Civic Intelligence

Charting Careers Inc.

990 • Fiscal year 2022 • EIN 82-5035726

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

210 Legion Ave Ste 6463Annapolis, MD 21401

(410) 501-5660

Siviq Scores

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

Liabilities / Assets

76th percentile

0.05x

Higher debt load relative to assets than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

42nd percentile

0.5%

Higher net margin than 42% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$51,190

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-14%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

30%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$134,485

Down $21,597 (-14%) from 2021

Net Assets

Down

$127,091

Down $6,052 (-4.5%) from 2021

Liabilities

Down

$7,394

Down $15,545 (-68%) from 2021

Revenue

Up

$336,707

Up $77,970 (+30%) from 2021

Expenses

Up

$334,867

Up $152,817 (+84%) from 2021

Net Income

Down

$1,840

Down $74,847 (-98%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2019: $46,050Liabilities 2019: $850Net Assets 2019: $45,2002019Assets 2020: $48,977Liabilities 2020: $8,230Net Assets 2020: $40,7472020Assets 2021: $156,082Liabilities 2021: $22,939Net Assets 2021: $133,1432021Assets 2022: $134,485Liabilities 2022: $7,394Net Assets 2022: $127,0912022Assets 2023: $181,072Liabilities 2023: $15,931Net Assets 2023: $165,1412023Assets 2024: $155,853Liabilities 2024: $41,115Net Assets 2024: $114,7382024Assets 2025: $202,189Liabilities 2025: $5,339Net Assets 2025: $196,8502025

Highlighted filing

2022

Assets$134,485
Liabilities$7,394
Net Assets$127,091

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2019: $101,140Expenses 2019: $55,940Net Income 2019: $45,2002019Revenue 2020: $64,418Expenses 2020: $68,871Net Income 2020: -$4,4532020Revenue 2021: $258,737Expenses 2021: $182,050Net Income 2021: $76,6872021Revenue 2022: $336,707Expenses 2022: $334,867Net Income 2022: $1,8402022Revenue 2023: $499,301Expenses 2023: $464,561Net Income 2023: $34,7402023Revenue 2024: $561,905Expenses 2024: $616,408Net Income 2024: -$54,5032024Revenue 2025: $792,310Expenses 2025: $713,803Net Income 2025: $78,5072025

Highlighted filing

2022

Revenue$336,707
Expenses$334,867
Net Income$1,840
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$336,707
Mission and Program Overview

Mission

Charting careers inspires youth to discover their power and reach their goals through transformative mentoring, life-enriching opportunities, and family partnership and by serving as champions for equity.

To inspire youth to discover their power and reach their goals through transformative mentoring, life-enriching opportunities, and family partnership and by serving as champions for equity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,368$76,137▲ $39,769
Savings and Temporary Cash Investments$53,786$45,873▼ $7,913
Pledges and Grants Receivable$65,928$12,475▼ $53,453
Total Assets$156,082$134,485▼ $21,597
Liabilities
Accounts Payable and Accrued Expenses$22,939$7,394▼ $15,545
Total Liabilities$22,939$7,394▼ $15,545
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$56,357$81,218▲ $24,861
Net Assets With Donor Restrictions$76,786$45,873▼ $30,913
Total Net Assets Fund Balance$133,143$127,091▼ $6,052
Total Liabilities and Net Assets / Fund Balance$156,082$134,485▼ $21,597

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$53,786-▼ $5,948-$45,872
2020$37,542-▲ $16,887-$53,786
2019$40,000-▼ $1,920-$37,542
2018-$40,000--$40,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Erin SnellExecutive DirectorPT$51,190$51,190

Board Members and Trustees

NameTitle
Richard VandykeBoard President
Genevieve LaroucheBoard Vice President
Jacqueline HeimbuchBoard Treasurer
Aimee WilliamsTrustee
Eric EpsteinTrustee
James GibbonsTrustee
Kimberly RicherTrustee
Lois FindlayTrustee
Virgil Boysaw JrTrustee
Jessica Snell JohnsVolunteer
Revenue and Support

Revenue Composition

Contributions and Grants
$334,752
Program Service Revenue
$0
Investment Income
$1,955
Other Revenue
$0
All Other Contributions
$271,052
Change in Net Assets
$1,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$231,561
Other Expenses$95,813
Grants and Similar Amounts Paid$7,493
Total Fundraising Expense$5,784
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$202,383$8,554$3,732$214,669
Payroll Taxes$15,844$730$318$16,892
Grants to Domestic Individuals$7,493--$7,493
Advertising$4,998$327$476$5,801
Insurance$444$5,305-$5,749
Office Expenses$713$2,701$1,006$4,420
Other Expenses$1,756$2,029$252$4,037
Fees for Services Accounting$222$3,471-$3,693
Total Functional Expenses$305,966$23,117$5,784$334,867
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 11A

The 990 is provided to the board of directors for review, prior to filing.

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

The disclosure statement shall be completed upon his/her association with the organization, and shall be updated annually thereafter.an additional disclosure statement shall be filed at such time as an actual or potential conflict arises.

Form 990, Part VI, Section C, Line 19C

The 990 is available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Charting Careers Inc
EIN
82-5035726
Phone
4105015660
Address
210 LEGION AVE STE 6463, ANNAPOLIS, MD 21401

Signing Officer

Name
Erin Snell
Title
Executive Director
Phone
4105015660
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Heimbuch
Formed
2018
Legal Domicile
Md
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
30

Preparer

Firm
Alta CPA Group
Address
59 Franklin St 2nd Floor, Annapolis, MD 21401
Preparer
Todd Frankenfield
Phone
4103495101
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

Program description continued education, including college career readiness and mental health in partnership with the annapolis maritime museum park, cc provided after-school programming, including mental health support, tutoring, and outdoor play for 30 elementary and middle school students. Through ccs partnership with arundel lodge, scholars connected regularly with trained counselors. 100 of elementary scholars demonstrated measurable growth in reading skills. 100 of high school seniors persevered during the pandemic and graduated cc assisted with professional tutoring and more. Tutoring was instrumental in helping seniors graduate.i 00 of seniors received cc scholarships ranging from 500-1,500. One graduate is attending the university of md baltimore county, and the rest are attending community college. Ccs 11 beyond-high-school scholars progressed to and through college and trade school e.g. Elmira college, towson.78 of responding scholars reported cc helped them learn how to take more personal responsibility looking at own grades, talking to a teacher.85 of scholars reported that cc helped them feel more hopeful about their futures, and 70 reported they had an increased sense of purpose for their life. Mentoring and social network-26 scholars were supported by individual mentors.85 of scholars reported cc introduced them to at least one new adult who they can turn to for advice and support 78 of scholars reported that cc helped them feel more valued by their community. Family partnership-52 scholars, from 2nd grade through college, set and met at least one goal the majority set and met two or more goals. Many of these goals included links to resources that had not been accessed before, like mental health support and basic needs like food and clothing.staff linked over 20 individuals with mental health services. One caregiver recently shared that she felt that charting careers had saved her family. Cc has been working with the family for three years. Champions for equity.-we hired and supported 4 community navigation specialists, leaders who live in the neighborhoods where our young scholars and their families live. This team partnered with 33 families with a total of 85 children to set and achieve goals. Parents were connected with ged programs, mental health services, basic needs support and more.

Financial Statement Notes

V 4

Charting careers intends to maintain the long-term purchasing power of the principal, while utilizing investment earnings as a stable flow of funds for scholarships to participants.

V 3A

The endowment fund is held by community foundation of anne arundel county 900 bestgate road, annapolis md .

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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHARTING CAREERS INTENDS TO MAINTAIN THE LONG-TERM PURCHASING POWER OF THE PRINCIPAL, WHILE UTILIZING INVESTMENT EARNINGS AS A STABLE FLOW OF FUNDS FOR SCHOLARSHIPS TO PARTICIPANTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ENDOWMENT FUND IS HELD BY COMMUNITY FOUNDATION OF ANNE ARUNDEL COUNTY 900 BESTGATE ROAD, ANNAPOLIS MD .
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ASSISTANCE REVIEWED ON A CASE BY CASE BASIS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DISCLOSURE STATEMENT SHALL BE COMPLETED UPON HIS/HER ASSOCIATION WITH THE ORGANIZATION, AND SHALL BE UPDATED ANNUALLY THEREAFTER.AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE FILED AT SUCH TIME AS AN ACTUAL OR POTENTIAL CONFLICT ARISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM DESCRIPTION CONTINUED EDUCATION, INCLUDING COLLEGE CAREER READINESS AND MENTAL HEALTH IN PARTNERSHIP WITH THE ANNAPOLIS MARITIME MUSEUM PARK, CC PROVIDED AFTER-SCHOOL PROGRAMMING, INCLUDING MENTAL HEALTH SUPPORT, TUTORING, AND OUTDOOR PLAY FOR 30 ELEMENTARY AND MIDDLE SCHOOL STUDENTS. THROUGH CCS PARTNERSHIP WITH ARUNDEL LODGE, SCHOLARS CONNECTED REGULARLY WITH TRAINED COUNSELORS. 100 OF ELEMENTARY SCHOLARS DEMONSTRATED MEASURABLE GROWTH IN READING SKILLS. 100 OF HIGH SCHOOL SENIORS PERSEVERED DURING THE PANDEMIC AND GRADUATED CC ASSISTED WITH PROFESSIONAL TUTORING AND MORE. TUTORING WAS INSTRUMENTAL IN HELPING SENIORS GRADUATE.I 00 OF SENIORS RECEIVED CC SCHOLARSHIPS RANGING FROM 500-1,500. ONE GRADUATE IS ATTENDING THE UNIVERSITY OF MD BALTIMORE COUNTY, AND THE REST ARE ATTENDING COMMUNITY COLLEGE. CCS 11 BEYOND-HIGH-SCHOOL SCHOLARS PROGRESSED TO AND THROUGH COLLEGE AND TRADE SCHOOL E.G. ELMIRA COLLEGE, TOWSON.78 OF RESPONDING SCHOLARS REPORTED CC HELPED THEM LEARN HOW TO TAKE MORE PERSONAL RESPONSIBILITY LOOKING AT OWN GRADES, TALKING TO A TEACHER.85 OF SCHOLARS REPORTED THAT CC HELPED THEM FEEL MORE HOPEFUL ABOUT THEIR FUTURES, AND 70 REPORTED THEY HAD AN INCREASED SENSE OF PURPOSE FOR THEIR LIFE. MENTORING AND SOCIAL NETWORK-26 SCHOLARS WERE SUPPORTED BY INDIVIDUAL MENTORS.85 OF SCHOLARS REPORTED CC INTRODUCED THEM TO AT LEAST ONE NEW ADULT WHO THEY CAN TURN TO FOR ADVICE AND SUPPORT 78 OF SCHOLARS REPORTED THAT CC HELPED THEM FEEL MORE VALUED BY THEIR COMMUNITY. FAMILY PARTNERSHIP-52 SCHOLARS, FROM 2ND GRADE THROUGH COLLEGE, SET AND MET AT LEAST ONE GOAL THE MAJORITY SET AND MET TWO OR MORE GOALS. MANY OF THESE GOALS INCLUDED LINKS TO RESOURCES THAT HAD NOT BEEN ACCESSED BEFORE, LIKE MENTAL HEALTH SUPPORT AND BASIC NEEDS LIKE FOOD AND CLOTHING.STAFF LINKED OVER 20 INDIVIDUALS WITH MENTAL HEALTH SERVICES. ONE CAREGIVER RECENTLY SHARED THAT SHE FELT THAT CHARTING CAREERS HAD SAVED HER FAMILY. CC HAS BEEN WORKING WITH THE FAMILY FOR THREE YEARS. CHAMPIONS FOR EQUITY.-WE HIRED AND SUPPORTED 4 COMMUNITY NAVIGATION SPECIALISTS, LEADERS WHO LIVE IN THE NEIGHBORHOODS WHERE OUR YOUNG SCHOLARS AND THEIR FAMILIES LIVE. THIS TEAM PARTNERED WITH 33 FAMILIES WITH A TOTAL OF 85 CHILDREN TO SET AND ACHIEVE GOALS. PARENTS WERE CONNECTED WITH GED PROGRAMS, MENTAL HEALTH SERVICES, BASIC NEEDS SUPPORT AND MORE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4A
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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