Chartwell Membership INC FY2021 filing

Not tax-deductible

Severna Park, MD501(c)(7)Since 1962Mutual / membership EIN 52-0749785Revenue $6.4M in FY2021Latest return filed Feb 16, 2026

On file with the IRSchartwellgcc.com1 Chartwell Dr, 21146-1442 · Severna Park, MDTax-exempt since Dec 1964

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Social and recreation club

501(c)(7) social or recreational club; gifts are not tax-deductible as charitable contributions.
$825K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.1M a year · 16% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$825K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5.8M
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.4M
+9% vs prior year
Spent
$5.0M
To programs
0%
Net assets
$8.9M
By yearFY2020–FY2025
Revenue
$6.4M
FY2021▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.8M
FY2021$6.4M
FY2022$7.6M
FY2023$7.0M
FY2024$7.9M
FY2025$8.4M
Expenses
$5.0M
FY2021▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.5M
FY2021$5.0M
FY2022$6.2M
FY2023$6.4M
FY2024$6.4M
FY2025$6.8M
Net assets
$8.9M
FY2021▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.3M
FY2021$8.9M
FY2022$10.5M
FY2023$10.7M
FY2024$12.2M
FY2025$13.8M

From the FY2021 Form 990 (year ending March 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1964.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

14 people listed on the 990; $825K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
General Mana
$229,082Pt VII · Sec A
Superintende
$180,345Pt VII · Sec A
Golf Profess
$153,078Pt VII · Sec A
Tennis Pro
$152,329Pt VII · Sec A
Facilities M
$109,962Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Richard Marr$296,894$282,219$276,672$249,163$229,082$210,238
Matthew L Earhart$204,424$172,121$162,663———
Robert a Agresti$200,424$181,049$171,141$173,145$153,078$135,808
Steve C Sweiderk————$180,345$187,962
Matthew Earhart———$165,749——
Thomas Mercer————$152,329—
Theodore Ghiglieri$149,306—————
Mark Ortiz$140,745——$117,994——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Operates a country club providing golf, swimming, tennis, and dining facilities for members' social and recreational activities.

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1 program · in their own filed words · FY2020
01

The company operates as a country club to provide social and recreational activities to its 750+ members such as golf, swimming, tennis and dining facilities.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$6.4M
Ln 12
Fees for servicesLn 2g$4.2M
Other incomeLn 4–11$2.2M
Investment incomeLn 3$78
Money outPt IX
$5.0M
Ln 25
Owns and owesPt X
$8.9M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$14.7M
LiabilitiesLn 26$5.8M
PeoplePt VI, VII
14
listed · VII A
PaidVII A5
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$4.2M
Investment incomeLn 3$78
Other incomeLn 4–11$2.2M
Gains on assetsLn 7−$40K
Total revenueLn 12$6.4M
Assets in detailPt X, end of year
CashLn 1$866K
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$2.1M
Land, buildings, equipmentLn 10c$10.5M
Other assetsLn 15$527K
Total assetsLn 16$14.7M
LiabilitiesLn 26$5.8M
Net assetsLn 32$8.9M
OperationsPt I, VI
EmployeesI 5188
VolunteersI 60
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$841K$2.1M
Land, buildings, equipmentLn 10c$10.8M$10.5M
Total assetsLn 16$12.8M$14.7M
LiabilitiesLn 26$5.5M$5.8M
Net assetsLn 32$7.3M$8.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.7M
Pension plan contributionsLn 8$42K
Other employee benefitsLn 9$131K
Payroll taxesLn 10$168K
Other fees for servicesLn 11g$72K
Advertising and promotionLn 12$5K
Conferences, conventions and meetingsLn 19$10K
InterestLn 20$204K
Depreciation, depletion and amortizationLn 22$1.0M
InsuranceLn 23$67K
Other expenses (24a–d)Ln 24$966K
All other expensesLn 24e$624K
Total functional expensesLn 25$5.0M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Feb 16, 2026 $8.4M$6.8M$1.6M$13.8M 990 PDF
FY2024Filed with the IRS Feb 14, 2025 $7.9M$6.4M$1.5M$12.2M 990 PDF
FY2023Filed with the IRS Feb 14, 2024 $7.0M$6.4M$609K$10.7M 990 PDF
FY2022Filed with the IRS Feb 15, 2023 $7.6M$6.2M$1.4M$10.5M 990 PDF
FY2021 ViewingFiled with the IRS Feb 15, 2022 $6.4M$5.0M$1.4M$8.9M 990 PDF
FY2020Filed with the IRS Feb 15, 2021 $5.8M$5.5M$295K$7.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $6,378,534 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $4,304,700$4,203,385
I-10 Investment incomePrior year −$119,820−$39,690
I-11 Other revenuePrior year $1,642,387$2,214,839
I-12 Total revenuePrior year $5,827,267$6,378,534
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,415,892$1,999,868
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,116,468$2,974,288
I-18 Total expensesPrior year $5,532,360$4,974,156
I-19 Revenue less expensesPrior year $294,907$1,404,378
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,378,534 across 5 lines filed
Lines not itemized here account for $597,181 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,203,385$4,203,385
VIII-3 Investment incomeUnrelated business $78$78
VIII-7 Net gain or loss on sales of assetsRelated to mission −$39,768−$39,768
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,617,658$1,617,658
VIII-12 Total revenueRelated to mission $6,127,658 · Unrelated business $250,876$6,378,534
Part IX · Statement of functional expenses $4,974,156 across 12 lines filed
IX-7 Other salaries and wages$1,659,062
IX-8 Pension plan contributions$41,903
IX-9 Other employee benefits$131,266
IX-10 Payroll taxes$167,637
IX-11g Other fees for services$71,546
IX-12 Advertising and promotion$5,123
IX-19 Conferences, conventions and meetings$9,713
IX-20 Interest$204,302
IX-22 Depreciation, depletion and amortization$1,026,682
IX-23 Insurance$67,271
IX-24 Other expenses (24a–d)$965,959
IX-24e All other expenses$623,692
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$4,974,156
Part X · Balance sheet $14,656,371 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $149,922$865,558
X-2 Savings and temporary cash investmentsStart of year $691,129$1,283,586
X-4 Accounts receivableStart of year $652,718$1,258,524
X-8 Inventories for sale or useStart of year $57,272$63,716
X-9 Prepaid expenses and deferred chargesStart of year $136,140$198,858
X-10c Land, buildings and equipment, netStart of year $10,761,066$10,458,673
X-15 Other assetsStart of year $341,435$527,456
X-16 Total assetsStart of year $12,789,682$14,656,371
X-17 Accounts payable and accrued expensesStart of year $398,265$622,121
X-19 Deferred revenueStart of year $240,669$598,028
X-25 Other liabilitiesStart of year $351,912$214,127
X-26 Total liabilitiesStart of year $5,529,745$5,780,163
X-27 Net assets without donor restrictionsStart of year $7,259,937$8,876,208
X-32 Total net assets or fund balancesStart of year $7,259,937$8,876,208
X-33 Total liabilities and net assetsStart of year $12,789,682$14,656,371
Part XI · Reconciliation of net assets $8,876,208 net assets at year end
XI-1 Total revenue$6,378,534
XI-2 Total expenses$4,974,156
XI-3 Revenue less expenses$1,404,378
XI-4 Net assets at start of year$7,259,937
XI-9 Other changes in net assets$211,893
XI-10 Net assets at end of year$8,876,208

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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