring and enforcing compliance with the Conflict of Interest policy regularly take place. First, in the process of recruiting board members, each prospective candidate is provided a copy of the policy along with the board-approved code of ethics. The standards and requirements contained in these documents are discussed during the candidate interview. Second, conflict of interest is raised if business conducted at a board or committee meeting involves or could involve a conflict of interest. If it is found to be present, the person affected must exercise recusal and return to the meeting only after the matter at hand has been dispensed with. Finally, the process of reviewing and evaluating grant applications from local 501c3 nonprofits gives special attention to conflict of interest requirements. Members of the grant panels are routinely advised of such requirements and are obligated to recuse themselves if a conflict arises that applies to them.”

Form 990, Part VI, Section C, Line 19

“Governing documents and IRS filings are made available to the public by request. The process is such that once a request is made, the Executive Director will sign off on it, and the requestor will pick up the copy, and all information is kept in a log.”

Filing and Contact Details

Filer

Filer Name
Charles County Charitable Trust
EIN
81-3638681
Phone
3019343700
Address
9501 Crain Highway Box 2, Bel Alton, MD 20611

Signing Officer

Name
Christie Burnett
Title
Executive Director
Signed
2023-12-11
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Md
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
12

Preparer

Firm
Helen Nelson CPA
Address
14612 MAPLE RIDGE, HANCOCK, MD 21750
Preparer
Helen Nelson
Phone
3015000556
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the United States of America require Charles County Charitable Trust to evaluate uncertain tax positions taken. The financial statement effect of a tax position are recognized when the tax position is more likely than not, based on technical merits, to be sustained upon examination by the IRS. CCCT has analyzed the tax positions for the years ended June 30, 2023 and 2022, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. The organization is subject to routine audits by taxing authorities however there are currently no audits of any tax periods in progress. It is the organization's policy to recognize interest and/or penalties related to uncertain tax positions. As of June 30, 2023 and 2022, there were no such accruals for interest and/or penalties.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Charles County Charitable Trust to evaluate uncertain tax positions taken. The financial statement effect of a tax position are recognized when the tax position is more likely than not, based on technical merits, to be sustained upon examination by the IRS. CCCT has analyzed the tax positions for the years ended June 30, 2023 and 2022, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. The organization is subject to routine audits by taxing authorities however there are currently no audits of any tax periods in progress. It is the organization's policy to recognize interest and/or penalties related to uncertain tax positions. As of June 30, 2023 and 2022, there were no such accruals for interest and/or penalties.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,934
Liabilities
$25,127
Net assets
$130,807
Revenue
$1,876,154
Expenses
$1,872,646
Net income
$3,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.02$0.21$1.67$1.67$0.00
2024Summary only. Only limited summary data is available for this year.$0.23$0.01$0.21$1.85$1.77$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$1.88$1.87$0.00
2023Summary only. Only limited summary data is available for this year.$0.16$0.03$0.13$1.88$1.87$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.01$0.13$2.07$2.03$0.04
2021Summary only. Only limited summary data is available for this year.$0.59$0.51$0.09$1.79$1.76$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.03$0.06$1.23$1.21$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.02$0.04$1.01$1.01$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.02$0.03$1.00$1.01$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.01$0.04$0.18$0.14$0.04