2024-11-15T12:48:30-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 11155 RED RUN BLVD STE 410 OWINGS MILLS MD 21117 990 2023-01-01 521711309 CHESAPEAKE HEALTH EDUCATION PROGRAM CHES 4106421195 PO BOX 229 PERRYVILLE MD 21903 JACK BERKERIDGE CEO 4106421195 2024-11-15 1 0 DOUGLAS RUSSENBERGER P01338068 4104159700 2024-11-14 2023 2024-10-15 13:58:12Z CHEP JACK BERKERIDGE PO BOX 229 PERRYVILLE MD 21903 3809595 0 X N/A X 1991 MD THE ORGANIZATION PROVIDES TRANSITIONAL HOUSING AND CASE MANAGEMENT TO HOMELESS VETERANS IN MARYLAND, SOUTH CAROLINA, AND WASHINGTON DC. THE ORGANIZATION ALSO PROVIDES COST-EFFECTIVE HEALTHCARE EDUCATION AND FULL SERVICE MEETING PLANNING SERVICES FOR LOCAL AND NATIONAL EVENTS OF ANY SIZE. 7 6 21 20 0 0 1974575 2613525 786314 1069523 3288 30366 50768 68245 2814945 3781659 0 0 0 0 1074110 1001084 0 0 0 2096741 2687171 3170851 3688255 -355906 93404 3281834 3345554 2119228 1891188 1162606 1454366 X CHESAPEAKE HEALTH EDUCATION PROGRAM, INC. (CHEP) IS A 501(C)(3) ORGANIZATION THAT HAS A DUAL MISSION OF PROVIDING TRANSITIONAL HOUSING THROUGH VETERAN-ONLY PROGRAMS AND HOSTING AFFORDABLE, HIGH QUALITY EDUCATIONAL PROGRAMS FOR HEALTHCARE PROVIDERS IN HARFORD AND CECIL COUNTIES AS WELL AS THE SURROUNDING COUNTIES AND STATES.WE HAVE FOUND OURSELVES WITH THIS UNIQUE PURPOSE, BASED ON AN ORGANIZATIONAL HISTORY OF PROVIDING CONTINUING EDUCATION FOR MEDICAL PROFESSIONALS SERVING THE VETERAN COMMUNITY. AT THE SAME TIME, A NEED WAS DISCOVERED TO PROVIDE TRANSITIONAL HOUSING FOR HOMELESS VETERANS. IT WAS DECIDED THAT CHEP WOULD UTILIZE FUNDS EARNED BY PROVIDING CONTINUING EDUCATION PROGRAMMING TO FINANCIALLY SUPPORT THE VETERAN TRANSITIONAL HOUSING PROGRAM. 0 0 1600380 1027162 EDUCATION PROGRAMS & CONFERENCES - WE PROVIDED ATOTAL OF 9 LOCAL ACCREDITED CLINICAL AND DENTAL PROGRAMS TO 412 COMMUNITY AND VETERANS ADMINISTRATION HEALTHCARE PROFESSIONALS. WE PROVIDED OR SUPPORTED 13 REGIONAL AND NATIONAL PROGRAMS AND CONFERENCES. TOTAL ATTENDEES FOR ALL EVENTS WAS 4,087, 2,942 IN-PERSON ATTENDEES AND 1,145 VIRTUAL ATTENDEES 842731 3250 TRANSITIONAL HOUSING FOR HOMELESS VETERANS - CHARLESTON, SCCHEP'S PROGRAMS IN SC CURRENTLY OPERATE 35 BEDS WHICH ARE SUPPORTED BY THE VETERANS ADMINISTARTION GRANT & PER DIEM PROGRAM. WE ARE THE LARGEST PROVIDER OF TRANSITIONAL HOUSING TO HOMELESS VETERANS IN THE STATE. WE ARE THE ONLY PROGRAM IN THE STATE THAT OFFERS SERVICES TO FAMILIES AND FEMALE VETERANS AND THEIR CHILDREN, AS WELL AS TRANSGENDER VETERANS. THE GOAL OF THIS PROGRAM IS TO HELP EACH VETERAN ACHIEVE INDEPENDENT LIVING IN THE COMMUNITY. WE MAINTAINED AN AVERAGE OCCUPANCY OF 90% AND PROVIDED 11,497 BED DAYS IN 2023 TO VETERANS IN NEED. 624619 200 TRANSITIONAL HOUSING FOR HOMELESS VETERANS - PERRY POINT, MDCHEP'S PROGRAM IN MARYLAND CURRENTLY OPERATES 29 BEDS WHICH ARE SUPPORTED BY THE VETERANS ADMINISTRATION GRANT & PER DIEM PROGRAM. THIS PROGRAM HAS CONSISTENTLY ACHIEVED RESULTS ABOVE THE NATIONAL AVERAGES FOR GOALS IDENTIFIED BY THE VA GRANT AND PER DIEM PROGRAM. WE MAINTAINED AN AVERAGE OCCUPANCY OF 70% AND PROVIDED 7,409 BED DAYS OF SUPPORTIVE CARE IN 2023. 150574 93728 PERMANENT HOUSING WITH A VETERAN PREFERENCE WAS INITIATED DURING 2021 IN WASHINGTON, DC. DURING 2023 THE PROGRAM HAS THE CAPACITY TO PROVIDE 8 PERMANENT HOUSING APARTMENTS. THE PROGRAMS PROVIDES VETERAN PREFERENCE HOUSING TO BOTH MALE AND FEMALE VETERANS AS WELL AS NON-VETERANS REQUIRING A STABLE HOUSING OPTION 150574 93728 3218304 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 33 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD SC X THE ORGANIZATION 4106421195 PO BOX 229 PERRYVILLE MD 21903 ERIC METZ PRESIDENT 1.00 X X 0 0 0 STEVEN KROEDEL VICE PRESIDENT 1.00 X X 0 0 0 CHARLES COMATY SECRETARY/TREASURER 1.00 X X 0 0 0 DAWN METZ BOARD MEMBER 1.00 X 0 0 0 ELAINE MILLARD BOARD MEMBER 1.00 X 0 0 0 SUE NIEWENHOUS BOARD MEMBER 1.00 X 0 0 0 BARBARA FINCH BOARD MEMBER 1.00 X 0 0 0 CATHERINE BENNETT CEO 40.00 X 129746 0 0 JACK BERKERIDGE COO 50.00 X 19519 0 0 149265 0 0 1 0 0 0 REBECCA PASILLAS 2916 FEDERAL AVE EL PASO TX 79930 CONSULTANT FOR THE MIRECC HUB PROGRAM 102438 1 7666 1023173 1582686 2613525 EDUCATIONAL PROGRAMS 611710 1027162 1027162 HOMELESS INITIATIVES 611710 42361 42361 1069523 30366 30366 41364 7666 27936 13428 13428 RENTAL INCOME 611710 54817 54817 54817 3781659 1124340 0 43794 149265 110400 38865 735695 544136 191559 41941 32687 9254 74183 56629 17554 5662 5662 37167 37167 1000219 1000219 69277 69277 161267 144892 16375 37226 20474 16752 262314 189279 73035 56155 36501 19654 717570 717570 5383 5383 83434 57569 25865 64131 51305 12826 REPAIRS AND MAINTENANCE 92202 92202 0 CAPITAL GRANT EXPENSES 40102 40102 0 BANK SERVICE CHARGES 18203 18203 0 SPEAKER FEES 14600 14600 0 22259 22259 3688255 3218304 469951 0 1516607 470630 100699 1230958 102526 114328 590 591 18121 24249 3112354 1607556 1543291 1504798 3281834 3345554 236668 326996 1738769 1424185 143791 140007 2119228 1891188 X 1162606 1454366 1162606 1454366 3281834 3345554 93404 31556 166800 0 X X 0 1 X 1 1 1 X 1272278 1227680 1121083 1974575 2613525 8209141 982390 207914 563463 786314 1069523 3609604 2254668 1435594 1684546 2760889 3683048 11818745 0 0 0 11818745 58334 39003 22372 59387 85183 264279 58334 39003 22372 59387 85183 264279 2313002 1474597 1706918 2820276 3768231 12083024 0.97810 0.97780 0.02190 0.02220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200000 200000 2083303 821199 1262104 477037 477037 0 352014 309320 42694 1504798 LOANS PAYABLE 140007 140007 X 4007951 31556 166800 27936 226292 3781659 0 3781659 3716191 27936 27936 3688255 0 3688255 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION CLASSIFICATION, INTEREST, AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS ENDED BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED AS A REDUCTION OF REVENUE 27,936. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED AS A REDUCTION OF REVENUE 27,936. GOLF OUTTING 29991 7451 22540 16281 1589 JINGLE BELL BALL 19039 215 18824 9802 264 49030 7666 41364 26083 1853 27936 13428 PAUL KELLY FAMILY MEMBER OF CHARLESTON SC PROGRAM MANAGER 6000 PROVIDED LANDSCAPING SERVICES TO ORGANIZATION 0 STEVE KROEDEL BOARD MEMBER 12656 HVAC SERVICES IN HOMES 0 FORM 990, PART VI, SECTION A, LINE 2 ERIC AND DAWN METZ HAVE A SPOUSAL RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AFTER IT IS PREPARED FOR FILING. ANY CHANGES THEY REQUEST TO BE MADE FROM THEIR REVIEW ARE DISCUSSED AND COMPLETED BEFORE IT IS SIGNED AND MAILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS AND EMPLOYEES ARE ADVISED IN WRITING OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO REPORT ANY CONFLICT OF INTEREST ANNUALLY. THE ORGANIZATION REGULARLY MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF THERE IS A TRANSACTION WITH THE ORGANIZATION THAT COULD RESULT IN ANY BENEFIT TO THE EMPLOYEE, THEIR IMMEDIATE FAMILY, OR ANY ENTITY IN WHICH THEY HOLD A SIGNIFICANT FINANCIAL OWNERSHIP OR OTHER INTEREST, THE EMPLOYEE MUST REFRAIN FROM PARTICIPATION IN ANY ACTION ON SUCH MATTERS EXCEPT UPON APPROVAL OF THE BOARD OF DIRECTORS AFTER FULL AND FRANK DISCLOSURE. DISCLOSURE OF A POTENTIAL CONFLICT AND MANAGEMENT'S DECISION REGARDING THE ACTIONS ARE NOTED AND KEPT IN A FILE BY THE CHIEF EXECUTIVE OFFICER. IN THE EVENT THAT A SITUATION ARISES WHERE A MEMBER OF THE BOARD OF DIRECTORS MAY HAVE A CONFLICT, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE BOARD. THE BOARD WILL RENDER A DECISION OF THAT MEMBER'S ELIGIBILITY TO BE PART OF THE VOTING. DISCLOSURE OF A POTENTIAL CONFLICT AND THE BOARD OF DIRECTOR'S DECISION REGARDING VOTING WILL BE NOTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND DETERMINES THE SALARY OF THE CEO. COMPARABILITY DATA IS USED TO DETERMINE COMPETITIVE SALARIES AND BENEFITS WITHIN THE ORGANIZATION'S INDUSTRY. THE BOARD ALSO CONSIDERS THE ORGANIZATION'S CURRENT FINANCIAL STATUS AND BUDGET WHEN DETERMINING AN INCREASE IN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THIS PROCESS REMAINS UNCHANGED FROM PREVIOUS YEARS. CHEP CHARLESTON LLC 11E BUILDING 82H 1ST FLOOR PERRY POINT MD 21902 264008464 VETERAN HOUSING MD 625432 0 CHESAPEAKE HEALTH EDUCATION PROGRAM INC CHEP WASHINGTON LLC 11E BUILDING 82H 1ST FLOOR PERRY POINT MD 21902 270160275 VETERAN HOUSING MD 86648 0 CHESAPEAKE HEALTH EDUCATION PROGRAM INC