Civic Intelligence

88 Plan Trust

990 • Fiscal year 2020 • EIN 11-3805565

Apr 01, 2019 to Mar 31, 2020 • Filed on Feb 14, 2021

Organization ProfileN/A

View Organization Page

200 St Paul StreetBaltimore, MD 21202

(800) 638-3186

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.07x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.02x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

43rd percentile

2.5%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

46th percentile

5.6%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-3.7%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$7,335,356

Up $388,364 (+5.6%) from 2019

Net Assets

Up

$6,837,165

Up $519,619 (+8.2%) from 2019

Liabilities

Down

$498,191

Down $131,255 (-21%) from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin43rd percentile

Revenue

Down

$20,873,100

Down $809,376 (-3.7%) from 2019

Expenses

Down

$20,353,481

Down $647,089 (-3.1%) from 2019

Net Income

Down

$519,619

Down $162,287 (-24%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,534,686Liabilities 2011: $197,010Net Assets 2011: $1,337,6762011Assets 2012: $1,877,369Liabilities 2012: $287,552Net Assets 2012: $1,589,8172012Assets 2013: $2,507,163Liabilities 2013: $250,649Net Assets 2013: $2,256,5142013Assets 2014: $2,577,334Liabilities 2014: $187,357Net Assets 2014: $2,389,9772014Assets 2015: $3,208,369Liabilities 2015: $149,684Net Assets 2015: $3,058,6852015Assets 2016: $4,327,712Liabilities 2016: $559,320Net Assets 2016: $3,768,3922016Assets 2017: $6,013,124Liabilities 2017: $697,559Net Assets 2017: $5,315,5652017Assets 2018: $6,302,431Liabilities 2018: $666,791Net Assets 2018: $5,635,6402018Assets 2019: $6,946,992Liabilities 2019: $629,446Net Assets 2019: $6,317,5462019Assets 2020: $7,335,356Liabilities 2020: $498,191Net Assets 2020: $6,837,1652020Assets 2021: $6,920,371Liabilities 2021: $447,336Net Assets 2021: $6,473,0352021Assets 2022: $7,642,706Liabilities 2022: $364,173Net Assets 2022: $7,278,5332022Assets 2023: $8,204,222Liabilities 2023: $460,060Net Assets 2023: $7,744,1622023Assets 2024: $10,968,073Liabilities 2024: $827,934Net Assets 2024: $10,140,1392024Assets 2025: $11,585,760Liabilities 2025: $924,454Net Assets 2025: $10,661,3062025

Highlighted filing

2020

Assets$7,335,356
Liabilities$498,191
Net Assets$6,837,165
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $5,100,003Expenses 2011: $4,591,808Net Income 2011: $508,1952011Revenue 2012: $6,200,000Expenses 2012: $5,947,859Net Income 2012: $252,1412012Revenue 2013: $7,921,822Expenses 2013: $7,255,125Net Income 2013: $666,6972013Revenue 2014: $8,311,846Expenses 2014: $8,178,383Net Income 2014: $133,4632014Revenue 2015: $10,500,000Expenses 2015: $9,831,292Net Income 2015: $668,7082015Revenue 2016: $12,600,646Expenses 2016: $11,890,939Net Income 2016: $709,7072016Revenue 2017: $17,606,250Expenses 2017: $16,059,077Net Income 2017: $1,547,1732017Revenue 2018: $19,533,527Expenses 2018: $19,213,452Net Income 2018: $320,0752018Revenue 2019: $21,682,476Expenses 2019: $21,000,570Net Income 2019: $681,9062019Revenue 2020: $20,873,100Expenses 2020: $20,353,481Net Income 2020: $519,6192020Revenue 2021: $20,802,789Expenses 2021: $21,166,919Net Income 2021: -$364,1302021Revenue 2022: $23,500,549Expenses 2022: $22,695,051Net Income 2022: $805,4982022Revenue 2023: $25,696,093Expenses 2023: $25,230,464Net Income 2023: $465,6292023Revenue 2024: $27,850,980Expenses 2024: $25,455,003Net Income 2024: $2,395,9772024Revenue 2025: $29,205,523Expenses 2025: $28,684,356Net Income 2025: $521,1672025

Highlighted filing

2020

Revenue$20,873,100
Expenses$20,353,481
Net Income$519,619
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Feb 14, 2021
Return Version
2019v5.0
Gross Receipts
$20,873,100
Mission and Program Overview

Mission

Provide benefits to former nfl players who have been determined to have dementia, als and parkinson's disease in accordance with the terms of the 88 plan. The plan will also reimburse certain costs related to an eligible player's neurocognitive impairment.

Provide benefits to former nfl players who have dementia, als, and parkinson's disease in accordance with terms of the 88 plan. The plan will also reimburse certain costs related to an eligible player's neurocognitive impairment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,940,966$7,333,309▲ $392,343
Rtn Earn Endowment Incm Other Fnds$6,317,546$6,837,165▲ $519,619
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,946,992$7,335,356▲ $388,364
Other Assets Total$6,026$2,047▼ $3,979
Liabilities
Accounts Payable and Accrued Expenses$629,446$498,191▼ $131,255
Total Liabilities$629,446$498,191▼ $131,255
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,317,546$6,837,165▲ $519,619
Total Liabilities and Net Assets / Fund Balance$6,946,992$7,335,356▲ $388,364
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dennis CurranTrustee
Jacob FrankTrustee
Jeff Van NoteTrustee
Larry FerazaniTrustee
Robert SmithTrustee
Sam MccullumTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,800,000
Investment Income
$73,100
Other Revenue
$0
Change in Net Assets
$519,619

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,873,100
Total Revenue per Audited Statements
$20,873,100
Total Revenue per Form 990
$20,873,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,055,809
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$19,297,672
Other Expenses---$1,055,809
Total Functional Expenses$0$0$0$20,353,481

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,353,481
Total Expenses per Audited Statements$20,353,481
Total Expenses per Form 990$20,353,481
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
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
Audit committee
Yes
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is prepared by the plan's accountant and reviewed by the plan director and controller prior to filing and reviewed by plan benefit consultants and legal counsel prior to final filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available to participants on request.”

Filing and Contact Details

Filer

Filer Name
88 Plan Trust
EIN
11-3805565
Phone
8006383186
Address
200 ST PAUL STREET, BALTIMORE, MD 21202

Signing Officer

Name
Michael Miller
Title
Plan Director
Signed
2021-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Miller
Formed
2007
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Abrams Foster Nole & Williams Pa
Address
2 Hamill Rd Suite 241 West Quadrang, Baltimore, MD 21210
Preparer
Gerald Abrams
Phone
4104336830
Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE PLAN'S ACCOUNTANT AND REVIEWED BY THE PLAN DIRECTOR AND CONTROLLER PRIOR TO FILING AND REVIEWED BY PLAN BENEFIT CONSULTANTS AND LEGAL COUNSEL PRIOR TO FINAL FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE TO PARTICIPANTS ON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0136043636
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0200 STPAUL STREET SUITE 2420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BALTIMORE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0302047
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BERT BELLPETE ROZELLE NFL PLAYER RETIRE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06946992
IRS990/TotalAssetsEOYAmt07335356
IRS990/TotalAssetsGrp/BOYAmt06946992
IRS990/TotalAssetsGrp/EOYAmt07335356
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt020353481
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0629446
IRS990/TotalLiabilitiesEOYAmt0498191
IRS990/TotalLiabilitiesGrp/BOYAmt0629446
IRS990/TotalLiabilitiesGrp/EOYAmt0498191
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06317546
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06837165
IRS990/TotalProgramServiceExpensesAmt019297672
IRS990/TotalProgramServiceRevenueAmt020800000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020873100
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020873100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06946992
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07335356
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt088 PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt088PL
ReturnHeader/Filer/EIN0113805565
ReturnHeader/Filer/PhoneNum08006383186
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 ST PAUL STREET
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521854049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABRAMS FOSTER NOLE & WILLIAMS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 Hamill Rd Suite 241 West Quadrang
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021210
ReturnHeader/PreparerPersonGrp/PhoneNum04104336830
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD ABRAMS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-14T08:39:34-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,335,356
Liabilities
$498,191
Net assets
$6,837,165
Revenue
$20,873,100
Expenses
$20,353,481
Net income
$519,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.6$0.92$10.7$29.2$28.7$0.52
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.83$10.1$27.9$25.5$2.40
2023Detailed filing. Detailed filing data is available for this year.$8.20$0.46$7.74$25.7$25.2$0.47
2022Detailed filing. Detailed filing data is available for this year.$7.64$0.36$7.28$23.5$22.7$0.81
2021Detailed filing. Detailed filing data is available for this year.$6.92$0.45$6.47$20.8$21.2$0.36
2020Detailed filing. Detailed filing data is available for this year.$7.34$0.50$6.84$20.9$20.4$0.52
2019Detailed filing. Detailed filing data is available for this year.$6.95$0.63$6.32$21.7$21.0$0.68
2018Detailed filing. Detailed filing data is available for this year.$6.30$0.67$5.64$19.5$19.2$0.32
2017Detailed filing. Detailed filing data is available for this year.$6.01$0.70$5.32$17.6$16.1$1.55
2016Detailed filing. Detailed filing data is available for this year.$4.33$0.56$3.77$12.6$11.9$0.71
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.15$3.06$10.5$9.83$0.67
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.19$2.39$8.31$8.18$0.13
2013Summary only. Only limited summary data is available for this year.$2.51$0.25$2.26$7.92$7.26$0.67
2012Summary only. Only limited summary data is available for this year.$1.88$0.29$1.59$6.20$5.95$0.25
2011Summary only. Only limited summary data is available for this year.$1.53$0.20$1.34$5.10$4.59$0.51