Chesapeake Tri-association Inc
Nonprofit profile at a glance
- EIN
- 460574250
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024
- Location
- Westminster, MD, USA
- Phone
- 3019088096
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Arts, Culture, and Humanities N.E.C.
Reported finances
- Revenue
- $969,194
- Expenses
- $972,840
- Assets
- $237,788
- Liabilities
- $82,454
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- KARL OTT (PRESIDENT)
People named in this filing
- ERIC HELD (TREASURER)
- KRAIG MOODIE (SECRETARY)
- KARL OTT (PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The chesapeake tri-association, inc. (cta) was incorporated in Maryland in 2012 for the purpose of facilitating the joint activities of the three (3) member associations.the member associations include: chesapeake water environment association, inc., chesapeake section american water works association, inc., and the water & waste operators association of Maryland, Delaware and the district of columbia. In pursuance of these purposes the corporation shall have the powers to carry on any business or other activity proper and consistent with maintaining tax exempt status under section 501(c)(3). Future joint activities of the three member associations may be added, but presently cta facilitates two annual events. Those events are known as the tri-association conference and the short course.
What it reported doing in 2024
Short course conference - the 75th annual short course is a week-long training session designed to train environmental systems personnel and to advance the professional status of personnel engaged in management, design, construction, operation and maintenance of water and wastewater systems. The courses offered include: introduction to water, water 3 and 4, advanced water, water distribution, introduction/ intermediate wastewater, advanced wastewater, wastewater collection, industrial wastewater and superintendent training. This year the short course was held in person at mount saint mary's university in emmittsburg, md from june 3 - june 7, 2024. 322 water and wastewater operators and over 38 instructors participated in the week-long training session.
Operating model
- Revenue model
- Earned-program. 93% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 85
- Transparency & Controls: 90
- Accountability: 76
- Sustainability: 31
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 96.1%; rating input score 96
- Program expense ratio: 95.7%; rating input score 96
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -0.4%; rating input score 34; 34th percentile among comparable filings
- Total-asset coverage ratio: 0.24; rating input score 11; 11th percentile among comparable filings
- Liabilities to assets ratio: 0.35; rating input score 22; 22nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: 6.4% per year; rating input score 100; 49th percentile among comparable filings
- Revenue growth: 6.2% per year; rating input score 100; 50th percentile among comparable filings
- Asset growth: 11.9% per year; rating input score 100; 64th percentile among comparable filings
Details
- Where the money goes: 96.1% of revenue deployed · 95.7% of spending went to programs
- Governance: 3 of 3 board members independent · 3 of 7 filing controls reported
- Programs: 2 filed program accomplishments · $931K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 18 of 18 current checks pass
- Schedules: 4 filed schedules
- Filing history: 10 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- Moderate — Sustainability: Operating margin scored 34/100.
- High — Sustainability: Total-asset coverage ratio scored 11/100.
- High — Sustainability: Liabilities to assets ratio scored 22/100.